Lexie Boucher
Chicago,IL
Summary
Highly organized and detail-oriented administrative professional who excels in fast-paced environments. Possesses a strong mathematical background necessary for data analysis and efficient problem solving. Eager to grow a career in the sustainable infrastructure industry.
Overview
4
4
years of professional experience
Work History
Client Reporting Administrator (Remote)
LetsGetChecked Inc.
Chicago, IL
07.2024 - Current
- Assist in coordinating and executing client reporting processes, ensuring timely and accurate delivery of reports through the project management software, JIRA.
- Analyze the quality of client reports using Microsoft Excel, then cross-check with data from AWS, and our internal database, CORE.
- Collaborate with the Client Reporting Manager to gather and organize client requirements, maintaining detailed documentation.
- Work closely with the BI team to help troubleshoot and resolve client inquiries or issues related to reporting metrics, or data discrepancies.
Financial Assistant/Database Manager
True Wealth Advisor Group
Hudson, MA
09.2021 - 05.2024
- Worked closely with financial advisors, relationship managers, and other departments to enhance the client experience.
- Assisted clients with account openings, updates, and maintenance, ensuring accurate data entry in our CRM and other databases.
- Efficiently processed financial transactions, such as asset movement for clients and advisors.
- Investigated and resolved client issues related to account maintenance, transactions, account opening and technology.
- Maintained compliance with financial regulations and company policies by staying updated on financial industry trends and regulatory changes.
Administrative Assistant
Telefluent Communications Inc.
Northborough, MA
03.2021 - 09.2021
- Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
- Compiled data from various sources into organized reports for review by the management team.
- Managed database systems containing customer contact information, and performed data entry tasks in Microsoft Excel.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Education
Bachelor of Arts - Mathematics
Assumption College
Worcester, MA05-2020
Skills
- Microsoft Excel
- CRM management
- Data analysis
- Customer service
- Quality assurance
- Problem solving
- AutoCAD
Affiliations
- Volunteered with Fight2Feed, Chicago, IL (November 2024): I helped prep, cook, and package food on Thanksgiving for the local community in Chicago.
- Volunteered with Be Like Brit, Haiti (April 2015 and June 2018): Built houses, coexisted with the local community, and contributed to the orphanage's needs.
- Volunteered with Rostro De Cristo, Ecuador (December 2017): Participated in a service immersion trip focusing on community fostering and spiritual insight.
Timeline
Client Reporting Administrator (Remote)
LetsGetChecked Inc.
07.2024 - Current
Financial Assistant/Database Manager
True Wealth Advisor Group
09.2021 - 05.2024
Administrative Assistant
Telefluent Communications Inc.
03.2021 - 09.2021
Bachelor of Arts - Mathematics
Assumption College
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