Accounts Receivable

• Identified potential areas of investment diversification based on individual circumstances by researching current economic trends in order to recommend appropriate investment strategies tailored to client’s portfolios exceeding $20M.
• Assisted in preparing pro forma for prospects outlining the benefits of investing with the firm which led to over $1.5M in new clients AUM.
• Maintained up-to-date knowledge of industry regulations, best practices, and product offerings.

• Provided high-quality customer service to optimize customer purchasing and payment process.
• Performed opening and closing procedures, such as counting cash register, restocking, and cleaning.

• Compiled data from multiple sources into comprehensive reports for senior management review.
• Developed excellent written and verbal communication skills while managing daily correspondence with clients, vendors, and other staff members.
• Provided administrative support to management team by coordinating meetings, preparing agendas, taking meeting minutes, and ensuring follow-up on action items.

• Trained 5 newly hired Employees.
• Utilized problem solving skills to quickly resolve customer complaints or inquiries.
• Performed daily opening and closing procedures such as counting money in the cash drawer and setting up the
store for business.
Resolved conflicts between staff members using mediation techniques and providing constructive criticism.
• Monitored employee performance and provided feedback as needed to improve job performance.
• Ensured appropriate stock levels were maintained throughout the shift by conducting inventory checks.
• Scheduled staff shifts according to business needs while maintaining labor cost objectives.

• Scheduled appointments and documented updates in scheduling software.
• Operated multi-line phone system efficiently while managing high call volume.
• Assisted in resolving customer complaints and disputes.
• Assisted with administrative tasks such as filing documents, copying materials.