As a Client Service Administrator at Paracle, I am responsible for facilitating day-to-day tasks that are time sensitive. Administration of financial plans and investment portfolios can be overwhelming, and my job helps to provide our families with more time in their life by taking care of the details for them.
I started working for Paracle when I was looking for a career change after moving to Washington from Texas. I was able to put my operational attributes to the role as Client Service Administrator and develop my knowledge in the financial services industry.
I enjoy taking the mundane aspects of the administrative process out of our clients’ hands so that they can focus on what is most important to them. Being honest with our clients builds a trusting relationship and great appreciation for a firm that cares about its clients and employees.
The Paracle team has become my surrogate family. We are a company that cares for each other and wishes nothing but success for one another.
Dallas/Ft Worth, Texas
Outside the Office
Why did you choose your prop?
Texas is a huge part of me and helped define who I am.
What else do you do like to do for fun?
Reading and cycling are my happy places.
If you could trade places with any person or movie character for a day, who would it be and why?
I am fascinated with the inner workings of the law and how the courts run. If I could trade places with someone for a day, it would be a judge sitting on a high profile criminal case.
The Wizard of Oz
Podcasts and audiobooks
Happy by Pharrell Williams
Talking to dogs