Managed multi-line phone system answering calls promptly while screening through client database to ensure transfer to proper consultant with key client details.Assist Plan Administrators in processing client distributions and loans.Timely data entry of monthly valuation reports for all clients.Filed essential government forms such as forms 5500 and 1099R while meeting critical deadlines.Manage inventory of office supplies.Manage incoming and outgoing mail.Training new hires in all the above tasks.

Built workplace confidence and morale by providing exceptional employee support with an approachable attitude and willingness to always find solutions.Delivered exceptional support to HR Business Partners and all areas within the People Team as well as executive assistants, compliance, and marketing departments.Coordinated with IT department and Recruiting team to set up and maintain Onboarding schedules and new hire tasks.Conducted reference checks and I developed a highly effective streamlined reference check process that was adopted by the company.Set up new employee compliance courses and departmental learning paths.Conducted virtual new hire onboarding for 5-10 new employees per week.Placed orders, did set up and hosting of all catered events for office staff, customer visits, and executive meetings.Published weekly and monthly articles in our company “Facebook” system to promote employee engagement within our four offices as well as engagement in our local communities.Handpicked to analyze over four hundred hours of training videos to screen for content relative to our industry and company core values for all levels of management including executive level.

Served as team point person, trained new hires, managed customer escalations and high priority reports with excellent resolve.Exceeded required quality and productivity metrics consistently.Placed valuation product orders with real estate brokers and appraisers in a timely and efficient manner using effective negotiation skills to benefit department margins.Improved vendor relations through outstanding customer service.Expanded network of appraisers and brokers by establishing new relationships.

Provided front counter assistance, registered voters, and ensured data entry of voter applications.Managed polling place for the 2014 General Election.

Managed freight accounts and posted available loads into the online system.Calculated the cost of transportation.Arranged driver’s schedules and negotiated fees.

Maintained an extraordinarily successful store, analyzing daily and monthly sales reports to ensure my store sales budgets were met.Maximized sales and customer satisfaction by providing superior customer service with exceptional success in customer resolution.Recognized and awarded numerous times for maintaining gross margins exceeding company standards.