• Answer incoming employer and student calls and e-mails with professional communication and writing skills.• Demonstrate integrity and strong ethical behavior while grading assignments and handling confidential information.• Complete tasks and input accurate data into computer system within firmly established deadlines.• Conduct practice interviews with students and provide feedback to further develop their skills.

• Interact professionally with coworkers, clients, and financial organizations to deal with problem tracking and resolution on a daily basis.• Prepare accurate and detailed illustrations for client presentations using financial planning and investment research software.• Demonstrate integrity and strong ethical behavior while handling confidential information.• Apply time management skills and display ability to multi-task when assisting several financial consultants with a variety of tasks at one time in an efficient manner.

• Managed a team of 20 high school students to achieve maximum athletic performance and teamwork that facilitates positive interactions and relationships. • Used leadership and motivation tactics to enhance athletic skills of others and reach goals such as individual student improvement and overall team success in the league.• Organized practice plans and strategies that allowed the team to run effectively and efficiently.

• Managed and updated the company database system as well as input client information into necessary financial forms and applications.• Worked in a team environment to complete complex projects and tasks in a timely fashion.• Created and revised company job procedures to ensure consistent and accurate results.• Assisted with the company interview process and trained the new employees.