ALEXIS POLCAK
Green Cove Springs,FL
Summary
Detail-oriented Family Office Services professional experienced at managing financial and administrative support for high net worth families. Demonstrates discretion and confidentiality while coordinating schedules, communications, and financial documentation. Proven ability to collaborate effectively with clients and team members to ensure smooth operations.
Overview
11
11
years of professional experience
Work History
Family Office Executive Assistant
PIVOT CPA'S
Ponte Vedra Beach, FL
01.2023 - Current
- Provide comprehensive administration and operational support within a FOS setting, managing a wide range of personal, financial and business-related responsibilities for 17 high net worth families, with discretion and confidentiality.
- Communicate and coordinate directly with clients, vendors and financial professionals and other third parties on behalf of the Family Office.
- Prepare and finalize monthly financial statements for review, ensuring timely delivery and accuracy for informed decision-making.
- Met with clients to review monthly financial statements, addressed mail, and provided clarifications on financial matters.
- Track and manage bills, invoices, payments and recurring financial responsibilities, ensuring items are accurately recorded and paid in a timely manner.
- Maintain and organize financial records, accounting information, statements and supporting documentation to ensure accurate and up to date records.
- Supported daily administrative functions, including scheduling, correspondence, mail, banking, calls, and emails, ensuring smooth operations.
- Communicate effectively with team members regarding ongoing projects, ensuring all deadlines are met without compromising quality standards.
Restaurant Manager
TEXAS ROADHOUSE
Jacksonville, FL
04.2020 - 01.2023
- Managed daily operations to enhance efficiency, consistency, and quality in food and service, including ordering and deliveries.
- Oversaw scheduling and management of 100+ staff to ensure optimal coverage and performance.
- Interviewed, selected, trained, and supervised staff to build a skilled and efficient team.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Reconciled cash and credit card transactions to maintain accurate records.
Insurance Customer Service Representative
STATEFARM
Middleburg, FL
02.2016 - 04.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to client calls swiftly to resolve issues and answer questions.
- Managed high call volume while delivering professional, empathetic service and maintaining attention to detail in each interaction.
- Processed policy updates and changes accurately to meet client needs promptly.
- Confirmed appointments and updated client records to ensure accuracy and efficiency.
- Welcomed clients at reception, providing guidance and information about services offered. professionally, providing friendly, knowledgeable assistance while confirming appointments and updating client records.
Education
High School Diploma -
CLAY HIGH SCHOOL
Green Cove Springs, FL05-2016
Skills
- Financial reporting
- Document management
- Client relationship management
- Client relations
- Vendor coordination
- Appointment scheduling
- Scheduling
- Office administration
- Data entry
- Time management
- Complaint resolution
- Organizational abilities
- Confidential information handling
- Dependability
- Adaptability
- Scheduling
Timeline
Family Office Executive Assistant
PIVOT CPA'S
01.2023 - Current
Restaurant Manager
TEXAS ROADHOUSE
04.2020 - 01.2023
Insurance Customer Service Representative
STATEFARM
02.2016 - 04.2020
High School Diploma -
CLAY HIGH SCHOOL