Kaelyn Ramos
Mesa
Summary
Dynamic Administrative Assistant with proven expertise at Wealth Guardian Group in enhancing executive efficiency through exceptional calendar management and proactive communication. Skilled in CRM software and customer service, I excel at fostering strong client relationships and ensuring data integrity, contributing to improved operational workflows and client satisfaction.
Overview
2
2
years of professional experience
Work History
Administrative Assistant
Wealth Guardian Group
Gilbert
11.2024 - Current
- Managed and maintained executive calendars, scheduling appointments, meetings, and travel arrangements
- Maintained office supplies inventory by anticipating needs and placing orders in a timely manner
- Screened phone calls and emails for executives, providing accurate information or redirecting inquiries to appropriate staff members
- Created efficient filing systems both electronically and physically to ensure easy retrieval of important documents
- Handled sensitive information with utmost confidentiality while maintaining data integrity at all times
- Managed and updated company databases, ensuring accuracy and completeness of information
- Responded to inquiries from clients/customers in a timely manner, providing accurate information or directing them to the appropriate department/personnel for assistance
Sales Development Representative
Francis & Reeves Advisory
05.2024 - 08.2024
- Partner with the sales team to enhance outreach strategies, leading to better customer interactions and increased satisfaction, ultimately driving revenue growth.
- Use CRM tools to track and manage client interactions, ensuring a smooth and responsive experience throughout the sales development process.
- Conduct market research to uncover emerging trends, refining strategies to better address prospect needs and improve overall service.
- Monitor industry shifts and proactively adapt sales strategies to address evolving customer needs and maintain a competitive edge in a dynamic market.
- Remote
Sales Development Representative
Wedding Filmmaker Mastery
11.2023 - 05.2024
- Manage and schedule appointments to ensure clients' time and needs are handled efficiently, improving their overall experience.
- Work closely with the sales team to enhance customer satisfaction and address any service issues, contributing to better sales outcomes.
- Notify clients and relevant parties of schedule changes and special requests promptly, ensuring clear and timely communication.
- Update and maintain accurate records of client interactions in the CRM, ensuring that all customer information is current and accessible.
- Remote
Sales Development Representative
Whole & Happy Living
05.2023 - 03.2024
- Assist the Manager with daily operations to improve workflow efficiency and enhance the overall customer service experience.
- Clearly communicate the benefits of appointments, increasing customer engagement and understanding of services.
- Build strong relationships with customers to ensure they fully understand and appreciate the products and services offered.
- Oversee computerized scheduling to enhance accuracy and ensure a smooth and reliable appointment experience for clients.
- Remote
Education
Associate of Arts - Psychology
Mesa Community College
Mesa, AZSkills
- Time management
- Excellent communication skills
- Customer Service
- Proactive and self-motivated
- Adaptability
- Attention to detail
- Calendar management
- Data entry
- CRM software
- Customer service
- Email communication
- Document preparation
- Team collaboration
Timeline
Administrative Assistant
Wealth Guardian Group
11.2024 - Current
Sales Development Representative
Francis & Reeves Advisory
05.2024 - 08.2024
Sales Development Representative
Wedding Filmmaker Mastery
11.2023 - 05.2024
Sales Development Representative
Whole & Happy Living
05.2023 - 03.2024
Associate of Arts - Psychology
Mesa Community College
Similar Profiles
Justin WoodmanseeJustin Woodmansee
Institutional Sales Associate at Guardian Wealth Guardian CarbonInstitutional Sales Associate at Guardian Wealth Guardian Carbon
Ryan PapasianRyan Papasian
Wealth Management Intern at Strategies for Wealth (Guardian)Wealth Management Intern at Strategies for Wealth (Guardian)
Angela RitterAngela Ritter
Managing Director of Talent Acquisition (Remote) at Strategies For Wealth, A Guardian CompanyManaging Director of Talent Acquisition (Remote) at Strategies For Wealth, A Guardian Company
Desiree TunziDesiree Tunzi
Customer Service Representative at Express ScriptsCustomer Service Representative at Express Scripts
Tristan HowardTristan Howard
UAS Operator at Ace-Tek Drones & ImagingUAS Operator at Ace-Tek Drones & Imaging