Michael Lind
Spokane Valley,WA
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Fortitude Financial Management
Spokane, WA
10.2022 - 07.2024
- Developed and implemented strategic financial plans to optimize performance of client investment portfolios utilizing the e-money financial planning software.
- Participated actively in client meetings, taking diligent notes to develop effective financial solutions aligned with their specific needs.
- Maintained organization of daily tasks on Redtail CRM system by preparing for client reviews and generating various reports with the help of LPL's management tool, ClientWorks.
Legal Administrative Assistant
Itron
Liberty Lake
03.2018 - 09.2022
- Provided administrative, clerical, and accounting support to attorneys and paralegals
- Utilized Thomson Reuters Legal Tracker to produce financial and legal reports
- Facilitated payment processing on a global scale as an international liaison between firms and accounting team.
- Ensured smooth transition of more than 12,000 legacy contracts onto the Salesforce system.
Administrative Assistant
Edwards Lifesciences
Irvine
07.2016 - 02.2018
- Efficiently managed document scanning and recording tasks for upper-level management
- Managed operational coordination between technicians and multiple vendors to achieve comprehensive maintenance across a 15-building campus.
- Expert in documenting over 2500 contracts including Statements of Work, Estimates, and Quotes from global vendors using an Enterprise Contracts Lifecycle Management system.
Education
Bachelor of Arts (BA) - Communications
University of Arizona
Tucson, AZ08-2012
Skills
- Data Entry
- Microsoft Excel
- Office Administration
- Attention to Detail
- Customer Service
- Expense Reporting
Certification
- Licensed to sell Life & Disability Insurance in Washington
- Washington Notary
- Excel training course certification - New Horizons Computer Learning Center
Volunteer Experience
- Special Olympics - aquatic assistance
- Young Life Volunteer, Scottsdale and Tucson, AZ (5 years)
- Coach and official, Youth Flag Football (3 years)
Timeline
Financial Advisor Assistant
Fortitude Financial Management
10.2022 - 07.2024
Legal Administrative Assistant
Itron
03.2018 - 09.2022
Administrative Assistant
Edwards Lifesciences
07.2016 - 02.2018
Bachelor of Arts (BA) - Communications
University of Arizona
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