John Estrada
Rio Rancho,NM
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Fidelity Investments
04.2022 - 11.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Evaluated client financial positions and identified most appropriate banking products.
Program Ready Trainer
Concentrix Inc
06.2020 - 12.2020
- Conducted new hire orientations and training sessions, and trained current employees on new equipment and procedures.
- Corrected employee behavior that did not reach accepted standards, and recognized performance that met or exceeded those criteria.
- Trained new and transitioning employees to execute tasks in accordance with applicable specifications and procedures for their department.
- Presented training concepts through instructional methods such as verbal presentations, live demonstrations, and hands-on evaluations.
Tier 3 Support Supervisor
Adecco USA
01.2018 - 01.2020
- Coached employees through day-to-day work and complex problems.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Assessed personnel performance and implemented incentives and team-building events to boost morale.
- Monitored employee and customer interactions to assess the quality of service.
- Improved customer satisfaction scores through the application of superior conflict resolution and problem-solving skills.
Administrative Support Assistant
CRM
01.2016 - 01.2018
- Provided best-in-class support to team of property managers, closely monitoring office activity to best meet needs.
- Maintained office calendar for all property events, informing employees of changes or pertinent information quickly.
- Analyzed interaction data and presented it to the property manager.
- Acted as the main point-of-contact for over 300 rentals, supporting administrative needs and clerical tasks efficiently.
Education
Associate of Arts - Business Administration/Project Management
2022
GPA: 4.0
Skills
- Financial Knowledge
- Cash Handling
- Customer Expectations Management
- Customer Transactions
- Client Interactions
- Client Needs Assessment
- Consumer Engagement
- Asset Consolidation
Timeline
Financial Advisor - Fidelity Investments
04.2022 - 11.2022
Program Ready Trainer - Concentrix Inc
06.2020 - 12.2020
Tier 3 Support Supervisor - Adecco USA
01.2018 - 01.2020
Administrative Support Assistant - CRM
01.2016 - 01.2018
Central New Mexico Community College - Associate of Arts, Business Administration/Project Management
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Randolph Roark IIRandolph Roark II
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
Brenda FordBrenda Ford
Deputy at Santa Fe County Sheriff's OfficeDeputy at Santa Fe County Sheriff's Office