• Assist and advise on the startup of private practice.• Advise and implement best practices.• Organize project management through Monday.• Manage email inbox.• Manage calendar and scheduling through various marketing platforms including Alma, Private Practice, Zencare and more. • Manage billing and insurance.• Manage credentials with insurance companies.• Manage website and marketing materials.• Create and promote marketing materials through various channels.• Create and manage client communications.• Organize and file expenses through Quickbooks.• Research and stay compliant with laws and regulations.• Research and report HAVOC projects.

• Provide administrative support to top level executives.• Advanced calendar management.• Schedule professional and personal appointments.• Create and provide expense reports for multiple properties.• Manage business accounts including internet, phone service, and insurance.• Track and schedule necessary permits for properties including inspection, licensing, and insurance.• Research, report, and obtain various services in a remote capacity.• Negotiate, screen, and hire vendors.• Manage contacts in Salesforce.• Personal errands as needed.

• Coordinate and streamline the sales process including scheduling, paperwork, and communication. • Lead marketing efforts to: create awareness of the Frankel brand, make connections with realtors and potential clients, increase lead traffic through various social media channels.• Keep the office organized and running smoothly. • Maximize systems efficiency.• Prepare and present weekly reports including marketing, traffic, and the housing market through HAR.• Manage and update the community websites through WordPress. • Prepare, organize, and update client files. Prepare contracts and documents for clients and get signatures through docusign. • Collect and submit payments through BuilderTrend (project management system)

Act as the front line of the debt collection business playing a key role across the business. As an excellent problem solver, I utilize my abilities of multitasking, communicating effectively, and catching all the little details to be successful in the role. Coordinate all aspects of the collections process in a quick moving atmosphere, and communicate with customers at all levels of delinquency. - Communicate effectively using various means- Make multiple attempts to collect funds or secure payment plans- Ensure daily billing is accurate and that accounts are invoiced appropriately- Counsel customers regarding available payment options- Document outcomes and actions taken computer system- Process customer payments over the phone- Sort quickly through multiple accounts a day

Retirement specialist• Generate and track leads,• Host marketing events,• Schedule, prepare, and complete client and prospective client appointments,• Ensure prospects understand their pension, retirement, and insurance benefits through a customized presentation,• Attend weekly regional and monthly company trainings,• Submit and process new business paperwork,• Track and manage commissions,• Build and retain client relationships.• Manage CRM through Back Office

• Acquire and implement divergent marketing products,• Manage CRM through ACT!,• Prepare presentations for appointments, • Process new business paperwork,• Process customer service requests,• Manage client relations,• Provide weekly client correspondence and communicate account standings,• Coordinate, communicate and organize biweekly financial seminars including mailer invitations, receiving and confirming RSVP’s, creating initial contact for prospective clients, creating marketing correspondence, and confirming a venue and menu,• Attend biweekly seminars- sign in and seat guests, prepare for the presentation, collect intake forms, and schedule appointments,• Acquire and settle invoices,• Communicate and operate with the broker dealer and marketing partners,• Manage the advisors schedule and appointments,• Answer and respond to calls in a professional and timely manner,• Collect, scan, and file proper documentation,• Track and report all marketing expenses and returns,• See through that the advisor tends to pertinent issues and discussions

• Program Lead for Plus One’s proprietary challenge programs such as Simply Fit, Beach Body Bingo, Route to Wellness,• Initiate and implement programs and projects,• Track and drive engagement in fitness center and programs/events,• Manage CRM through Flex,• Assist colleagues in organizing and executing projects as needed,• Build, report, and maintain Group Fitness and Fitness Center Member utilization, • Fitness center member communication,• Enter payroll through Kronos Timecard Keeper,• Train colleagues on daily, weekly and monthly duties and company SOPs,• Organize and host events for client, • Develop and maintain vendor relations,• Enhance member experience by using P.R.I.D.E. principles,• Attend educational seminars/webinars,• Prepare and present presentations through WebEx,• Instruct weekly Group Fitness classes,• Program comprehensive training for clients- observe and track progression/digression based on skill, ability, and foundation,• Coordinate and support facility operations of a 16,000 sq. ft. fitness center,• Work to manage facility improvements and repairs; Submit service tickets to the service desk.• Resolve File Box request for Department Leaders; maintain organization of public share, • Receive and submit purchase orders, invoices and expense reports,• Stay on top of program marketing/marketing ideas,• Send out reminder emails with a professional manner,• Receive phone calls and help desk inquiries and assist as needed,• Perform fitness orientations for new members,• Keep the employee resource binder up-to-date,

Teach scheduled class (Total Body Conditioning),* Sub classes for other instructors as needed.

Receive and resolve location and relevance issues within the FileBox,* Receive and submit purchase orders, invoices and expense reports,* Run monthly utilization and participation reports, including group fitness,* Create and maintain Excel spread sheets for various reports and programming,* Enter payroll through Kronos Timecard Keeper,* Stay on top of program marketing/marketing ideas,* Run weekly program reports,* Send out reminder emails with a professional manner,* Receive phone calls and help desk inquiries and assist as needed,* Perform fitness orientations for new members,* Receive monthly service payments,* Communicate with outside vendors,* Attend educational seminars/webinars,* Prepare and present presentations through WebEx,* Locker room maintenance,* Perform off-site errands as needed,* Craft emails for management,* Welcome guests upon arrival and departure,* Keep the “Contact” and “Need to Know” binder up-to-date,* Arrive early/stay late as needed,* Assist superiors and fellow co-workers with programs and projects as needed,* Make copies and prints of various documents,* Retrieve office supplies as needed,* Submit building service tickets.

Organize and properly arrange all product displays,* Keep displays and advertisements up-to-date,* Keep up with all social media and online marketing,* Invoice and follow up with shipping and receiving on repairs and special order products,* Invoice inventory to the owner for future purchase orders,* Assist customers with on product knowledge and opinions- shoes, clothing, jewelry, purses etc. as needed,* Greet and welcome each customer upon entering and departing,* Keep up with personal time card,* Call warehouse and speak with warehouse manager regarding products for customers and inventory re-stock,* Keep up with and meet daily sales goals,* Close out the register i.e. count the money, balance out cash and charges, submit daily sales report,* Perform off-site errands as needed.

Prepare kitchen and grill for chefs and guests, Re-stock all inventory daily and as needed throughout the day, Make an inventory fill list nightly, Submit inventory orders and requests to head chef, Prepare patio for special and private events, Assist event planner in set up and decorating, Retrieve all event materials such as chairs, tables, decorations etc., Clean and pick up all event materials, Keep all guests happy with exquisite customer service skills, Study and stay up-to-date on mixology, Stay up-to-date with current food and wine menus, On Wednesday’s I would assist the office manager with any piling up paperwork such as pay-roll, timecards, invoices, newmember packets, venue inventory etc., Attend educational customer service seminars frequently, Attend monthly team update meetings.

Attend daily conference sales and update calls with the Regional Manager, Properly handle, clean and display or secure $1,000,000+ worth of fine jewelry daily, Keep up with invoices as well as shipping and receiving jewelry orders, repairs and transfers, Count and update inventory twice daily, Open and/or close the registers which includes determining the daily personal and overall sales goals and counting the cashdrawer money, Keep up with daily to weekly telemarketing phone calls with registered customers about current specials and promotions aswell as writing personalized letters and flyers to be mailed out, Personably accountable for daily sales goal, Held personally responsible for keeping up with product education including videos, workbooks, and other study materials, Each night at least two employees escort each other in the nightly bank deposit with the days profit earnings ranging anywherefrom $100-$30,000+.