Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Lesley Locke

Tallahassee,FL

Summary

Proficient marketing assistant with a solid background at Laffitte Financial Services, focusing on client relationship management and data entry. Expertise in document preparation and communication led to successful client goal attainment via proactive account monitoring and financial reviews. Improved overall customer satisfaction through dedicated service and strategic oversight.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Marketing Assistant for Financial Planning

Trey Laffitte- Laffitte Financial Services
Tallahassee, FL
06.2024 - 06.2025
  • Assisted in monitoring the client's investment accounts.
  • Scheduled regular reviews of client's financial plans to ensure that their goals were being met or adjusted accordingly.
  • Responded promptly to customer inquiries via phone calls and emails while maintaining a friendly attitude.
  • Kept informed of regulatory changes affecting the industry.
  • Maintained up-to-date knowledge of financial products available in the market.
  • Assisted with the preparation of documents required for the completion of transactions.
  • Built strong relationships with clients through effective communication skills.
  • Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
  • Performed data entry tasks into various computer systems accurately and efficiently.
  • Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
  • Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
  • Conducted data entry tasks with a high level of accuracy and efficiency.

Home Educator

Myself
Tallahassee, FL
08.2013 - 06.2025
  • Encouraged creativity in the classroom by introducing various multimedia tools for project submissions and presentations.
  • Developed and implemented classroom routines to address varying student needs.
  • Promoted positive classroom culture by fostering respect, empathy, and collaboration among students.
  • Submitted and assembled student portfolios for local school district to satisfy legal guidelines.
  • Stayed current with annual student evaluations
  • Shifted between formal and informal methods of teaching to keep students engaged.
  • Improved student comprehension by incorporating hands-on activities and group projects into daily lesson plans.
  • Implemented dad to day activities, chores and errands to expose the children to the reality of being part of a family and active member of society.

Staffing Coordinator

Palmetto Hospital
01.2011 - 03.2012
  • Worked closely with other departments within the organization to address workforce planning needs effectively.
  • Managed the current staff of nurses and CNA's and had the responsibility of staffing them for every shift.
  • Managed and coordinated the bedding systems for incoming and surgical patients. Worked closely with the charge nurses on each floor to have balanced ratio of patients to nurses.

Master At Arms

US Navy
07.2005 - 03.2007
  • Implemented crime prevention initiatives that led to a decrease in criminal activity on base property.
  • Managed access control systems, ensuring only authorized individuals entered restricted areas.
  • Developed strong working relationships with local law enforcement agencies, resulting in successful joint operations.
  • Managed security policies and procedures to promote safety and security of personnel and assets.
  • Enhanced security protocols by conducting thorough inspections and implementing new procedures.
  • Participated in training exercises simulating real-world scenarios, improving overall readiness and adaptability among team members.
  • Kept team compliant with security protocols and appearance standards.
  • Ensured compliance with all federal regulations pertaining to firearms storage, handling, and transportation while serving as a key member of the armory management team.
  • Traveled overseas to Japan to implement training to our team on the ground.

Education

High School Diploma -

Lawton High School
Lawton, OK
05.2003

Skills

  • Office administration
  • Customer service
  • Data entry
  • Document preparation
  • Scheduling
  • Document management
  • Effective communication
  • Gathering tax forms

Certification

  • Notary Public
  • QBO Level 1 Certification
  • Finishing up my QBO Payroll certification

Affiliations

  • I am currently studying bookkeeping fast track course through Akadian to grow my bookkeeping knowledge
  • Currently studying a tax preparation course through Intuit

Timeline

Marketing Assistant for Financial Planning

Trey Laffitte- Laffitte Financial Services
06.2024 - 06.2025

Home Educator

Myself
08.2013 - 06.2025

Staffing Coordinator

Palmetto Hospital
01.2011 - 03.2012

Master At Arms

US Navy
07.2005 - 03.2007

High School Diploma -

Lawton High School

Similar Profiles

CREATE PROFILE