MANDY LIETZ
Andover,MN
Overview
4
4
years of professional experience
Work History
Administrative Assistant/Office Manager
Capital Street Financial Services
05.2025 - Current
- Provided high-level administrative support to a team of financial advisors, ensuring efficient daily operations in a fast-paced financial services environment.
- Prepared, proofread, and organized client reports, investment documents, and financial statements with a strong focus on accuracy and confidentiality.
- Scheduled client meetings, maintained advisor calendars, and coordinated internal and external communications across departments.
- Managed sensitive client data and ensured compliance with financial industry regulations and privacy standards (e.g., SEC, FINRA, GDPR).
- Processed and tracked client applications, account changes, and documentation using CRM and financial software (e.g., Salesforce, Redtail, QuickBooks).
- Streamlined office procedures by creating templates and standardizing workflows, reducing administrative turnaround time by 25%.
- Served as the liaison between clients, advisors, and third-party institutions to facilitate timely and accurate financial transactions.
Assistant Store Manager
Express
01.2024 - 05.2025
- Supported daily store operations for a high-volume retail clothing store, consistently meeting sales targets and maintaining brand standards.
- Supervised, trained, and motivated a team of sales associates to deliver exceptional customer service and achieve individual and team KPIs.
- Monitored floor performance, coached staff on selling techniques, product knowledge, and visual merchandising standards.
- Assisted with scheduling, payroll, and shift coverage to ensure adequate staffing and smooth operations.
- Managed inventory processes including receiving shipments, stockroom organization, product replenishment, and shrink prevention.
- Led new hire recruitment and onboarding, including application screening, interviews, and training.
- Collected and analyzed weekly sales reports and customer insights to inform business decisions and improve store performance.
- Ensured all operations complied with health, safety, and company policies.
Sales Lead
Express
04.2022 - 01.2024
- Assist in developing and motivating associates to maximize sales potential
- Provide in the moment coaching/training to store associates to ensure efficient and effective floor operations, customer service, coverage, stockroom management and execution of standards
- Partner with Store Management to provide feedback on associate performance
- Assist in training associates on store operations, product, policy, and procedures
- Execute action plans that optimize results
- Execute all aspects of daily store operations
Reservations Agent
Sun Country Airlines
05.2021 - 09.2021
- Assisted 100+ passengers daily with flight bookings, travel changes, and general inquiries, delivering high-quality service with professionalism and empathy.
- Handled modifications to existing reservations, including flight changes, cancellations, and special service requests (e.g., seating, baggage, accessibility needs).
- Actively upsold airline packages including flight upgrades, car rentals, and hotel accommodations by identifying and matching customer travel needs.
- Maintained expert-level knowledge of airline policies, fare rules, loyalty programs, and operational procedures to provide accurate and timely support.
- Used active listening and conflict resolution techniques to de-escalate concerns and ensure a positive customer experience, contributing to retention and loyalty.
- Navigated airline call management systems and booking platforms to efficiently manage high call volumes and resolve passenger issues.
Education
Bachelor of Arts - Criminal Justice, Forensic Science
St. Cloud State University
St. Cloud, Minnesota05.2022
Skills
- Microsoft Office
- Recruiting
- Retail Management
- Customer Service
- Record Filing
- Data entry and analytics
- Business Analysis
Languages
English Native
Spanish Proficient
Timeline
Administrative Assistant/Office Manager
Capital Street Financial Services
05.2025 - Current
Assistant Store Manager
Express
01.2024 - 05.2025
Sales Lead
Express
04.2022 - 01.2024
Reservations Agent
Sun Country Airlines
05.2021 - 09.2021
Bachelor of Arts - Criminal Justice, Forensic Science
St. Cloud State University
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