AMA
BOATENG
*******@*****.***
Woodbridge, VA 22192
Online Profile
- Answering client calls, scheduling appointments, handling basic client inquiries, and ensuring a positive client experience
- Effective interaction with clients in person and over the phone to answer questions and address concerns.
- Managing appointment calendars, processing deposits, and withdrawals, maintaining client records, and overseeing office administrative tasks.
- Managing multiple tasks and priorities efficiently, ensuring accurate recordkeeping
- Prepared materials for client meetings, followed up on leads, updated client information, and assisted with marketing initiatives.
- Participating in marketing activities, coordinating seminars, and helping to identify potential new clients.
- Collaborating closely with financial advisors to achieve client goals.
- Utilizing company software to manage client data and perform administrative functions.
PROFESSIONAL SUMMARY
SKILLS
• BLS
• CPR
• AED
• Fluent in German
• Budgeting expertise
• Preparing reports
• Telephone reception
• Scheduling appointments
• Leadership and supervision
Northern Virginia Community
College
Annandale, VA • 10/2014
Associate of Arts: General Studies
Gesamtshule Stelligen
Germany • 06/2000
High School Diploma
EDUCATION
Edward Jones Investments. - Branch Office Administrator Historic District, VA 22125 • 01/2024 - Current
VHC Health - Clinical Technician / Secretary
Virginia • 10/2014 - 01/2024
WORK HISTORY
Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
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Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
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Implemented new software programs, increasing office efficiency and reducing manual labor tasks.
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Maintained office supplies and equipment to support team productivity.
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Consulted with customers to resolve basic issues or direct to correct staff member.
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Oversaw daily operations at the branch office, ensuring smooth workflow processes were maintained across departments.
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• Processed lab paperwork and requests according to physicians' orders Provided information for patient admissions and discharges to foster timely processing
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Supported office staff and operational requirements with administrative tasks
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Organized paperwork such as charts and reports for office and patient needs
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Enhanced office productivity by handling high volume of callers per day
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• Load paper in fax and copier machines
Excellent Communicator with the adaptable to talk through a problem and find a solution
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• Proficient in MS Office, Teams and Visio