Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability with swift capacity to learn and apply new skills. Currently seeking a remote data entry position to utilize English tutoring background and ability to type 115 words-per-minute
• Develop innovative lesson plans to engage students in English language learning.
• Improve students' written and verbal English skills through personalized learning programs.
• Enhance students'' reading and writing skills by implementing interactive and engaging lesson plans.
• Increase student motivation by providing timely feedback and recognizing individual achievements.
• Plan dynamic lessons to increase student comprehension of books and literary concepts.
• Promote a positive learning environment by modeling respect, empathy, and active listening skills during all interactions with students.
• Utilize multimedia strategies and technology to convey information in fresh and interesting ways.
• Answered incoming phone calls, emails, and the reassignment work queue in AdvisorComplete regarding various account inquiries.
• Promptly handled all urgent requests within the same-day or within 72 business hours timeframe.
• Cross-referenced and generated multiple spreadsheets, processed and completed high volumes of Financial Advisor and Client same-day requests.
• Ensured all required paperwork, client signatures, and required pertinent information was uploaded into AdvisorComplete for Brokerage, Direct Business, Advisory and/or Non-Advisory accounts.
• Manually generated Letters of Instruction (LOIs) for Direct Business accounts.
• Sent email correspondence and fax transmittals directly to Insurance carriers (3rd party companies) for Direct Business accounts.
• Managed a portfolio of accounts, ensuring timely payments and accurate billing information.
• Delivered exceptional client experiences by providing personalized attention and tailored solutions to account-related concerns.
• Developed customized service plans tailored to individual client needs, maximizing satisfaction and retention rates.
• Ensured timely delivery of services by effectively communicating with internal teams such as the finance and accounting department.
Typing 110-115 words per minute
99% accuracy
10-key
Customer service
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Problem-solving
Critical-thinking
Teaching English
Going on hikes, meditation, travelling and exploring new cultures.
Kestra Financial: Contract employee with no prior private wealth finance experience turned permanent employee within 3 weeks of employment for one of the world’s leading broker-dealer financial firms
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