Kathleen (Katy) Woods
Conshohocken,PA
Summary
Orderly and committed Administrative Assistant offering solid skills in customer relations and managing daily office needs. Comfortable working alone or with other staff to accomplish on-time and accurate meeting materials for advisors.
Overview
9
9
years of professional experience
Work History
Administrative Assistant
Green Arrow Financial Advisors (Ameriprise)
Exton, PA
07.2021 - Current
- Greeted visitors or callers to handle questions or direct to appropriate staff.
- Processed financial documents, signed forms, and checks.
- Maintained appointment and event calendars for the advisors.
- Managed physical and digital files and coordinated meeting materials.
- Composed correspondence, reports and updated meeting notes and materials in client database.
Account Executive
Cool Nerds Marketing
Wilmington, DE
07.2020 - 06.2021
- Integrated new business development and client acquisition through cold calling, social media outreach, and exceptional service.
- Individualized client marketing proposals to meet their unique needs while focusing on digital marketing and social media management.
- Developed and delivered new business requisitions through business-to-business connections and virtual shows.
Account Executive
Bealstone Inc.
King of Prussia, PA
02.2020 - 06.2020
- Generated new sales and connected with new/ co-existing customers via CRM (Salesforce)
- Learned and participated in leadership/growth content opportunities.
Community Integration Specialist
City of Portland Oxford Street Shelter
Portland, ME
07.2018 - 08.2019
- Assisted in finding and moving clients into transitional housing.
- Supported (coordinated) the development of a new donation system.
- Cultivated relationships and connections with local community services and agencies.
- Worked on administrative projects.
Marketing Intern
Allstate Insurance Company
Wilmington, DE
05.2016 - 08.2016
- Learned aspects about the insurance business.
- Able to contact and connect with past and potential customers on quotas.
- Assisted with launching a summer campaign for the agency on sales (direct mail).
Sales Representative
Vector Marketing Corporation
Newark, DE
06.2015 - 11.2015
- Initiated professional phone calls to new customers.
- Attended two highly-professional summer conferences and regional division meetings.
- Responsible for product demonstrations which resulted in a 90% closing ratio.
- A key staff leadership position in the office.
Education
Bachelor of Science - Psychology
Saint Joseph’s University, College Of Arts And Sciences
Philadelphia, PA05.2018
High School Diploma -
Ursuline Academy
Wilmington DE 06.2014
Skills
- Meeting planning
- Advanced MS Office Suite knowledge
- Business growth opportunities
- Customer Service
- Interpersonal skills
- Sales expertise
- Managing client relationships
- Pipeline/Lead management and Development
- CRM (Salesforce)
- Prospecting and Cold Calling
References
References upon Request
Interests
Interests - Women’s Rugby, Fitness, and traveling
Timeline
Administrative Assistant
Green Arrow Financial Advisors (Ameriprise)
07.2021 - Current
Account Executive
Cool Nerds Marketing
07.2020 - 06.2021
Account Executive
Bealstone Inc.
02.2020 - 06.2020
Community Integration Specialist
City of Portland Oxford Street Shelter
07.2018 - 08.2019
Marketing Intern
Allstate Insurance Company
05.2016 - 08.2016
Sales Representative
Vector Marketing Corporation
06.2015 - 11.2015
Bachelor of Science - Psychology
Saint Joseph’s University, College Of Arts And Sciences
High School Diploma -
Ursuline Academy
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