Heather Fox Email & Phone Number

Seattle Premium Outlets, Tulalip, Wa

Created enthusiastic, professional, positive brand experience in a sales environment. Demonstrated persuasive, confident, friendly and genuine service skills and selling behaviors for a memorable experience. Showcased and discussed product features and built sales by suggesting appropriate add-on items to fit the customer’s specific needs. Demonstrated knowledge of competition and applied that knowledge to building sales and customer relationships. Was sensitive to customer’s needs and tailored approach by reading body language and vocal cues. Completed daily operational tasks including finalizing sales at cash wrap, visual merchandising, and store maintenance standards in a consistent and timely manner. Adhered to all retail policies and procedures including POS, Operations and Loss Prevention protocols. Aided in auditing registers during closing shifts. • Regionally recognized as a top talent in providing customers the best experience possible. • Achieved personal metrics and performance goals above store targets.• Increased personal clientele booklet, effectively sourcing new and maintaining on-going poductive relatonships with customers.• Lent voice talent for store recorded phone greetings.

Everett, Wa

Facilitated and organized the office of the Financial Advisor. Maintained all schedules, deadlines, appointments, email, correspondence, calendars, and office phone systems. Managed client records in Salesforce. Anticipated Financial Advisor’s needs and requests. Followed up with current business relationships to ensure services were being provided, establishing new updates, and making sure that client expectations were being met. Created portfolios containing forms, documents, and literature in preparation for client meetings. Coordinated event planning, workshops, conferences, and special presentations. Assisted in prospecting and marketing. Created travel arrangements, reservations, and lodging. Received and hosted clients upon entrance. Troubleshooted technical issues to the IT department and policy inquiries to the home office. Ordered office equipment and supplies as needed. Designed paper filing systems. Implemented Thrivent’s training resources, tools, and technology support to maximize branch efficiency. Managed Financial Advisor’s social media sites. • Completed the OP Mentorship 10-week training program, focusing on company software.• Maintained strict and professional detail to client confidentiality, and security protocols.• Self-directed in seeking tasks and bringing ideas to the Advisor attention. • Promoted Financial Advisor as a trusted consultant.

Everett, Wa

Facilitated high level clerical and administrative support to CEO, preparers, and clients in tax preparation environment. Greeted, screened, and prioritized incoming calls and arriving tax clients. Coordinated multifaceted staff schedule, calendars, correspondence, travel times, meetings, and appointments between two office locations. Prepped CEO’s work station before arrival to office. Placed electronic and voicemail appointment reminders to clients. Maintained and updated paper and electronic filing using specialized tax/accounting software. Scanned and faxed sensitive documentations. Prepared client packages in a timely manner. Distributed incoming and outgoing staff mail. Prepared and processed bank deposits, payments, and dues. Maintained cash box.• Aided in mass transfering of clientele over to new ownership by providing confidence and familiarity with long time customers throughout the change, putting nervous clients at ease.• Promoted from reception desk role to Executive Administrative Assistant.

Arlington, Wa

Facilitated high level clerical and administrative support to CEO and clients in tax preparation environment. Greeted, screened, and prioritized incoming calls and arriving tax clients. Coordinated multifaceted staff schedule, calendars, correspondence, travel times, meetings, and appointments between two office locations. Prepped CEO’s work station before arrival to office. Placed electronic and voicemail appointment reminders to clients. Maintained and updated paper and electronic filing using specialized tax/accounting software. Scanned and faxed sensitive documentations. Prepared client packages in a timely manner. Distributed incoming and outgoing staff mail. Prepared and processed bank deposits, payments, and dues. Maintained cash box.• Designed and implemented appointment maker script and tax client quetionaire process to be utilized by schedulers.