Owner, Operator, house cleaner and organizing specialist. Peachy Clean is a privately owned residential/commercial cleaning service specializing in deep cleans, routine home/office cleanings. In addition, I can provide organizing solutions for your home or office needs.

Enhances executive's effectiveness by providing information management support; representing the executive to others. The duties of this role were comprised of the following: Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, travel and submitting all related expenses. Welcomes guests and customers by greeting them, in person or on the telephone; answering or directing inquiries. Maintains customer confidence and protects operations by keeping information confidential. Completes projects by assigning work to clerical staff; following up on results.Prepares reports by collecting and analyzing information..Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions.Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.Ensures operation of equipment by completing preventive maintenance requirements; following manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Contributes to team effort by accomplishing related results as needed.Organizes client events within a proposed budget and follows and meets all company compliance standards.

Offered world class customer service to client base while ensuring all client/FA service requests were handled in a timely manner. If any issues came about, I worked to resolve these and escalate on a case-by-case basis. Ensured that all call quality standards were met and/or exceeded and further, worked to ensure a high quality of customer service with each client interaction. Identified cross-sell opportunities and uncovered additional assets so as to generate leads for Financial Advisors and when appropriate, would work to better understand client investment objectives and profile and better understand the client situation and ultimately engage a Financial Advisor to decide next steps with the client. Assisted FA and team to drive growth within the business, ensuring that I met and exceed all stated metrics around asset growth and retention, accuracy, quality, timeliness and schedule adherence.