Beth Houk

Wells Fargo Advisors

2018.01 - 2024.06

Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.

Summary