Looking for a job

Ashleigh Furstenberg

@ashleighfurstenberg

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Experienced Administrative and Office Professional with 10+ years of experience

United States

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What I'm looking for

I'm looking for a client-focused financial-services administration role where I can support advisors and clients through accurate account servicing, compliance documentation, claims coordination, and responsive follow-through.

I’m a highly organized and dependable administrative and client-service professional with 9+ years of experience in financial services, supporting advisers, managing client relationships, coordinating daily operations, and assisting with sales and account management.

I’m a strong communicator who works well independently, manages multiple priorities, and takes pride in staying organized and delivering excellent service. I’m comfortable working remotely, learning new systems, handling confidential information, and keeping tasks moving without needing constant supervision.

I’m now looking for a remote opportunity where I can bring my experience, strong work ethic, attention to detail, and people-focused approach to a team while continuing to grow my career.

Experience

Work history, roles, and key accomplishments

PA Office Coordinator Admin

Lindy Van Jaarsveldt Financial Services

Jun 2017 - Aug 2026 (9 years 2 months)

Provided administrative, client, and office coordination support to financial advisers. Managed daily operations, scheduling, client communication, documentation, records, and compliance administration. Prepared reports and correspondence, liaised with clients and service providers, and ensured the smooth and efficient running of the practice.

Financial Services Administration Client Servicing New Business Processing Claims Support Policy and Investment Administration Documentation Compliance Support Medical Aid Administration Microsoft Office Data Entry Confidentiality Client Communication

Junior bookkeeper

Lindy van Jaarsveldt Financial Services

Feb 2018 - Jul 2023 (5 years 5 months)

Assisted with day-to-day bookkeeping, including recording transactions, processing invoices, reconciling accounts, maintaining financial records, and handling accounts payable and receivable. Supported accurate data entry, filing, and general financial administration while ensuring records were kept organized and up to date.

Bookkeeping Account Reconciliation Payroll

Front of house/Waitress

Shannas Portugese Resturant

Mar 2013 - Jun 2020 (7 years 3 months)

Provided friendly and efficient table service in a busy restaurant environment, taking orders, processing payments, handling cash and POS transactions, and ensuring a positive customer experience. Managed multiple tables while working under pressure, communicated effectively with customers and team members, and maintained high standards of service and professionalism.

Customer Service Food and Beverage Order Taking Cash Handling Upselling Multitasking Customer Engagement Accuracy Food Hygiene Professional Services Sales POS systems Time Management

HR Administrator

Principle Plastics

Sep 2016 - May 2017 (8 months)

Provided HR and administrative support, including maintaining employee records, assisting with onboarding and offboarding, preparing documentation, managing leave and attendance records, coordinating recruitment activities, and handling confidential employee information. Supported day-to-day HR operations while ensuring accurate records and professional communication.

HR Administration HR Documentation HR Payroll Administrative Support Leave Administration Data Entry Record keeping Professional communication

Receptionist / Administration

Principle Plastics

Jul 2014 - Sep 2016 (2 years 2 months)

Managed front-desk and general administrative duties, including answering calls, greeting clients and visitors, handling correspondence, scheduling appointments, maintaining records, data entry, filing, and supporting daily office operations. Provided professional customer service and assisted with ensuring the office ran efficiently and smoothly.

HR Administration HR Documentation Administrative Support Data Entry Record keeping Professional communication Customer Service Telephone System Email Communication Microsoft Office Communication Skills Time Management Multitasking Team Support Confidentiality

Personal Assistant / Reception

Blue Cherry Optometrists

Jan 2013 - Jul 2014 (1 year 6 months)

Provided personal assistant and front-desk support in a busy optometry practice. Managed appointments, patient enquiries, telephone calls, records, correspondence, billing, and general administration. Captured and submitted health insurance claims accurately, assisted with daily practice operations, and provided professional, friendly patient service.