Alexis Trevino
Irving,TX
Summary
With six years of experience in the financial industry, I am eager to transition into a career that leverages my English degree and editorial experience. I have a background in reviewing, editing, and proofreading a wide range of documents, ensuring clarity, accuracy, and consistency. Skilled in enhancing structure, style, and grammar in both formal and creative writing, I am committed to delivering high-quality, polished content that effectively communicates ideas. I am seeking an environment where my natural writing abilities and attention to detail are valued, allowing me to contribute to the success of the company.
Overview
7
7
years of professional experience
Work History
Concierge
Modern Wealth Management
Remote
11.2024 - Current
- Coordinate and schedule consultations with prospective clients to address inquiries and financial concerns following initial outreach
- Utilize active listening and emotional intelligence to identify client needs, documenting detailed notes for follow-up and solution development by the assigned advisory team
- Arrange appointments for prospects with advisors to provide personalized financial discussions and services
- Manage documentation within Salesforce, organizing, entering, and compiling notes for the assigned advisory team to ensure accurate prospect records
- Contribute to the development and enhancement of training materials for remote employees, leveraging firsthand remote work experience to improve future training resources
Associate
Goldman Sachs Personal Financial Management
Irving, TX
10.2017 - 10.2023
- Co-created, developed, and led the Ambassador Team, contributing to its overall structure and success
- Managed a team of 14 members, reviewing recorded notes, providing constructive feedback, and delivering ongoing coaching to enhance the quality of work
- Regularly updated and reviewed training materials and team documentation on a monthly and quarterly basis to ensure accuracy and alignment with Compliance terms
- Collaborated in developing the framework for daily, weekly, and monthly team expectations, optimizing workflow and productivity
Analyst
United Capital
Irving, TX
01.2018 - 12.2019
- Conducted cold calls to generate leads for the firm, documenting detailed notes for each interaction
- Provided support to advisors across all U.S. time zones in managing seminar procedures and logistics
- Developed, edited, and reviewed email templates for seminar attendees to ensure clear and effective communication
- Played a key role as one of the first hires in a new department, contributing to the creation of processes and procedures that were later implemented as permanent practices
Call Center Agent
United Capital
Irving, TX
10.2017 - 12.2018
- Conducted cold calls to generate leads for the firm, consistently meeting a minimum of 300 calls per day
- Documented detailed notes for each call to ensure accurate tracking and follow-up
- Consistently achieved weekly and monthly lead generation targets, contributing to the firm’s growth
Education
Bachelor of Arts - English
Texas A&M University - Corpus Christi
Corpus Christi, TX05-2017
Skills
- Strong written and verbal communication skills, with the ability to convey complex ideas clearly and effectively
- Exceptional critical thinking and attention to detail, ensuring thorough analysis and accuracy in all tasks
- Highly organized with excellent time management skills, consistently meeting deadlines and managing multiple priorities
- Creative problem-solver with the ability to develop forward-thinking solutions
- Adaptable and flexible, thriving in dynamic environments and responding effectively to change
- Natural aptitude for language, combined with a passion for editing and enhancing written content
- Skilled in interpersonal communication, building strong relationships and fostering collaboration across teams
Timeline
Concierge
Modern Wealth Management
11.2024 - Current
Analyst
United Capital
01.2018 - 12.2019
Associate
Goldman Sachs Personal Financial Management
10.2017 - 10.2023
Call Center Agent
United Capital
10.2017 - 12.2018
Bachelor of Arts - English
Texas A&M University - Corpus Christi