
Kylie Archibeque
Office Assistant

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About me
Retirement Plan - Distribution Specialist
Education

Point Park University
2017 - 2018Business Management Entrepreneurship/Entrepreneurial Studies (transferred)Activities and Societies: Point Park Athlete - Cross Country & Basketball

The University of Toledo
2018 - 2021Bachelor's degree Finance, General
Experience

Rowland School of Business
Sept 2017 - Apr 2018Office Assistant•Greet and handle students’ needs and questions•Collaborate with Head of Rowland School of Business to complete student degree audits and records•Construct marketing project for the Rowland School of Business to advocate academic opportunities

Partners in Home Health Care, L.L.C.
Apr 2018 - Aug 2020Administrative Assistant•Collaborate with team members to present new promotional products to endorse company name and services•Communicate clearly and regularly to confirm project updates and task completion•Allocated time to prepare medical faxes to have proper documentation and official signatures from doctors•Designed company website to attract more attention and customers to the company

Chitter Chatter
Jun 2018 - Oct 2020Sales Cashier•Deliver customer service intelligence by balancing high productivity work with exceptional service quality•Accumulate cash and credit transactions from customers to distribute their order in a timely manner•Assess levels of inventory to assure that the business has proper amounts of supplies needed to support demand

Sylvania Schools
Sept 2018 - Feb 2020Co-Head Freshmen Girls Basketball Coach•Teach knowledge and sportsmanship of the game by holding intense training and competitive games•Manage film and provide feedback to individuals and the team to help learn from mistakes made•Establish a plan of action with specific points to teach and perfect

Transamerica
Apr 2019 - Sept 2019Finance Intern•Performed time-management skills by dedicating 4 weeks towards obtaining a license through the use of educational materials and mentors•Communicate with Financial Advisors regarding their aligned accounts to gain understanding in financial policies and practices•Demonstrate customer service proficiency by creating strategies and plans to contact new and existing clients

Ciao Restaurant
Sept 2020 - Feb 2021Hostess Server•Greet and seat patrons. Communicate delays and offer additional services•Accept, organize, and prioritize reservations to accommodate customers•Ensure guest satisfaction and advise servers and bussing staff of specific service needs•Addressed guest requests and/or complaints•Exceptional interpersonal and team-building skills with an aptitude for building rapport with a diverse range of customers, managers, and colleagues•Thorough knowledge of menu offerings, including gourmet food, spirits, and wine pairings•Success multitasking while remaining professional and courteous in fast-paced environments Show less

Skylight Financial Group
Feb 2021 - Jan 2024Account Specialist•Responsible for processing business in a timely manner•Running product illustrations to meet client's needs and investment objectives•Assemble paperwork for client meetings and business submission •Communicate with clients regarding account information, appointments, and required paperwork•Event planning

ProMedica
Feb 2021 - Mar 2022Receptionist•Greeting and welcoming guests while also following COVID procedures as visitors and staff arrive on campus•Maintaining security and telecommunications systems•Documenting and communicating various actions, irregularities, and continuing needs•Directing guests and answering their questions

UnitedHealthcare
Nov 2022 - Aug 2024Medicare Resource
PENSION INNOVATIONS & CONSULTING, LLC
Jan 2024 - nowDistribution Specialist
Licenses & Certifications

Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Ohio Department of Insurance
Honors & Awards
- Awarded to Kylie ArchibequeLawrence V. Conway Scholarship College of Business and Innovation thg 9 2019
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