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Lakesha M. Demery
Lake Charles,LA
Summary
Compassionate, organized front-office professional and licensed Financial Professional with strong customer service, administrative, and computer skills. Life & Health licensed with experience in client intake, appointment scheduling, data entry, Microsoft Office, and Tableau. Proven ability to multitask in fast-paced environments and provide a warm, professional first impression.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Professional
World Financial Group
11.2024 - Current
- Serve as primary point of contact for clients: handle inquiries, schedule consultations, and maintain client records.
- Prepare and organize client documents, assist with application processes, and ensure compliance with company procedures.
- Use Microsoft Office and basic Tableau reporting to track client interactions and follow-ups.
- Build rapport with clients through attentive communication and personalized service.
- 1040 contractor
Stay-at-Home Parent / Household Manager
01.2021 - 01.2026
- Managed household operations: scheduling, budgeting, logistics, and coordination of appointments and activities.
- Developed strong multitasking, time-management, and organizational systems to balance multiple priorities.
- Acted as primary communicator with schools, healthcare providers, and service vendors with discretion and professionalism.
- Maintained records, managed correspondence, and supported learning and development activities.
Customer Service Associate
All-N-One
12.2020 - 07.2021
- Greeted customers, handled transactions, and provided product information.
- Managed cash register, processed returns/exchanges, and maintained accurate sales records.
- Assisted with inventory organization and maintained a clean, welcoming front-of-store environment.
- Resolved customer concerns with calm, solution-focused communication.
Education
Associate of Arts - General Studies
01-2023
Skills
- Customer service & reception
- Appointment scheduling & calendar management
- Phone systems / front-desk procedures
- Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Tableau (basic dashboards/reporting)
- Data entry & record keeping
- Organization & filing systems
- Multitasking, time management, problem solving
- Confidentiality & client privacy
- Financial services
Certification
Life & Health Insurance License
Timeline
Financial Professional
World Financial Group
11.2024 - Current
Stay-at-Home Parent / Household Manager
01.2021 - 01.2026
Customer Service Associate
All-N-One
12.2020 - 07.2021