Summary
Work History
Education
Skills
Websites
Volunteer Experience
Education Certifications Training
Timeline
Generic

Beth Valera

Cranford

Summary

Experienced administrative professional with three decades of expertise in supporting diverse teams and executives. Strong organizational skills and attention to detail facilitate the successful management of multiple assignments. Advanced proficiency in Microsoft 365, Zoom, and social media platforms enhances communication and collaboration. Dedicated to delivering exceptional customer service and improving overall satisfaction through effective problem resolution.

Work History

Private Client Associate

Gitterman Wealth Management/Perigon Wealth Management, LLC
Edison
2024 - 2026
  • Assist Financial Advisors through managing client relationships, executing account administration (onboarding, paperwork, money movement), addressing issues, preparing for meetings, and maintaining client data in systems such as Tamarac—requiring excellent customer service skills, attention to detail, and comprehensive knowledge of financial processes.

Client Service Associate

FOUNTAINHEAD ADVISORS, LLC
Warren
2020 - 2024
  • Supported Financial Advisors with administrative tasks to enhance operational efficiency.
    Assisted various departments as needed to facilitate smooth workflow.
    Prepared insurance applications, guiding them through underwriting process.
    Tracked continuing education credits and licensing for Producers to ensure compliance.
    Maintained client communication to strengthen relationships and service quality.
    Updated client data in Redtail CRM to ensure accurate records.
    Interfaced directly with clients to address inquiries and provide assistance.

Personal Banker/Customer Service Representative

TWO RIVER/OCEAN FIRST BANK
Westfield
2019 - 2020
  • Oversaw opening, closing, and administration of customer accounts.
    Delivered presentations on financial products and services, aligning offerings with client needs.
    Administered daily bank operations, including branch opening and closing procedures.
    Proactively identified and pursued new business opportunities to drive growth.

Office Manager

GREEN HOUSE SOLAR
Madison
2018 - 2019
  • Streamlined communication with customers on project statuses to foster transparency.
    Managed daily operations, including timelines, budgets, teams, and filing systems.
    Handled permit applications with various agencies to ensure compliance and facilitate logistics.
    Coordinated jobs and service schedules to maintain operational effectiveness.

Manager/Clerk

TOMMY’S JOINT DELI
Roselle Park
2014 - 2018
  • Executed strategic marketing plans that led to significant growth in business metrics.
    Achieved notable 20% increase in new business via optimized Yelp listings with a 4.5-star rating.
    Honored with 'People Love Us at Yelp' award for two consecutive years due to excellent service quality.
    Managed financial transactions diligently while overseeing supply and inventory organization.
    Maintained high levels of customer satisfaction through effective order processing and issue resolution.
    Grew social media follower base on Instagram and Facebook to bolster digital outreach initiatives.
    Conducted various administrative tasks such as call screening, message recording, and vendor relations.
    Organized efficient product restocking practices to support seamless operations.

Office Manager

INTEGRATIVE WELLNESS ADVISORS
Summit
2013 - 2018
  • Directed daily operations of high-volume office by overseeing administrative functions.
    Executed process improvements to optimize operational efficiency and organizational effectiveness.
    Coordinated wellness programs with nutritionists, cosmetic service providers, and massage therapists.
    Formulated and enforced office policies by establishing clear standards and procedures.
    Cultivated collaborative workplace culture to enhance team cohesion across organization.

Executive Assistant to the President, Personal Insurance

HUB INTERNATIONAL
Berkeley Heights
2010 - 2013
  • Enhanced workflow management for President of Personal Insurance, improving task organization.
    Prepared comprehensive reports and impactful presentations for executive review.
    Coordinated travel logistics and facilitated meetings to maximize productivity.
    Updated client information and conducted research to support operational needs.
    Managed a complex calendar, ensuring timely communications.
    Handled incoming calls and welcomed visitors, creating a positive office environment.
    Executed clerical tasks and maintained filing systems for efficient record-keeping.

Education

Some College (No Degree) -

Essex County College
Newark

Some College (No Degree) -

Chubb Institute For Computers
Woodbridge

Computers

American Job Center
Plainfield, NJ

Soft Skills Training - Workplace Readiness

Union County College
Plainfield, NJ

Directors & Officers Liability -

The Insurance Society of Philadelphia
Online

Property and Casualty Insurance Certification -

Atlantic School of Insurance
Piscataway, NJ

Certified Montessori Teacher -

The North American Montessori Center
Online

Graduate - Scholarship Recipient

Capri Institute of Cosmetology
Kenilworth, NJ

Skills

  • Client relationship management
  • Financial administration
  • Document processing
  • Compliance tracking
  • CRM management
  • Customer service

Websites

Volunteer Experience

  • Habitat for Humanity
  • Union Animal Shelter
  • Haven in the Woods, NJ
  • DKNY Americas
  • Santa in Blue
  • St. Hubert’s Animal Welfare Center

Education Certifications Training

  • Education, Business Education, Computer Science in Business – Essex County College, Computer Sciences – Chubb Institute for Computers, Workforce Development Program, Computers – American Job Center, Soft Skills Training, Workplace Readiness – Union County College
  • Certifications & Continuing Education, Directors & Officers Liability – The Insurance Society of Philadelphia, Property and Casualty Insurance Certification – Atlantic School of Insurance, Certified Montessori Teacher – The North American Montessori Center, Graduate – Capri Institute of Cosmetology (Scholarship Recipient)

Timeline

Private Client Associate

Gitterman Wealth Management/Perigon Wealth Management, LLC
2024 - 2026

Client Service Associate

FOUNTAINHEAD ADVISORS, LLC
2020 - 2024

Personal Banker/Customer Service Representative

TWO RIVER/OCEAN FIRST BANK
2019 - 2020

Office Manager

GREEN HOUSE SOLAR
2018 - 2019

Manager/Clerk

TOMMY’S JOINT DELI
2014 - 2018

Office Manager

INTEGRATIVE WELLNESS ADVISORS
2013 - 2018

Executive Assistant to the President, Personal Insurance

HUB INTERNATIONAL
2010 - 2013

Some College (No Degree) -

Essex County College

Some College (No Degree) -

Chubb Institute For Computers

Computers

American Job Center

Soft Skills Training - Workplace Readiness

Union County College

Directors & Officers Liability -

The Insurance Society of Philadelphia

Property and Casualty Insurance Certification -

Atlantic School of Insurance

Certified Montessori Teacher -

The North American Montessori Center

Graduate - Scholarship Recipient

Capri Institute of Cosmetology

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Beth Valera