Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kassandra Sarantopoulos

Meriden,NH

Overview

13
13
years of professional experience

Work History

Executive Support Specialist

Torch Family Capital
08.2023 - Current
  • 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.

Education

Bachelor of Arts - Human Services

Franklin Pierce University
Rindge
05-2016

Associate of Arts - Human Services

Franklin Pierce University
Rindge
05-2011

Skills

  • Effective verbal communication
  • Relationship management
  • Proficient in coordinating discussions
  • Effective task delegation
  • Document confidentiality management
  • Comprehensive project coordination
  • Data organization in spreadsheets
  • Time allocation management
  • Event organization
  • Recruiting
  • Travel logistics management
  • Formal written correspondence
  • Customer relations

Languages

French
Limited Working

Timeline

Executive Support Specialist

Torch Family Capital
08.2023 - Current

Preschool Teacher

Kimball Union Academy
08.2017 - 08.2023

Family Manager / Executive Assistant

Private Family
07.2012 - 01.2023

Bachelor of Arts - Human Services

Franklin Pierce University

Associate of Arts - Human Services

Franklin Pierce University
Kassandra Sarantopoulos