Caitlyn Davidson
Springville,PA
Summary
Administrative professional equipped with extensive experience in managing calendars, coordinating appointments, and ensuring seamless operations. Proven ability to collaborate with teams and maintain meticulous attention to detail.
Overview
5
5
years of professional experience
Work History
Private Client Scheduling Specialist
Empower
Remote
03.2025 - 09.2025
- Acted as first point of contact for Private Client Advisory Team and proactively set appointments for prospective high-value clients
- Increased schedule adherence through consistent monitoring and real-time adjustments as needed
- Managed email-forwarded or advisor-requested reschedules
- Logged details into Salesforce and Excel, and reached out to prospective clients via email, call, and text
- Executed follow-ups over a structured timeline
- Reviewed open requests and cases daily via Tableau reports
- Organized and cleared calendars for all Private Client advisors as needed
Outbound Associate - PCG Assist
Empower
Remote
04.2024 - 03.2025
- Prioritize dialing and confirming user-driven online appointments for the Private Client Advisory Team
- Reach out to users who missed appointments to get them back on the calendar
- Communicate with Private Client advisors via email and Teams throughout the day to ensure clear understanding of expectations
Outbound Associate
Empower
Remote
02.2023 - 04.2024
- Utilized Salesforce to conduct outbound calls to prospective clients and generate interest
- Scheduled virtual meetings with prospects' assigned financial advisor
- Maintained spreadsheet of upcoming and missed appointments via Excel
- Troubleshoot any issues users may have with their financial dashboard and put in tickets to our support team
Front Desk Agent / Night Auditor
Hampton Inn & Suites By Hilton
Tunkhannock, PA
08.2021 - 03.2023
- Responsible for greeting guests, checking them in and out in friendly and efficient manner
- Answered guests' questions / concerns about reservations and overall hotel experience
- Provided recommendations for local restaurants and activities
- Maintained accurate records of guest information, payments, and reservations using hotel management software systems
- Utilized OnQ to perform nightly audit functions
Client Services Representative
Prudential / Empower
Remote
04.2022 - 09.2022
- Processed loan payments through client contribution checks / wires
- Matched correct participant to their plan through PNC rejects
- Keyed employee rosters via company contributions
- Utilized Excel to configure PNC recon spreadsheets
Hostess
Tully's Good Times
Clarks Summit, PA
01.2021 - 08.2021
- Acted as first point of contact for Private Client Advisory Team and proactively set appointments for prospective high-value clients
- Increased schedule adherence through consistent monitoring and real-time adjustments as needed
- Managed email-forwarded or advisor-requested reschedules
- Logged details into Salesforce and Excel, and reached out to prospective clients via email, call, and text
- Executed follow-ups over a structured timeline
- Reviewed open requests and cases daily via Tableau reports
- Organized and cleared calendars for all Private Client advisors as needed
Education
High School Diploma -
Elmer L. Meyers High School
Wilkes-Barre, PA01.2006
Skills
- Microsoft Office
- CRM software, Salesforce
- Calendar management
- Continuous improvement
- Cross-functional coordination
- Teamwork and collaboration
- Effective multitasking and time management
- Data entry
- Phone etiquette
Assessments
- Administrative assistant/receptionist, Proficient, 11/01/21, Using basic scheduling and organizational skills in an office setting
- Customer focus & orientation, Proficient, 07/01/21, Responding to customer situations with sensitivity
Timeline
Private Client Scheduling Specialist
Empower
03.2025 - 09.2025
Outbound Associate - PCG Assist
Empower
04.2024 - 03.2025
Outbound Associate
Empower
02.2023 - 04.2024
Client Services Representative
Prudential / Empower
04.2022 - 09.2022
Front Desk Agent / Night Auditor
Hampton Inn & Suites By Hilton
08.2021 - 03.2023
Hostess
Tully's Good Times
01.2021 - 08.2021
High School Diploma -
Elmer L. Meyers High School