Experienced professional with a diverse skill set in administrative, hospitality, and financial management. Committed to delivering exceptional customer service, proficient at problem-solving and multitasking, and proactive in addressing concerns. Recognized for cultivating strong relationships. Dedicated, reliable, and skilled with a superior work ethic, meticulous attention to detail, exceptional organizational skills, and self-motivation. Striving to create a unique client experience for every guest.
Overview
22
22
years of professional experience
Work History
Administrative Assistant
The Crashers
08.2023 - Current
Receives all inquiries for wedding, corporate, private, and public events
Responds to all questions from clients, prospective clients, and venues via email and phone
Prepares contracts for booking of all events
Research and perform cold calls to book future events
Prepare one sheets for band and crew
Prepares and facilitates business meetings with band
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Senior Brokerage Client Assistant
Wells Fargo Advisors
04.2018 - Current
Assist advisors with servicing clients by preparing financial reports, scheduling appointments, managing their calendars, opening accounts, and executing trades and transactions..
Cultivate and strengthen relationships with new clients and educate clients on account services and capabilities.
Anticipated the needs of high-value customers, proactively addressing concerns before they became issues.
Contributed ideas during team meetings, fostering a collaborative environment focused on continuous improvement.
Delivered personalized service experiences that exceeded client expectations, building long-term relationships based on trust and loyalty.
Managed expense reports for financial advisors, ensuring accurate documentation of spending for budgeting purposes.
Provide each client with exceptional level of service by responding quickly to issues and answering questions.
Event planner for the Louisville, Kentucky branch
Seasonal Worker
Huber's Orchard & Winery
02.2022 - 01.2023
Developed strong relationships with coworkers through effective communication skills, fostering teamwork within our group.
Contributed to a positive work environment by maintaining a professional demeanor and upbeat attitude throughout the busy holiday season.
Handled high-pressure situations effectively by remaining calm and focused during peak seasonal times, allowing for the swift resolution of customer inquiries and concerns.
Provided exceptional customer service, addressing inquiries and resolving issues in a timely manner.
Contributed to team success by consistently meeting or exceeding individual sales targets during seasonal periods.
Client Associate
Strategic Wealth Designers
06.2017 - 02.2018
Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
Input transfer data into Salesforce and manually updated accounting and certificate records.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Assistant Media Buyer/Bookkeeper
Vest Advertising
09.2016 - 05.2017
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Oversaw automated tracking and documentation of data, client correspondence and media invoices.
Determined costs for media campaigns and delivered this information in reports to clients.
Developed tight professional relationships with media planners, which helped to identify right targeted audiences for campaigns.
Maintained and processed invoices, deposits and money logs.
Facilitated communication between internal teams and external partners, ensuring seamless execution of campaigns from start to finish.
Customer Service Rep/Asst. Bank Manager
PBI Bank
08.2003 - 09.2014
Collaborated with bank manager and teller supervisor on scheduling, training, hiring decisions and monthly audits.
Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
Represented bank to community through good customer relations.
Assisted with complex transactions using overrides and functions requiring additional authorization levels.
Assessed employee performance and developed improvement plans.
Observed, coached and developed bankers in support of reaching performance objectives.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Began as a Customer Service Representative and received several promotions. My last position was the Assistant Branch Manager.
Education
Certificate - Hospitality Management
Sullivan University
Louisville, KY
High School Diploma -
Madison High School
Middletown, OH
Certificate - Graphic Design
D. Russell Lee Vocational School
Hamilton, OH
Skills
Excellent Verbal Communication Skills
Active Listener
Creating a Positive Environment for Clients and Colleagues
Building Customer Relationships and Loyalty
Enthusiastic team player
Strong customer service
Hobbies and Interests
In my free time, I love spending time with family and friends. I enjoy cooking, traveling, reading, dancing, music, photography, hiking, and going to concerts. I love going out and meeting new people and learning about them.