Customer Service Personal Assistant

Kristi Broumley

**************@*****.*** 602-***-****

PROFESSIONAL EXPERIENCE LyfeBeast

Administrative/Customer Service

August 2023 to October 30th, 2024

Schedule and confirm client appointments

Answer customer inquiries promptly

Organize and manage monthly 3-day workshops

Maintain and update client profiles and information

Perform administrative tasks such as filing, scanning, and copying documents

Manage Excel and Microsoft data entries

Greet clients and handle front desk responsibilities

Send holiday emails and cards, and update systems with new information

Kathryn A Bradley Law Office

Administration/Personal Assistant

May 2022 – May 2024

Managed client calls and appointments

Maintained office cleanliness and organization

Filed, scanned, and copied documents; handled courthouse filings

Assisted with tax form and document intake

Coordinated meetings, handled mail, and managed legal documentation in Workbook Pro

Provided personal assistant tasks including errands, deposits, and transportation

Educational Services Inc.

Administrative

January 2020 – May 2022

Managed client interactions and documentation

Scanned and filed documents, ensuring proper distribution

Assisted with HR responsibilities and payroll processing

Issued and printed checks, managed mail

Prepared weekly and monthly spreadsheets for leadership

Coordinated meeting arrangements and managed incoming calls

New Member Solutions

Senior Insurance Specialist

January 2007 – November 2019

Facilitated member relationships and insurance product sales

Assisted with banking product establishment

Served as ICE champion, promoting ideas to improve member services

Supported management in events and meetings

Led Seasons of Sharing charity initiatives

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