Jacki Isaiz
Summary
Proactive and meticulous admin with over 10+ years of experience in different environments. Proficiencies in inventory control, sales, staff, training, and development. Coachable, open-minded, reliable, dedicated, with a huge heart for people. Client oriented and team player with expertise generating optimal satisfaction levels in building client portfolio.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
WFG, World Financial Group
05.2023 - Current
- Responded to inquiries from clients and provided financial strategies
- Maintained updated records of all financial transactions to support traceability.
- Review each client investment options to meet their financial goals.
- Cater to each clients personal needs
- Monitored changes in financial markets and kept clients informed of latest developments.
- Developed and implemented financial strategies to maximize returns on investments.
- Build and established relationships with clientele to improve future business opportunities.
Administrator
HEB
10.2016 - Current
- Interacted with Partners & customers by phone, email, or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Scheduled conference rooms, prepared agendas, and maintained calendars to prepare for meetings and events.
- Managed and properly accounted for petty cash issued to facilitate general office activities.
- Established team priorities, maintained schedules and monitored performance.
- Generated financial reports and summaries for management review.
- Reconciled daily summaries of transactions to balance cash drawers and maintain accurate cash tills.
- Hired, trained, motivated, evaluated and supervised partners and offered guidance and resources to accomplish job and department objectives.
- Eliminated customer service issues by quickly resolving disputes and correcting problems.
- Efficiently managed accurate money transfers and protected transactions with standardized procedures.
- Oversaw currency exchange requests for customers, confirming provision of requested combinations of bills and coins.
Manager
Dillard's Department Store
02.2022 - 10.2022
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Created schedules, planned events, sales planning, goal oriented
- Cash handling with balancing daily cash intake
Education
Associate of Arts -
Blinn College
Bryan, TXSkills
- Sales Goals
- Financial Services
- Life Insurance
- Customer Relationship Building
- Cash Handling
- Customer Relationship Management
Timeline
Financial Services Representative
WFG, World Financial Group
05.2023 - Current
Manager
Dillard's Department Store
02.2022 - 10.2022
Administrator
HEB
10.2016 - Current
Associate of Arts -
Blinn College