Energetic and adaptable, possessing natural aptitude for connecting with people and building relationships. Well-versed in customer engagement and sales strategies, with proven ability to understand client needs and offer tailored solutions. Dedicated to driving revenue and fostering long-term client satisfaction through effective communication and problem-solving.
Hi, I’m
Tamara Williams
Palm Bay,FL
Summary
Overview
16
years of professional experience
Work History
Wells Fargo Advisors
Administrative Assistant
07.2024 - 12.2024
Job overview
- Increase client retention through personalized attention and excellent communication skills
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Enhance client satisfaction by providing exemplary customer service, promptly responding to requests and proactively addressing concerns
- Provide administrative support to financial advisors, including managing calendars and expense reports
- Coordinate events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the firm's offerings
- Assist with the onboarding of new clients, ensuring smooth integration into company systems and services
- Process and verified all new account applications and documents
- Organize meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed
- Prepare materials for client meetings, including presentations, reports, and financial plans
- Document security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed
- Money journaling and check deposits
- Prepare forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from stockholders
- Input transfer data into system and manually updated accounting and certificate records
- Maintain accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements
- Handle sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization
- Assist in preparing comprehensive financial reports for review by both internal teams and external stakeholders such as auditors or regulators
- Send all outgoing correspondences to Compliance for approval
- Prepare and send client communication, including reports and updates to their portfolio
Fleetcor
Crew Accommodations Agent
08.2022 - 02.2024
Job overview
- Company Overview: Domestic and international travel accommodations for Horizon Airlines employees
- Up to 50 tickets resolved per day
- Up to 200 inbound and outbound calls per day to source hotel and transportation needs
- Ask open-ended questions to better ascertain needs and determine best offerings
- Maintain up-to-date knowledge of travel industry trends, regulations and best practices to better serve customers
- Stay current with union expectations
- Develop strong vendor relationships to ensure access to the best travel options available
- Negotiate competitive rates with vendors, achieving cost savings
- Coordinate crisis management efforts during unexpected events or emergencies, minimizing travel disruptions
- Assist in training new hires, sharing best practices and ensuring new team members are equipped to provide excellent service
Hawthorn Senior Living
Lead Concierge
04.2021 - 07.2021
Job overview
- Inbound and outbound calls, emails, and faxes
- Show property to prospective residents
- Built rapport with customers through empathetic listening and understanding their unique needs
- Address resident concerns or complaints
- Respond to emergency calls
- Collect and deposit payments
- Maintain resident files
- Lead morning meetings
- Pour coffee, take orders and serve meals
Best Western Plus Heritage Inn
Front Desk Agent
01.2011 - 01.2013
Job overview
- Manage high volume of calls
- Schedule reservations, collect payments, and conduct nightly audits
- Process up to 100 daily guest arrivals and departures
- Warmly and professionally greet each guest and assist with any inquiries or special requests
- Address concerns promptly and effectively to ensure repeat business and brand loyalty
- Develop strong rapport with returning guests by providing personalized service, leading to increased positive reviews
- Increase hotel revenue by effectively upselling room upgrades, amenities, and additional services
- Collaborate with housekeeping and maintenance teams to maintain high standard of cleanliness in rooms and common areas
- Participate in regular staff meetings to share feedback from guests and suggest improvements for overall hotel operations
- Train new front desk agents on policies and procedures, ensuring consistent execution of hotel standards
Statcorp Medical
Administrative Assistant
10.2008 - 11.2009
Job overview
- Greet arriving visitors, determine purpose of visit, and direct to appropriate destinations
- Screen and direct all incoming calls
- Manage incoming and outgoing correspondences, mail, email and faxes
- Maintain customer and employee files
- Create production and shipping labels
- Close manufacturing orders, ensuring all information is accurate and complete
- Manage inventory levels for office supplies, reducing waste while guaranteeing availability
- Coordinate company events and activities, such as picnics and holiday parties
Education
Andrew Jackson High SchoolJacksonville, FL
High school education
University Overview
Skills
- Relationship building and management
- Customer focused
- Active listening
- Communication skills
- Critical thinking
- Strong problem solver
- Upselling
- Time management
- Organizational skills
- Phone etiquette
- Multi-line Phone Systems
- Administrative support
- Microsoft Office
- Compliance awareness
Assessments
Assessments
- Customer focus & orientation, Proficient, 12/01/21
- Verbal communication, Proficient, 01/01/22
- Customer service, Proficient, 02/01/22
- Scheduling, Proficient, 01/01/22
- Attention to detail, Proficient, 01/01/22
- Administrative assistant/receptionist, Proficient, 06/01/24
- Basic computer skills, Proficient, 06/01/24
- Social media, Proficient, 01/01/22
Timeline
Administrative Assistant
Wells Fargo Advisors
07.2024 - 12.2024
Crew Accommodations Agent
Fleetcor
08.2022 - 02.2024
Lead Concierge
Hawthorn Senior Living
04.2021 - 07.2021
Front Desk Agent
Best Western Plus Heritage Inn
01.2011 - 01.2013
Administrative Assistant
Statcorp Medical
10.2008 - 11.2009
Andrew Jackson High School
High school education
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