Olivia Bradshaw Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Raleigh, North Carolina, United States

• Communicate daily with clients throughout the United States to coordinate financial meetings.• Calendar and email management for financial advisor.• Administrative duties, such as greeting clients, conference room booking, shipping preparation, organizing client information.• Act as a point of contact for clients. • Open client accounts, deposit checks, and update client information.• Manage client information and meeting notes through SharePoint and Redtail CRM platform.• Complete financial and insurance forms.• Create a welcome letter and graphics to send out to over 200 new and existing clients.• Create presentations for client use.• Prepare condolences and referral gifts.

Raleigh, North Carolina, United States

Develop detailed and specific lists of items within each estate sale. This includes physically tagging and organizing all items. Keep an organized stock of all estate sale items to ensure a safe and effective environment for the sales to take place. Create a positive work environment for the both attendees and staff members.

Raleigh, North Carolina

Caretaker of two children ages six and nine. In charge of transporting them to and from daily activities as well as assisting them with homework and tutoring. Demonstrate time management skills while balancing school and work. Have previously nannied for other families in Charlotte throughout high school.

Charlotte, North Carolina

Summer Camp Activities Coordinator at an elementary school for children ages kindergarten through seventh grade. supervised students and assisted with tutoring and recreational activities. Developed a weekly newsletter that was sent out to all parents to inform them on all activities and plans for the upcoming week.