Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
13
13
years of professional experience
Work History
Onboarding Coordinator
Fisher Investments
01.2024 - Current
Increased client retention rates with proactive problem-solving strategies and regular check-ins.
Strengthened client relationships by providing exceptional account management and consistent communication.
Implemented strategic improvements to account management procedures, increasing overall team productivity.
Administrative Assistant
InvestPro Wealth Strategies
06.2023 - 12.2023
Executed electronic check deposits and adjusted revenue totals.
Managed inventory replenishment operations.
Scheduled and organized meetings for executives.
Medical Office Administrator
Age Rejuvenation
01.2021 - 05.2023
Managed daily operations of the clinic, prepared providers schedules, dispensed medications
Generated and balanced nightly revenue report for invoices, billing, and accounts receivable accuracy