Katherine Riley
Realtor And Customer Relationship Advocate
Danielson,CT
Summary
Industrious, detail-oriented professional with over twelve years of experience supporting executives as well as small business owners. I pride myself on completing work meticulously in less time than promised to ensure a superior outcome for all parties involved. As an effective administrative and real estate professional, I create a productive and efficient work environment for those I support and collaborate with others to meet all deadlines.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
7
7
Certifications
Work History
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
01.2024 - Current
- As an active mutual fund and equities trader I hold SEI, Series 7 and Series 66 certifications
- I enhance customer satisfaction by promptly addressing inquiries and resolving issues. My service survey scores are consistently above company goal.
- I collaborate with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
- I maintain a proactive approach towards managing client accounts, identifying potential issues before they escalated into larger problems. I empower clients to use the Fidelity website cutting down on the need for calls in the future.
Realtor
J. CHRISTOPHER REAL ESTATE GROUP
Johnston, Rhode Island
10.2016 - Current
- My knowledge of the area’s real estate environment creates more efficient and profitable sales. I provide expert advice on property values, guiding clients to make informed decisions when buying or selling homes.
- Exceed clients’ expectations by detailing each step before it happens, mitigating surprises
- Write and execute purchase and sales agreements, ad hoc addenda, repair requests, leases and any additional contractual documents needed as well as schedule all events required for each transaction with my clients, the cooperating agent, the attorneys and the vendors
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
- Created a post close campaign to stay in touch with past clients and foster a climate for future referral business
Office Administrator
FINANCIAL INDEPENDENCE
Warwick, Rhode Island
09.2023 - 01.2024
- Calendar all events required for each client, advisor and third party vendors
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Expertly complete the day-to-day administrative activities needed to keep an office running properly
- Collaborated with the Platinum team at Fidelity Investments to ensure timely processing of clients' requests leading to much shorter hold times for investing clients' capital
- Scan and log checks for individual clients, complete forms pertaining to client money movement and account maintenance transactions
- Instituted a simple identification system for immediate transactions
Administrative Assistant - Office Manager
J. CHRISTOPHER REAL ESTATE GROUP
Lincoln, Rhode Island
12.2016 - 08.2018
- Hired as an administrative assistant in 2016 after nine months of exemplary support promoted to Office Manager
- Increased the company’s efficiency leading to 25% transaction growth year over year
- Created comparative market analysis reports for potential clients’ properties highlighting their equity
- Marketed team sales, client functions and community projects
- Consulted with outside marketing group on brand awareness
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Administrative Assistant
NAUTIC PARTNERS, LLC
Providence, Rhode Island
03.2008 - 03.2015
- Provided a pristine, welcoming environment for guests while announcing their presence discreetly and promptly
- Provided exceptional support for Vice President, two Sr. Associates and all Associates including: making necessary copies, preparing presentations, calendaring, scheduling meetings, coordinating travel and completing monthly expense reports
- Maintained all databases including updating Sales Logix
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Researched, compared and analyzed the cost of office supply orders, provided feedback to Managing Director on financial decisions, which resulted in a 22% savings on office supplies
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Education
Associate of Arts - Psychology Highest Honors
Community College of Rhode Island
Lincoln, RI 08.2000 - 05.2002
Skills
Teamwork
Call center experience
Teamwork and collaboration
Problem-solving skills
Customer service
Microsoft office
Time management
Problem-solving abilities
Understanding customer needs
Education Certifications
- Community College of Rhode Island, Highest Honors
- Microsoft Office Suite, CRM creation and management including SalesLogix, SalesForce, Redtail and Realty Juggler
- Licensed Realtor, RI, MA and CT
- Notary Public State of RI
Certification
SEI
Timeline
Series 66
05-2025
Series 7
04-2025
SEI
02-2024
Customer Relationship Advocate
Fidelity Investments
01.2024 - Current
Office Administrator
FINANCIAL INDEPENDENCE
09.2023 - 01.2024
Senior Real Estate Specialist
12-2021
CT Real Estate Salesperson
04-2018
MA Real Estate Salesperson
06-2017
Administrative Assistant - Office Manager
J. CHRISTOPHER REAL ESTATE GROUP
12.2016 - 08.2018
Realtor
J. CHRISTOPHER REAL ESTATE GROUP
10.2016 - Current
RI Real Estate Salesperson
10-2016
Administrative Assistant
NAUTIC PARTNERS, LLC
03.2008 - 03.2015
Associate of Arts - Psychology Highest Honors
Community College of Rhode Island
08.2000 - 05.2002
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