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
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
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
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
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
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