Christelle Charles
Ameriprise Financial
West Haven,CT
5
years of professional experience
Administrative professional with experience in office operations, customer service, and administrative support. Strong communication, organization, and teamwork skills with the ability to manage multiple priorities in fast-paced environments.
Work History
Administrative Assistant, Office Operations
1 Year 5 Months- Serve as the first point of contact for clients, providing professional customer service and support.
- Schedule client meetings, manage advisor calendars, and coordinate office communications.
- Process account paperwork, service requests, and administrative forms with accuracy and attention to detail.
- Assist with trade processing and operational support for financial advisors.
- Manage incoming mail, client correspondence, and office organization.
- Coordinate client events, including venue selection, vendor communication, and marketing materials.
- Maintain CRM records and support daily office operations in a fast-paced financial services environment.
Administrative Assistant
3 Years 4 Months- Assisted students, families, and visitors with admissions, registration, financial aid, and academic service inquiries.
- Processed student forms, applications, and enrollment documentation while maintaining accuracy and confidentiality.
- Scheduled appointments and connected students with advisors, counselors, and appropriate university resources.
- Managed email correspondence and maintained student records to support efficient office operations.
- Delivered high-quality customer service in a fast-paced student services environment while ensuring compliance with university policies.
Education
Bachelor of Science - Applied and Resource Economics
- Concentration: Business Management and Marketing
- Minor: Environmental Economics & Policy
Skills
Administrative Support & Office Operations
Scheduling coordination
Customer Service & Client Relations
Event Planning & Coordination
Records Management & Data Entry
Document Processing & Compliance
CRM Systems
Microsoft Office Suite (Word
Excel
Outlook
PowerPoint)
Document preparation
Professional Written & Verbal Communication
Time Management & Organization
English
French
and Haitian Creole
Timeline
Administrative Assistant, Office Operations
Ameriprise Financial
01.2025 - CurrentRead More
Administrative Assistant
University of Connecticut (UConn)
07.2021 - 11.2024Read More
University of Connecticut
Bachelor of Science from Applied and Resource Economics
Read More