Experience

Administrative Receptionist at Manske Wealth Management April 2019 – March 2024

Provided top-of-the-line administrative support for a growing financial advisory firm.

Built strong, consistent interpersonal relationships with team members for five years.

Successfully trained support staff in firm’s back-office practices, software, and equipment.

Implemented procedures that increased connectivity between clients, prospects, and firm.

Data entry updates to Morningstar Software (CRM) with confidentiality and precision.

Answered multi-line phone; received guests.

Generated Annual Review reports & monthly financial reports for Financial Advisors.

Created firm’s brochures & handouts including The Best of Houston Guide.

Performed LinkedIn campaign.

Responsible for handwritten birthday & anniversary cards to all clients and prospects.

Learned financial terminology while studying for the Series 65 exam.

Timely correspondence with Charles Schwab for status updates on paperwork processing.

Volunteer

Financial Reconciliation Committee Clear Creek ISD May 2023

Advisory Board Committee Member Clear Creek ISD 2021- 2022

Education

Associate of Arts (AA) in Communications -Lone Star College Jan. 2013- Dec. 2022

3.6 GPA -Phi Theta Kappa Honor Society

-Studied Anthropology & Philosophy.

Skills

Excel

Word

PowerPoint

Morningstar

Data Entry

Active Listening

General administrative duties

Organizational skills

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