Breanna Billeter Email and Phone Number
Bend, OR, US
Breanna Billeter's Location
Bend, Oregon, United States, United States
About Breanna Billeter
Breanna Billeter is a Client Service and Operations Coordinator at Rosell Wealth Management.
Breanna Billeter's Current Company Details
Rosell Wealth Management
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Client Service and Operations Coordinator
Bend, OR, US
- Website:
- rosellwealthmanagement.com
- Employees:
- 3
Breanna Billeter Work Experience Details
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Client Service And Operations CoordinatorRosell Wealth ManagementBend, Or, Us -
Client Service & Operations CoordinatorRosell Wealth Management Aug 2023 - PresentBend, Oregon, United StatesDelivered exceptional client service by managing communications via phone, email, and in-person interactions, ensuring clients received comprehensive support with paperwork, account information, and meeting follow-ups.Oversaw daily administrative operations, including scheduling, phone management, and invoicing, maintaining an organized and efficient office environment to support the financial advisors.Collaborated with the team on special projects and marketing initiatives, successfully submitting marketing materials for compliance review and supporting brand promotion efforts.Demonstrated high emotional intelligence and effective communication skills, fostering strong relationships with clients and colleagues to enhance team collaboration and client satisfaction.Adapted quickly to the financial industry, leveraging project leadership experience and a keen ability to learn new skills to contribute effectively to the firm’s goals. -
Volunteer & Production CoordinatorCascades Theatrical Company Jan 2023 - Aug 2023Bend, Oregon, United StatesCoordinated and managed all aspects of theatre productions, including scheduling, casting, and budgeting, ensuring successful and on-time completion of projects.Oversaw volunteer recruitment and management, working closely with volunteers to ensure they were trained and prepared to fulfill their roles.Managed social media platforms, including content creation and scheduling, to effectively promote productions and engage with the theatre's audience.Maintained and updated the theatre's website, ensuring it was up-to-date and provided relevant information to potential patrons and volunteers.Coordinated and led outreach efforts to community organizations and local businesses to promote productions and increase community engagement.Collaborated with technical staff and artists to develop marketing materials, including posters, flyers, and digital content, to promote productions and events.
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Administrative AssistantCascades Theatrical Company Jun 2022 - Aug 2023Bend, Oregon, United StatesProvided administrative support to theatre management and staff, including organizing schedules, handling correspondence, and maintaining records and files.Assisted with the coordination of theatre productions and events, including scheduling meetings, and managing ticket sales and reservations.Helped to maintain the theatre's database of contacts and mailing lists, and provided support for marketing and promotional campaigns.Answered phone calls, emails, and other inquiries from the public, providing excellent customer service and resolving issues in a timely and professional manner.Assisted with fundraising and donor management efforts, including tracking donations, preparing acknowledgement letters, and organizing fundraising events.
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Childcare WorkerChristian Life Center Feb 2020 - Jun 2022Bend, Oregon, United StatesApplied active listening skills to effectively manage conflicts between children and/or parentsDeveloped and executed dynamic classroom activities to enhance student engagementDemonstrated flexibility by adapting to frequently evolving situationsCommitted to exceeding expectations and going the extra mile in all tasks.
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Registration & Tech AssistanceChristian Life Center Jun 2019 - Feb 2020Bend, Oregon, United StatesMaintained and updated accurate personal information and data in the registration system, ensuring the confidentiality and privacy of client and user information.Ensured all computers and related equipment were in working order for subsequent users, troubleshooting and resolving technical issues as needed.Streamlined data, information, and technology systems, improving accessibility and efficiency for all users.Collaborated in the transition from paper to digital systems, leading the implementation of new technology and training users on its effective use.
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Family BusinessMaui Blue Oct 2016 - Oct 2017Boise, Idaho, United StatesManaged and maintained accurate inventory records.Cultivated a client-centered approach, recognizing the importance of effective communication with customers and colleagues.Established and nurtured strong relationships with customers and distributors to ensure repeat business and referrals.Provided exceptional customer service by promptly addressing patron needs through various channels, including phone, in-person, and social media interactions.Collaborated with the team to develop and implement strategies to boost sales and improve customer satisfaction.
Frequently Asked Questions about Breanna Billeter
What company does Breanna Billeter work for?
Breanna Billeter works for Rosell Wealth Management
What is Breanna Billeter's role at the current company?
Breanna Billeter's current role is Client Service and Operations Coordinator.
Who are Breanna Billeter's colleagues?
Breanna Billeter's colleagues are David Rosell, Philip Rosell, Emma James.
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