Andrew Downing
Westminster,CO
Summary
Highly organized administrative and front-office professional with 10+ years of experience managing busy, interruption-heavy environments requiring confidentiality, accuracy, and strict compliance with policies and regulations. Proven ability to serve as a professional receptionist, maintain accurate records and calendars, meet deadlines, and collaborate effectively with staff, leadership, and external stakeholders. Calm, dependable, and adaptable under pressure.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Events Consultant
Fidelity Investments
11.2023 - Current
- Ensured comprehensive case management by handling multiple cases simultaneously under tight deadlines.
- Thrived in a fast-paced environment, effectively adapting to shifting priorities while maintaining productivity.
- Generated and organized accurate electronic records to streamline case management processes and documentation.
- Maintained detailed correspondence to enhance communication between stakeholders and clients throughout case progress.
- Implemented effective documentation practices to ensure all case details were thoroughly recorded and accessible.
- Collaborated with interdisciplinary teams to coordinate services and support for clients' diverse needs.
- Conducted regular follow-ups on cases to monitor progress and address any emerging issues promptly.
Workplace Planning Consultant
Fidelity Investments
08.2023 - 11.2023
- Led strategic planning initiatives to enhance investment portfolio performance and client satisfaction.
- Developed comprehensive market analysis reports to identify trends and inform decision-making processes.
- Collaborated with cross-functional teams to assist clients in meeting their financial goals
Client Service Associate
Robinhood
11.2021 - 07.2023
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
Fraud Client Response Specialist
Fidelity Investments
07.2020 - 11.2021
- Strong understanding of fraud schemes, detection technologies, and risk management frameworks.
- Conducted in-depth account reviews with clients to assess and determine risk to client and firm
Senior Client Relationship Specialist
Charles Schwab
03.2019 - 06.2020
- Served as branch front desk receptionist, managing in-person and phone inquiries. Maintained organized filing systems and acted as liaison between staff and clients.
- Cultivated strong client relationships through proactive communication and personalized service.
Education
Bachelor of Science - English Literature
University of Colorado At Boulder
Boulder, CO05-2014
Associate of Arts - General
Front Range Community College
Westminster, Colorado, CO05-2012
High School Diploma -
Iver C Ranum High School
Denver, CO05-2007
Skills
- Attention to detail
- MS office
- Time management
- Process optimization
- Professional Written & Verbal Communication
Certification
FINRA Licensed with Series 7, 66, and 9/10
Timeline
Life Events Consultant
Fidelity Investments
11.2023 - Current
Workplace Planning Consultant
Fidelity Investments
08.2023 - 11.2023
Client Service Associate
Robinhood
11.2021 - 07.2023
Fraud Client Response Specialist
Fidelity Investments
07.2020 - 11.2021
Senior Client Relationship Specialist
Charles Schwab
03.2019 - 06.2020
Bachelor of Science - English Literature
University of Colorado At Boulder
Associate of Arts - General
Front Range Community College
High School Diploma -
Iver C Ranum High School