Dolores Guzman
Keller
Summary
Detail-oriented professional with experience in operations, compliance, and administrative support. Skilled in data management, client services, and process improvement, with a proven record of accuracy and efficiency in a fast-paced environment.
Overview
3
3
years of professional experience
Work History
Brokerage Operations Representative
Fidelity Investments
Westlake
08.2022 - 03.2024
- Processed 50+client requests daily for account information and service inquiries, ensuring accuracy and efficiency.
- Utilized internal systems to track operational workflows and ensure compliance.
- Collaborated with cross-functional teams to resolve trade discrepancies and client issues efficiently.
- Maintained accurate financial records and managed sensitive data, ensuring 100% compliance with regulation.
Receptionist/Administrative Assistant
Collision Testing DFW
Dallas
01.2022 - 06.2022
- Scheduled and coordinated 20+ daily appointments, managed calls, and maintained the internal database.
- Organized documentation, improving project team efficiency.
- Ensured a professional front desk presence and timely communication.
Administrative Assistant
Smart Start
Grapevine
03.2021 - 01.2022
- Audited and reported compliance data from multiple internal systems, ensuring 100% accuracy in client reporting.
- Manages 50+ inbound and outbound communications daily with clients, strengthening client relationships.
- Maintained filing systems and supported internal recordkeeping processes.
Receptionist/Administrative Assistant
Abacus Insurance & Financial Services
Irving
10.2020 - 03.2021
- Handled data entry, policy documentation, and insurance quote creation.
- Communicated with clients and agents to resolve claims, inspections, and policy changes, achieving a 95% resolution rate.
- Maintained inventory of office supplies and supported day-to-day office operations.
Education
Associate of Arts -
Tarrant County College
Fort Worth, TXSkills
- Financial recordkeeping
- Data management
- Workflow optimization
- Account processing
- Microsoft Office
- CRM software
- Account maintenance
- Data entry
- Customer service
- Excel
Timeline
Brokerage Operations Representative
Fidelity Investments
08.2022 - 03.2024
Receptionist/Administrative Assistant
Collision Testing DFW
01.2022 - 06.2022
Administrative Assistant
Smart Start
03.2021 - 01.2022
Receptionist/Administrative Assistant
Abacus Insurance & Financial Services
10.2020 - 03.2021
Associate of Arts -
Tarrant County College
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