Hi, I’m
Kirstin Shipp
Elkridge,Maryland
Summary
Resourceful administrative assistant with a strong focus on effective communication and problem-solving. Experienced in managing diverse tasks, optimizing data entry processes, and supporting team objectives to improve overall productivity.
Overview
5
years of professional experience
1
Certification
Work History
Legacy WealthCare, LLC
Administrative Data Assistant
01.2026 - Current
Job overview
- Headed Legacy WealthCare's admin support team in a full company new broker dealer transition from Cambridge to LPL management services.
- Handled more than 500 accounts with sensitive personal information and secure wealth investment information with a keen eye and care.
- Managed filing system, organized documents, and entered data and completed other clerical tasks.
- Performed research to collect and record industry data.
- Assisted coworkers and staff members with special tasks on daily basis.
- Participated in weekly conference calls with management to discuss department updates and strategies.
- Developed and implemented data entry operations.
- Scanned documents and saved in database to keep records of essential organizational information.
- Followed data entry protocols, rules and regulations.
- Compiled, verified accuracy, and sorted information to prepare source data for computer entry.
- Corrected data entry errors to prevent duplication or data degradation.
- Updated and maintained customer information, documents and records.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
- Assisted with developing data entry processes for streamlined results.
Blue Ridge Restaurant Group
Lead Server and Trainer
10.2021 - 12.2025
Job overview
- Veteran server dedicated to great guest satisfaction.
- Assisted a staff of 50+ in new server onboarding and orientation to cultivate seamless transitions.
- Addressed customer complaints with professional demeanor and used communication and problem-solving skills to resolve issues.
- Controlled expenses and boosted profitability by managing food and labor costs.
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
- Cultivated warm relationships with regular customers and fellow employees.
- Increased sales significantly by upselling higher-end products to customers.
- Train and mentor junior staff on menu knowledge and customer engagement techniques.
Education
Keene State CollegeKeene, NH
Some College (No Degree) from Human Services
Skills
- Service excellence
- File system maintenance
- Clear memo composition
- Document organization
- Database operations
- Administrative operations
- Effective problem solver
- Simultaneous task execution
- Document conversion
Certification
- Anti-Money Laundering, Fraud, and Financial Crimes Training Training - 2026
- Working with Senior Investors and Vulnerable Adult Investors Training - 2026
- Shift Leader and New Hire Trainer, Glenwood's - 2021
Timeline
Administrative Data Assistant
Legacy WealthCare, LLC
01.2026 - Current
Lead Server and Trainer
Blue Ridge Restaurant Group
10.2021 - 12.2025
Keene State College
Some College (No Degree) from Human Services