WRITTEN & VERBAL COMMUNICATION
SOCIAL MEDIA CONTENT CREATION
Digital Marketing Associate
PAST WORK EXPERIENCE
VIRTUAL EXECUTIVE ASSISTANT | BELAY
October 2020 - September 2021
Completed numerous administrative tasks including providing copy for website, frequent email correspondence with partners, travel planning, business operations brainstorming, inventory tracking, project management, and social media management.
CLIENT SERVICE ASSOCIATE | Westview Investment Advisors
April 2019 - July 2020
Played a multi-faceted role in the business operations and client service departments of the firm. Provided support to clients via phone calls, document submissions, and problem solving, assisted in the financial planning efforts of the firm, and aided in marketing projects by regularly creating content for social media channels, writing the monthly blog, and updating website as needed.
MAKING BALLOON ARCHES
PASTA OVER ANYTHING
WEALTH PLANNING ASSOCIATE | UBS Financial Services
March 2016 - April 2019
Provided financial planning services for clients of financial advisors in four offices throughout VT and NH.