alexissage

• Provide daily support & training on ClientWorks & CRM systems • Refined data & CRM management, achieving 100% accuracy in records • Resolved 300-400+ advisor concerns monthly, improving efficiency, navigation, & retention • Train & mentor new hire on internal systems, guaranteeing team readiness • Developed a comprehensive Department Guide improving workflow & collaboration across internal teams by 45%

-Processed weekly payroll with 100% accuracy, strengthening financial tracking -Led QuickBooks migration, reducing reporting errors by 40% & enhancing financial operations -Created SOPs to standardize training & operational procedures, increasing efficiency by 75% -Introduced e-sign procedures & digital storage, accelerating workflow Managed vendor accounts & invoicing, ensuring financial accuracy -Advised leadership on operational strategies to streamline daily functions & workflow efficiency by 30%

-Optimized workforce data tracking, reducing errors by 40% & ensuring 100% compliance with labor planning -Led payroll & attendance audits to identify discrepancies, refining reporting accuracy by 30% -Managed HR casework & employee guidance, boosting retention & compliance for North American facilities

-Onboarded 50+ hires per shift, standardizing training & streamlining new employee integration -Trained 70+ Ambassadors, leading to a 35% compliance -Created SOPs & process documentation, enhancing operational efficiency -Advised leadership on process improvements to ensure performance standards are met & safety guidelines are followed -Developed tracking systems to optimize department structure & workflow -Provided career coaching, resume reviews, & interview prep, resulting in 3+ internal career growth -Supported Learning Coordinator functions, onboarding & training new trainers for smooth department transitions