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.