Managed Employee Resource Group Program (i.e., awards program, completion of business plans, development and enforcement of standardized guidelines, development of communications templates)
Managed operational tasks of team, including - but not limited to - shared mailbox management, scheduling and logistics for DEI meetings and events, budget tracking, and vendor management/procurement processing
Employee DEI liaison for different departments and business units
Planned and executed annual firm-wide event (Employee Resource Group Fair)
Created and developed detailed work plans to meet business priorities and deadlines
Associate Service Consultant
LPL Financial
07.2018 - 04.2020
Assisted and trained financial advisors on how to efficiently leverage LPL's software
Trained in New Accounts, Move Money, Account Transfers, Direct Business, & Retirements
Enhanced customer satisfaction by efficiently addressing and resolving service-related issues
Met deadlines, achieved goals and worked under pressure in dynamic environment
Maintained detailed records of all client interactions, enabling effective tracking of progress and follow-up actions as needed
Education
Bachelor of Arts - Literature And Creative Writing