Asia Barnett

• Provide financial reports & interpret financial information to Advisors and clientele while recommending & discussing further courses of action for accounts such as; 403(b), 401(a), 401(k)& 457(b) plans.
• Administer account transactions and respond to customer inquiries concerning financial products.
• Opening accounts for new and existing customers and assisting customers in completing application forms.
• Monitoring loans and accounts payable & receivable to keep current.
• Maintain knowledge of new investment products and assist in developing sales strategies.
• Prepare vouchers, invoices, checks, account statements, reports and other records and review paperwork for accuracy.

• Servicing 401k retirement plans for clients and Advisors while providing exceptional customer service
• Correspond with various other departments, discussing company plans and agreeing on future paths to be taken.
• Administered account transactions and responded to customer inquiries concerning financial products.
• Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
• Monitoring loans and accounts payable & receivable to keep current

• Leading children grades K-6 in an after school learning program that involved STEM a combination of Science, Technology, Engineering, and Mathematics.
• Developed and executed comprehensive training programs for continuous skill enhancement of staff.
• Mentored junior team members, fostering a positive working environment that encouraged professional development and growth.
• Maintained a strong leadership presence, curriculum creation and implementation, while maintaining strong communication with both the parents and the staff via strong verbal and written communications.

.

• Answered customer calls regarding booking lawn and landscape services including both commercial and residential customer accounts in northern Ohio.
• Documented and detailed calls and complaints using call center's CRM database.
• Responded to customer calls and emails to answer questions about products and services.
• Enhanced customer satisfaction by addressing inquiries and resolving issues promptly.