Heather Karstens
Canton,SD
Summary
I earned my bachelor's degree in Finance from Colorado Technical University in Sioux Falls. I held Series 7 and Series 66 licenses during my employment with a financial advisor after graduating. I worked for a law firm doing client billing and bookkeeping from 2006-2013.
From 2013 - 2023 I took time away from work to focus on raising our children and caring for my grandparents. I returned to work part time in August of this year, and am looking forward to finding a job with increased hours that I can grow personally and professionally in.
Overview
20
20
years of professional experience
Work History
Personal Assistant/Front Desk Receptionist
Samp Law Offices
08.2023 - Current
- Enhanced productivity by managing schedules, organizing meetings, and overseeing correspondence.
- Maintained confidentiality and discretion while handling sensitive or confidential information.
- Contributed to a positive work environment through professional demeanor and strong interpersonal skills.
- Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
- Served as point of contact between clients and managerial staff.
Office Manager/Bookkeeper
Samp Law Offices
03.2006 - 05.2013
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Posted daily receipts and payments in accordance with corporate protocols.
- Responsible for keeping office supplies ordered and stocked as needed.
Financial Advisor Assistant
Michael Samp
06.2004 - 03.2006
- Maintained professional knowledge through completion of relevant certifications (Series 7 and Series 66 exams/licenses).
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
Education
Bachelor of Arts - Finance
Colorado Technical University
Sioux Falls, SDSkills
- Personal Correspondence
- Database Entry
- Call Screening
- Invoice Processing
- Customer Service Orientation
Timeline
Personal Assistant/Front Desk Receptionist
Samp Law Offices
08.2023 - Current
Office Manager/Bookkeeper
Samp Law Offices
03.2006 - 05.2013
Financial Advisor Assistant
Michael Samp
06.2004 - 03.2006
Bachelor of Arts - Finance
Colorado Technical University
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