Jordan McDole
Huntington Beach
Summary
Dynamic Operations Manager with a proven track record at Taylor Wealth Management, excelling in cost analysis and inventory oversight. Demonstrated strong problem-solving and customer relations skills, leading successful marketing initiatives and ensuring compliance. Adept at optimizing workflows and collaborating with teams to enhance service quality and client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Operations Manager
Taylor Wealth Management
Huntington Beach
08.2021 - Current
- Negotiated pricing with vendors to secure essential production materials.
- Tracked stock levels through accurate inventory management to reduce costs.
- Conducted cost analyses for projects to establish budget requirements.
- Maintained compliance with safety regulations, ensuring a safe work environment.
- Oversaw marketing initiatives, social media presence, and event coordination.
- Managed client solutions and quality assurance programs effectively.
- Collaborated with team leaders to execute quality audits.
- Created crucial business material and multiple marketing campaigns centered around helping our clients.
Client Marketing Associate
Wells Fargo Advisors
Newport Beach
09.2020 - 08.2021
- Provided input on creative design concepts related to marketing collateral.
- Developed email campaigns to engage customers and generate leads.
- Maintained accurate records of all marketing efforts.
- Collaborated with sales teams to develop promotional strategies and materials.
- Designed and produced creative assets for marketing campaigns.
- Assisted with budget tracking and cost analysis for marketing projects.
- Sent monthly birthday cards to each client.
- Created compelling content for marketing materials, including brochures and email campaigns.
Administrative Assistant
Rance King Properties, Inc.
Long Beach
10.2015 - 05.2020
- Answered incoming calls and directed messages to the correct party.
- Gained valuable skills by learning how to create spreadsheets and use pivot tables.
- Scheduled meetings and assisted in making travel arrangements.
- Greeted visitors and escorted them to their destinations.
- Supported front office staff by providing word processing of correspondence and reports.
- Prioritized and managed multiple tasks and competing priorities in servicing requests from senior managers.
- Supported Director of Operations and Director of Property Management by handling day-to-day needs and special projects with good multitasking and research skills.
- Received and routed incoming mail, packages, and deliveries.
- Kept inventory levels optimized and supplies organized for forecasted demands.
- Filed records to keep system efficient and information organized.
- Trained new employees in all aspects of office practices and procedures.
- Assisted Accounting department with completing bank reconciliations and various tasks.
Bottle Service Hostess
Ritz and Yost, Inc
Santa Ana
08.2014 - 01.2016
- Prepared bottle packages and issued payment before entry into VIP area.
- Attained all sales goals through up-selling and appetizer suggestions.
- Ensured customers enjoyed their experience and secured numerous repeat customers.
- Utilized excellent communication and interpersonal skills with other employees and customers.
- Anticipated customer needs efficiently through observation and keeping a vigilant eye.
- Helped managers improve area operations by sharing customer feedback and contributing new ideas.
- Ordered, organized, and rotated supplies.
Sales Associate
Express, Inc
Westminster
07.2015 - 10.2015
- Maintained strong product knowledge and styling capabilities.
- Increased store sales by providing excellent customer assistance.
- Managed a quick and efficient cash wrap experience for customers.
- Demonstrated superior communication skills in dealing with customers.
- Answered customers' questions about products, prices, availability, product uses, and credit terms.
Hostess
Mama's Restaurant
Huntington Beach
05.2013 - 01.2015
- Managed event related work including setting up tables for parties and maintaining both exterior and interior of the restaurant.
- Greeted guests with upbeat and positive attitude and engaged in personable conversation to address seating needs.
- Managed reservations received through telephone or online interfaces and coordinated seating for appropriate dates, times, and party counts.
- Answered the phone to take delivery or pickup orders from callers.
- Cleaned and sanitized tables, menus, and dining areas in accordance with company and industry standards.
- Escorted guests to tables, provided menus, and discussed daily specials.
- Addressed and resolved guest complaints, escalating to management when necessary.
- Maintained organized hostess station and restocked supplies.
Education
Bachelor's Degree - Business Administration
Concordia University
Irvine, CASkills
- Records administration
- Workflow optimization
- Correspondence management
- File organization
- Clerical support
- Supply chain management
- Multitasking skills
- Customer relations
- Cost analysis
- Inventory oversight
- Marketing strategy development
- Team collaboration
- Event coordination
- Compliance maintenance
Certification
Certified Makeup Artist - Cosmo Makeup Academy, March 2024
References
References available upon request.
Timeline
Operations Manager
Taylor Wealth Management
08.2021 - Current
Client Marketing Associate
Wells Fargo Advisors
09.2020 - 08.2021
Administrative Assistant
Rance King Properties, Inc.
10.2015 - 05.2020
Sales Associate
Express, Inc
07.2015 - 10.2015
Bottle Service Hostess
Ritz and Yost, Inc
08.2014 - 01.2016
Hostess
Mama's Restaurant
05.2013 - 01.2015
Bachelor's Degree - Business Administration
Concordia University
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