Hardworking and dedicated professional with 35 years of experience in retail support, administration assistant and financial service. Top-notch issue resolution and customer engagement talents. Works quickly in fast-paced environments.
Overview
29
29
years of professional experience
Work History
Administrative Assistant
Hilton Grand Vacations - Ocean 22
02.2023 - Current
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Deli Clerk
HGV - Ocean 22 Resort
05.2022 - 02.2023
Greeted guest at counter to fulfill requests and answer questions.
Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
Delivered exemplary customer service to guests, even in peak business periods to promote retention.
Cleaned and sanitized equipment and utensils, consistently keeping adequate supplies on hand for expected customer loads.
Financial Advisor
People’s Bank
02.2011 - 05.2014
Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Delivered strategic investment advice for individual and corporate clients.
Financial Assistant
Raymond James Financial Services, Inc
01.1996 - 02.2011
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Applied mathematical abilities to calculate and check figures in accounting systems.
Completed financial forms such as I9, W4 and W9, and maintained permanent records.
Education
Bachelor of Science - Business Administration
Rio Grande College
Rio Grande, OH
05.2000
Skills
Trend analysis expertise
Investment planning
Insurance decisions
Stock Market Understanding
Retirement Needs
Mutual Funds
Time Management
Dependable and Cooperative
Adaptability and Flexibility
Cash Register Operation
Customer Service
Teamwork and Collaboration
Timeline
Administrative Assistant
Hilton Grand Vacations - Ocean 22
02.2023 - Current
Deli Clerk
HGV - Ocean 22 Resort
05.2022 - 02.2023
Financial Advisor
People’s Bank
02.2011 - 05.2014
Financial Assistant
Raymond James Financial Services, Inc
01.1996 - 02.2011
Bachelor of Science - Business Administration
Rio Grande College
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