Amanda Chambers Email & Phone Number

Simpsonville, South Carolina, United States

Frisco, CO

• Assisted clients with questions, forms, and online access pertaining to their retirement and investment accounts and/or life insurance and long term care policies with various vendors.
• Prepared and submitted forms for opening new accounts, account transfers, updating beneficiaries, alternative investments, etc. on a daily basis.
• Responsible for maintaining the office files and equipment according to FINRA and SEC regulations.
• Assisted the financial advisor with preparing for annual client reviews, coordinating client appreciation events, sending out birthday and holiday cards, preparing slide show presentations, and marketing efforts.

Silverthorne, Colorado

• Assisted the Store Manager with ensuring that the day to day operations of the store were completed to company standards, including managing store expenses and payroll to achieve store profitability.
• Helped with recruiting and training sales associates and acted as a role model in effective selling behaviors.
• Assisted with store merchandising and kept track of stock room inventory.

Glenwood Springs, Colorado

• Co-managed a 53-unit ski-in, ski-out condominium complex. This included administrative duties for the homeowner’s association as well as the daily operations of the long and short term rental business.
• Responsible for collecting dues, maintaining files, balancing the check books, ordering supplies, keeping track of the budget, and check in/out for guests.
• Hired, trained, and supervised a staff of 2 assistant managers and 2 housekeepers.
• Worked closely with an outside bookkeeper to report income and payroll.

Coppell, Texas

Flower Mound, Texas

Amarillo, Texas/Denton, Texas