ERICKA KING
FL
Summary
Dedicated employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. As well as being a detailed and efficient, my experience being a Employee Training Coordinator has provided a 6-year background in the administration of hiring, onboarding and staff development. Collaborates with broad professional levels to develop performance-driving training programs enhancing employee skills, scheduling clients meeting and other calendar updates, reporting, and assisting in the office
Overview
12
12
years of professional experience
1
1
Certification
Work History
Register Client Service Associate
Provenance Wealth Advisors
Ft. Lauderdale , FL
2012.01 - Current
- Coordinates the Director’s schedule (including client appointments, internal appointments and travel)
- Prepares all necessary paperwork for financial transactions (including but not limited to account openings, assist in purchasing of annuities and insurance policies, account changes, and LOAs)
- Supports clients and internal departments by handling service requests, answering questions, and acting as consistent resource.
- Generates reports related to client performance, portfolio analysis, asset allocation.
Employee Training Coordinator
Provenance Wealth Advisors
Fort Lauderdale , FL
2018.01 - 2024.03
- Evaluates effectiveness of training programs and recommended improvements to upper management.
- Prepares custom training course materials and presentations for corporate training.
- Manages training calendars to inform participants of upcoming training session topics and dates.
- Conducts new hire orientation programs to introduce company policies and procedures.
Education
B. A. in Communications -
University of North Florida
Jacksonville, FLA.S. in Massage Therapy -
Florida College of Natural Health
Miami, FLSkills
- Client Request Management
- Program Management
- Planning and Scheduling
- Team Collaboration
- Telephone Etiquette
- Microsoft 365 Proficiency
- Presentation Creation and Coordination
Certification
- Series 7
- Series 65
- Massage License
- Esthetic License
Timeline
Employee Training Coordinator
Provenance Wealth Advisors
2018.01 - 2024.03
Register Client Service Associate
Provenance Wealth Advisors
2012.01 - Current
B. A. in Communications -
University of North Florida
A.S. in Massage Therapy -
Florida College of Natural Health
- Series 7
- Series 65
- Massage License
- Esthetic License
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