Elisha Cook
Waco
Summary
To obtain a management position at LPL Financial using my dedicated administrative professional experience and exceptional customer service and organizational skills. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively and to lead a team and help them grow and achieve their professional goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Admin. Solutions Team Lead
LPL Financial
02.2021 - Current
- Implemented best practices and standards for quality assurance and customer satisfaction.
- Coordinated with other teams and departments to ensure alignment of goals and expectations.
- Provided feedback and coaching to improve team performance and collaboration.
- Partnered with leadership to train level 4 associates to take on their first office.
- Partnered with Products team to pilot POD structure.
Executive Administrative Assistant
Dietz Financial Services
10.2017 - 02.2021
- Manage and maintain hundreds of client accounts
- Created new accounts, transfers, and many other documents
- Maintaining client satisfaction, and assisting in buys, sells, and trades.
- Handled scheduling for executive's calendar and prepared meeting agendas and materials
- Responded to emails and other correspondence to facilitate communication and enhance business processes
Operations Coordinator
Cambridge Investment Research
06.2015 - 02.2016
- Processed new accounts and transfers for thousands of advisors nationwide
- Provided direction and guidance to internal teams in order to achieve targets
- Implemented troubleshooting, root cause analysis and issue resolution
Air Traffic Controller Apprentice
United States Air Force
11.2013 - 06.2015
- Controls and regulates en route and terminal air traffic
- Initiates and issues ATC clearances, instructions, and advisories to ensure safe, orderly, and expeditious flow of air traffic operating under instrument and visual flight rules
- Plans, organizes, directs, inspects, and evaluates ATC activities
Legal Secretary Assistant/Paralegal
Jefferson County Attorney's Office
10.2011 - 11.2013
- Filed court documents and legal pleadings with court clerk on behalf of attorneys
- Prepared and drafted correspondence and legal forms to maintain smooth communications
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion
- Handled office scheduling and made notes for deadlines, motions, and other important dates
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes
- Scheduled appointments, court appearances, and depositions for busy law firm
Education
Board Certified Holistic Health Practitioner - Food And Nutrition
AFPA American Fitness Professionals And Associates
Online12.2019
Bachelor of Science - Health Science
Trident University International
Cypress12.2018
Associate of Arts - Administrative Assistance And Secretarial Science
Indian Hills Community College
Ottumwa08.2010
References
- Bill Dietz, President/Owner, Dietz Financial Services, 5400 Bosque Blvd., suite 300, Waco, TX, 76708, (254)-717-4217
- Jossy Heilman, Community Coordinator, 302 E Madison Ave, Fairfield, IA, 52556, (641)-226-0277
Certification
- SIE - May 2022
- Series 6 Licensed - Oct. 2023
Timeline
Admin. Solutions Team Lead
LPL Financial
02.2021 - Current
Executive Administrative Assistant
Dietz Financial Services
10.2017 - 02.2021
Operations Coordinator
Cambridge Investment Research
06.2015 - 02.2016
Air Traffic Controller Apprentice
United States Air Force
11.2013 - 06.2015
Legal Secretary Assistant/Paralegal
Jefferson County Attorney's Office
10.2011 - 11.2013
Board Certified Holistic Health Practitioner - Food And Nutrition
AFPA American Fitness Professionals And Associates
Bachelor of Science - Health Science
Trident University International
Associate of Arts - Administrative Assistance And Secretarial Science
Indian Hills Community College
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