Kaiya Crutchfield
Alpharetta,GA
Summary
Proven Office Coordinator with a track record of enhancing team productivity and client retention at Shadow Wood Flooring. Expert in office management and customer service, demonstrated through streamlined operations and improved client relationships. Skilled in schedule coordination and administrative support, achieving significant organizational improvements.
Overview
11
11
years of professional experience
Work History
Office Coordinator
Shadow Wood Flooring
10.2023 - Current
- 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.
- Tracked records, filed documents, and maintained communication between clients to manage office activities.
- Served as a point of contact for clients visiting the office, providing exceptional customer service that led to increased client retention rates.
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
- Enhanced communication within the team through regular meetings and detailed reporting.
- Reconciled account files and produced monthly reports.
- Coordinated company events, fostering team building and boosting overall morale.
Financial Services Representative
Morgan Stanley
03.2019 - 10.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Client Service Representative
Ferguson Enterprises LLC
09.2016 - 02.2019
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
- Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
Student Administrative Assistant
Columbia University, Office of Alumni and Development
07.2013 - 07.2016
- Maintained accurate student records, ensuring confidentiality while adhering to university guidelines and regulations.
- Served as a valuable team member in various interdepartmental committees, contributing insight and expertise to support university-wide initiatives.
- Assisted with the maintenance of departmental website content, providing accurate information for students and faculty members seeking resources or updates.
- Aided in the recruitment process for new faculty members by scheduling interviews, preparing candidate profiles, and providing logistical support during onboarding.
- Streamlined administrative processes by implementing efficient filing systems, resulting in a more organized office environment.
- Coordinated logistics for campus events such as guest lectures, workshops, and conferences, contributing to successful outcomes.
Education
High School Diploma -
Pocono Mountain West Highschool
Pocono Summit, PA06-2013
Certification of Nursing - Nursing
Monroe Technical & Career Institute
Bartonsville, PA06-2013
Skills
- Schedule Coordination
- Office Administration
- Office Management
- Customer Service
- Scheduling
- Administrative Support
Timeline
Office Coordinator
Shadow Wood Flooring
10.2023 - Current
Financial Services Representative
Morgan Stanley
03.2019 - 10.2023
Client Service Representative
Ferguson Enterprises LLC
09.2016 - 02.2019
Student Administrative Assistant
Columbia University, Office of Alumni and Development
07.2013 - 07.2016
High School Diploma -
Pocono Mountain West Highschool
Certification of Nursing - Nursing
Monroe Technical & Career Institute
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