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Work Background
Champ Software, IncOperational Specialist
Dec. 2022
FUN.comCustomer Service Agent
Sep. 2021RemoteI provide support to customers via chat.
Prudential FinancialSenior Marketing Associate
Sep. 2020
North Star Resource GroupFinancial Planning Analyst
Oct. 2019 - Aug. 2020• Perform monthly client invoicing process and follow up on accounts past due • Send out annual tax letters • Execute daily check deposit procedure • Promptly answer all client questions via email or phone • Develop detailed reports on individuals financial status and assist them in making informed decisions • Track and fix connections between client outside accounts and eMoney (financial planning software) • Transcribe notes through eMoney from client meetings, formulate an action plan and maintain a schedule for our team • Document processes to assist other team members
Minneapolis Wealth AdvisorsClient Services Coordinator
Dec. 2017 - Oct. 2019Greater Minneapolis-St. Paul Area- New client on-boarding, including data gathering and meeting prep
- Build & maintain client portals and action steps/tasks
- Promptly answer all client questions via email or phone
- Research complex financial situations and draft client responses
- Handle all financial advocate calls, which include calling student loan servicers, employers, investment companies, accountants, estate attorneys, etc.
- Attend and take notes during meetings, handle all follow-up paperwork for every client
- Create processes to streamline the financial planning service model, including creating checklists, training manuals and tracking systems
- Create deliverables for client meetings, including agendas, grids, structured notes inventory/analysis, insurance illustrations, etc.
- Handle the complicated processes revolving around estate and divorce settlements
Dover Eyota School DistrictTechnology/Transportation Administrative Assistant
Sep. 2016 - May. 2017Eyota, MN• Data entry and file maintenance
• Update/maintain department webpage
• Assist or handle assignments of bus drivers, bus route, vehicles, and substitutes or morning and afternoon shifts
• Prepare correspondence, memorandums, forms, requisitions, and reports for transportation office
• Receive and process work orders
• Prepare purchase orders for requisitions
• Compile and report time records for payroll on employees
• Calculate trip tickets for payment to route drivers and extracurricular drivers and bill appropriate department
• Input student, staff, route, rider, limit and other required information on Transfinder Pro
• Maintain up to date files for all department employees including driver certification, licensing, and physical exam records
• Maintain a schedule of appointments and make arrangements for conferences, and interviews
• Maintain confidentiality
• Notify drivers, parents, and school personnel of any changes in a student’s bus service (address change, bus change etc.)
• Process incoming/outgoing mail
• Answer incoming calls promptly, professionally and friendly. Take reliable, accurate messages and route to appropriate staff.
• Successfully interweave technology into lesson plans.
PKT EnterprisesHousing Coordinator
Apr. 2014 - Jul. 2015NE Minneapolis• Supervise staff working directly with clients with mental/emotional disabilities
• Create weekly schedules for all staff
• Payroll
• Schedule psych, dental, eye, hearing etc. appointments for all clients
• Complete annual paperwork, as well as monthly data sheets for all client programs and appointments.
• Create formal programs for clients to help them reach their goals
• Experience dealing with a wide range of personalities
Anytime FitnessPersonal Trainer
Jan. 2013 - Jun. 2014• Train clients to properly use all equipment and how to perform complicated exercises
• Lead group exercise classes for seniors, and all ages and abilities
• Assist in creating challenges for different activities and contests (ex. Biggest loser, amazing race) • Experience in TRX, Kettle bells, weight lifting, plyometrics, Pilates, and boot camps.
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