Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Prepared for client appointments, filed paperwork into client's portfolio's, Ran retirement analysis and projections, special projects in the office to help efficiency in time. We focus on peoples finances so they can focus on their lives.
Customer and client relations
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