Robin
Featured Profile
Robin
Klingman & Associates, LLC., New York City, NY
Robin currently works as an office manager at Klingman & Associates, LLC, a wealth management firm, in New York City. She has been with the company for over five and a half years, starting as an intern in January 2019 and transitioning to a full-time role after two months.
At her job, she uses her administrative skills, collaboration, Microsoft Office, customer service, and organizational skills. She has also learned to use programs like Tamarac CRM, a web-based client relationship management system, book travel arrangements, manage multiple calendars, and continues to acquire new skills as she works. Robin works 40 hours a week and enjoys a comprehensive benefits package that includes paid vacation, medical care, a retirement plan, dental care, vision care, and sick days.
Since securing her job, Robin has been able to experience more of the city and travel, feeling supported by her job and close-knit colleagues at Klingman & Associates, who feel like family to her. Robin’s daily responsibilities include scanning and uploading checks into the system, preparing conference rooms for clients and the team, printing and scanning documents for colleagues, and mailing documents to clients and wholesalers.
Before joining Klingman & Associates, she worked at the local Pet He alth Store. Before getting involved with Best Buddies, Robin explored different career paths and job opportunities and was referred to the Best Buddies Jobs program by Access VR, a program that helps individuals with disabilities achieve and maintain employment.
Her future goals include taking courses to further her education, running another marathon or half-marathon, traveling more, learning different languages, and learning how to play golf. Robin looks forward to continuing her education, both in financial planning and other fields.