Joanne L. Laudenslager
Holliday, UT (relocating To Phoenix, AZ)
Summary
Professional administrative expert prepared for Office Coordinator roles with a history of enhancing office productivity and supporting team success. Adept at managing schedules, coordinating meetings, and handling communications. Reliable team player who adapts to changing needs and focuses on achieving organizational objectives with strong organizational and interpersonal skills.
Overview
23
23
years of professional experience
Work History
Office Coordinator
Coign Capital Advisors
01.2019 - Current
- Company Overview: A fee-based financial advisor & fiduciary, providing financial planning & wealth management services in the Mountain West
- Management of all client services, scheduling, and coordination with advisors
- Financial Advisement/Planning meeting preparation
- Implemented Advyzon CRM and Google Workspace
- Utilized CRM to input and maintain customer data, meeting notes, next steps, and solutions
- Organizing employee and client engagement activities
- Supporting executive team for all day-to-day internal and external activations.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
Financial Advisors Assistant
Navigate Private Wealth
01.2016 - 01.2019
- Company Overview: A financial advisory firm committed to delivering a unique and tailored standard of care to individuals, families, trusts, and business owners
- Provided administrative and client support to financial advisors
- Coordinated and scheduled meetings, appointments, and client calls
- Maintained and updated client records in CRM systems
- Managed office operations, including filing and data entry
- Company and financial compliance assistance.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
Front Desk Supervisor, The Lodge at Snowbird
Snowbird Ski & Summer Resort
01.2015 - 01.2016
- Company Overview: A four-season resort with 5 lodging properties
- High level resolution in a fast-paced environment providing exceptional customer service
- Coordinate all guest and owner visitation needs and special requests
- Management and duty coordination for Front Desk Night Staff
- Inventory reconciliation and various financial and managerial tasks
- Trained new staff on correct procedures, compliance requirements, and performance strategies.
Customer Service / Financial Administrator – Tier 2 – Service Delivery Nissan USA
Revana
01.2014 - 01.2015
- One-touch resolution for chat and email communication channels.
- Communication liaison between Dealerships/Retailers and Customers/Clients
- Sales development and renewals for Nissan and Infinity Automotive
- Provided Executive Team with exceptional administrative service and creative problem-resolution
Customer Service Supervisor – Toshiba Direct
Revana
01.2002 - 01.2014
- Developed training programs for Toshiba Direct Online Sales Force
- Customer Satisfaction Management and Resolution for all escalated situations
- Audited and tracked all customer service resolutions for future process development
- Coordinated and developed new standard resolution procedures
- Account and Credit Reconciliation and Processing
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
Skills
- Redtail & Advyzon
- Microsoft OS & Google Suite
- TD Ameritrade, Fidelity & Schwab
- Office administration
- Office management
- Customer service
- Client relations
- Staff management
- Travel coordination
- Meeting planning
- Scheduling expertise
- Organizational skills
- Training and coaching
- Event coordination
Timeline
Office Coordinator
Coign Capital Advisors
01.2019 - Current
Financial Advisors Assistant
Navigate Private Wealth
01.2016 - 01.2019
Front Desk Supervisor, The Lodge at Snowbird
Snowbird Ski & Summer Resort
01.2015 - 01.2016
Customer Service / Financial Administrator – Tier 2 – Service Delivery Nissan USA
Revana
01.2014 - 01.2015
Customer Service Supervisor – Toshiba Direct
Revana
01.2002 - 01.2014
Similar Profiles
Kyler BrooksbyKyler Brooksby
Financial Planning Assistant at Coign Capital AdvisorsFinancial Planning Assistant at Coign Capital Advisors
Erhan AslantürkErhan Aslantürk
Director at Naviga Capital Partners, a member of Dealbridge M&A AdvisorsDirector at Naviga Capital Partners, a member of Dealbridge M&A Advisors
Melissa StinchcombMelissa Stinchcomb
Investigative Analyst at Fortaris Capital AdvisorsInvestigative Analyst at Fortaris Capital Advisors
Raphaela FreitasRaphaela Freitas
Office Coordinator at Morgana BeautyOffice Coordinator at Morgana Beauty
CRYSTAL MONTOYACRYSTAL MONTOYA
Office Coordinator at Sound View Wealth AdvisorsOffice Coordinator at Sound View Wealth Advisors