Gabrielle R. Email & Phone Number

Rolling Meadows, Illinois, Us

Chicago, Illinois, Us

Answered 50+ client email and phone inquiries each day, from straightforward problems to issues requiring extended communication and interdepartmental collaboration such as promotion payouts and account takeovers. Investigated new client ID, SSN, Visa to prevent fraud loss for the company - prevented 100+ fraudulent clientsTrained BPO onboarding team and continued providing support in addition to assigned duties as part of company plan to increase future profitability as highlighted by the CEO

Concord, California, Us

Supported 100+ sales members by creating Morningstar, Salesforce & proprietary reports, generating proposals for new investments, manipulating data in excel, and creative problem solving for requests that didn’t have preset trainingLead multiple call campaigns to 80+ clients and leads to extend an invitation to webinars, new producing advisor events, and national sales meetingsLed interdepartmental project consolidating over 6,000 entries of lead and client information with unique qualifications into an Excel reportTook initiative to support a National-level Consultant. Learned more about their clients and investor relations. Curated reports personalized for potential investors in context of client acquisition. Created reports for clients up to $10 millionVolunteered to learn and introduce a novel reporting method targeting potential investors, and helped the Coordinator team with any problems creating these new reportsLed internal and external efforts to address errors that went under the radar, understand how they change the data, and resolve systematic issuesInvestigated new ways to optimize team support workflow. Arranged meeting with Morningstar contact and improved accuracy of ticker data pulled for clientsTrained new hires in addition to regular duties and meeting KPIs

Completed the payroll for all employees at AVID CNA School at the end of each moth with Run by ADP. Kept the bookkeeping up to date as well with QuickBooks 2012.Assisted in the financial side of AVID CNA School through paying invoices on time, sending orders for supplies, recording in the ledger the receiving and billing of tuition payments from students, and depositing tuition payments to the bank.

Aided in the administration and reception of AVID CNA. Registered students for classes, made appointments for potential students, created advertisements to reach out to potential students, used Excel formulas to efficiently grade student work, and organized files and processed paperwork of students.

Completed in-depth independent research about Chicago real estate market by identifying and optimizing international real estate investment strategies by analyzing Chicago properties growth rate and occupancy rate of different neighborhoods. Research was conducted for Japanese investors to gain profit and international tax breaks. Reported research findings to CEO and staff at the end of the internship to be used for future investors.Personally traveled to company owned properties to do hands on up keep and breakdown of units. Learned from staff and CEO about Japanese real estate market and international tax breaks.

Assumed responsibilities in the financial side of the restaurant. Processed and closed the Point of Sale system at the end of each day, accounting for $10,000+ in sales. Handled the payments and planning the logistics of $3,000+ party reservations. Kept inventory efficiently stocked by pre ordering stock to arrive when inventory is low. Responsibilities also included managing staff to ensure quality service was delivered. Worked with staff to find more efficient ways to complete day to day operations. Resolved any and all internal problems that occur within the staffEarned the role of Assistant Manager through hard work in previous roles as cashier and server for 2 years prior.

Aided a private CPA with the payroll and taxes of local business clients. Responsibilities included making payments to Federal and State for on behalf of our clients, filing client’s sales tax with ATX to the state as well as local municipalities, working with QuickBooks to do up to date bookkeeping for 15+ clients, and learning new concepts and tax laws every day to better assist the CPA