Highly organized and dedicated professional with exceptional administrative, communication and customer service skills. A proven problem-solver, with over 20 years experience in a fast-paced financial organization.
Overview
23
23
years of professional experience
Work History
Research Coordinator
Reagan Consulting, Inc.
09.2001 - 08.2024
Prepared documents, reports, and presentations detailing results and conclusions of quarterly and yearly industry survey results.
Managed multiple projects simultaneously, ensuring timely completion and high-quality results.
Communicated directly with study participants to clarify participation requirements and troubleshoot difficulties complying with study parameters.
Maintained detailed records of all activities related to each survey/study, ensuring accurate documentation for future reference.
Provided timely support to partners of firm by addressing data-related queries.
Ensured data integrity, adhering to strict confidentiality protocols and regulatory guidelines.
Participated in project status update meetings, keeping team apprised of ongoing data collection efforts and preliminary results.
Utilized Salesforce CRM system to maintain excellent client relations.
Responded to inquiries from callers seeking information.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
Maximized client retention through exceptional customer service and timely follow-ups.
Developed long-lasting client relationships by providing exceptional, personalized customer service.
Education
Associate of Science - Office Systems
North Dekalb Perimeter College
Atlanta, GA
06.1991
Skills
Data Collection and Organization
Microsoft 365-Excel, Word, PowerPoint
Salesforce CRM
Customer Service
Executive Administrative
Timeline
Research Coordinator
Reagan Consulting, Inc.
09.2001 - 08.2024
Associate of Science - Office Systems
North Dekalb Perimeter College
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