Briana Hazelwood
Summary
An adaptable assistant with experience tracking multiple projects to successful completion in collaboration with stakeholders.
Overview
6
6
years of professional experience
Work History
Client Service Associate
Round Table Advisors of Raymond James
09.2022 - Current
- Assisted Financial Advisors with time sensitive tasks to manage client IRAs, individual brokerage accounts, and retirement plans
- Communicated with advisors and support staff by tracking projects in CRM to update team daily on new account statuses
- Troubleshooted with different departments for unique cases regarding account transfers, rollovers, and account distributions
Assistant Media Planner
The Johnson Group
08.2021 - 09.2022
- Coordinated prompt delivery of billboard, print, and sponsorship ad copy and creative between vendors and clients
- Reconciled invoice billing by tracking against flowchart and billing system to ensure correct payments
- Followed up with vendors on creative performance and relayed communications back to marketing team to plan strategy and objectives
Assistant Project Coordinator
Solside North America
09.2020 - 08.2021
- Designed a framework and organized Solside's food innovation products in the R&D phase in Workzone
- Updated and maintained the projects with weekly update meetings
- Coordinated and scheduled team meetings to provide pertinent updates as products progressed in different stages of development
- Wrote engaging copy for social media and online PR efforts for the start-up food brand
Medical Assistant
Neurosurgery Associates of West Texas
05.2018 - 09.2020
- Managed four surgeons' surgery schedules, coordinated surgery dates with two medical facilities, and answered patient inquiries about essential surgery details
- Accurately obtained patient vitals and medical history for each patients' medical record and input into office's CRM
- Main point of contact for urgent outgoing doctor referrals and pharmacy prescriptions
Education
Bachelor's of Science in Kinesiology -
Abilene Christian University
01.2015
Skills
- Office 365
- Google Workspace
- CRM software
- Workzone
- Smart Sheets
- Interpersonal and written communication
- Follow-up skills
Interests
American Red Cross, Communications Writer, 2021, 2022, Interviewed Red Cross volunteers and clients on topics ranging from fire safety to blood donations. Wrote several informational articles on these topics for the American Red Cross' blog to raise public awareness.
Timeline
Client Service Associate
Round Table Advisors of Raymond James
09.2022 - Current
Assistant Media Planner
The Johnson Group
08.2021 - 09.2022
Assistant Project Coordinator
Solside North America
09.2020 - 08.2021
Medical Assistant
Neurosurgery Associates of West Texas
05.2018 - 09.2020
Bachelor's of Science in Kinesiology -
Abilene Christian University
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