Kaylynn Brandt

Key Responsibilities.

• Client Services

Answering phones and greeting clients.

• Schedule appointments and assisting with account inquiries.
• Maintain client records and ensure documentation is complete.
• Administrative Support.
• Process forms and handle mail correspondents.
• Assist the financial advisor with tasks related to investment account servicing.
• Keeping the office organized.

Working with Microsoft office.

• Ability to work independently and take initiative.

• Developed Organizational Skills: Managed classroom routines, schedules, and activities for a group of 20+ children, ensuring smooth operations and timely completion of tasks. Demonstrated high levels of attention to detail and effective time management, skills essential in financial roles.
• Financial Accountability: Oversaw class budget for educational materials and supplies, ensuring resources were allocated effectively. Regularly prepared and maintained financial reports, tracking expenditures against budget.
• Client Relationship Management: Built and maintained strong relationships with parents and guardians, providing regular updates on children's progress, addressing concerns, and offering tailored solutions, demonstrating strong communication and interpersonal skills.
• Data Analysis and Reporting: Collected and analyzed student progress data, creating reports to communicate outcomes and set future goals. Used data to make informed decisions, a skill that can be applied in analyzing financial trends and projections.
• Team Collaboration: Collaborated with administrative staff, fellow teachers, and external vendors to ensure smooth operations of the school. Demonstrated teamwork, flexibility, and adaptability in a dynamic environment.
• Problem-Solving and Conflict Resolution: Managed behavioral issues and resolved conflicts in a constructive manner, honing conflict resolution skills and the ability to make critical decisions under pressure.