Vicki Martins
Financial Services Associate @Creative Planning
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WORK HISTORY
Financial Services Associate @Creative Planning
Warrensburg, MO, US
Identified and implemented scheduling improvements that reduced client wait times by up to 33% and minimized appointment overlaps, enhancing overall efficiency and customer satisfaction.Handled a high volume of inbound client calls, addressing inquiries, resolving issues, and scheduling services with professionalism and efficiencyManaged front-desk administrative tasks including data entry, document handling, and client check-in, supporting office operationsPrepared and reviewed an average of seven individual tax returns per day during tax season using Drake Tax Software, ensuring accuracy, IRS compliance, and on-time filing
EDUCATION
University of Central Missouri
BSBA, Finance
University of Central Missouri
Master of Business Administration - MBA, Finance
ABOUT VICKI MARTINS
I’m an early-career finance professional with an MBA in Finance and a strong foundation…
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