Courtney Dix

Efficiently organized packages from conveyor belts, ensured inventory accuracy, and maintained quality control standards. Collaborated with team members to optimize workflow and uphold shipping deadlines.

• Processed trades, money movements, and deposits for investment advisors.
• Calculated RMDs and distributions, ensuring account accuracy.
• Monitored annuity accounts and ensured proper reporting.
• Delivered excellent support to internal teams and clients.

• Managed client accounts, processed transactions, and ensured data accuracy.
• Prepared and organized documents for financial planning meetings.
• Provided high-level client service, addressing inquiries and resolving issues.
• Collaborated with advisors to support client financial goals.

• Oversaw daily store operations, including inventory management, staff supervision, and scheduling.
• Ensured excellent customer service and resolved escalated issues promptly.
• Trained and developed team members to meet performance and sales goals.
• Managed financial tasks such as sales tracking and cash handling.