Summary
Overview
Work History
Education
Skills
Timeline
Generic

Madison Lopez

New York,NY

Summary

Dynamic professional with extensive experience at Northwestern Mutual, excelling in financial planning and accounts payable. Proven ability to enhance efficiency through streamlined processes and meticulous attention to detail. Skilled in Excel and customer service, consistently delivering tailored solutions for high-net-worth clients while managing sensitive information with discretion.

Overview

2
2
years of professional experience

Work History

Financial Planning Specialist

Northwestern Mutual
03.2024 - Current
  • Use a tracker on Excel spreadsheet to assign new tasks to coworkers to help financial representatives receive help in a timely matter.
  • Performing financial planning analysis for high-net-worth clients using data obtained from financial advisors.
  • Analyzing client accounts and creating solutions to continually align their portfolios to their short term and long term goals.

Accounting Assistant

Northwestern Mutual
04.2024 - Current
  • Managed accounts payable to ensure timely payments.
  • Collaborated with team members to streamline billing procedures, improving efficiency.
  • Developed filing system for documentation, increasing retrieval speed and organization.

Assistant to the Managing Partner

Northwestern Mutual
11.2024 - 04.2025
  • Optimized time management for the Managing Partner by prioritizing tasks based on urgency and importance levels.
  • Handled confidential and sensitive information with discretion and tact.
  • Answered all of the phone calls that came in.

Front Desk Receptionist

Northwestern Mutual
02.2023 - 03.2024
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Answered multi-line phone system to respond to inquires and transfer calls to correct departments and personnel.
  • Kept reception area clean and neat to give visitors positive first impressions.

Education

High School Diploma -

Coalition School For Social Change
New York, NY
06-2018

Skills

  • Customer service
  • Accounts payable
  • Data inputting
  • Attention to detail
  • Excel
  • Financial Planning Services

Timeline

Assistant to the Managing Partner

Northwestern Mutual
11.2024 - 04.2025

Accounting Assistant

Northwestern Mutual
04.2024 - Current

Financial Planning Specialist

Northwestern Mutual
03.2024 - Current

Front Desk Receptionist

Northwestern Mutual
02.2023 - 03.2024

High School Diploma -

Coalition School For Social Change