LAURA SALIK
GRAND HAVEN
Summary
Professional demonstrating commitment to high standards and results. Extensive experience in customer service and administrative support, ensuring smooth operations and client satisfaction. Known for strong team collaboration and adaptability to changing needs, with skills in strong communication and client relations.
Overview
32
32
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
04.2022 - 10.2024
- Collaborated with senior Financial Representatives to develop tailored investment strategies for clients.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and recommendations.
- Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
- Assisted in portfolio management for optimal returns and minimized risk exposure.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
- Increased client retention through building strong relationships and consistent communication.
Customer Service/Wine Educator
12 Corners Winery
09.2018 - 05.2021
- Consistently met or exceeded sales goals by utilizing exceptional product knowledge to recommend suitable wines to customers.
- Assisted retail establishments in curating their wine selections based on consumer demographics and preferences.
- Collaborated with winery staff to create unique tasting experiences tailored to customer preferences.
- Enhanced customer wine knowledge by conducting informative and engaging wine tastings.
- Improved customer satisfaction through personalized attention and expert guidance on wine selection.
Office Manager
Haven Financial LLC
07.2016 - 06.2017
- Process ATM customer financial information to set up ATM use and ownership
- Work with distributors and customers to manage their accounts and ensure proper surcharge payment
- 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.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
Personal Assistant
Anything Goes Catering
10.2015 - 12.2016
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Improved time management of the executive through effective prioritization and organization of tasks.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
- Coordinated events and functions with attention to detail ensuring successful execution.
Teacher Asst/Substitute/Para-Pro
Grand Haven Area Public Schools
10.2012 - 06.2015
- Worked on two different teams to support a total of 7 teachers (Resource & Gen Ed.) and supported 120 students between both teams
- Worked as a GHAPS substitute for support roles in the district including, para-pro, teacher assistant, media assistant, office staff/secretarial, At-Risk assistant
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
- Identified struggling students early on and provided additional support through tutoring sessions and modified lesson plans.
Accounting Manager
Therm Technology Corp
07.1992 - 05.1999
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Generated monthly and quarterly financial statements for executive review.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
Education
BACHELOR OF SCIENCE - Political Science, Business and English
CENTRAL MICHIGAN UNIVERSITY
MT. PLEASANT, MISkills
- Microsoft Office
- Proofreading/editing
- Organizational skills
- Retirement planning
- Continuous professional development
- Problem-solving abilities
- Detail Oriented
- Reliability
Timeline
Associate Financial Representative
Northwestern Mutual
04.2022 - 10.2024
Customer Service/Wine Educator
12 Corners Winery
09.2018 - 05.2021
Office Manager
Haven Financial LLC
07.2016 - 06.2017
Personal Assistant
Anything Goes Catering
10.2015 - 12.2016
Teacher Asst/Substitute/Para-Pro
Grand Haven Area Public Schools
10.2012 - 06.2015
Accounting Manager
Therm Technology Corp
07.1992 - 05.1999
BACHELOR OF SCIENCE - Political Science, Business and English
CENTRAL MICHIGAN UNIVERSITY
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