Administrative Assistant PROFED FINANCIAL ADVISORS
01.2020 - 01.2023
Greet Clients
Answer Calls
Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
Resolve Client Account Issues
Mail Client Letters
Schedule and Coordinate Meetings
Track Monthly Expenses
Work with:
Excel
Microsoft Word
RedTail CRM
Lazer App Enterprise
Financial Planners Platform
Adobe Acrobat
QCD and RMD forms
529 College Savings Plan
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
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