Christina L. Kelly
Tucson,AZ
Summary
Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.
Overview
13
13
years of professional experience
Work History
Admin Assistant
Aspire Wealth Partners
10.2024 - 08.2025
- Scheduled client meetings, kept detailed records of client correspondence and meeting details, and processed letters to clients.
- Assisted with advisor licensing forms and compliance forms.
- Handled interoffice coordination of tasks and schedules.
- Handled the inventory of office supplies.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Business Solutions Consultant
Konica Minolta
01.2024 - 09.2024
- Sold business solutions to local businesses including IT services, phone systems, copiers/printers.
- Worked to find new leads by going out into the community.
- Built and maintained relationships to increase opportunities.
- Improved product knowledge and selling skills by attending all sales meetings and training sessions.
- Delivered complete and accurate paperwork related to customer accounts and sales in a timely manner.
- Worked with other teams to foster personalized approaches for customer needs.
- Updated and maintained records in company CRM with all pertinent customer and contact/conversation data.
- Developed comprehensive territory and account strategy plan.
Inside Sales Executive
Edpuzzle
03.2023 - 12.2023
- Maintained renewal accounts for schools and districts, while working to increase new business.
- Worked to increase new accounts by traveling to conferences, and working with an inside team to try to get a state contract.
- Delivered complete and accurate paperwork related to customer accounts and sales in a timely manner.
- Stayed informed of funding sources and educational initiatives in assigned territory.
- Demonstrated basic product knowledge, ability to navigate and present product websites successfully.
- Updated and maintained records in company CRM with all pertinent customer and contact/conversation data.
- Developed comprehensive territory and account strategy plan.
Inside Sales Executive
Learning A-Z
01.2017 - 01.2022
- Sold appropriate products to teachers and schools.
- Improved product knowledge and selling skills by attending all sales meetings and training sessions.
- Stayed informed of funding sources and educational initiatives in assigned territory.
- Demonstrated basic product knowledge, ability to navigate and present product websites successfully.
- Understood and implemented Integrity Selling sales process consistently.
- Updated and maintained records in company CRM (Salesforce.com) with all pertinent customer and contact/conversation data.
- Developed comprehensive territory and account strategy plan.
- Developed persuasive sales techniques to convert inquiries into closed deals, boosting company profits.
- Participated in ongoing professional training programs to further hone selling skills and stay current with best practices in inside sales techniques.
Client Service Specialist
Cardinal Pointe Financial Group
07.2012 - 11.2016
- Provided office support for financial advisor in the Tucson office, as well as backup support for four other locations as needed.
- Provided meeting preparations, account applications, servicing forms, and processed account transfers.
- Scheduled client meetings, kept detailed records of client correspondence and meeting details, and processed letters to clients.
- Assisted with advisor licensing forms and compliance forms.
- Handled interoffice coordination of tasks and schedules.
- Did filing, data entry, answered multi-phone lines.
- Handled the purchasing and distribution of office supplies.
- Coordinated with the event specialist to reserve locations, send invitations, and general set up for seminars.
- Did research and troubleshooting with client and office issues as needed.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
Education
Bachelors Degree - Business Administration
Chaparral College
Tucson, AZPima Community College
Tucson, AZSkills
- Customer service
- Data entry
- Computer skills
- Office administration
- Customer and client relations
- Critical thinking
- Strong problem solver
- Office management
- Professional communication
- Dedicated team player
Timeline
Admin Assistant
Aspire Wealth Partners
10.2024 - 08.2025
Business Solutions Consultant
Konica Minolta
01.2024 - 09.2024
Inside Sales Executive
Edpuzzle
03.2023 - 12.2023
Inside Sales Executive
Learning A-Z
01.2017 - 01.2022
Client Service Specialist
Cardinal Pointe Financial Group
07.2012 - 11.2016
Bachelors Degree - Business Administration
Chaparral College
Pima Community College
Similar Profiles
Shelden Timms Da costaShelden Timms Da costa
Director of Operations at Aspire wealth Investments (PTY Limited)Director of Operations at Aspire wealth Investments (PTY Limited)
Chiquita DavisChiquita Davis
Patient Financial Counselor at Aspire Health PartnersPatient Financial Counselor at Aspire Health Partners
Yailin Guerra AragonYailin Guerra Aragon
Behavior Technician at Aspire Health PartnersBehavior Technician at Aspire Health Partners
Kierstin StraubKierstin Straub
Patient Care Coordinator at Applied Physical MedicinePatient Care Coordinator at Applied Physical Medicine
Ella WesthoraElla Westhora
Research Intern at University of ArizonaResearch Intern at University of Arizona