Tracie Olson
Clearwater,FL
Summary
Dynamic professional leveraging a diverse skill set in creativity, organization, technology, and customer service to drive organizational success and growth. Proven track record of delivering impactful consumer insights that enhance retention and strengthen brand presence, along with expertise in optimizing business operations and fostering account growth. Consistently exceeds performance projections while committed to contributing strategic value and cultivating collaborative environments that align with organizational objectives. Passionate about transforming challenges into opportunities for innovation and excellence.
Overview
31
31
years of professional experience
Work History
Office Manager
FP WEALTH MANAGEMENT
01.2020 - Current
- Assist Bob Fitzsimmons, the financial professional, with back office duties including new accounts, death claims and all other financial professional duties
- Handle incoming client service calls, database management, and client appointment preparation.
- Work directly with our back office to assist in the completion of account-related tasks.
Home Specialist (Owner Operated)
Go To Girl
01.1995 - Current
- Work directly with clients to assist with home cleaning, laundry, restock the kitchen for their return.
- Run errands as request in preparation for client's return to their home. Errands include the bank, dry cleaner, groceries, etc.
- Prepare meals in advance, when needed
Front Desk
AVENUE CHIROPRACTIC AND WELLNESS CLINIC
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
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
Lincoln, NE01.2016
AA - Business Administration
Central Community College
Columbus, NE01.1997
Skills
- Microsoft Office
- Microsoft Windows
- Netx360
- Sales Force
- Client Central
- Support Center
- Envestnet
- Organizational skills
- Data entry
- Scheduling and calendar management
Timeline
Office Manager
FP WEALTH MANAGEMENT
01.2020 - 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 - Business Administration
Central Community College
AA - Office Professional
Southeast Community College