Allie Geshka
Portland,OR
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
401k Specialist
Phillips and Co
Portland
05.2022 - Current
- Performing administrative tasks such as updating account information
- Preparing meeting reports for the advisors
- Running proposals to ensure the best 401K plan is selected
- Scheduling 401K Fiduciary meeting
- Prepare 401K end quarter reports
- Supporting 401K Projects
- Use CRM to track clients.
Server
Sassy's
Portland
10.2022 - 06.2024
- Experience with POS, ATM, and lottery machines.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Cultivated warm relationships with regular customers.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Bussed and reset tables to keep dining room and work areas clean.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
Client Service Specialist
Ameriprise Financial
Portland
10.2021 - 05.2022
- Schedule and confirm client appointments via email and phone
- Prepare, maintain, and organize client paperwork
- Record notes from appointments, set tasks, and record opportunities
- Process client changes regarding address, banks, and other personal information
- Review applications for accuracy and completeness
- Communicate necessary client follow-up and help with client requests
- Paperwork processing (Account open, Trust, Estate, Life insurance, Wire transfer, TOD)
- Maintain databases of client information in CRM
- Assist Financial Advisor in all his practice needs.
Client Service Coordinator
Finity Group, LLC
Portland
08.2017 - 01.2021
- Support Lead Advisors and their teams to acquire new clients and retain existing ones
- Maintain quality relationships with clients and remain available to offer support (through email and phone)
- Perform other related duties as assigned, such as preparing account paperwork for new and existing clients
- Schedule client meetings and phone calls
- Demonstrated effective interpersonal skills and communication
- Responsible for the submission of client insurance and investment accounts
- Maintain and update information in CRM.
Barista
Starbucks
Portland
01.2014 - 12.2020
- Welcome and greet customers
- Clean and restock, empty trash, and sanitize equipment and utensils
- Prepare drinks and food to serve to customers.
Education
Bachelor's degree of Arts in Human Resources Management -
Portland State University
Portland, OR07.2017
Skills
- Strong Work Ethic
- Exceptional customer service
- High-volume dining
- Table Bussing
Certification
- Food Handler
- OLCC
Languages
Ukrainian
Native or Bilingual
Timeline
Server
Sassy's
10.2022 - 06.2024
401k Specialist
Phillips and Co
05.2022 - Current
Client Service Specialist
Ameriprise Financial
10.2021 - 05.2022
Client Service Coordinator
Finity Group, LLC
08.2017 - 01.2021
Barista
Starbucks
01.2014 - 12.2020
Bachelor's degree of Arts in Human Resources Management -
Portland State University