JORDAE COLE
Summary
Client-focused leader with diverse experience in retail operations, managing high-value client relationships, supporting executive and legal teams and ensuring operational excellence in fast paced environments. Skilled in the ability to coach and develop team members, build lasting customer relationships and manage multiple priorities while maintaining attention to details. Adept at balancing business objectives with a commitment to business standards and collaborative leadership.
Overview
11
11
years of professional experience
Work History
Corporate Compliance Lead
Computershare Entity Solutions Inc.
North Palm Beach, Florida
04.2025 - Current
- Managed multiple high-priority projects while maintaining accuracy and meeting deadlines.
- Engaged with clients to gather financial information and supporting materials, ensuring policies, procedures and confidentiality is maintained.
- Conducted audits and quality reviews to ensure operational efficiency and identify process improvements.
- Collaborated across departments to improve internal and external stakeholder relationships, through professional, responsive support.
- Trained and guided employees on company polices and expectations, procedures and compliance standards.
401k Retirement Account Manager
Slavic 401K
02.2022 - 04.2025
- Managed a portfolio of client retirement accounts by delivering premium, personalized client experience while cultivating lasting relationships through exceptional service and attention to detail.
- Streamlined communication between clients and internal departments, resolving client issues efficiently and enhancing overall client satisfaction.
- Participated in small to medium-sized projects supporting department initiatives, contributing to improved project outcomes.
- Coached and supported several team members on best practices, product knowledge and client service techniques to promote consistent performance and professional growth.
- Consistently exceeded performance and service metrics through proactive relationship management and leadership opportunities.
Legal Secretary
Keller Keller Caracuzzo PA.
12.2020 - 02.2022
- Delivered exceptional client service by serving as the primary contact for clients, ensuring a professional, responsive and welcoming experience.
- Coordinated attorneys' calendars, appointments and priorities while coordinating multiple deadlines in a fast-paced environment.
- Built strong relationships with clients through proactive communication and attention to detail, while performing various administrative duties to support office operations.
- Prepared, reviewed and maintained confidential legal documents with a high level of accuracy and discretion.
- Drafted letters and documents while following up with attorneys on outstanding tasks to facilitate timely communication.
- Collaborated with attorneys and support staff to improve workflow efficiency and maintain high standards of service.
Marketing Coordinator
Massage Heights
05.2020 - 12.2020
- Communicated with clients to create profiles, personalizing services to meet specific needs.
- Managed CRM database to maximize customer outreach efforts and strengthen client relationships.
- Performed administrative duties to streamline operations and support daily functions.
- Assisted in the creation of marketing materials, including brochures, newsletters, and email campaigns for product launches.
- Composed daily posts for social media and helped build corporate presence on Twitter, Facebook, and Instagram.
- Managed deliveries and stock replenishment to ensure optimal inventory levels.
- Completed stock orders and tracked quantities for accurate inventory management.
- Coordinated marketing campaigns across digital and traditional platforms to enhance brand visibility.
General Service Manager
Tide Dry Cleaners
West Palm Beach
12.2018 - 03.2020
- Led daily store operations, ensuring exceptional customer service, operational efficiency, and consistent adherence to company standards.
- Supervised, coached and developed a team of associates, providing on going feedback, performance support and training.
- Delivered personalized customer experiences be resolving concerns promptly and maintain client relationships through attentive, professional service.
- Managed employee scheduling, delegated responsibilities, and optimized staffing levels to support business needs.
- Collaborated with senior leadership to execute business initiatives, improve procedures and drive overall store success.
- Fostered a positive, team-oriented environment by recognizing individual achievements, motivating employees, and encouraging continuous development.
Store Sales Team Lead
Express Factory Outlet
West Palm Beach
07.2015 - 12.2018
- Assisted in customer service operations and coaching sales associates.
- Directed merchandise restocking efforts to maintain sales floor.
- Managed schedules, day to day store operations and inventory.
- Facilitated customer improvement efforts through training and prioritizing service goals. efficiently.
- Led training initiatives for staff development.
Education
Bachelor of Arts - Business, Minor in Political Science
FLORIDA ATLANTIC UNIVERSITY
Boca Raton, FL05-2025
Paralegal Certification - Legal Studies
University of Miami
Miami, FL04-2026
Skills
- Client Relationship Management
- Team Leadership and Coaching
- Written and Oral Communication
- Administrative Operations
- Project management
- Effective organizational skills and ability to handle multiple assignments at a given time
- Microsoft Office proficiency
- Discretion and Confidentiality
- Attention to detail
- Proficiency using Microsoft word, Microsoft PowerPoint, Microsoft Office, Microsoft Outlook and Microsoft Excel
- Computer Skills
- Store Operations
- Staff Development
- Sales Support
- Inventory Oversight
Timeline
Corporate Compliance Lead
Computershare Entity Solutions Inc.
04.2025 - Current
401k Retirement Account Manager
Slavic 401K
02.2022 - 04.2025
Legal Secretary
Keller Keller Caracuzzo PA.
12.2020 - 02.2022
Marketing Coordinator
Massage Heights
05.2020 - 12.2020
General Service Manager
Tide Dry Cleaners
12.2018 - 03.2020
Store Sales Team Lead
Express Factory Outlet
07.2015 - 12.2018
Paralegal Certification - Legal Studies
University of Miami
Bachelor of Arts - Business, Minor in Political Science
FLORIDA ATLANTIC UNIVERSITY