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Office Manager Financial Services

Location:
Matthews, NC
Salary:
60000
Posted:
March 23, 2024

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Resume:

Objective:

Dynamic and detail-oriented executive administration leader with over four years of experience in providing thorough and skillful support to department heads and executives. Certified PMP with a proven track record of managing office operations smoothly, handling a wide range of administrative tasks, sales, digital marketing, finance, management and client acquisition. Seeking a challenging role where I can leverage my strategic thinking, creativity, and leadership expertise to drive business growth and enhance brand visibility.

Summary of Qualifications:

- 15 years of experience in marketing, sales, business strategy and execution.

- Excellent communication and interpersonal skills for effective collaboration with cross-functional teams.

- Strong organizational and planning abilities.

- Skillful at analyzing market trends and customer behavior to identify growth opportunities.

- Knowledgeable in Marketing Automation Tools (Salesforce CRM, Keap, MilaNote, Trello).

- Proficient in Microsoft Office, Photoshop, Canva, Website Management.

Professional Experience:

Benefits Advisor

AFLAC Charlotte, NC April 2023 – Present

- Provide businesses with solutions for attracting and retaining quality talent to improve their bottom line.

Office Manager

Easley Financial Services Concord, NC September 2022 – January 2023

- Created and executed a client retention process for client acquisition, follow-up procedure and data aggregation.

- Formulated marketing systems with integration into social media and Google analytics for business tracking.

- Handled incoming calls and correspondence, ensuring high levels of customer service and confidentiality.

Marketing and Office Manager

Jacobs Financial Services Grandville, MI March 2016 – November 2019

- Developed, integrated and scaled a startup business with integrated marketing and longevity programs.

oResulted in 26% boost in market recognition.

- Planned and collaborated with the C-suite and sales teams for client education events, marketing strategies, and analytic data.

oResulted in a 62% increase in annual conversion rate.

Education and Certifications:

Bachelor's Degree in Business Management: University of Phoenix

Licensee: Life, Accident and Health Insurance

PMP / (Project Management Professional) Certified

REALTOR: Residential license

References:

Available upon request.



Contact this candidate