• Processed over 500 client retirement and non-retirement new account openings with accuracy, attention to detail, and completeness, while coordinating the electronic or wet-signature process for client/advisor documentation. • Collaborated with the Transition Team to ensure a seamless onboarding experience for advisors and staff, emphasizing organization and teamwork.•Handled confidential client data with the highest level of discretion, ensuring that all information was processed in strict compliance with company policies and regulations.

• Provided executive-level administrative support to senior leaders, managing calendars, scheduling meetings, and resolving scheduling conflicts.• Coordinated hiring and onboarding processes for independent contractors, playing a pivotal role in ensuring operational efficiency and a smooth transition for new hires.• Managed high-level meetings, prepared presentations, and handled sensitive payroll and performance data with confidentiality.

• Controlled all transactions on the cash register, including cash, checks, card payments, and refunds/exchanges.• Delivered exceptional customer service, resolving issues, and processing transactions with accuracy and speed.• Assisted with staff shortages, demonstrating my ability to adapt to changing circumstances and maintain smooth operations during peak hours.

• Guided clients and corporate companies in planning memorable events tailored to their needs.• Prepared over 300 contracts for client signatures, ensuring that all details were accurate and aligned with the client’s expectations, while also coordinating the logistics of lighting and audio systems for various events.• Conducted pricing quotes for lighting and audio rentals, providing clients with comprehensive options that fit their budgets and requirements.

• Coordinated logistics for events, including venue bookings, creating detailed agendas and promotional materials, and implementing new initiatives • Served as a liaison between Bentley’s Student Program & Engagement Office and external parties regarding contracts and invoices • Initiated weekly meetings with executive board members to discuss upcoming events and strategize for future planning

• Directed and supervised trainees in various roles while monitoring the dining room to minimize customer wait times. • Exhibited exceptional interpersonal skills while managing high volumes of guest interactions.• Addressed customer inquiries and provided warm, attentive service to guests and servers.