Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Amy Steenblik

Fort Worth,Texas

Summary

Versatile professional with a proven track record at Fidelity Investments, excelling in fiduciary responsibility and enhancing client satisfaction through meticulous contribution processing. Demonstrates exceptional communication and problem-solving abilities, adept at fostering positive relationships and ensuring timely, accurate account management. Achieved consistent academic growth as a Preschool Teacher, underscoring a commitment to excellence and teamwork.

Overview

16
16
years of professional experience

Work History

401k Specialist

Fidelity Investments
08.2024 - Current
  • Enhanced client satisfaction by providing comprehensive 401K plan information and addressing concerns promptly.
  • Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
  • Resolved complex investment issues, ensuring clients received accurate and timely information regarding their accounts.
  • Ensured timely and accurate processing of contribution changes, loan requests, and distribution transactions for clients'' accounts.

Stay at Home Parent

Self-employeed
01.2009 - 08.2024
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked effectively in fast-paced environments.

Preschool Teacher

Lighthouse Christian Academy And Preschool
08.2022 - 11.2022
  • Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
  • Evaluated student performance regularly through observation, assessment tools, and parent-teacher conferences to ensure academic growth was being achieved consistently across all areas of development.
  • Ensured a safe and nurturing environment for all students, adhering to health and safety guidelines in the classroom.
  • Boosted children''s social development by promoting positive interactions among peers through group activities and collaborative projects.

Education

Bachelor of Science - Liberal Arts And Sciences

Utah State University
Logan, UT
05-2011

Skills

  • Contribution processing and tracking
  • Loan and distribution administration
  • Fiduciary responsibility
  • Teamwork
  • Problem-solving abilities
  • Attention to detail
  • Organizational skills
  • Excellent communication
  • Multitasking Abilities

Interests

  • I enjoy sketching and drawing, which helps improve my creativity and attention to detail
  • Interior Design
  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Gardening

Timeline

401k Specialist

Fidelity Investments
08.2024 - Current

Preschool Teacher

Lighthouse Christian Academy And Preschool
08.2022 - 11.2022

Stay at Home Parent

Self-employeed
01.2009 - 08.2024

Bachelor of Science - Liberal Arts And Sciences

Utah State University
Amy Steenblik