Kai

Experienced, detail oriented individual with proven success in editing, office administration, and communication. Known for excellent teamwork and creative problem-solving skills. Consistently surpasses expectations to achieve goals and handle deadlines with accuracy, excellence and unique personal touch. Proven track record of managing complex schedules, coordinating teams across various business units and ensuring a flawless customer experience along every step of the way.

Executive Assistant and Editor at Financial Education and Development Inc. (2024-11 – Present)

• Managed multiple correspondences through various mediums.
• Edited and ensured accuracy of materials provided by speakers and associations.
• Hosted webinars and podcasts, both educational and promotional, ensuring all content and conversions met company standards and furthered goals.
• Assisted in the management of staff and projects to ensure they operated within quality guidelines and deadlines.
• Managed client support and outreach through complex resolutions.
• Maintained relationships with business partners and state associations for hospice, home care, banks, and credit unions.

Client Relationship Consultant at U.S. Bank (2023-09 – 2024-11)

• Developed and implemented customized strategies to meet individual client needs and budgets.
• Processed loan applications and prepared relevant documents for approval.
• Monitored changes in regulations affecting banks and updated policies accordingly.
• Provided customer service to bank clients, answering inquiries and resolving complaints.
• Coordinated with other departments regarding customer requests or disputes resolution.

Mobile Expert at TMobile (2022-12 – 2023-11)

• Facilitated sales, product recommendations and plans to best suit client requests.
• Handled product launches, showcasing new products, highlighting advantages and keeping up to date on relevant information.
• Consistently met and exceeded goals, achieving and maintaining top 20% of TMobile sales experts by third month on floor.
• Trained new team members from starting day and policy to sales and goals.
• Managed business clients, staying within desired guidelines and workshopping solutions to achieve customer satisfaction.

Copywriter and Editor at Freelance (2020-06 – 2023-03)

• Edited existing copy to improve readability while preserving the intended message.
• Brainstormed new approaches to increase engagement with target audiences.
• Managed multiple projects simultaneously under tight deadlines.
• Liaised with clients to edit and modify copy to meet content expectations. Reviewed and edited copy to ensure accuracy, clarity, consistency, and alignment with standards.
• Developed creative concepts for promotional campaigns based on objectives and audience.
• Conducted interviews with subject experts to gain insight into current projects.

Personal Assistant at Montana Lifestyle Real Estate (2019-04 – 2021-06)

• Prepared documents such as reports, presentations, and agendas.
• Proofread documents for accuracy prior to submission to the executive team.
• Answered incoming calls and emails promptly while managing the executive's schedule accordingly.
• Assisted with special projects as needed by researching topics, organizing data, summarizing findings.
• Performed administrative duties such as preparing paperwork for listing presentations, tracking sales data and updating internal databases.

Writing and Design – University of California, San Diego (2020-09 – 2022-06)

Illustration and Creative Writing – Academy of Arts University (2018-09 – 2020-06)

Practical Nursing – Helena College (2021-09 – 2023-06)