1. Kristin Anderson
15045 SW Royalty Parkway, Apt. L38, Tigard, OR 97224 ~ (503) 473-3624
kristin.anderson.0305@gmail.com
Highlights:
• Fifteen years managing while maintaining over 30+ financial advisor relationships
• Thirteen years providing exceptional customer service for major investment firm
• Eighteen months utilizing skills in problem solving and conflict resolution while responding to
advisor and client concerns
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Experience:
Oct. 2013 - Waddell & Reed Lake Oswego, OR
April 2015 Administrative Assistant to Christopher Webb, Financial Advisor
• Prioritize appointments and schedule using Microsoft® Outlook in order to establish efficiency
in financial practice
• Communicate with over 380+ households; assist with necessary paperwork to complete
transactions needed to maintain client accounts
• Manage accurate and confidential records containing financial and personal client information;
multiple proprietary web-based client databases
• Contribute to the success of advisor by providing essential professional support
April 1999 - Waddell & Reed Lake Oswego, OR
Oct. 2013 Office Administrator
• Strengthened multi-tasking skills while answering phone calls; processing of paperwork and
assisting advisors by reviewing transactions for accuracy before submission
• Utilized organizational skills to better office environment and flow of administrative duties
• Communicated with clientele in person and via phone to provide efficient customer service
• Responsible for contacting property management with any office maintenance issues
• Controlled office inventory, incoming and outgoing mail
• Maintained and reviewed daily transaction logs to ensure accurate completion of business using
Microsoft ® Excel
• Entered financial items into Quicken® to keep track of expenses
• Observed, analyzed and coached advisors to ensure quality control of paperwork, compliance
rules and regulations updates and licensing contracts
• Update proprietary computer hardware and software as needed; troubleshooting with tech dept.
• Assisted with recruitment to fulfill position of retiring personnel; paced ad and interviewed
candidates; made ultimate hiring decision
Oct. 1996 - Power Productions Beaverton, OR
Present Volunteer Events Assistant
• Provide leadership of on-site event setup and break down
• Coordinate with manager to facilitate involvement of vendors and celebrity chefs
• Meet and greet chefs and VIP guest for all events
• Problem solving with manager during execution of events
• Data entry, compilation of mailing packets
• Photograph event activities and attendees
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Education:

2. Bachelor of Arts in Criminal Justice Administration; University of Phoenix, 2008
High School Diploma – General Studies; Sunset High School, 1996