Erin Eagles BA, BEd

Administrative Assistant/ Associate for a high performing advisor team. Duties include, but are not limited to:

- coordinate and prepare meetings for advisors with their clients/ prospects
- provide proactive client service with a focus on problem resolution and attention to details
- respond to client inquiries by phone/ e-mail
- use of 7+ individual computer programs to document client files, open accounts, complete transactions
- ensure accurate and timely update of all necessary documentation

- help manage incoming communications from clients and internal/external partners

Self employed advisor responsible for successful relationships with 300+ clients
- above & beyond approach to customer service
- scheduled client meetings
- inbound and outbound communications with clients
- collected financial data, problem solved, then presented recommendations in a clear concise manner to clients

- prepared and sent out statements upon request

- communicated with clients and internal/ external partners through phone and e-mail

- maintained client records and updated client info when needed

- Professionally processed 60+ calls per day

- Recruited to cover front desk reception, as needed, which included answering and directing calls, sending and receiving packages, greeting visitors, as well as other administrative duties

- Exceeded customer service satisfaction targets

- Accepted risks within established guidelines

- Consistently maintained or exceeded targets set for sales, calls, and quotes