
Adaptable professional with a background in substitute teaching and office administration. Skilled in classroom management, instructional support, and calendar coordination. Dedicated to keeping operations organized.
Coordinated daily schedule for broker, optimizing time management and client interactions.
Updated client portfolios prior to appointments, enhancing preparedness for client discussions.
Compiled and organized client financial statements, ensuring accuracy and timely delivery for reviews.
Provided front-desk support for 7 brokers in office building.
Handled mail distribution and mass mailings.