Emily Heidt

• Skilled in supporting high-net-worth clients with professionalism, discretion, and responsiveness.
• Developed a solid understanding of portfolio construction, market research, and financial instruments including equities, fixed income, and mutual funds.
• Utilize CRM systems like Salesforce and financial tools like Net-rep, Croesus, or Compass legacy to manage data and generate insights and collect client information.
• Capable of interpreting financial data, preparing investment summaries, and supporting advisors with account reviews.
• Strong written and verbal communication skills; able to prepare client documentation and communicate complex financial concepts clearly.
• Comfortable working alongside advisors, assistants, and operations staff in a fast-paced, team-oriented environment.
• Proficient in Microsoft Excel, Word, Outlook, and CRM systems.
• Proven ability to balance multiple priorities, meet deadlines, and stay organized in dynamic professional settings.

• Moderated online and in-class discussions to expand on course concepts.
• Provided individualized assistance to students with special needs.
• Documented attendance, grades, and other important student information accurately.
• Administered tests and quizzes, providing immediate feedback to help students improve.
• Uphold the responsibility of administering subjective grades feedback.
• Obliged to student discrepancy about learning needs and test outcomes.
• Chosen among my peers to uphold this responsibility while being a full-time student.
• Excelled in time management skill with the ability to meet deadlines within a short period of time while being a full-time student.

• Monitored performance of trainees throughout the course duration to identify areas for improvement.
• Performed continuous reviews of wait staff and provided feedback directly to team members as well as managers.
• Collaborated with management to identify training needs and develop strategies for continuous improvement.
• Conducted comprehensive training sessions for new servers, focusing on menu knowledge, customer service skills, and POS system operation.

• Created an enjoyable atmosphere by engaging in friendly conversation with guests.
• Tracked inventory of tableware, linens, condiments, ensuring adequate supply levels at all times.
• Resolved any customer complaints or issues quickly and professionally.
• Demonstrated strong interpersonal skills when interacting with customers.

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