Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Responded to inquiries from callers seeking information.
Kept reception area clean and neat to give visitors positive first impression.
Provided clerical support to company employees by copying, faxing, and filing documents.
Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
Offered technical support and troubleshot issues to enhance office productivity.
Assisted coworkers and staff members with special tasks on daily basis.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Financial Consultant
Bronxworks
07.2022 - 12.2022
Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Facilitated presentation and recommendation of services by optimizing client relationships.
Assisted clients with estate planning to organize distribution of assets based on client wishes.
Manager
Davids Financial Corp
12.2012 - 02.2022
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Developed and maintained relationships with customers and suppliers through account development.
Improved marketing to attract new customers and promote business.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.