Executive Assistant Financial Services
Resume:
KRISTINE ROMERO-SMITH
PROFESSIONAL SUMMARY
Proven Executive Assistant at Romero Insurance & Financial Services, adept in office management and customer service, enhanced operational efficiency through expert calendar management and strategic travel planning. Demonstrated ability to handle confidential information with discretion, boosting executive productivity by over 30%. Skilled in fostering professional relationships and streamlining administrative processes. Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.
SKILLS
Executive Support Administrative Support
Office Management Strong Problem Solver
Schedule & calendar planning Office Administration Customer Service-Oriented Scheduling
Calendar Management Professional and mature
Travel Arrangements Resourceful
Phone Etiquette Project Oversight
WORK HISTORY
August 2021 - Current
Romero Insurance & Financial Services - Executive Assistant, Brandon
• Handled confidential and sensitive information with discretion and tact. Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
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Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
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Processed travel expenses and reimbursements for executive team and senior management group.
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***************@*****.***
Tampa, Florida 33543
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EDUCATION
Bachelor of Science,
Communications
Southeastern University,
Lakeland, FL
December 2015
Musical Theater Scholarship
Recipient
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• Honor Roll 2014-2015
July 2021 - December 2021
Family Of Christ Child Development Center - Assistant Teacher VPK, Tampa October 2017 - January 2021
VIPKID - Online ESL Teacher, Tampa
January 2010 - July 2016
Romero Insurance & Financial Services - Insurance Customer Service Representative, Brandon
Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
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• Answered high volume of phone calls and email inquiries. Supported student physical, mental, and social development using classroom games and activities.
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• Supervised recess, lunch and daily student intake and dismissal. Assisted in creating a safe and nurturing classroom environment that promoted emotional well-being and academic growth for all students.
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Ensured a safe and supportive learning environment by enforcing classroom rules and addressing behavioral issues promptly.
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Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
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Kept students on-task with proactive behavior modification and positive reinforcement strategies.
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Assisted lead teacher in providing individualized attention to students, resulting in improved academic performance.
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• Assisted in lessons, curriculum and homework planning. Boosted reading comprehension levels for struggling students through targeted tutoring and personalized lesson plans.
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Identified, selected, and modified instructional resources to meet needs of each individual student.
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Adapted teaching methods according to each student''s unique learning style, leading to improved retention rates and higher test scores.
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Enhanced cultural understanding among students with diverse backgrounds through the incorporation of global literature and multimedia resources.
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Developed strong rapport with parents by maintaining open lines of communication regarding their child''s academic progress, challenges, and successes.
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Interacted with students and parents via email, instant messaging, threaded discussion and synchronous chat.
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Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
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Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
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Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
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• Responded to customer requests for products, services, and company information. Processed insurance policy cancellations and renewals quickly to meet call time targets.
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• Assessed customer needs and recommended suitable insurance policies.
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