Ana Sanchez

Perris,CA

Summary

A highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Working effectively and quickly mastering new skills. Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly. A motivated professional offering a bachelor's degree in business. With a certification in entrepreneurship and marketing. A committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure with great customer service, multitasking, and time management skills and adapting to new situations and challenges. Organized Administrative Assistant experienced in assisting with daily office needs and managing administrative activities.

Overview

years of professional experience

Work History

Administrative Assistant /Assistant Construction Manager

CrownCo

Temecula

05.2023 - Current

Managed incoming calls, ensuring accurate information was provided and directing callers to appropriate departments when necessary.
Proficient in recording and arranging information with Microsoft Excel, Outlook, and Salesforce.
Efficiently handled scheduling of appointments for a diverse range of individuals including clients, customers, and internal staff members.
Responded promptly to customer concerns, resulting in improved retention.
Managed database systems containing customer contact information.
Coordinated material acquisition and maintained regular communication with technicians to ensure project progress.
Monitored progress on projects assigned by upper management.
Developed schedules and delegated tasks to work crew members.
Played a critical part in project organization through crew coordination, start date scheduling, promotional material procurement, and client communication.
Coordinated delivery schedules for materials needed at job sites to avoid delays in work progress.
Developed strong working relationships with vendors supplying materials or services for ongoing and future projects.
Participated in enhancing tech knowledge through field-specific training sessions.
Updated clients via email with detailed project reports highlighting phases, milestones, and final outcomes.
Developed strong client connections to maintain satisfaction levels and secure future business prospects

Financial Advisor

Sanchez Express

Perris, CA

08.2017 - Current

Provided clients with strategies to achieve financial goals.
Evaluated client financial objectives and developed strategies to meet them.
Crafted customized financial plans and strategies to meet clients' specific needs.
Provided personalized financial advice based on individual needs.
Analyzed investment materials to generate financial advice, address client needs, and project lucrative investments.
Enhanced client understanding of financial plans and strategies through clear and detailed explanations of complex data.
Monitored and ensured the proper coordination of physical and digital files, spreadsheets, and reports.
Assisted clients in identifying tax-advantaged investment options.
Addressed customer inquiries about accounts and services in a timely manner.
Implemented necessary changes to enhance client satisfaction and improve account performance

Education

Bachelor of Science - Business

University of Phoenix

Murrieta, CA

04.2023

Skills

Developing Financial Plans
Analytical & Critical Thinking
Financial Plan Development
Cash Management Strategies
Financial Document Summaries
Microsoft, Salesforce, Outlook
Account Performance Reviews
Financial Goal Planning
Debt and Credit Management
Monthly Financial Statements
Financial Aid Counseling
Customer Monitoring / Communication
Paperwork Drafting

Building Client Relations
Computer Skills
Bilingual
Accounts receivable / invoicing
Database Management / Entry
Research - Job site
Office Administration
Data Entry
Filing and Data Archiving
Project Management
Administrative Support
Scheduling and calendar management

Timeline