Hannah Kughn
Beaufort,SC
Summary
Detail-oriented administrative assistant with customer service and financial management experience. Committed to building long-lasting relationships with clients and customers through precise attention to detail and timely communication.
Overview
4
4
years of professional experience
Work History
Service Writer/Office Manager
Alpha Transmission
Charleston, SC
04.2025 - Current
- Complete and communicate quotes for service with current and prospective customers.
- Explain technician recommendations in a clear and informative manner.
- Submit repair estimates to warranty and insurance companies for repair authorization.
- Schedule appointments for various vehicle services and repairs.
- Submit orders for parts and complete order pick-ups.
- Supports and delegates tasks to staff including one other office employee, and four automotive technicians.
- Communicate incoming vehicles, service required, and priority with automotive technicians.
- Issue checks for order payment.
Branch Office Administrator
Edward Jones
Isle of Palms, SC
06.2024 - 04.2025
- Supported a team consisting of two Financial Advisors, one Associate Financial Advisor, and one Senior Branch Office Administrator.
- Planned, promoted, and supported client facing events sponsored by the office.
- Completed funds transfers between investment accounts, bank accounts, and trust accounts.
- Created a plan to simplify the distribution of tax documents to clients and CPA’s for the upcoming tax season.
- Logged all forms of communication with clients into Salesforce (CRM platform).
Wealth Administrator
First United Bank & Trust
Frederick, MD
07.2023 - 05.2024
- Supported two Wealth Advisors and an Associate Wealth Advisor with administrative tasks.
- Issued checks and distributions from investment and retirement accounts.
- Created monthly and quarterly reports and statements for both clients and advisors.
- Read, reviewed, and interpreted legal documents for cash distribution purposes.
Customer Service Representative
First United Bank & Trust
Frederick, MD
07.2022 - 07.2023
- Completed basic teller duties such as completing deposits, withdrawals, and issuing official checks.
- Assisted clients with submitting personal and automotive loan applications.
- Educated clients about the features and benefits between different account types.
- Balanced the ATM, vault, and cash drawer.
Education
High School Diploma -
Washington County Technical High School
Hagerstown, MD05-2020
Timeline
Service Writer/Office Manager
Alpha Transmission
04.2025 - Current
Branch Office Administrator
Edward Jones
06.2024 - 04.2025
Wealth Administrator
First United Bank & Trust
07.2023 - 05.2024
Customer Service Representative
First United Bank & Trust
07.2022 - 07.2023
High School Diploma -
Washington County Technical High School