heidi metcalfe
South Bend,IN
Summary
Dynamic and results-driven professional with a proven track record at Brolin Wealth Management, adept in office administration and customer engagement. Excelled in streamlining processes and enhancing client relations, leveraging strong problem-solving skills and Microsoft Office proficiency. Achieved consistent client satisfaction and operational efficiency, demonstrating exceptional verbal communication and confidentiality handling.
Overview
18
18
years of professional experience
Work History
Office Administrative Assistant
Brolin Wealth Management
08.2014 - 06.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
- Performed research to collect and record industry data.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Ensured timely completion of projects with diligent task prioritization, delegation, and followup.
- Safeguarded company information by maintaining strict confidentiality in handling sensitive documents and records.
- Streamlined office processes by implementing efficient filing and organizational systems.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Sales Associate
Planet Radio
03.2006 - 06.2007
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Engaged with customers to effectively build rapport and lasting relationships.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
- Collaborated with team members to achieve monthly sales targets.
- Utilized CRM tools to track customer interactions and sales, enhancing effectiveness of follow-up communications.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
Welfare Investigator
Penn Township Trustee’s Office
01.2008 - 11.2010
- Documented findings and prepared detailed reports.
- Conducted thorough face-to-face interviews with employers, families, neighbors, friends, and suspects, and documented investigative findings.
- Collected, analyzed and interpreted information, documentation, and physical evidence associated with investigations.
- Collected information pertaining to criminal proceedings and performed investigations to resolve cases.
- Ensured compliance with legal regulations during investigations, minimizing risk for litigation or procedural errors.
- Maintain a professional tone.
- Testified in court during Type proceedings and trials.
- Carefully documented statements, observations, and evidentiary materials.
- Uncovered critical evidence by meticulously analyzing financial records and other documents related to investigations.
- Managed sensitive case information with utmost discretion, ensuring confidentiality and integrity in all proceedings.
Education
Bachelor Of Applied Science - Business Management
Indiana Institute of Technology
05.2006
Skills
- Verbal Communication
- Schedule Management
- Document Preparation
- Scheduling appointments
- Scheduling and calendar management
- File Organization
- Database entry
- Document Scanning
- Confidentiality handling
- Telephone reception
- Word Processing
- Customer Engagement
- File Management
- Payroll
- Office Supply Management
- Reception Management
- Proofreading
- Customer Service
- Administrative Support
- Computer Skills
- Microsoft Word
- Data Entry
- Computer Proficiency
- Office Administration
- Filing
- Client Relations
- Office Management
- Clerical Support
- Microsoft Outlook
- Microsoft Excel
- Strong Problem Solver
- Customer and client relations
- Customer Relationship Management
Timeline
Office Administrative Assistant
Brolin Wealth Management
08.2014 - 06.2024
Welfare Investigator
Penn Township Trustee’s Office
01.2008 - 11.2010
Sales Associate
Planet Radio
03.2006 - 06.2007
Bachelor Of Applied Science - Business Management
Indiana Institute of Technology
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