Kelly Burdick
Canisteo,NY
Summary
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment, and enthusiastic about learning new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
Citizens & Northern Bank
08.2023 - Current
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Streamlined department wide operational processes, significantly reducing turnaround time for client requests and transactions.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Office Manager
Maple City Financial Services
06.2020 - 08.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Teller
Maple City Savings Bank
05.2019 - 06.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Customer Service Representative
Walmart
04.2018 - 04.2019
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH05-2026
High School Diploma -
Horseheads Highschool
Horseheads06-2017
Skills
- Advanced Excel skills
- Expertise in Microsoft Office Suite
- Skilled in financial software systems
- Critical thinking in problem-solving
- Customer engagement
- Effective phone etiquette
- Conflict resolution
- Team-oriented mindset
- Customer relationship management (CRM)
Certification
- NY Life, Accident & Health Insurance License
- FINRA Series 7
- FINRA Series 63
- FINRA Service 66
Timeline
Wealth Management Associate
Citizens & Northern Bank
08.2023 - Current
Office Manager
Maple City Financial Services
06.2020 - 08.2023
Teller
Maple City Savings Bank
05.2019 - 06.2020
Customer Service Representative
Walmart
04.2018 - 04.2019
Bachelor of Science - Finance
Southern New Hampshire University
High School Diploma -
Horseheads Highschool
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