Highly organized and detail-oriented professional with a proven track record in providing comprehensive administrative support. Experienced in managing calendars, prioritizing tasks, and facilitating smooth operations for executives. Strong communication skills with a focus on delivering exceptional customer service and maintaining confidentiality.
Overview
8
8
years of professional experience
Work History
Virtual Assistant | Independent Contractor
Self-employed
09.2019 - Current
Perform remote administrative duties and data entry for small and emerging businesses.
Manage appointments and calendars, ensuring efficient scheduling and time management.
Edit social media posts and other documents for accuracy, tone, and grammar.
Create and manage email lists, ensuring effective communication with clients.
Establish and maintain online filing systems for easy access and organization.
Managed time efficiently in order to complete all tasks within deadlines
Investment Services Coordinator
Navy Federal Investment Services
06.2017 - Current
Provide diverse administrative support to three Financial Advisors, including appointment and calendar management, client paperwork preparation, and data entry.
Cultivate a positive client experience, resulting in high satisfaction and retention rates.
Answer inquiries via telephone, email, and chat support, providing information on investing products such as IRAs, mutual funds, and individual stocks.
Top performer providing general and technical assistance for the Digital Investor Self-Directed and Automated investing platform, accepting over 500 chats per month.
Developed and maintained courteous and effective working relationships
Member Service Representative
Navy Federal Credit Union
04.2015 - 06.2017
Maintained friendly and professional customer interactions, ensuring high levels of satisfaction.
Executed various customer transactions, including deposits, withdrawals, money orders, and checks.
Received multiple positive reviews for exceptional dedication to customer service.
Provided personalized recommendations on products and services based on customer needs and preferences.
Responded promptly to customer requests, resolving issues efficiently.
Education
William Peace University
Raleigh, NC
Skills
Email management and correspondence
Phone call handling and message coordination
Document organization and maintenance
Meeting coordination and note-taking
Data entry and record keeping
Excellent verbal and written communication
Strong attention to detail
Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook)