Advisor Support Coordinator
Advisor Support Coordinator
A detail-oriented and proactive professional with over 7 years of experience in project coordination, system implementation, and business process improvement. Her background includes planning and managing marketing campaigns, customer relationship management, and overseeing projects from planning through execution. Geetika is skilled in using tools such as Microsoft Dynamics 365, JIRA, and SharePoint to support team collaboration and workflow efficiency.
Geetika holds a Master’s degree in Business Informatics from ICL Graduate Business School, which provides her with a strong foundation in aligning technology with business goals. Her combined experience in marketing, customer service, and project supervision allows Geetika to effectively bridge communication between technical teams and business stakeholders.
Throughout her career, she has excelled in areas such as client engagement, requirements analysis, end-user training, and process optimization—ensuring solutions are practical, user-friendly, and aligned with organizational objectives. Her experience in marketing has equipped me with skills in campaign analysis, customer insights, and sales support, which are highly transferable to client-focused industries.
Geetika is passionate about contributing my project management expertise, technical capability, and communication strengths to a collaborative team, where she can add value through meaningful projects and support the organization’s ongoing growth and success.
Geetika is a part of the Administration team at Advisory Window and does not provide financial advice.