Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
7
7
years of professional experience
Work History
Event Coordinator/Administrative Assistant
O-Ku Jacksonville Beach
01.2022 - Current
Coordinated schedules and timelines for events.
Brainstormed and implemented creative event concepts and themes.
Managed event logistics and operations.
Performed event coordination for larger parties up to 250 guests.
Managed administrative logistics of events planning, event booking, and event promotions.
Acquired contracts and agreements to finalize negotiations and obtain approval signatures on over 10 events yearly.
Stock Plan Administrator
Fidelity Investments
05.2021 - 10.2021
Provided information on employer-based stock plans to employees for 150+ companies.
Aided employee participants with selling their stocks and enrolling in company stock purchase plans.
Complied with established internal controls and policies
Customer Relationship Advocate
Fidelity Investments
05.2020 - 05.2021
Reviewed customer account information to determine current issues and potential solutions.
Answered 60+ inbound calls per day and directed to individuals or departments.
Managed order process for new and existing customers.
Chophouse Thirteen
12.2019 - 02.2021
Worked with POS system to place orders, manage bills, and handle complimentary items.
Explained menu items and suggested appropriate options for food allergy concerns.
Resolved customer complaints promptly and professionally to maintain positive reputation.
Legal Assistant
Shuster & Saben
01.2020 - 03.2020
Organized documents to manage paper and electronic filing systems of clients.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Created spreadsheets to track client progress and document billable hours.
Ruth’s Chris Steakhouse / Server
04.2017 - 12.2019
Greeted customers, answered questions and recommended
specials, wine and desserts to increase profits.
Operated POS terminals to input orders, split bills and
calculate totals.
Education
Bachelor of Arts - Political Science & Psychology
University of North Florida
Jacksonville. FL
08.2024
Associate of Arts - Political Science & Psychology
University of North Florida
Jacksonville, FL
07.2020
Financial Certification
Financial Industries Regulatory Authority
2021
Skills
Outgoing personality
Organizational skills
Customer- and service-oriented
Reliable and punctual
Attention to Detail
Excellent communication
Securities
Timeline
Event Coordinator/Administrative Assistant
O-Ku Jacksonville Beach
01.2022 - Current
Stock Plan Administrator
Fidelity Investments
05.2021 - 10.2021
Customer Relationship Advocate
Fidelity Investments
05.2020 - 05.2021
Legal Assistant
Shuster & Saben
01.2020 - 03.2020
Chophouse Thirteen
12.2019 - 02.2021
Ruth’s Chris Steakhouse / Server
04.2017 - 12.2019
Bachelor of Arts - Political Science & Psychology
University of North Florida
Associate of Arts - Political Science & Psychology
P-8A Aviation Machinist Mate at Patron Squadron Thirty, United States Navy ReserveP-8A Aviation Machinist Mate at Patron Squadron Thirty, United States Navy Reserve