Summary
Overview
Work History
Education
Skills
Timeline
Generic

Paige Horan

Manlius,NY

Summary

Personable customer service and administrative representative offering 3 years of remote working experience; as well as nearly 10 years of customer service, finance, and management experience. Uncovers and solves challenges while promoting company services and maintaining loyal, satisfied customers and clients. Extremely self-motivated, and focused on surpassing expectations and driving team success.

Overview

11
11
years of professional experience

Work History

Retirement Specialist

FIS Global (DBA T. Rowe Price)
04.2023 - Current
  • Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
  • Stayed current on industry trends, legislation changes, and market conditions affecting retirement planning strategies for continuous improvement in services provided to clients.
  • Maintained strict compliance with regulatory requirements to protect both the firm's reputation and client interests during all transactions involving retirement accounts.
  • Reduced potential financial risks faced by clients in their retirement years, implementing proactive measures such as diversifying investments or creating contingency plans in case of unforeseen circumstances arising during later stages of life.

Remote Social Worker Assistant

Mary Tibbits, LCSW
11.2020 - 04.2023
  • Explained healthcare options to help clients and families make informed decisions.
  • Evaluated individuals' financial resources and current needs related to insurance concerns.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Set appointments with clients.

Assistant Manager

Panera Bread
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.

Hotel Front Desk Receptionist

The Lincklaen House
01.2013 - 10.2016
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Collected room deposits, fees, and payments.
  • Communicated with housekeeping and maintenance staff to address requests and complaints made by guests.
  • Kept accounts in balance and ran daily reports to verify totals.

Education

Bachelor of Science - Economics

The Ohio State University
Columbus, OH
12.2024

Skills

  • Ease with Computers and Technology
  • Investment Management
  • Multitasking and Time Management
  • Clerical Support
  • Social Perceptiveness
  • Research and Analytical Skills
  • Calm and Professional Under Pressure
  • Efficient and Detail-Oriented

Timeline

Retirement Specialist

FIS Global (DBA T. Rowe Price)
04.2023 - Current

Remote Social Worker Assistant

Mary Tibbits, LCSW
11.2020 - 04.2023

Assistant Manager

Panera Bread
10.2016 - 11.2020

Hotel Front Desk Receptionist

The Lincklaen House
01.2013 - 10.2016

Bachelor of Science - Economics

The Ohio State University

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Paige Horan