Answered phones and greeted and directed visitors.Scheduled meetings in the conference room for the Advisors team and whole officeCommunicated through email, phone, or face to face.Utilized Microsoft Office tools efficiently.

Served as a assistant to the Wells Fargo Advisors team, handled a busy phone system, functioned as primary liaison to customers and ensured a consistently positive customer experience. Operated telephone switchboard to answer, or forward calls, provided information, took messages, or scheduled appointments.Greet persons entering Wells Fargo Advisors Office, determined nature and purpose of visit, and called Financial Advisor, or assistant to assist customer further.Performed administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, or other documents.Transmitted information or documents to customers, using computer, mail, or facsimile machine.File and maintain records.Provided information about Wells Fargo Advisors, using the Wells Fargo Employee Search website, (such as location of departments, provide phone number or offices, employees within the organization, or the services they provided.)Collect, sort, distribute, or prepare mail, messages, or courier deliveries.Process and prepare memos, correspondence, travel vouchers, or other documents.

Provided support to the Financial Advisor by providing the Financial Advisor and the clients of the Financial Advisor with account information and quotes;using Smart Station, Microsoft Word, Excel, and Power Point, to establishing new accounts. Performed various administrative functions for the Financial Advisor(s) and Branch Management including, typing letters, forms and reports, correspondence and the preparation of Financial Advisor directed marketing campaigns.Handled telephone calls and responded to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Established and maintain files to meet Wachovia Securities regulatory requirements, created and produced reports, databases, and established and maintain filing and record keeping necessary to support efforts to service and grow client relationships.

Issued and process a wide variety of forms and documents related to the procurement of licenses, registrations, permits, and other Service Center transactions. Ensure appropriate forms and documents are utilized; review forms and documents for accuracy and completeness; obtain appropriate information from the public. Provided accurate and complete information and instructions to the public regarding laws, policies and procedures; resolve routine customer complaints. Tabulated and collect fees and payments; tabulate and prepare data for daily transaction reports; operate Point of Sale technology, and adding machine; balance cash drawer. Assisted in training of new staff. Monitor customer flow and assign scheduled personnel in response to customer activity. Operate computer terminal. Enter data and update records. Perform receptionist desk and telephone duties.

Create a total experience that makes the day better for guests and Team Members. Ensure the delivery of friendly service, quality products and a clean, safe environment. Manage the staff to deliver all aspects of operational excellence. Perform all roles and duties of a Team Member. Model and uphold Caribou Coffee's policies, practices and standards.