Dedicated Administrative Professional with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
8
8
years of professional experience
Work History
Business Office Specialist
Fort Jesse Imaging & Gale Keeran Center for Women
Bloomington, Illinois
11.2022 - Current
Provided reception services by greeting visitors, signing in visitors and directing visitors to appropriate personnel.
Utilized office system to schedule clients' appointments per centralized scheduling guidelines.
Introduced organization systems to keep filed customer documents confidential and increase operational efficiency.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Client Associate
Merrill Lynch
Bloomington, IL
03.2020 - 04.2022
Assisted clients with financial planning to meet financial goals.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Input transfer data into system and manually updated accounting and certificate records.
Receptionist
TrueLine
Bloomington, Illinois
01.2017 - 03.2020
Responded to inquiries from callers seeking information.
Answered central telephone system and directed calls accordingly.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Managed multiple tasks and met time-sensitive deadlines.
Confirmed appointments, communicated with clients, and updated client records.