Autumn Lisowe
Wrightstown,WI
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
4
4
years of professional experience
Work History
Client Service Associate
Groeschl Wealth Advisors
01.2023 - Current
- Maintain an organized and detail-oriented schedule and workstation to handle up to 15 meetings per week
- Retain excellent written and verbal communication by sending pre- meeting reminders and follow up emails detailing specific topics discussed
- Prioritize duties that are a result from tasks with clients and prepare and accurately file correspondence related to their financial situations
- Formulate a lasting relationship by building trust and dedication to the client
- Utilize specific software programs to establish the plans that clients and Advisors formulate and go above and beyond to get their tasks accomplished in a timely manner
- Exhibited high energy and professionalism when dealing with clients and staff.
- Help a large volume of customers every day with positive attitude and focus on customer satisfaction.
Client Support Specialist
Associated Trust Company
10.2022 - 12.2022
- Entered data into the necessary programs to create monthly and weekly reports by performing data analyses in specific departments
- Compared and analyzed excel spreadsheets and specific reports as requested by the staff
- Interacted with team members across departments to research and resolve customer issues.
- Cross-trained and provided backup support for organizational leadership.
Child Support Specialist
Brown County Child Support Agency
02.2022 - 10.2022
- Monitored current and past-due child support payments and birth expenses due to the State of Wisconsin
- Documented data and completed accurate updates to case records.
- Contributed to court proceedings, advocating for family's best interests and recommending balanced solutions.
- Built solid and trusting rapport with over 200 children and families, fostering trust and communication to meet case needs.
Legal Assistant
Sparr, Belville & Brown, LLC
10.2020 - 02.2022
- Interacted with attorneys, clients, and coworkers on specific cases utilizing Outlook email, Circuit Court E-filing, and Microsoft services while consistently scheduling and coordinating various legal activities
- Proofread and drafted legal documents & correspondence including Affidavits, Amendments, Orders, etc
- Maintained and managed files according to each type of law while multitasking to ensure quality work and organization
- Organized and reviewed physical and electronic files of evidence and data
- Communicated pertinent information to clients and colleagues via phone, email, and mail.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Education
Bachelor of Science - Criminal Science
University of Wisconsin-Oshkosh
Oshkosh05.2021
Skills
- Critical Thinking
- Organization & Case Management
- Teamwork
- Detail-oriented
- Multitasker
- Trustworthy
- Interpersonal and written communication
- Strong interpersonal skills
- Client relationships
- CRM software
Awards
- Paralegal Certification, University of Wisconsin-Oshkosh
- Honor Roll, University of Wisconsin-Oshkosh
Timeline
Client Service Associate
Groeschl Wealth Advisors
01.2023 - Current
Client Support Specialist
Associated Trust Company
10.2022 - 12.2022
Child Support Specialist
Brown County Child Support Agency
02.2022 - 10.2022
Legal Assistant
Sparr, Belville & Brown, LLC
10.2020 - 02.2022
Bachelor of Science - Criminal Science
University of Wisconsin-Oshkosh
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