Alexis Stokes
17 Charles Street, Selden
Summary
To secure a responsible and challenging position that possesses both personal fulfillment and a commitment to growth in both my career and in the community.
Overview
4
4
years of professional experience
Work History
Sales Assistant
Cetera Investors
Westbury, NY
02.2025 - Current
- Manage client records, ensuring accuracy and compliance with regulatory standards.
- Maintain organized filing systems for easy access to important documents.
- Utilize custom office software to manage schedules and coordinate appointments effectively.
- Assist with preparation of monthly financial statements and reports for client meetings.
- Facilitate event planning and execution, resulting in successful gatherings that exceeded client expectations.
- Daily use of Microsoft Office software, including Word, Excel, Outlook, and PowerPoint.
- Format and maintain marketing/branding materials
- Process client insurance and investment account related paperwork.
Cashier/Barista
Middle Country Public Library
Centereach, NY
12.2023 - Current
- Maintain accurate cash drawer, including processing transactions through POS system to ensure proper balance at shift end.
- Daily interactions with library patrons, handling inquiries or concerns.
- Train new staff on cash handling procedures and job protocols.
- Work flexible schedule and extra shifts to meet business needs.
- Maintain cleanliness and organization of dining area pursuant to health regulations.
- Operate and maintain cafe equipment/machinery.
- Complete weekly inventory reports.
Counselor
Town of Brookhaven
Centereach, NY
05.2022 - 08.2024
- Coordinated schedules and logistics for camp activities, optimizing resource allocation and efficiency.
- Supervised daily activities, ensuring safety and engagement for diverse groups of approximately 20 individuals.
Education
Bachelor of Science - Accounting
Suffolk County Community College
Selden, NY2026
Advanced Regents Diploma -
Newfield High School
Selden, NY06.2024
Skills
- Bookkeeping/Accounting
- Microsoft Office applications
- POS software
Timeline
Sales Assistant
Cetera Investors
02.2025 - Current
Cashier/Barista
Middle Country Public Library
12.2023 - Current
Counselor
Town of Brookhaven
05.2022 - 08.2024
Bachelor of Science - Accounting
Suffolk County Community College
Advanced Regents Diploma -
Newfield High School