Administrative Assistant Customer Service

Donna-Lee Small

770-***-**** / *********@*****.***

PROFESSIONAL SUMMARY

Detail-oriented professional with a solid background in organizational and financial support gained through various roles. Skilled in managing tasks efficiently, including scheduling appointments, maintaining records, and coordinating resources. SKILLS

Operational Planning

Program Coordination

Financial Oversight

Administrative Support

Event Planning

Microsoft Suite

Organization Acumen

Customer Service

Client Relations

Records Management

Problem-Solving

Payment Processing

CERTIFICATIONS

Georgia Life Insurance License (2023), Georgia Variable License (2023), SIE (2023), Series 65 (2023)

WORK HISTORY

ADMINISTRATIVE ASSISTANT 05/2015 to Current

REACH COMMUNITY DEVELOPMENT CENTER-NON PROFIT

Handled administrative tasks such as scheduling, record keeping, data entry and maintaining inventory of office supplies.

Ability to address inquiries, resolve issues, and handle complaints courteously and professionally.

Assists in program development and implementation, including researching best practices and drafting proposals.

Gained experience in coordinating meetings, workshops, and events, including agenda development and logistical support. JUNIOR FINANCIAL CONSULTANT 5/2023 to 11/2023

Georgia Financial Advisors

Developed comprehensive financial plans for clients to achieve their short- term and long-term goals.

Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.

Managed a diverse range of client portfolios, consistently outperforming benchmark indices.

CAREGIVER, SPECIAL NEEDS 6/2020 to 4/2024

Rhonda O'Gorman - Atlanta, GA

Developed strong crisis management skills, working proactively to diffuse challenging situations and maintain a calm, supportive environment for special needs individuals.

Increased client's independence with consistent skill-building exercises and positive reinforcement.

Developed strong relationships with clients and families, fostering trust and open communication

CASHIER 2/2018 to 3/2021

Panera Bread

Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.

Resolved customer complaints professionally, leading to improved customer relations and loyalty.

Managed inventory levels effectively, reducing stock shortages and minimizing wastage.

EDUCATION

Christian Life College - Stockton, CA Bachelors of Arts in Business Administration 05/2023

Christian Life College - Stockton, CA Associate of Arts in Business Administration 05/2021

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