Kate A. Email & Phone Number

Seaside, Or, Us

As a freelance virtual executive assistant, my duties range from global calendar management, travel booking and accommodations, email management, bookkeeping and payroll, project management through numerous software platforms, expense management, operations management, etc. I've also traveled to conferences with my teams in order to help set up client space, keep the executives on track with their calendar schedule, plan private events, etc.

Portland, Oregon, Us

Helping Nurse Leaders in finding, booking and onboarding their next travel assignment

In this role I was the primary support for Kitamba's CEO. This included full email and calendar management as well as global travel and accommodation booking. I also assisted the team in setting up an HR hiring process and finding potential candidates for our growing team.

Portland, Oregon, Us

At Thaxton Barabe I am primarily responsible for directly supporting 35+ executive level consultants to arrange and manage the logistics of their housing, auto, travel, et al. while out on assignments as well as manage their payroll, insurance and reimbursement needs.

Porltand, Or, Us

Made In Oregon is a retail chain and ecommerce operation that specializes in sales of Oregon-made products.Reconciled accounts for company’s 12 retail stores, credit card sales, and ecommerce sales.Prepared and maintained biannual budgets for retail stores and ecommerce operations.Maintained all corporate accounts and nurtured relationships with corporate customers.Oversaw AR and wrote correspondence to customers in arrears.Liaised with store managers to resolve in-store issues. Prepared and distributed monthly statements.Kept numerous reports updated for access by the Vice President.Completed various ad hoc projects as assigned by the Controller and Vice President.

Communicated daily with owner to resolve issues related to scheduling, correspondence with clients, and HR matters.Managed travel arrangements for employees.Maintained accurate records for AP/AR, payroll, taxes, insurance, and personnel files.Filed all monthly and quarterly tax reports (excise tax, UI, L&I, etc.)Paid invoices and reconciled bank accounts. Prepared books for CPAs to process tax filings. Prepared and processed payroll, state/federal payroll taxes, and corresponding forms and workers compensation reports.Administered personnel paperwork related to payroll, W-2's, 1099's, and new hire paperwork.Researched continuing education options for employees to ensure company growth and compliance.Performed annual research on health insurance coverage and rates to identify most appropriate option.

Chicago, Illinois, Us

Consulted to patients to explain payment options and answer questions related to their treatment.Managed office operations including oversight for office staffing, employee scheduling and annual reviews, office and medical supply inventories, and team building.Communicated with medical staff to ensure appropriate patient scheduling.Developed weekly financial reports for account balances.