Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Robyn Berndt

Scottsdale,AZ

Summary

Highly-motivated professional with several years in top-tier organizational support and financial services industry experience. With strong interpersonal skills, I am adept at office management, support staff management, training, supervision and event planning. Proactive, and punctual, I bring a team-oriented mentality to every role and am always eager to take on new challenges.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Internal Sales Associate

Jensen Investment Management
Lake Oswego, OR
11.2021 - Current
  • Collaborates with external wholesale team to research and promote new business opportunities, nurture existing client relationships, and create successful trip campaigns.
  • Manages and organizes calendars, arranges travel and coordinates with external wholesalers to align meetings and schedules.
  • Communicates with potential and existing clients to introduce and educate on Jensen's mutual funds, explain benefits and drive sales.
  • Attends conferences and meetings, follows up with leads and referrals sharing pertinent product information.
  • Documented customer interactions and sales activities in CRM system.
  • Worked successfully with diverse groups of coworkers to accomplish goals and address issues related to our products and services.

Retirement Specialist

Vanguard
Scottsdale, AZ
03.2020 - 11.2021
  • Educated customers on Vanguard's products, retirement vehicles, and investment options suitable for their needs.
  • Trained new hires in the retirement specialist role.
  • Executed transactions for clients while educating and connecting to enhance all interactions.
  • Assisted customers in understanding the tax implications of various retirement savings vehicles.
  • Collaborated with various departments to ensure efficient client experiences.

Financial Services Professional

Charles Schwab
Phoenix, AZ
01.2019 - 03.2020
  • Identified needs of customers promptly and efficiently.
  • Processed numerous trades daily and handled money transfers, deposits and withdrawals.
  • Collaborated with team members to support and enhance our knowledge and expertise.
  • Maintained up-to-date knowledge of relevant regulations governing the financial services industry.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.

Executive Assistant

Outfront Media
Phoenix, AZ
02.2018 - 01.2019
  • Provided administrative support to the National Leasing Director by organizing and managing a complex calendar of appointments, meetings, contracts and daily business activities.
  • Coordinated with internal departments to ensure efficient functioning of day-to-day operations.
  • Developed effective filing systems for easy retrieval of information when needed.
  • Conducted research on various topics as requested by executives or senior management personnel.
  • Ensured that all relevant paperwork was completed accurately prior to submission for approval.

Licensed Realtor

Keller Williams
Tempe, AZ
02.2017 - 12.2018
  • Provided guidance to clients throughout the entire process from initial offer to closing date.
  • Assisted clients in determining their desired home features, budget and location.
  • Developed marketing materials to promote properties for sale and conducted open houses and private showings of properties.
  • Negotiated purchase agreements between buyers and sellers.
  • Advised clients on market conditions, prices, mortgages, legal requirements and related matters.

4th Grade Teacher

Basis Scottsdale
Scottsdale, AZ
07.2016 - 05.2017
  • Provided instruction in math, language arts, science and social studies to a class of 25 fourth grade students.
  • Developed creative lesson plans that incorporated technology and differentiated instruction for all levels of learners.
  • Assessed student performance through informal observations, formal tests, and portfolio reviews.
  • Implemented positive behavior management techniques designed to promote learning in the classroom setting.
  • Collaborated with other teachers to create interdisciplinary projects and activities.

Education

Bachelor of Science - Education And Communication

Arizona State University
Tempe, AZ
12-2013

Skills

  • Strong Communication and Interpersonal Skills
  • Computer and Microsoft Office Skills
  • Teamwork and Collaboration
  • Organizational Skills
  • Reliability
  • Problem-solving abilities
  • Adaptability and Flexibility
  • Administrative Support
  • Project Oversight
  • Office Management
  • Sales strategy development
  • Product Knowledge
  • Goal-Oriented
  • Mentoring and Coaching
  • Sales and Promotions

Certification

  • FINRA licensed Series 7 ad 63
  • Licensed Realtor

Timeline

Internal Sales Associate

Jensen Investment Management
11.2021 - Current

Retirement Specialist

Vanguard
03.2020 - 11.2021

Financial Services Professional

Charles Schwab
01.2019 - 03.2020

Executive Assistant

Outfront Media
02.2018 - 01.2019

Licensed Realtor

Keller Williams
02.2017 - 12.2018

4th Grade Teacher

Basis Scottsdale
07.2016 - 05.2017

Bachelor of Science - Education And Communication

Arizona State University

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