Lauren Levy
Knoxville,TN
Summary
Savvy Executive Assistant known for high productivity and efficient task completion. Possess specialized skills in client relationship building, effective communication, and problem solving. Excel in high pressure situations, adaptable, and ensure a proactive, positive approach to complex assignments.
Overview
12
12
years of professional experience
Work History
Associate Wealth Management Advisor
Andrea Schrieffer
Minnetonka, MN
03.2022 - 11.2024
- Optimized client onboarding process by introducing automated workflows, cutting down time-to-service.
- Collaborated effectively with various teams to streamline operations, and boost client retention and confidence.
- Supported clients with ongoing advice for strategic financial planning, geared toward their long-term goals.
- Managed the advisor's calendar and coordinated meetings, ensuring alignment with her professional goals and personal needs.
- Ensured prompt response to clients' needs by diligently maintaining email and communication channels.
- Created presentations outlining complex financial concepts in an easy-to-understand way for clients.
Financial Advisor
Northwestern Mutual
Lombard, IL
06.2019 - 02.2022
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Implemented digital-first strategy for client engagement by using advanced financial planning tools.
- Engaged in extensive market insight to design specific financial solutions, improving client portfolio results.
- Directed implementation of innovative financial tools, optimizing client engagement and process efficiency.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Education
Master of Arts - Special Education
Aurora University
Aurora, IL05-2015
Bachelor of Arts - History And Spanish
Illinois College
Jacksonville, IL05-2012
Skills
- Written and Oral Communication
- Collaboration
- Time Management
- Task Prioritization
- Strong Attention to Detail
- Remote Work
- Microsoft Office Suite
- Proactive Approach
Affiliations
- Loves hiking and spending time outdoors
- Devoted wife and cat mom
- Avid reader of any genre from fantasy to non-fiction
Certification
- Earned Chartered Financial Consultant designation in May 2024
References
References available upon request.
Timeline
Associate Wealth Management Advisor
Andrea Schrieffer
03.2022 - 11.2024
Financial Advisor
Northwestern Mutual
06.2019 - 02.2022
- Earned Chartered Financial Consultant designation in May 2024
Master of Arts - Special Education
Aurora University
Bachelor of Arts - History And Spanish
Illinois College
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