Contributed to a collaborative work environment by acting as a liaison between owners on various issues or concerns that required resolution or attention from leadership.
Streamlined executive scheduling by managing calendars and coordinating appointments, improving time management efficiency.
Managed budgetary requirements by monitoring expenses closely, reconciling financial discrepancies, and ensuring proper allocation of resources.
Optimized workflow processes by identifying areas for improvement and implementing creative solutions that increased overall efficiency.
Showcased strong multitasking abilities while managing multiple competing priorities without compromising on the quality of work delivered or timeliness of completion.
Maintained a high level of professional discretion when interacting with clients.
Educated clients on financial topics and best practices.
Updated and maintained confidential databases and records.
Took notes and dictation at meetings.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Facilitated new client onboarding process and investment account setup.
Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Preschool Teacher
Kimball Union Academy
08.2017 - 08.2023
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Developed weekly lesson plans and activities to engage children and promote learning.
Maintained organized, fun and interactive classroom to help children feel safe.
Applied play-based strategies to provide diverse approaches to learning.
Completed documentation on individual children and teachers for recordkeeping.
Created a safe learning environment through regular safety drills practice and adherence to established protocols during emergencies.
Joined the interview and hiring process of classroom personnel for selection of high-quality teachers and staff.
Filled in for the director when the director was absent or away.
Family Manager / Executive Assistant
Private Family
07.2012 - 01.2023
Established routines within the household that promoted consistency in daily living while allowing flexibility when needed.
Maintained a clean and organized household for improved efficiency and stress reduction.
Coordinated daily activities, ensuring punctual attendance at school, appointments, and extracurricular activities.
Fostered independence in children by teaching them essential life skills such as time management, organization, and self-care techniques.
Served as liaison between children''s schools, instructors and coaches to ensure seamless coordination of resources/supports required by the family unit effectively addressed everyone''s needs.
Cultivated positive relationships with neighbors and community members through participation in local events and organizations.
Oversaw home maintenance tasks, collaborating with contractors on repairs and renovations as necessary.
Implemented healthy meal plans.
Facilitated children's academic success with dedicated homework and study schedules.
Streamlined daily routines to improve efficiency and reduce stress for all family members.