Laura Boldt Email & Phone Number

Glen Ellyn, Illinois, United States

- Keep updated knowledge of menu and promotions, recommending specific items according to customer preference and food allergies. - Work with POS system to place orders, manage bills and handle complimentary items as needed.- Upsell high-profit items such as appetizers and mixed drinks to enhance sales numbers.

- Regulate office maintenance issues, association event registrations along with travel accommodations, and professional engineer license certification. - Assist project manager with invoice and receipt documentation, including monthly statement reconciliation, to increase workflow and maintain AP standards company-wide.- Manage new employee onboarding process to help the Human Resources Manager get the new hire integrated into the organization.

- Point of contact for client inquiries related to implementation and production needs. Actively communicated and resolved issues on a timely basis via e-mail and phone.- Collaborated daily with production team and IT operations regarding daily and special project print communication documents, file uploads and mailing procedures.- Served as project lead and performed quality control checks to facilitate client timelines.

Naperville

- Actively supported branch manager and two other financial advisors and formulated weekly reports to determine advisors' production goals and client segmentation.- Responsible for staying on top of my advisors' yearly state licensing requirements, calendar and CRM management, in addition to expediting expense reimbursements on a quarterly basis.- Developed and cultivated a birthday recognition program for our 300+ clients, including monthly execution of individual birthday baskets from a local confectionery for our high-end clients.