Aubrae Opp

As an Administrative Assistant at Prosperity Investment Management, I contribute to the smooth operation of daily tasks and processes. With a strong focus on enhancing client experiences, I diligently handle various clerical and organizational responsibilities that ensure operational efficiency. With over 2 years of experience in the financial services industry, I bring a wealth of expertise in streamlining procedures to guarantee a seamless client journey. My journey began at Clario Financial, which later transitioned into Abound Financial, where I honed my skills in administrative support.

My academic background includes a bachelor's degree in geography with a minor in geology from Humboldt State University in 2012. Additionally, I obtained the Notary Public designation in 2021 and a real estate license in 2023, further expanding my professional capabilities.

What truly drives me in my role is the opportunity to work alongside dedicated colleagues and assist clients in resolving challenges. I firmly believe that personalized interactions and direct assistance are paramount in creating a positive client experience. Unlike automated systems that often lead to frustration, I take pride in our company's commitment to human-centered service. I am passionate about helping others and thrive in a collaborative environment. Through my commitment to efficient processes and client-focused service, I aim to continue making a meaningful impact in the financial services realm, one organized task at a time.

Originally from Mount Shasta, California, I now reside in Chico, California with my husband. In my leisure time, I indulge in reading, writing, engaging in creative pursuits, and embarking on refreshing long walks. These activities rejuvenate me and inspire creativity in both my personal and professional endeavors.