Debbie Beneitone

• Managed daily office operations, ensuring efficient workflow and adherence to company policies.
• Coordinated client meetings, enhancing communication between financial advisors and clients.
• Implemented process improvements, streamlining administrative tasks for increased efficiency.

• Managed credit risk assessments to ensure compliance with financial policies.
• Developed and implemented credit approval processes to enhance decision-making efficiency.
• Analyzed customer credit reports to evaluate financial stability and repayment capacity.
• Collaborated with sales teams to establish credit limits aligned with business objectives.

• Provided personalized nail care services including manicures, pedicures, and nail enhancements.
• Utilized high-quality products and tools to ensure client satisfaction and safety.
• Developed custom nail art designs tailored to individual client preferences.
• Maintained hygiene standards by sanitizing tools and workstations after each service.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

Customer service - wire operator and cashier and brokerage situations

• Managed client accounts, ensuring compliance with regulatory requirements.
• Collaborated with cross-functional teams to enhance service delivery and client satisfaction.

• Streamlined financial processes, improving efficiency of operation
• Answered incoming phones and greeted clients. Opened all new accounts and gathered any information needed for a financial review by the investment broker.

Accounts receivables. Invoiced out all billing and made collection calls if necessary

Various other office duties as needed

Took care of my kids, sometimes babysitting for others and volunteered at the school.

We traveled with my spouses jobs from state to state for 10 years

Answered a switchboard, wire operations, and cashier for intake of stock certificates

Assisted financial advisor with client paperwork and anything needed for operations

Receptionist and answered all phones and greeted clients. Gathered any necessary information for appointments.

Invoiced all billing

Receptionist answered all incoming calls, and accounts receivables. Filed court documents were necessary.

Work ethic. Enhancing verbal in written communication, skills, fashion, and design.

• Assisted customers with product selection and inquiries to enhance shopping experience.
• Processed transactions efficiently using point-of-sale systems, ensuring accuracy in cash handling.
• This was a part-time position as I was headed to College for a full ride softball scholarship in August