This is my profileContact via CazVidsonja
Office Manager
Contact
Competencies
Demonstrated experience with Detail-oriented.
Demonstrated experience with Excellent written and verbal communication.
Demonstrated experience with Positive workplace relationship building.
Demonstrated experience with Well-developed time management.
Demonstrated experience with Client Relations and Customer Service.
Education
Summary
Office Manager open to new opportunities
Experience
Office Manager
Managed client account openings, updates, and documentation, drawing on five years of experience in financial services.. Coordinated the client onboarding experience to ensure accurate documentation and a smooth transition.
Associate
Responded to inquiries from clients, advisors, and internal and external partners.. Supported multiple investment advisors with administrative duties and client account management.. Executed client trades based on instructions from advisors or directly from clients.