Prepared client invoices using QuickBooks. Processed all client investment checks and issued out money from client’s brokerage accounts via automated clearing house or check using appropriate software. Prepared and processed all client investment applications and related forms for each investment. Processed client gifts of stock or mutual funds to charitable organizations and maintained gifting summary reports. Prepared and maintained Required Minimum Distribution (RMD) reports in Excel. Maintained records of all client investments from receipt of original monies/applications to confirmations to troubleshooting. Researched and prepared necessary forms and/or applications needed for all client meetings. Prepared and maintained various tracking logs. Assisted the Office Manager with calendaring as well as answering client phone calls and emails.

In March, 2007, I was hired as a cashier at the Whole Foods Market Santa Monica store. While working at that location I was recruited by store leadership to be a part of the Holiday Table program for Thanksgiving and Christmas, 2008. I also served as the team trainer for the Front End in Santa Monica during my final six months at that store. Upon moving back to my hometown of Seattle, WA, I transferred to the Roosevelt Square store. Shortly after my transfer I applied for a supervisor position on the Front End and was promoted in July, 2008. I worked as a Guest Service supervisor until September, 2013.Guest Service Supervisor - Whole Foods Market Roosevelt Square, Seattle WAJuly 2008-September 2013Supervised opening shift; responsible for verifying and distributing daily cash loans to sixteen registers Monitored & authorized breaks for 20 Cashiers and Courtesy ClerksDelivered personal attention to every customer question, concern, special request, while processing returns & credits and answering multiple incoming phone callsOversaw cleanliness and organization of the front end department including submitting weekly bag/supply orders, maintained contamination free recycle center, ensured that each register station was well stocked with necessary tools & resourcesHandled each customer/staff member scenario with patience, consideration and respect twice earning Team Member of the Year for the Front End DepartmentCashier - Whole Foods Market Santa Monica CA & Seattle WAMarch 2007- July 2008Promoted to team trainer responsible for training and mentoring new team membersHandpicked by store leadership to staff Holiday Ordering Team responsible for assisting guests in selecting the perfect option(s) for their holiday meals and ensuring that special orders were filled accurately and on scheduleEnsured smooth, efficient delivery of legendary customer serviceOperated register station completing high volume of monetary transactions with accuracy