Daniel Armando Morales Espinoza
Redding
Summary
Driven to learn quickly, to give out what I have to offer. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
Work History
On Call
Edward Jones
05.2023 - Current
- Run the office for Financial Advisor.
- Answer calls:
- Handle incoming calls from clients, providing assistance with account inquiries, addressing concerns, and offering general support.
- Enter payments:
- Identifying the client account for which you are entering the payment. Involving to search for the client's account using their account number or other identifying information.
- Input the details of the payment, including the amount, date, and any relevant reference information. Ensure accuracy in data entry to avoid errors.
- Double-check the entered information to ensure accuracy and completeness. Confirm that the payment details match the client's records.
- Schedule Meetings:
- Include details such as the date, time, duration, and location.
- Invite the individuals you want to attend the meeting by adding their email addresses to the invitation.
- Providing a clear agenda for the meeting in the invitation. Include any relevant documents or information that participants may need to review before the meeting.
- Set reminders to ensure participants are notified of the meeting well in advance.
- Coordinate out of office functions for the financial advisor.
- Enter Client Accounts into computer.
- Scan checks and documents into clients accounts.
Intern
Edward Jones
03.2023 - 05.2023
- Collaborated with senior management on new initiatives to build confidence.
- Participated in workshops and presentations related to projects to gain knowledge.
- Developed effective improvement plans in alignment with goals and specifications.
- Observed packing operations to verify conformance to specifications.
- Collected, arranged, and input information into database system.
- Sorted and organized files, spreadsheets, and reports.
Women Soccer Goalkeeper Coach
Simpson University
08.2023 - 11.2023
- Developed and led age- and ability-appropriate soccer training drills.
- Maintained player safety through careful practice and game supervision.
- Motivated athletes to become stronger, more agile, and more effective through training habits and proper nutrition.
- Promoted stretching, mobility work, and proper form to help athletes safely build strength.
- Evaluated players' performance and provided constructive feedback to improve abilities.
- Teach the importance of teamwork.
Scaffold Builder
Excel Scaffolding
05.2021 - 08.2021
- Measured, cut and installed drywall, paneling and other materials.
- Worked in team-focused environment to collaboratively complete projects on time and within budget.
- Maintained safety and operational procedures for projects at heights of up to 40 feet.
- Assisted with tying off and securing scaffolding to building structures to optimize safety.
- Filled out paper work to work on scaffolds.
Education
Bachelor of Arts - Business Administration
Simpson University
Redding, CA05.2023
Associate of Arts - Business Administration
Central Wyoming College
Riverton, WY05.2021
High School Diploma -
Rawlins High School
Rawlins, WY05.2019
Skills
- Financial Management
- Coordinate Events
- Balance Accounts
- Administrative and Office Support
- Bilingual
- Good with working with people
- Good communication skills
- Scheduling
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Women Soccer Goalkeeper Coach
Simpson University
08.2023 - 11.2023
On Call
Edward Jones
05.2023 - Current
Intern
Edward Jones
03.2023 - 05.2023
Scaffold Builder
Excel Scaffolding
05.2021 - 08.2021
Bachelor of Arts - Business Administration
Simpson University
Associate of Arts - Business Administration
Central Wyoming College
High School Diploma -
Rawlins High School
Similar Profiles
Mary GarrowMary Garrow
Senior Department Leader at Edward JonesSenior Department Leader at Edward Jones
Evelyn JordanEvelyn Jordan
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Drew StineDrew Stine
RDP at Edward JonesRDP at Edward Jones