Shiree Kahlstrom West
Sequim,WA
Summary
Seeking a professional position that offers challenges in utilizing interpersonal skills, priority planning and problem-solving skills. Passionate about promoting lasting client satisfaction by delivering quality service and unparalleled support. Perceptive and dedicated to client services actively listens to provide customized solutions to build loyalty. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain client satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
Work History
Mineral & Metalworks
Self-employed
01.2015 - 12.2022
- Skilled at working independently and collaboratively in a team environment.
- Optimized resource allocation monitoring industry market trends, researching vendors, pricing and initiating orders.
- Proven to enjoy new challenges, learn quickly and adapt to new situations.
- Completing detail-oriented assignments with a strong work ethic.
- Excellent communication skills, verbal and written.
- Used critical thinking break down problems evaluate solutions and make decisions.
- Demonstrated respect friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Productively managing all day-to-day operations.
- Strengthened communication skills through regular interactions with others.
On-Call Branch Office Administrator
Edward Jones
01.2017 - 03.2019
- Participated in ongoing professional development opportunities, staying informed about industry trends and best practices to better serve clients and branch office.
- Managed sensitive client information responsibly, adhering to strict confidentiality guidelines to protect privacy and comply with regulations.
- Contributed to branch success timely completion of relevant administrative tasks, data entry and correspondence management.
- Demonstrated adaptability effectively handling diverse responsibilities within on-call capacity, ensuring seamless branch function during staff absences or peak periods.
- Enhanced client satisfaction promptly addressing inquiries and providing accurate information about financial products.
- Ensured compliance with industry regulations keeping abreast of current laws affecting finance sector practices and updating internal documentation accordingly.
- Maintained strong relationships between financial advisors and clients facilitating regular communication and updates on account statuses.
- Updated client records accurately, maintaining up-to-date profiles that facilitated efficient service delivery from financial advisors.
- Streamlined office operations managing appointment scheduling and maintaining an organized filing system.
- Assisted in the growth of client base supporting financial advisors with prospecting activities and marketing efforts.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
Education
No Degree - Silver Smithing, Stone Setting, Lost Wax
Alaska Bead Company
Anchorage, AKNo Degree - Applied Arts
Bellevue College
Bellevue, WAHigh School Diploma -
Robert Service High School
Anchorage, AKSkills
- Client Fulfillment
- Attention to Detail
- Critical Thinking
- Dependable and Responsible
- Teamwork and Collaboration
- Problem-Solving
- Flexible and Adaptable
- Active Listening
- Computer Skills
- Excellent Communication
Timeline
On-Call Branch Office Administrator
Edward Jones
01.2017 - 03.2019
Mineral & Metalworks
Self-employed
01.2015 - 12.2022
No Degree - Silver Smithing, Stone Setting, Lost Wax
Alaska Bead Company
No Degree - Applied Arts
Bellevue College
High School Diploma -
Robert Service High School
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