Will Early Email & Phone Number

Bellevue, Washington, United States

• Point of contact for financial planning data gathering process
• Managed client service inquiries received via phone, email, or in person
• Built systems to provide for data tracking of 200+ clients
• Performed portfolio analysis as well as portfolio construction for new and existing clients
• Note taking for in person and virtual meetings

Corvallis, Oregon, United States

• Navigated from restaurant to customer in efficient manner
• Excelled in customer communication to provide updates or assistance with order
• Optimized time to manage work, school, and life priorities
• Tracked data that included mileage, pay, and time spent working

Corvallis, Oregon

• Managed print tax returns to a professional standard that clients would pick up
• Accountable for scanned and sorted client original tax documents to be used by tax preparers
• Worked extra hours in order to stay caught up with work as deadlines approached
• Collaborated with team to sort and clean and perform general office upkeep

Corvallis, Oregon Area

• Knowledge of OSU’s accounting systems including Oracle-based system Banner, Nolij, and OSU-designed CORE reporting system
• Facilitate agency fund deposits and withdrawals
• Fulfill cash handling and daily vault duties: counting deposit bags and creating cash bags for OSU business
• Manage customer service inquiries received via phone, email, or in person
• Perform office filing, organization, and other office needs

Mcminnville, Oregon

Kept track of rooms that were checking in and out, so I could clean the rooms in a timely and effective way so that they would be ready for new people to move in.