Nicola Pearce

s the only staff member, acting as a Personal Assistant/Office Manager in providing support to Financial Advisor

• Adhering to Industry-based compliance including Licensing requirements, AML/ATF
• Expedited document processing by organizing files and implementing a user-friendly filing system.
• Improved workflow efficiency with the creation of templates and standardized forms for routine tasks.
• Maintained a professional office environment by adhering to established policies and procedures, ensuring that everyone felt comfortable and supported in the workplace.
• Safeguarded sensitive information by maintaining strict confidentiality in all aspects of administrative work.
• Collaborated with other administrative professionals to ensure seamless communication within the organization.
• Enhanced office efficiency by streamlining administrative processes and problem-solving.
• Maintained inventory of office supplies and placed orders.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Assisted with special tasks on daily basis.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Maintained inventory of janitorial supplies, and cleaning on a regular basis

• Promoted a welcoming atmosphere in the branch by warmly greeting customers
• Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
• Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
• Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
• Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.