Katie Dale
EMPLOYEE BENEFITS & HUMAN RESOURCES ADMINISTRATIVE ASSISTANT
EMPLOYEE BENEFITS & HUMAN RESOURCES ADMINISTRATIVE ASSISTANT
Katie has been in the customer service industry for over 10 years, bringing a wealth of knowledge and experience to her role. Katie plays a vital role in supporting Group Employee Benefits and Human Resources clients, ensuring seamless operations and high-quality service delivery. Additionally, she provides supplemental support to the Wealth Management team as needed, demonstrating her adaptability and commitment to the organization’s success.
With over two years of experience as a professional assistant, Katie excels in coordinating meetings, preparing detailed reports, and managing client relations. Her meticulous attention to detail and organizational skills ensures smooth and efficient operations. Prior to this role, Katie spent five years as a Paralegal and Administrative Assistant in real estate law, successfully managing complex and sensitive transactions while working closely with attorneys, lenders, brokers, and clients.
Katie earned her Bachelor of Science degree from Georgia Southern University in 2015. Her extensive customer service background and ability to thrive in high-pressure environments have equipped her with the skills necessary to excel in her current position.
Outside of work, Katie and her husband enjoy traveling, improving their golf game, playing in the local trivia league, and spending time with family and friends. Her dedication to excellence and ability to balance her professional and personal passions make her an invaluable asset to the New Aspects Financial Services team.
P: 707 346 7601
F: 415 276 3039
1500 Grant Ave,
Suite #314
Novato, CA 94945
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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