BRANDY GASCON
Ione
Summary
An accomplished Financial Planner and Office Assistant with expertise in clerical work. Strong oral and written communication skills, record keeping and reporting. Proven ability to solve complex problems with with effective solutions that benefit the customer and business requirements. Demonstrated success in high stress and changing environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Library/Media Clerk
Amador County Unified School District
08.2023 - Current
- Assisted students with research projects, helping them locate and utilize relevant resources effectively.
- Managed the acquisition of new materials, keeping the collection current with industry trends and educational needs.
- Supported professional development opportunities for staff members by organizing training sessions on emerging technology trends.
- Addressed patron inquiries professionally, providing accurate information in a timely manner.
- Promoted digital literacy by assisting patrons with computer usage, internet navigation, and online resource access.
- Enhanced library user experience by ensuring smooth daily operations and maintaining a well-organized collection.
Financial Planner
Self-Employed
10.2011 - Current
- Meet with clients and review Estate Planning & Investment portfolios
- Run and maintain all aspects of office work, filing, phone calls and emails pertaining to client accounts, order office supplies, manage accounts and bills, organize and create customer files and data entry
- Ensured compliance with any applicable laws and regulations
- Handle all communication on behalf of clients with investment companies
- Set up, organize paperwork and scheduled follow up appointments with clients
Office Clerk
Amador County Unified School District
08.2022 - 08.2023
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Maintained composure in stressful situations and continued to provide helpful and kind guest services for fantastic customer satisfaction.
- Upheld strict confidentiality standards when handling sensitive client or company information in both digital formats or hard-copy documents.
Office Technician
State of California
03.2020 - 03.2021
- Created and managed reports pertaining to timesheets, created and managed reports pertaining to registry providers, located off site providers, gathering and entering information into multiple databases, keeping records of all tasks performed, work with many departments to share data and information
- Answer and screen phone calls, fill out paperwork, utilize Microsoft office, excel and outlook on a daily basis
- Prepared gate clearance and ID badge requests and run CLETS to gather background information on registry candidates
- Demonstrated adaptability in managing multiple tasks simultaneously while maintaining focus on achieving desired results efficiently under pressure situations or tight deadlines.
Financial Sales Associate
BBVA Compass Bank (Formerly Guaranty Bank)
02.2008 - 10.2011
- Profiled customers, answered phones, provided account maintenance, completed and filed paperwork, and followed up with all banking clients when applicable
- Handled banking investments and established new accounts
- Responsible for coaching & development of new associates and backfilled as Branch Supervisor when needed
Education
High School Diploma -
Independence High School
Sutter Creek, CA06-1999
Skills
- Reference services
- Instructional support
- Facility management
- Administrative support
- Database management
- Customer service
- Multitasking
- Excellent communication
- Organizational skills
- Record keeping
Certification
Insurance License - Life Lic.#0F84613
California Department of Insurance
Notary Commission - Lic.#2211592
California Secretary of State
Timeline
Library/Media Clerk
Amador County Unified School District
08.2023 - Current
Office Clerk
Amador County Unified School District
08.2022 - 08.2023
Office Technician
State of California
03.2020 - 03.2021
Financial Planner
Self-Employed
10.2011 - Current
Financial Sales Associate
BBVA Compass Bank (Formerly Guaranty Bank)
02.2008 - 10.2011
High School Diploma -
Independence High School
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