Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
9
9
years of professional experience
Work History
Administrative Assistant
Hodder Investment Advisors
08.2020 - 08.2021
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Created and maintained databases to track and record customer data.
Insurance Agent and Registered Representative
New York Life & NYLIFE Securities
07.2019 - 08.2020
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Received securities licensing by passing the Securities Industry Essentials, Series 6, and Series 63.
Advised clients on how to invest their money in various products including annuities, IRA, or Roth IRA.
Server
The Keg And Cork
01.2019 - 08.2019
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Cultivated warm relationships with regular customers.
Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Bartender
Firerock Steakhouse
11.2017 - 01.2019
Served high customer volumes during special events, nights, and weekends.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Kept bar presentable and well-stocked to meet customer needs.
Followed alcohol awareness procedures for preventing excessive guest intoxication.
Assistant Manager and Teacher
Casper Children's Theatre
07.2012 - 06.2018
Produced 13 theatrical performances each year within the theatre and school district servicing over 500 students.
Communicated clearly with employees, parents and stakeholders to keep everyone on same page and working toward established business goals.
Special Education Paraprofessional Severe Behavior at Davis County School DistrictSpecial Education Paraprofessional Severe Behavior at Davis County School District