Lilyanna Carlson
Portland
Summary
Dedicated and passionate professional with over three years of administrative operations experience for a multi-trillion dollar wealth management company. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and tackle new challenges with enthusiasm.
Overview
9
9
years of professional experience
Work History
Branch Operations Representative
Merrill Lynch
11.2022 - Current
- General receptionist duties including: Meeting and greeting clients, answering phones, supply ordering, coordinating building access, and tracking of office expenses
- Scheduling and management of multiple calendars, including executives
- Processes all incoming and outgoing correspondence
- Reviews and approves wires and other high-risk financial requests for the Oregon-Denali Market
- Maintains accurate records of branch transactions, ensuring regulatory compliance and audit readiness
- Works closely with our management team to streamline operations and implement new processes.
- Manages technology-related requests to connect colleagues with the proper solution for the entire Oregon-Denali Market
- Manages expense reports for Resident Director and multiple other advisors
- Coordinates office volunteer events
- Operates as the branch cashier, depositing checks and other cashiering duties
- Experience with Microsoft Office including Excel, Word, Powerpoint, and Outlook
Part-time Sales Associate
In Real Life
03.2022 - 11.2022
- Capable of working independently, and with a team, based on the needs of the store
- Practiced excellent customer service daily, while leveraging product knowledge to drive sales
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Prepared merchandise for sales floor by pricing, tagging, steaming, and organizing stock
Assistant Manager
Cloud City Ice Cream
09.2016 - 11.2022
- Led daily operations and ensured adherence to quality standards in food and customer service.
- Provides excellent customer service, as well as introducing new products through promotional sales
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Works closely with management team to ensure a safe and productive work environment
- Supervises shifts, making sure associates are on task
- Oversaw daily cash reconciliations, ensuring accurate financial reporting
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Fulfills product orders, online orders, manages invoices, etc.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Assisted with company email correspondence and website management
- Experience with Square platform
Education
High School Diploma -
Cleveland High School
Portland, OR06-2016
Skills
- Daily branch operations and administrative assistance
- Attention to detail, especially in regards to regulatory compliance and risk management
- Strong communication skills with extensive customer service experience, including email correspondence with both clients, associates, and vendors
- Excellent multi-tasker and quick learner, able to support and assist the needs of multiple markets and leaders
- Time management and efficient delegation tactics
- Able to identify and resolve complex situations, working closely with peers as a reliable point-of-contact, collaborating within a team effectively
- Handles all matter in an organized and professional manner, a dependable teammate
- Experienced with Microsoft Office, Concur, and Square
Timeline
Branch Operations Representative
Merrill Lynch
11.2022 - Current
Part-time Sales Associate
In Real Life
03.2022 - 11.2022
Assistant Manager
Cloud City Ice Cream
09.2016 - 11.2022
High School Diploma -
Cleveland High School