KRISTEN N. FORBES
WESTFIELD,IN
Summary
A position utilizing my business experience with potential for unlimited advancement and responsibilities.
Organized professional in administrative support known for high productivity and efficiency in task completion. Skilled in data entry, calendar management, and document preparation, ensuring smooth operational flow. Excel in communication, problem-solving, and time management, contributing to successful team collaboration and project execution.
Overview
31
31
years of professional experience
Work History
Administrative Assistant
Jackson National Life Insurance LLC
Franklin, TN
12.2008 - Current
- Provide administrative support to a Regional Director and team of 30 to ensure efficient operation.
- Prepare daily, weekly, monthly, quarterly, and yearly reports.
- Maintain regional directors’ calendar & facilitate travel arrangements.
- Maintain personnel records.
- Compose correspondence and presentations.
- Event coordinator for Regional meetings, National meetings that include but not limited to negotiating hotel contracts and banquet requests.
- Prepare/approve regional director and team members expense reports, non-cash comps, and check requestions.
- Assisted in preparing reports and presentations for internal teams.
- Handled correspondence and communicated with clients and vendors effectively.
- Maintained inventory of office supplies and ordered materials as needed.
- Facilitated communication between departments to enhance workflow efficiency.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Proofread content for typo-free emails and documentation.
- Created travel arrangements and distributed travel details to appropriate personnel.
- Facilitated communication between different departments within the organization.
- Conducted research on various topics as requested by management.
- Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
District Manager Assistant
CitiFinancial/ Citi Group
Indianapolis, IN
04.2006 - 11.2008
- Provide general administrative support to the District Manager and other district personnel.
- Coordinate human resources administrative functions, including processing personnel requisitions, and assisting in salary administration.
- Prepare and ensure new hire documentation are completed accurately.
- Maintain and monitor district training programs and coordinate with branch employees to ensure timely completion of CareerTrack modules.
- Grade training exams and prepare certificates of completion.
- Perform numerous administrative tasks such as typing correspondence, answering telephones, ordering supplies, paying bills, preparing new hire and other personnel action documents, open and distribute mail, logs, manuals, and files.
- Organize district and training meetings, plan and prepare training material.
- Set up conference calls and make travel arrangement for District Managers.
- Produce and compile accurate daily, monthly, and quarterly reports to be used at the district, region, and division levels.
- Led operational strategies to enhance branch performance and customer satisfaction.
- Implemented process improvements to streamline operations and enhance efficiency across branches.
- Provided ongoing coaching and training for store managers on how to maximize productivity and profits.
- Developed strategic plans for increasing sales, reducing costs, improving operations efficiency.
- Worked with direct reports to develop and implement action plans, improving operating results.
- Identified opportunities for process improvement across multiple locations within the district.
- Mentored team members by demonstrating best practices for sales and customer service.
- Delegated work to staff, setting priorities and goals.
- Reviewed completed work to verify consistency, quality, and conformance.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Managed scheduling and coordination of team meetings and events.
- Organized files and maintained digital records for easy access and retrieval.
- Entered data into databases accurately and efficiently.
- Handled confidential information with discretion and integrity.
- Maintained positive working relationship with fellow staff and management.
Retirement Plan Services Representative
American Funds/Capital Bank & Trust
Indianapolis, IN
05.2004 - 04.2006
- Worked in a team environment to provide service to participants and professionals in the retirement plan industry.
- Responsible for responding to inbound calls from plan participants, plan sponsors, and third-party administrators.
- Processed online account transactions and resolving questions on retirement plans.
- Assisted clients with account inquiries and transaction requests.
- Resolved customer issues through effective communication and problem-solving skills.
- Processed account transactions accurately and efficiently using banking software.
- Collaborated with team members to improve service delivery and client satisfaction.
- Cultivated relationships with teammates to assist customers with inquiries or resolve problems.
- Updated accounts with recent information and processed customer payments.
- Met and exceeded productivity targets by handling every interaction with top-notch customer service.
- Worked closely with supervisors to ensure that tasks were completed according to company standards.
- Resolved customer concerns with friendly and knowledgeable service.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Provided excellent customer service by addressing customer needs in a timely fashion.
- Consulted with customers regarding needs and addressed concerns.
- Audited customer account information to identify issues and develop solutions.
- Upheld strict standards for quality and performance.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Updated databases with new and modified customer data.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
- Mentored junior team members and managed employee relationships.
CB&T Account Representative
American Funds/Capital Bank & Trust
Indianapolis, IN
01.2001 - 05.2004
- Reviewed and acted upon written requests from retirement plan account customers.
- Responsible for establishing new retirement accounts, such as Individual Retirement Accounts (IRAs) and Profit-Sharing Retirement Plans (PSRPs).
- Processed distributions and updated beneficiary records on the computer via imaging.
- Prepared correspondence and made telephone calls to customers, brokers, and other trustees.
- Managed client accounts and maintained strong relationships with key stakeholders.
- Provided product knowledge and support for investment strategies to clients.
- Collaborated with cross-functional teams to ensure seamless service delivery.
- Assisted clients in navigating account-related inquiries and issues effectively.
- Conducted regular account reviews to address client needs and preferences.
- Facilitated communication between clients and internal departments for resolution.
- Resolved customer complaints in a timely manner.
- Actively participated in weekly team meetings to discuss progress on projects.
- Processed orders promptly according to established procedures.
- Participated in training programs designed to enhance job knowledge.
- Maintained good rapport with customers and internal departments by proactively handling complex customer issues.
- Provided excellent customer service to ensure client satisfaction.
- Developed and maintained strong relationships with clients, vendors and colleagues.
- Reviewed contracts, invoices and other documents for accuracy.
- Assisted in developing strategies for increasing customer loyalty.
- Maintained detailed records of all client communications.
- Analyzed market trends to identify areas of opportunity for the company.
- Prepared reports detailing customer activities and progress towards goals.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Loan Processor/Auditor
Oakwood Acceptance Corp.
Carmel, IN
03.2000 - 12.2000
- Responsible for auditing loans and conditioning for all errors.
- Worked closely with Sales Representatives to satisfy conditions.
- Funded loans.
- Maintained daily log of accounts.
- Ordered purchase orders and set up vendors.
Remarketing Specialist
Oakwood Acceptance Corp.
Carmel, IN
11.1999 - 03.2000
- Responsible for paying invoices and setting up vendors.
- Maintained daily inventory log.
- Figured recovery (profit and loss).
- Assigned homes to Sales Representatives according to location and worked with them until home sold.
Accounts Payable Specialist
Brightpoint, Inc.
Indianapolis, IN
01.1999 - 09.1999
- Responsible for control and maintenance of all non-inventory vendors.
- Processed invoices for payment.
- Cut and mailed all non-inventory checks.
- Resolved statements and vendor calls.
Junior Accountant Returns to Manufacturer
Brightpoint, Inc.
Indianapolis, IN
01.1998 - 01.1999
- Developed processes and procedures for returning and receiving product to and from the manufacturer.
- Maintained records on accounts and printed daily reports regarding progress of manufacturer accounts.
Collections Specialist
Brightpoint, Inc.
Indianapolis, IN
06.1997 - 01.1998
- Responsible for control and maintenance of approximately 600 accounts, collection of past-due invoices; resolving disputes; communication with customer by telephone and word processing letters in the in-house collection unit.
Mass Merchant Account Receivable Coordinator
Brightpoint, Inc.
Indianapolis, IN
07.1996 - 06.1997
- Reconciled accounts, collected past-due invoices, maintained records on accounts.
- Negotiated contracts with vendors to secure favorable terms and conditions.
- Conducted regular audits of inventory accuracy and compliance with company standards.
- Assisted customers with product selection based on their needs and preferences.
- Negotiated terms of sale, pricing, discounts, and payment policies with customers.
Sales Assistant
Brightpoint, Inc.
Indianapolis, IN
03.1995 - 07.1996
- Duties included secretarial work and assisting sales representatives in day-to-day activities.
- Collaborated with team members to maintain a clean sales floor.
- Provided training and support to new sales staff on procedures.
- Organized promotional displays to enhance product visibility and appeal.
- Greeted customers and provided assistance with product selection.
- Provided customer service by answering questions, resolving problems, and responding to complaints in a timely manner.
- Assisted customers with returns, exchanges and refunds.
- Met with customers to offer assistance with selecting merchandise, finding accessories and completing purchases.
- Organized stockroom shelves, racks and bins according to store layout and product categories.
- Assisted in creating displays to promote products.
- Completed daily reports on sales performance metrics such as units sold per hour, day, week, month.
Receptionist
Brightpoint, Inc.
Indianapolis, IN
01.1995 - 03.1995
- Duties included answering incoming calls for company, secretarial work, client contact, and general office details.
- Greeted and assisted visitors, creating a welcoming environment.
- Managed multi-line phone system, directing calls efficiently.
- Scheduled appointments and maintained calendars for executives.
- Processed incoming and outgoing mail, ensuring timely delivery.
- Coordinated office supplies inventory and placed orders as needed.
- Maintained cleanliness and organization of reception area and lobby.
- Assisted with administrative tasks, supporting office operations daily.
- Handled confidential information with discretion and professionalism.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Scheduled and confirmed appointments.
- Greeted visitors and provided them with assistance.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Scheduled appointments for clients, customers, and other visitors.
- Maintained a neat reception area by organizing materials and tidying up furniture.
Education
Ivy Tech State College
Indianapolis, INSkills
- Calendar management
- Report preparation
- Travel coordination
- Expense reporting
- Event planning
- Data entry
- Customer relationship management
- Office supply management
- Process improvement
- Team communication
- Effective communication
- Problem solving
- Attention to detail
- Confidentiality management
- Time management
- Email management
- Report writing
- Verbal communication
- Policy and procedure modification
- Microsoft Excel
- Meeting planning
- Meticulous attention to detail
- Project planning
- Strong problem solver
- Filing
- Sensitive material handling
- Travel arrangements
- Document management
- Package routing
- Conference planning
- Team bonding
- Microsoft PowerPoint
- Administrative improvement
- Deadline oriented
- File organization
- Invoice processing
- Staff management
- PC proficient
- Mail distribution
- Mail handling
- Resourceful
- Documentation and reporting
References
Available upon request.
Timeline
Administrative Assistant
Jackson National Life Insurance LLC
12.2008 - Current
District Manager Assistant
CitiFinancial/ Citi Group
04.2006 - 11.2008
Retirement Plan Services Representative
American Funds/Capital Bank & Trust
05.2004 - 04.2006
CB&T Account Representative
American Funds/Capital Bank & Trust
01.2001 - 05.2004
Loan Processor/Auditor
Oakwood Acceptance Corp.
03.2000 - 12.2000
Remarketing Specialist
Oakwood Acceptance Corp.
11.1999 - 03.2000
Accounts Payable Specialist
Brightpoint, Inc.
01.1999 - 09.1999
Junior Accountant Returns to Manufacturer
Brightpoint, Inc.
01.1998 - 01.1999
Collections Specialist
Brightpoint, Inc.
06.1997 - 01.1998
Mass Merchant Account Receivable Coordinator
Brightpoint, Inc.
07.1996 - 06.1997
Sales Assistant
Brightpoint, Inc.
03.1995 - 07.1996
Receptionist
Brightpoint, Inc.
01.1995 - 03.1995
Ivy Tech State College