Summary
Overview
Work History
Education
Skills
Timeline
Generic

Natasha Geoffroy

Sarasota,FL

Summary

Utilize my skills and experience to further my career in the business community

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

29
29
years of professional experience

Work History

Stay at Home Mom

Self Employed
01.2012 - Current
  • Applied effective time management techniques to meet tight deadlines.
  • Developed strong communication and organizational skills through working on group projects.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Expertly juggled multiple projects like childcare, scheduling, logistics and educational/ after-school activities.

Client Service Associate

The Kent Team-Smith Barney
06.2006 - 09.2009
  • Worked on a team with four Financial Advisors managing high net worth clients
  • Daily tasks include, but not limited to troubleshooting client concerns, processing monetary requests, providing account related tax information, and conducting account transfers
  • Responsible for establishing and funding managed accounts
  • Prepare enrollment documents for various retirement plans and facilitate participant rollovers
  • Develop concepts for, plan, and supervise client events

Sales Assistant

Leichman/Murray Investment Team-Janney Montgomery Scott
11.1999 - 04.2006
  • Company Overview: The Leichman/Murray Team began at First Albany, was acquired by First Union in 2000, and transferred its business to Janney Montgomery Scott in 2001
  • Worked closely with a team of three investment executives and three sales assistants
  • Processed and opened accounts, requested withdrawals, executed transfers, and complied with yearly income tax information requests
  • Developed spreadsheets for monthly investments of retirement plans
  • Coordinated and organized client meetings
  • The Leichman/Murray Team began at First Albany, was acquired by First Union in 2000, and transferred its business to Janney Montgomery Scott in 2001

Operations Assistant

First Albany Corporation
04.1999 - 11.1999
  • Sent and received wire communications
  • Processed incoming and outgoing correspondence, deposits, and withdrawals
  • Coordinated administrative duties for investment executives
  • Solved problems timely and effectively, ensuring customer satisfaction.

Assistant Manager

Wild Pair Edison Brothers Co
09.1996 - 01.1999
  • Supervised a team of six or more associates
  • Began as a Sales Associate Promoted to Assistant Manager
  • Acted as Key Holder entrusted to open and close store
  • Responsible for hiring and dismissing associates

Education

Associates Degree - business

Schenectady County Community College
Schenectady, NY
05-2030

Regents Diploma - undefined

Albany High School
Albany, NY
06.1997

Skills

  • Effective verbal communication
  • Professional writing skills
  • Proficient in Microsoft Word
  • Experienced with Microsoft Excel tools
  • Experienced in using Microsoft Outlook for organizational tasks
  • Open and accessible demeanor
  • Proactive self-management
  • Experienced in coordinating projects

Timeline

Stay at Home Mom

Self Employed
01.2012 - Current

Client Service Associate

The Kent Team-Smith Barney
06.2006 - 09.2009

Sales Assistant

Leichman/Murray Investment Team-Janney Montgomery Scott
11.1999 - 04.2006

Operations Assistant

First Albany Corporation
04.1999 - 11.1999

Assistant Manager

Wild Pair Edison Brothers Co
09.1996 - 01.1999

Regents Diploma - undefined

Albany High School

Associates Degree - business

Schenectady County Community College

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