Tracie Olson
Clearwater,FL
Summary
Motivated professional eager to embrace new challenges. Demonstrates strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new competencies.
Overview
31
31
years of professional experience
Work History
Office Manager
FP WEALTH MANAGEMENT
Lincoln, NE
03.2020 - Current
- Coordinated client appointments to enhance operational efficiency.
- Streamlined account-related functions with back office team collaboration.
- Processed deposits and withdrawals per advisor or customer requests.
- Managed customer inquiries through phone and email for prompt resolution.
- Prepared comprehensive reports and summaries for client portfolios and investments.
- Organized documentation for account openings and closings according to company policies.
- Handled paperwork for all death claims with compassion and professionalism.
Home Specialist (Owner Operated)
GO TO GIRL
Lincoln, NE
01.1995 - Current
- Developed tailored solutions to meet individual client needs.
- Executed errands, including banking, dry cleaning, and grocery shopping as requested.
- Assisted clients with daily operations, organization, and maintenance of home environments.
- Maintained relationships with clients by delivering superior service.
- Resolved client inquiries promptly to enhance overall satisfaction.
- Cleaned and polished furniture, fixtures, and equipment throughout residences.
- Sanitized bathrooms, ensuring hygiene and cleanliness standards.
Front Desk
AVENUE CHIROPRACTIC AND WELLNESS CLINIC
Columbus, NE
01.2007 - 01.2008
- Provided world class service experience to Clients by assisting them in filling out needed paperwork for their appointments.
- Schedule appointments as requested by medical staff
- Address patient concerns and file claims with insurance companies.
- Submitted bills to clients and or insurance companies in a timely fashion.
- Maintain client records, and update files on changes related to clients.
Optometrist Assistant
EYE CARE ASSOCIATES
Columbus, NE
01.2004 - 01.2005
- Identified opportunities and implemented improvements to procedures when applicable.
- Performed pre-testing, and verified contact lens parameters, provided contact lens trainings
- Coordinated the appointment system; maintained and updated records
- Conducted regular calls to clients to schedule needed or annual appointments.
Education
AA - Office Professional
Southeast Community College
01.2016
AA - Business Administration
Central Community College
01.1997
Skills
- Microsoft Office
- Microsoft Windows
- Netx360
- Sales Force
- Client Central
- Support Center
- Envestnet
Technology Summary
- Microsoft Office
- Microsoft Windows
- Netx360
- Sales Force
- Client Central
- Support Center
- Envestnet
Timeline
Office Manager
FP WEALTH MANAGEMENT
03.2020 - Current
Front Desk
AVENUE CHIROPRACTIC AND WELLNESS CLINIC
01.2007 - 01.2008
Optometrist Assistant
EYE CARE ASSOCIATES
01.2004 - 01.2005
Home Specialist (Owner Operated)
GO TO GIRL
01.1995 - Current
AA - Office Professional
Southeast Community College
AA - Business Administration
Central Community College