Claudia Allaire
Burlington
Summary
Detail-oriented professional recognized for reliability, organization, and a positive, collaborative approach. Proven experience in managing diverse responsibilities across multiple priorities while ensuring accuracy and efficiency in fast-paced environments. Strong commitment to leveraging exceptional coordination and communication skills to enhance project execution and drive organizational success. Passionate about fostering teamwork and contributing to a culture of excellence.
Overview
8
8
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
05.2022 - Current
- Coordinated and executed operational workflows supporting multiple Financial Advisors, ensuring timely completion of client, financial, and compliance-related activities
- Processed account openings, money movements, transfers, and maintenance requests with a high level of accuracy and attention to detail
- Maintained electronic and paper filing systems for easy retrieval of information
- Served as the primary point of contact for clients, delivering professional service in person, by phone, and electronically
- Ensured adherence to Edward Jones policies, regulatory standards, and risk management procedures
- Tracked, prioritized, and managed multiple concurrent tasks and deadlines
Key Hourly Manager
Texas Roadhouse
06.2019 - 04.2022
- Assist my coworkers by being flexible and providing help when/where needed.
- Settle any customer complaints in a professional and pleasant manner.
- Responsible for completing opening and closing duties, which include reconciling the cash register drawers, collecting paperwork from servers, and inputting data into excel documents about the days sales.
Hostess/Food Runner
JP's Restaurant & Deli
11.2018 - 09.2020
- Sat guests and managed reservations.
- Worked to ensure a positive and hassle-free customer experience.
- Handled food with sanitation and safety in mind when running food or making deli orders.
Surgical Assistant
Vermont Center for Dental Implants & Maxillofacial Surgery, LLC
05.2018 - 08.2018
- Responsible for cleaning and sterilizing surgical equipment in a lab setting.
- Prepared surgical trays using my knowledge of what was needed for different procedures.
- Learned to assist in surgeries when needed.
Sales Associate
Old Navy
09.2017 - 01.2018
- Worked with customers to meet their needs.
- Gained experience in a retail setting, including register training.
- Handled all merchandise with care and made sure the sales floor was in good condition.
Education
Bachelor of Arts - Psychological Science Major and Political Science Minor
University of Vermont
Burlington05.2021
Skills
- Workflow Coordination & Prioritization
- Documentation & Reporting
- Schedule Management
- Salesforce (CRM - account management & reporting)
- Time & Deadline Management
- Process Organization & Accuracy
- Document Management
- Cross-Functional Support
- Adaptability in Fast Paced Environments
- Flexibility and Adaptability
Timeline
Senior Branch Office Administrator
Edward Jones
05.2022 - Current
Key Hourly Manager
Texas Roadhouse
06.2019 - 04.2022
Hostess/Food Runner
JP's Restaurant & Deli
11.2018 - 09.2020
Surgical Assistant
Vermont Center for Dental Implants & Maxillofacial Surgery, LLC
05.2018 - 08.2018
Sales Associate
Old Navy
09.2017 - 01.2018
Bachelor of Arts - Psychological Science Major and Political Science Minor
University of Vermont