Personal/Office Assistant
Innovative Financial Consultants
02.2017  - 01.2020
   -  Handling incoming calls and other communications 
-  Managing filing system 
-  Recording information as needed 
-  Greeting clients and visitors as needed 
-  Updating paperwork, maintaining documents and word processing 
-  Interacted with customers professionally by phone, email or in-person to provide information and assist where I can 
-  Coordinated, scheduled and arranged meeting and travel calendars, including business and social events 
-  Opened and properly distributed incoming mail to promote quicker response to client inquiries 
-  Coordinated board and committee meetings, including schedules, information preparation and distribution 
-  Responded to requests for information from various individuals by providing documents 
-  Ensured business records were accurate by consistently updating customer information 
-  Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.