Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

TAKISHA N. GARRETT

Cumberland

Summary

Dynamic, results-driven manager with a proven track record of exceeding goals and driving team success. Recognized for exceptional communication skills and a strategic approach to problem-solving, fostering a positive and collaborative work environment. Expertise in managing multiple complex projects simultaneously, ensuring timely delivery and high-quality outcomes. Committed to continuous improvement and motivating teams to reach their highest potential.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Administrative Assistant III

Capital Group
04.2024 - Current
  • Provide critical administrative support to the RIA Enterprise Growth Managers by proactively managing complex calendars to maximize client-facing time, coordinating detailed travel logistics and itineraries through Concur, and adapting to unforeseen circumstances. I serve as a primary point of contact for both external clients and internal associates, demonstrating diplomacy and fostering strong business relationships to promote the Capital Group brand. I prepare, proofread, and distribute professional business communications, presentations, and reports in support of sales meetings, client appointments, and external speaking engagements. I expertly manage and process expense reports in compliance with company policies while ensuring accuracy and timeliness. I simultaneously track and advance multiple projects with strong organizational skills and attention to detail. In addition, I assist with onboarding new sales associates by providing administrative training and guidance on company procedures and systems, while also supporting the Strategic Channel by partnering with the Strategic Sales Operations group on continuous improvement initiatives, project support, and the Enterprise Growth Manager working group, collaborating with the Strategic team to monitor budget, and coordinating event planning efforts.

RIA Senior Sales Support Coordinator

Capital Group
11.2021 - 04.2024
  • Offer ongoing customized territory and Channel support for the Registered Investment Advisory group. Provide ongoing contact and territory maintenance, coordinate business travel and meeting logistics. Compile weekly agenda items, lead team meetings, share best practices from other teams, ensure follow up action is taken by owner from each meeting, maintain agenda and meeting minutes in team OneNote. Provide ongoing Territory analysis by running reports from SFDC and Data Discovery to identify new offices and territory opportunities based on trades, visits, and AUM. Ensure the RIA Dashboards are updated and accurate. Make outbound calls and send emails to Registered Investment Advisory firms to schedule meetings with our Relationship Managers. Provide support to the RIA Channel by partnering with and assisting the RIA Sales Operations group with RIA National Webinar coordination, continuous process improvement, Ad-hoc project support, Territory Management and RIA working group support. Trained and provided beneficial advice and support to new RIA Sales Support Coordinator’s.

Sales Support Coordinator

Capital Group
07.2019 - 11.2021
  • Make a high volume of outbound calls to our Financial Advisors to schedule meetings with our Retail and Retirement Sales Force Members. While scheduling, uncover and provide opportunities to my teams, Internal Wealth Management Consultant, Internal Retirement Plan Consultant, Wealth Management Consultant and Retirement Plan Consultant. Coordinate large complex meetings and events. Compile meeting agendas and arrange all details including menu selection and venue contracts. Run and export various sales reports. Collaborate and exhibit a positive working relationship with various internal and external associates.

Retirement Plan Support Associate

Capital Group
07.2015 - 06.2019
  • Provides support to the Retirement Plan Services department by performing various tasks to support the department’s operations. Participates in testing system enhancements and department projects. Prepares retirement plan enrollment materials for Financial Advisors, Third Party Administrators and Plan Sponsors to conduct enrollment and annual review meetings. Manages various mailboxes for Recordkeeper Direct and Plan Premier and assign work daily to the Implementation team. Process new plan set-up, changes, or updates in multiple systems such as Salesforce, RPS Connect, Retirement Plan Access, Plan Express and Broadridge. Identifies issues, provides input, and makes suggestions for improvements. Assist in department projects such as creating and updating job aids, assisting in creating new guidelines for processes and training. Provide administrative support to by preparing and delivering reports for various departments. Respond to internal questions and inquiries and acts as a department resource for enrollment material orders and a variety of RPS requests.

Client Service Representative

Capital Group
06.2014 - 07.2015
  • Responsible for responding to Financial Advisers and Shareholders telephone inquiries and processing transactions. Service requests include providing account information, handling account maintenance changes, processing redemptions, exchanges and researching accounts. Educate customers on company products and/or services via telephone, e-mail or written correspondence. Research and gather facts when making routine business decisions. Interact with internal customers regarding inquiries, requests, concerns to resolve discrepancies. Provide accurate and compliant answers in response to questions and/or issues. Appropriately escalate issues or concerns to mitigate risk and/or adverse impacts. Stay informed of the company’s products and services, policies and procedures and applicable regulations and legal requirements. Overall providing exceptional listening and communication skills and creating a positive customer experience by striving to resolve concerns or request with a first call resolution.

Project Manager

AT&T Communications
01.2001 - 06.2014
  • Served as the single point of contact for medium to large business telecom customers. Created clear and obtainable project objectives. Developed a working knowledge of WAN and LAN networks as well as Voice over IP service. Held pre-planning meetings with customers and internal team to determine the bandwidth, ownership of the network, maintenance cost, speed, data transfer rates, components of network such as ATM and Frame Relay switches for WAN networks and HUBS and repeaters for LAN networks. Communicated with customer the key components of the project such as cost and time to install the network. Created and maintained expenditure reports. Consistently communicated with AT&T internal team to ensure timely delivery, escalate internal issues as needed and ensure over and above customer service. Held post sale meetings with the customer to ensure service is up and running and adequate training and support has been given and is being provided to the customer.

Education

Associate of Science - Business

Indiana Wesleyan University
Indianapolis, IN
01.2004

Skills

  • Excellent communication, presentation, and interpersonal skills
  • Outstanding Project Planning and Executing
  • Strong analytical, problem solving and organizational skills
  • Salesforce and MS Office proficiency
  • Strong time management abilities
  • Training & Development

Certification

ASPPA Retirement Plan Fundamentals

Timeline

Administrative Assistant III

Capital Group
04.2024 - Current

RIA Senior Sales Support Coordinator

Capital Group
11.2021 - 04.2024

Sales Support Coordinator

Capital Group
07.2019 - 11.2021

Retirement Plan Support Associate

Capital Group
07.2015 - 06.2019

Client Service Representative

Capital Group
06.2014 - 07.2015

Project Manager

AT&T Communications
01.2001 - 06.2014

Associate of Science - Business

Indiana Wesleyan University

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TAKISHA N. GARRETT