Lizabeth Grajeda
Indianapolis,IN
Summary
Results-driven administrative coordinator with a strong background in Salesforce CRM and client onboarding. Skilled in coordinating meetings, managing client documentation, and analyzing data to support team objectives. Eager to leverage these strengths to enhance operational efficiency and client satisfaction.
Overview
3
3
years of professional experience
Work History
Administrative Coordinator
Strategic Wealth Designers
Indianapolis, IN
06.2025 - Current
- Coordinated client meetings and schedules for Medicare & Financial services team, facilitating timely completion of tasks and appointments.
- Maintained accurate client records and documentation, supporting efficient workflows and data organization across teams.
- Assisted in preparing presentations and materials for client meetings, enhancing clarity and engagement.
- Summarized and analyzed data from sources to create detailed documents, reports and high-level presentations.
- Communicated with clients daily via phone and email to collect missing documents, provide updates, and manage appointment changes or cancellations, ensuring seamless client interactions.
Client Onboarding & Operations Specialist
BMO Bank
Indianapolis, IN
05.2024 - 06.2025
- Trained staff on operational procedures, policies, and regulations to enhance compliance and operational efficiency.
- Monitored pipeline activity and customer status updates to ensure timely application processing and address outstanding requirements.
- Managed onboarding and account enrollment for new banking clients, ensuring accurate verification and timely account setup.
- Tracked client records and workflow progress within Salesforce CRM, maintaining data accuracy and adherence to compliance standards.
Associate Banker
BMO Bank
Indianapolis, IN
03.2023 - 05.2024
- Assessed customer needs and recommended tailored financial solutions to meet their objectives.
- Processed financial transactions, ensuring accuracy and compliance with bank policies.
- Managed cash handling procedures ensuring compliance with bank policies.
- Collaborated with team members to streamline operational workflows, enhancing service delivery.
Education
Bachelor of Science - Communications
Western Governors University
Salt Lake City, UT05-2027
Skills
- Salesforce CRM
- Data analysis
- Documentation accuracy
- Client management
- Customer relationship management
- Presentation preparation
Timeline
Administrative Coordinator
Strategic Wealth Designers
06.2025 - Current
Client Onboarding & Operations Specialist
BMO Bank
05.2024 - 06.2025
Associate Banker
BMO Bank
03.2023 - 05.2024
Bachelor of Science - Communications
Western Governors University