Summary
Overview
Work History
Education
Skills
Timeline
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ASHLEIGH LINDQUIST

Destin,FL

Summary

Service-oriented, hardworking individual with three years of experience in office administration and assistant roles, as well as several years experience in customer service. Great communication and interpersonal skills. Relationship builder. Team player. Obtained a Bachelor's of Science in Integrative Studies with fields of Business, Communication, and Human Development.

Overview

6
6
years of professional experience

Work History

Advisor Services Associate

Charles Schwab
01.2022 - Current
  • Assist advisors with transactional requests through a mix of inbound and outbound calls related to money movement, transaction status, and transfer of accounts
  • Champion client use of Schwab's digital platform and provide website navigational support
  • Engaged with clients to understand and anticipate customer service needs.
  • Performed money movement processing requests.
  • Worked effectively in fast-paced environments.

Executive Assistant

Milestone Church
11.2018 - 12.2021
  • Assist our executive office in whatever is needed as it applies to personal or administrative tasks
  • Keep track of meetings, appointments and events
  • Complete monthly expense reports
  • Communicate with other team members to ensure that delegated tasks are completed as needed.

Medical Receptionist

Acute Care And Family Medicine
08.2018 - 02.2019
  • Answer phone calls/Assist patients
  • Schedule appointments
  • Review and verify insurance
  • Collect and process payments
  • Organize patient charts and files

Brand Representative/Sales Associate

Altar'd State
11.2017 - 11.2018
  • Exchanged merchandise for customers and accepted returns.
  • Greeted customers and ascertained what each customer wanted and needed.
  • Recommended, selected and helped locate and obtain merchandise based on customer needs and desires.
  • Answered questions regarding store and merchandise.
  • Placed special orders, submitted online orders or contacted other stores to find desired items.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges.
  • Arranged and display merchandise to promote sales.
  • Performed sales floor work, such as greeting and assisting customers, stocking shelves and taking inventory.

Education

Bachelor's Degree - Integrative Studies with fields, Business, Communications & Human Development

University of North Texas

Skills

  • Problem Solving
  • Organization
  • Team Player
  • Interpersonal Skills
  • Concur
  • Collaborative
  • Adaptability
  • Patient
  • Positive
  • Hard Working
  • Exceptional Communication

Timeline

Advisor Services Associate

Charles Schwab
01.2022 - Current

Executive Assistant

Milestone Church
11.2018 - 12.2021

Medical Receptionist

Acute Care And Family Medicine
08.2018 - 02.2019

Brand Representative/Sales Associate

Altar'd State
11.2017 - 11.2018

Bachelor's Degree - Integrative Studies with fields, Business, Communications & Human Development

University of North Texas
ASHLEIGH LINDQUIST