Kelsey A. Steinbauer
Leesburg,VA
Summary
Highly motivated and adaptable professional with a strong foundation in communication principles. Eager to learn and grow in a dynamic environment. Possesses a deep understanding of media relations and digital content creation, allowing for effective navigation of today's ever-evolving media industry.
Overview
3
3
years of professional experience
Work History
Internship | Client Service Associate
Covenant Wealth Advisors
11.2023 - 02.2024
- Supported the daily servicing operations of an independent investment advisory firm managing $500 million in client assets
- Fielded inbound client calls, coordinated follow-up responses from the advisor team, and managed/monitored workflows for existing tasks
- Attended regular client review meetings with advisors that focused on investing, financial planning, tax analysis, estate planning and risk management
- Documented discussions in meeting notes that were advisor reviewed and subsequently distributed for clients’ record retention
- Managed an office space transition for the group
- Focal points included – arranging for furniture delivery, procuring printers, copiers and shredders, and lining up technical support for audio-visual equipment and electric work
- Participated in firm-wide team meetings designed to gauge progress on firm goals, marketing efforts and corresponding statistics, revenue targets, anticipated expenditures, and opportunities for profitability improvement going forward
- Collaborated with other professional advisors such as estate planning attorneys, CPAs, and insurance specialists on joint planning efforts for shared clients
- Gained an understanding of the interplay of all these different specialties in the comprehensive financial planning process
Pet Care Specialist
Rover
01.2023 - 07.2023
- Established and operated a successful pet care business on the Rover platform
- Provided exceptional care for pets, including dogs, cats, and small animals, ensuring their health, safety, and comfort
Restaurant Server
Firebirds Wood Fired Grill
06.2021 - 08.2022
Education
Bachelor of Arts - Communication & Digital Studies
University of Mary Washington
Fredericksburg, VASkills
- Outstanding Written & Oral Communication Skills
- Digital Technology
- Issue Resolution
- Professionalism and Etiquette
- Team Collaboration
- Adaptability and Flexibility
- HTML and CSS Coding
- Time Management
- Reliability
Timeline
Internship | Client Service Associate
Covenant Wealth Advisors
11.2023 - 02.2024
Pet Care Specialist
Rover
01.2023 - 07.2023
Restaurant Server
Firebirds Wood Fired Grill
06.2021 - 08.2022
Bachelor of Arts - Communication & Digital Studies
University of Mary Washington
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