Summary
Overview
Work History
Education
Skills
Languages
Affiliations
References
Timeline
Generic

Lauren Soriano

Tacoma,WA

Summary

Dynamic professional with extensive expertise in office administration and customer service, particularly at Edward Jones Financial Advising. Demonstrated success in project management and team building, effectively overseeing client relations and office outreach initiatives. Skilled in financial analysis and conflict resolution, optimizing operational efficiency and elevating client satisfaction.

Overview

9
9
years of professional experience

Work History

Manager/Tailor

Spiltgrapesoda Inc
Spanaway, WA
09.2023 - Current
  • Managed small business office where costumes were made to order for clients.
  • Managed freight shipping orders, customer complaints and questions, supply orders, online store orders, and emails pertaining to business.
  • Supervised morning delegations to other team members, scheduled stock for conventions, created stock for conventions, managed packing for conventions and delegated daily tasks.
  • Helped the business move from sole proprietor to S corporation transition smoothly.

Branch Administrator

Edward Jones Financial Advising
Federal Way, WA
05.2021 - 09.2023
  • Managed the office of two financial advisors for books of business with over 400 clients each.
  • Supervised any clients coming into the office and dealt with any customer service tasks that came.
  • Answered phones, emails, set up appointments and scheduled reviews, delegated questions and concerns to the financial advisor.
  • Gave knowledge on basic financial options offered, as well as online access.
  • Also managed office outreach programs and events.
  • Served on the Pride Business Resource Group for management of events and safety.

Client Service Representative

Bank of America
Lakewood, WA
02.2020 - 05.2021
  • Worked with clients of the bank to better financial lives through helping with a variety of transactions such as deposits, withdrawals, and transfers, as well as helping with or delegating any and all complaints or concerns they asked.
  • Trained other employees as well as trained to undertake a supervisory role.
  • Served with our volunteer group to aid those with financial needs outside of work.

Seasonal Front End Assistant

Costco Wholesale
Puyallup, WA
11.2019 - 01.2020
  • Worked with members to box groceries, help them with heavy lifting out to their vehicles, and made sure they had a pleasant and memorable shopping experience.
  • Cleaned warehouse, as well as helped with other departments such as clothing and member services.

Sales Associate

Dunkin Donuts
Vilseck, Germany
06.2019 - 09.2019
  • Sold a variety of products and foods to customers, as well as handled returns and customer service issues.
  • Trained three employees while there, as well as maintained, stocked, and worked at both locations.

Server

George Fox University Cafeteria
09.2017 - 04.2018
  • Served food to students and others visiting campus, as well as worked within the kitchen to prepare foods and meals.
  • Was involved in volunteer opportunities to serve food to those in the community with the cafeteria staff.

Sales Associate

Zumiez
South Hill, WA
10.2016 - 05.2017
  • Worked with customers on a personal level to create an enjoyable shopping experience.
  • Exceeded sales goals and increased store revenue.
  • Was selected for a top sellers retreat after selling more than $100,000 in sales in one calendar year.
  • Trained for management position.

Education

Bachelor of Arts - English

Ashford University
San Diego, CA
05-2019

Skills

  • Communication skills
  • Project management
  • Customer service and support
  • Office administration
  • Event planning and coordination
  • Team building and development
  • Employee training and development
  • Conflict resolution strategies
  • Process improvement methodologies
  • Brand management and strategy
  • Sales techniques and strategies
  • Confidentiality management
  • Workforce management and optimization
  • Schedule preparation and organization
  • Complex problem-solving skills
  • Business administration principles
  • Data entry and management
  • Time management techniques

Languages

Sign Language
Limited

Affiliations

  • Volunteering
  • Event Planning with large communities

References

References available upon request.

Timeline

Manager/Tailor

Spiltgrapesoda Inc
09.2023 - Current

Branch Administrator

Edward Jones Financial Advising
05.2021 - 09.2023

Client Service Representative

Bank of America
02.2020 - 05.2021

Seasonal Front End Assistant

Costco Wholesale
11.2019 - 01.2020

Sales Associate

Dunkin Donuts
06.2019 - 09.2019

Server

George Fox University Cafeteria
09.2017 - 04.2018

Sales Associate

Zumiez
10.2016 - 05.2017

Bachelor of Arts - English

Ashford University
Lauren Soriano
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