• Processed incoming service requests in a timely manner.• Filed documents using established processes and procedures.• Created spreadsheets, letters, forms, and other documents.• Sorted and distributed incoming mail, faxes, and emails.• Provided administrative support to the account management team.• Answered general phone inquiries using a professional and courteous manner.• Directed phone inquiries to appropriate staff members.• Assisted with special projects and assignments as needed.

• Supported case study and pro-bono client projects, demonstrating creative thinking and individual initiative.• Assisted with research, analysis, and problem-solving using a variety of tools and techniques (Alteryx, PowerBI)• Handled, manipulated, and analyzed data and information responsibly.• Communicated confidently in a clear, concise, and articulate manner, both verbally and in materials produced.• Upheld the firm's code of ethics and business conduct.• Demonstrated flexibility with task completion and prioritization