Lauren Davidson
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Assistant/Office Worker
Henderson Steel Corporation
08.2023 - Current
- Annual inventory management
- Assist with Accounts Receivable, Accounts Payable, and Sales personnel
- Improved customer satisfaction by addressing inquiries promptly and professionally
- Handled the orders for steel materials for current and potential customers
- Increased office efficiency by maintaining a well-structured filing system.
Client Associate- Private Client Group
Wells Fargo Advisors
09.2022 - 05.2023
- Assist Financial Advisor(s) colleagues with service and operational-related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor(s) and client requests for account-related information and/or quotes
- Schedule and prepare for appointments with new or prospective clients
- Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor
- Execute various administrative functions for the Financial Advisors and Branch Management including, but not limited to, tracking referrals, assisting with marketing-related activities, establishing, and maintaining files to meet the firm's regulatory requirements
- Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
- Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
- Maintain Financial Advisors expenses
- Conduct ACHs, journals, IRA contribution-distribution, wire transfers.
- Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed
Facility Manager
Campus Recreation (University of Mississippi)
05.2022 - 07.2022
- Assist with facility opening and closing procedures and enforce department and building policies
- Management of two facilities, issuing guest passes, receipts, assumptions on Risk and Release forms, and collection of money
- Mentor and train Customer Service Representatives to become Facility Managers
- Build customer/member loyalty by making sure everyone has a great experience
- Resolve member issues as manager
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Customer Service Representative
Campus Recreation (University of Mississippi)
09.2021 - 05.2022
- Assist faculty, guests, and students with any need in the facility
- Greeting guests and ensuring a safe experience at the facility
- Managing phone calls from community members
- Signing up students, staff, and community members for memberships at the facility
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
Assistant/Office Worker
Henderson Steel Corporation
10.2018 - 03.2020
- Assisted with Accounts Receivable, Accounts Payable, and Sales personnel
- Handled incoming calls from existing and potential clients
- Helped manage and plan events for the existing and potential clients
- Increased office efficiency by organizing and maintaining a well-structured filing system.
- Improved customer satisfaction by addressing inquiries promptly and professionally.
- Annual inventory management
Education
Associate’s Degree -
Meridian Community College
Bachelor’s Degree - Finance
The University of Mississippi
Master’s Degree - Business Administration
Louisiana State University Shreveport
International Business course of the Asia Pacific region - International Business
The University of Notre Dame of Australia
Sydney, NSW12.2023
Skills
- Adaptability
- Ability to work in a team
- Client Care
- Critical Thinking
- Detail-oriented
- Financial Reporting/Transactions
- Improving customer experience
- Microsoft Excel, Outlook, Teams, and Word
- Remote work experience
- Time Management
- Wealth Management
- Workday
Organizations
- Distributive Education Clubs of America- Compete in competitions for college, related to business and finance projects
- Dusty’s Social Service Club- Attended and worked many social service events
- National Society of Leadership
- Phi Theta Kappa- College Honors Society
Timeline
Assistant/Office Worker
Henderson Steel Corporation
08.2023 - Current
Client Associate- Private Client Group
Wells Fargo Advisors
09.2022 - 05.2023
Facility Manager
Campus Recreation (University of Mississippi)
05.2022 - 07.2022
Customer Service Representative
Campus Recreation (University of Mississippi)
09.2021 - 05.2022
Assistant/Office Worker
Henderson Steel Corporation
10.2018 - 03.2020
Associate’s Degree -
Meridian Community College
Bachelor’s Degree - Finance
The University of Mississippi
Master’s Degree - Business Administration
Louisiana State University Shreveport
International Business course of the Asia Pacific region - International Business
The University of Notre Dame of Australia
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