Jalen Sims

• Served as main point of contact for clients, managing communications, meetings, and follow-ups to enhance relationships and ensure satisfaction.
• Represent the firm professionally in all client interactions and external communications, reinforcing a strong brand presence.
• Oversee the firm’s marketing efforts, managing company social media accounts (Instagram, Facebook, LinkedIn) to promote services and engage with clients.
• Develop marketing content and campaigns that align with business goals and client needs.
• Create and distribute newsletters and blogs via Constant Contact, driving consistent communication and brand visibility.
• Collect and relay client feedback to strengthen and streamline both client service and marketing strategies.
• Research prospects and support business development initiatives through targeted outreach and relationship-building.
• Attend Chamber of the Palm Beaches events to represent the firm, build connections, and support business development initiatives.

• Deliver day-to-day administrative assistance to ensure smooth operations.
• Act as first point of contact for clients, managing phone calls, emails, and scheduling with professionalism.
• Improved office systems and processes to reduce errors and turnaround times on client requests.
• Organized filing systems (digital and paper) to enhance accessibility and compliance for sensitive client records.
• Manage incoming and outgoing mail distribution, including preparing, tracking, and sending client packages through USPS and FedEx.
• Contribute to a positive client experience by fostering clear communication and reliable follow-up.
• Monitored inventory and restocked office supplies to support daily operations.

• Reconciled bank and credit card accounts monthly to ensure data integrity and financial accuracy.

• Maintained accurate financial records using QuickBooks Online.

• Generated financial reports, such as profit & loss statements, to support account management decision-making.

• Matched bill payments to open invoices to maintain accurate AP records.

• Cleared bank feeds by matching transactions to appropriate accounts/categories.

• Matched received payments to corresponding bank deposits.

• Resolved discrepancies and maintained clean financial data.

• Reviewed and corrected monthly transaction summaries to ensure accurate categorization, reporting and payments received.

• Imported and categorized transactions in QuickBooks Online.

• Assisted in the creation and reviewing of payroll and journal entries.

• Utilized store website, RetailPro, and WorldShip to track orders and stock levels and promptly complete paperwork.

• Packaged and sent out client shipments/web orders and emailed tracking information to clients and management in a timely manner.

• Created purchase/sales orders for out-of-stock items or new products.

• Compiled detailed reports related to inventory transactions, shortages and overages.

• Developed and implemented a comprehensive record filing system for both physical and digital documents, enhancing organization and efficiency in document management.

• Responded to inquiries from vendors regarding product availability.

• Coordinated and scheduled meetings via Microsoft Teams for upper management, facilitating seamless communication and collaboration.

• Welcomed clients both over the phone and in-person with professionalism and courtesy, ensuring a positive first impression of the company.