Branch Office Administrator/ Service Specialist II - Edward Jones
(2023-09 - 2026-04)
- Delivered high-level administrative support to the Financial Advisor, ensuring seamless day-to-day operations of the branch office
- Acted as first point of contact for clients, providing exceptional customer service through phone, email, and in-person communication
- Managed daily office functions including appointment scheduling, record-keeping, and client follow-ups
- Processed new account applications, account transfers, deposits, withdrawals, and other transactions with accuracy and compliance
- Utilized firm technology platforms (Jones Link & Sales Force) to track client interactions and streamline office workflows
- Coordinated client meetings and seminars, including scheduling, preparing materials, and confirming attendance
- Maintained client relationships by holding and planning client events, sending out surprise and delights for life changes, celebrations, and holidays
Material Planner - BevSource
(2021-11 - 2022-11)
- Maintained Purchase Order integrity for all packaging items within NetSuite ERP
- Assisted internal departments, and customers when necessary, on status of orders or delays if any
- Ensured consistent, reliable, and timely responses to internal department/customer inquiries and issues
- Reviewed any outstanding invoices for receipt/fulfillment issues and resolved per the direction of the billing team
- Investigated and followed up on questions/issues to resolve concerns in an accurate and timely manner
- Assisted the buyer with contract negotiation and payment terms
- Assisted the buyer with quoting out raw materials and obtaining packaging samples
Accounts Receivable/Work Order Management Specialist - ECOLAB
(2019-04 - 2021-11)
- Assumed responsibility for new accounts and created a detailed process documentation for on-boarding, billing terms, and vendor locations
- Ability to multi-task and operate multiple ERP systems including AS400 and various versions of SAP, and Microsoft Excel
- Worked closely with our credit team and the vendor to stay up-to date on payments and negotiating terms
- Accurately managed work orders for the Pest Division including; status updates, work order follow-up and invoicing
- Prepared monthly open work order reports and statements to the vendors
- Prepared desk top procedures for accounts in my assigned portfolio
Assistant Manager - Lucky Brand
(2017-07 - 2018-01)
- Lead with consistent focus on delivering an exceptional customer experience
- Implemented company selling strategies to maximize sales goals
- Coached, developed, and maximized the success of all associates
- Recruited, hired and trained all staff
- Analyzed business trends and created sales action plans
Front Office Manager - Rejuv Skin & Hair Clinic
(2015-08 - 2016-03)
- Managed the check-in and check-out process ensuring the patient had a positive first impression, which set the tone for their overall visit
- Addressed patient questions and concerns promptly, helping to create a welcoming environment and improve patient satisfaction
- Scheduled appointments for various procedures such as lasers, facials, peels, injectables, skin analysis, hair transplants, and other services
- Oversaw product inventory and ordering, maintaining optimal stock levels to ensure the clinic always had necessary products available for patients
- Planned and executed product launches and events, helping to enhance the clinic's visibility and attract new patients
- Managed our QuickBooks software to run monthly financial reports for inventory, product, and sales
Assistant Manager/Area Manager - BCBGeneration/BCBGMaxAzria Group
(2013-04 - 2015-06)
- Achieved and exceeded individual and team sales goals across all store locations, which significantly boosted overall store performance and revenue
- Provided superior customer service and engaged customers in the BCBG professional 'guest' experience, helping to foster loyalty and repeat business
- Maintained expertise in product knowledge and industry trends, effectively communicating insights to all associates
- Executed floor sets according to company merchandising directives, while also creating unique displays when specific directives were absent, ensuring the store remained visually appealing and aligned with brand standards
- Actively recruited, hired, and developed retail team associates, ensuring they embodied the brand and business culture, which helped strengthen the team's effectiveness and morale
