Paige Horan
Manlius
Summary
Dedicated client relations and administrative professional with a background in finance, boasting over 4 years of remote work expertise and over a decade of combined experience in customer service, finance, and management. Proven ability to address challenges, promote company services, and cultivate lasting customer satisfaction. Highly self-motivated, consistently exceeding expectations, and dedicated to fostering team success.
Overview
9
9
years of professional experience
Work History
Social Services Aide
LCSW
Cazenovia, NY
11.2020 - Current
- Evaluated individuals' financial resources and current needs related to insurance concerns.
- Verified accurate recordkeeping processes, reducing financial inconsistencies.
- Maintained accurate client records, ensuring proper billing and payment tracking.
- Helped develop effective care plans advocated for needs of each client with outside agencies and care professionals.
Retirement Plan Specialist
FIS Global (DBA T. Rowe Price)
Remote
04.2023 - 11.2024
- Educated clients about investment strategies and portfolio diversification, equipping them with the knowledge to make well-informed decisions regarding their retirement savings.
- Stayed current on industry trends, legislation changes, and market conditions affecting retirement planning strategies for continuous improvement in services provided to clients.
- Managed multiple client accounts simultaneously, prioritizing tasks to meet deadlines and deliver exceptional service.
- Consistently garnered top rankings in monthly client satisfaction surveys within my department.
Assistant Manager
Panera Bread
Columbus, OH
10.2016 - 11.2020
- Trained and mentored new employees to maximize team performance.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Managed schedules, tracked receipts and inventory.
- Planned team-building exercises to increase employee performance and job satisfaction.
Education
Economics
Columbus State Community College
Bachelor of Science - Economics
The Ohio State University
Columbus, OH12-2026
Skills
- Proficient in Microsoft 365 (Excel, PowerPoint, Word, SharePoint, Access)
- Proficient in Google Workspace (Docs, Sheets, Slides, Drive)
- SalesForce (Intermediate)
- Research and Analytical Skills
- Project Management
- Clerical Support
Timeline
Retirement Plan Specialist
FIS Global (DBA T. Rowe Price)
04.2023 - 11.2024
Social Services Aide
LCSW
11.2020 - Current
Assistant Manager
Panera Bread
10.2016 - 11.2020
Economics
Columbus State Community College
Bachelor of Science - Economics
The Ohio State University