Microsoft
Amanda Harrington
Stanfield,OR
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Finance Advisor
University Of Phoenix-chicago
Phoenix, AZ
03.2024 - 08.2024
- Responded promptly to customer inquiries concerning account balances, transaction history or other matters relating to their finances.
- Developed customized financial plans for clients based on their individual needs and goals.
- Advised customers on appropriate loan repayment options based on their income levels.
- Monitored client portfolios to ensure that they remain aligned with their objectives.
- Provided financial advice to clients on investment strategies, portfolio management and risk management.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
City Carrier Assistant
USPS
Hermiston
09.2023 - 11.2023
- Utilized knowledge of postal regulations to ensure proper handling of packages.
- Delivered heavy loads safely without compromising the quality of service provided.
- Assisted customers with mail and package delivery, providing excellent customer service at all times.
- Demonstrated excellent communication skills when interacting with customers and colleagues.
- Delivered mail along established routes using a vehicle provided by the USPS.
- Operated hand-held scanners to track packages during delivery process.
- Communicated regularly with supervisor regarding changes in route or schedule.
- Ensured compliance with all safety regulations while operating motor vehicle.
Administrative Assistant
A and H Insurance
Reno, NV
04.2017 - 08.2023
- Scheduled appointments and managed calendar of events.
- Performed data entry tasks accurately, with attention to detail.
- Answered multiple phone lines in a timely fashion.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed database systems containing customer contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients and customers and internal staff members.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Managed office supplies inventory and placed orders when necessary.
- Processed invoices for payment using accounting software applications.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
Education
BS in Business Administration in Project Management Candidate -
University of Phoenix
Phoenix, AZ12.2026
Skills
- Customer Satisfaction
- Critical Thinking
- Accounting Techniques
- Program File Distribution
- Excel Spreadsheets
- Cash Deposit Preparation
- Account Balancing
- Google Docs
- PC Proficiency
- Detailed Meeting Minutes
- Report Analysis
- Travel Administration
- Microsoft Windows
- Manage Budgets
- Intuit QuickBooks
- Tax Software
- 10-Key Proficiency
- High-Volume Phone Inquiries
- Performance Improvement
- Organizing and Categorizing Data
- Client Relations
- Sales follow-up
- Funding education
- Developing financial plans
- Financial Advising
- Cash Handling
- Risk Assessment
- Budget Compliance
- Financial Services
- Sales and Marketing
- Sales expertise
- Relationship building and management
Certification
- Diploma In Business Administration
- Diploma in Financial Accounting
- CPR and First Aid Certified
References
References available upon request
Accomplishments
- Diploma in Financial Accounting
- Diploma in Business Administration
- First Aid Certified
- Badges Earned: Reflective communicator, Intentional Problem Solver, Reflective Problem Solver, Reflective Decision Maker, and Strategic Problem Solver.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Software
Outlook
Excell
Languages
English
Native language
Interests
Outdoors
Crafting
Timeline
Finance Advisor
University Of Phoenix-chicago
03.2024 - 08.2024
City Carrier Assistant
USPS
09.2023 - 11.2023
Administrative Assistant
A and H Insurance
04.2017 - 08.2023
BS in Business Administration in Project Management Candidate -
University of Phoenix