Detail-oriented and passionate job seeker with strong organizational skills eager to secure team lead position. Ready to help team achieve company goals.
Overview
6
6
years of professional experience
Work History
Financial Associate
Fidelity Investments
09.2022 - Current
Assist clients with needs over the phone
Worked directly with all departments to achieve an exceptional experience
Administered account transactions with customers and assisted in generating sales opportunities.
Monitored loans and accounts payable and receivable to keep current.
Assistant Director
Big Blue Marble Academy of Holly Springs
03.2022 - 09.2022
Monitored office workflow and administrative processes to keep operations running smoothly.
Analyzed business operations and implemented strategies to improve operational cohesiveness.
Prepare communications, such as memos, emails, invoices, reports and other correspondence
Oversaw day-to-day production activities in accordance with business objectives.
Developed systems and procedures to improve operational quality and team efficiency.
Administrative Assistant
Kiddie Academy of Cary
12.2017 - 10.2020
Schedule appointments and maintain calendars
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Schedule and coordinate staff and other meetings
Prepare communications, such as memos, emails, invoices, reports and other correspondence
Created and maintained databases to track and record customer data.
Executed record filing system to improve document organization and management.
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)