• Lead L&D for the US, Canada, and LatAm regions, including bespoke employee, manager, and leadership development programming and facilitation• Lead Global Career Development program redesign and change management, including strategy, project management, senior stakeholder management, communications, and execution• Serve as primary L&D partner to Global DEI team to develop learning content and strategize rollout• Serve as primary L&D partner to Global and Regional Compliance and Legal teams to develop communications and strategy for achieving full completion of global mandatory trainings• Manage Sr. Coordinator, overseeing LMS management and supporting instructional design projects

Develop and manage relationship with HR directors in our Canada and Latin America regions, supporting employee, manager, and leadership development programming and facilitation based on local priorities and business needs; Support relationships and facilitate development programs with our Asia Pacific and US regions; Develop Compassionate Leadership Training and coordinate with regional HR directors and leaders to deliver in each region based on their priorities and needs; Manage global team to redesign individual contributor development curriculum via surveying employees, outlining modules, preparing content, rolling out and facilitating new curriculum globally; Manage LMS, including course catalog, content development and management, tracking and auditing learning records, improving presentation and usability, and collaborating with/training regional super users; Partner with Global Compliance and Technology teams to initiate measures to improve adherence to global compliance training requirements.

Managed day-to-day personnel documentation and filing; Managed extensive reporting in general and improved data integrity for local San Francisco Health Care Security Ordinance; Provided Day 1 Orientation; Worked with regional team to streamline Onboarding & Orientation in response to shift to virtual/remote work environment due to the pandemic; Improved documentation processes and shared materials; Co-facilitated professional development trainings and managed related communications and training records; Managed Leave of Absence calendars and communications between managers, HR, and employees.

In addition to Office Administrator duties: Facilitated Cross-Cultural Competency Trainings for employees; Tracked finances for client teams; Supported execution of client events; Supported preparation for New Business proposals and pitches.

Self-onboarded to continue flow of essential administrative tasks; Organized office space by clearing out storage and improving usability of rooms and open spaces; Served as Executive Assistant to Head of Office, coordinating schedules, prioritizing important tasks, and planning and executing office retreats and events; Coordinated and provided Day 1 Onboarding experience; Liaised with regional IT to troubleshoot and resolve IT issues.

Designed and delivered pro bono Diversity, Equity and Inclusion presentations and conversations to local non-profits and community groups; Supported clients with marketing, materials design, newsletters/social media, copywriting and editing; Provided conversational Spanish Translation.

Provided administration and management for marketing, financial and other record keeping, event planning, contracts, website content and other support, including: Developed and managed website and media integration. Performed thorough analysis of program cost and salaries to create budget projections. Formatted and edited major program documents, including requests for proposals and program materials. Developed original 41-page procedures manual. Managed materials, finances, and technical support for two-year practicum. Organized event logistics and materials.

Provided executive assistance to two Partners and two Directors, including international travel arrangements, correspondence, and meeting coordination across multiple time zones. Liaised with management in New York office to lead local new hire on boarding and scheduling of trainings. Lead event planning and execution with administrative team. Implemented and administered Safety Program and related training. Coordinated and liaised with third party Information Technology team to maintain extensive speed dial lists on office phones. Provided direct assistance to clients during JP Morgan Healthcare Conference.

Support the President of this Family Wealth Management Office with calendar maintenance, travel arrangements, expenses, billing, filing, and correspondence, for both personal and professional needs. Reconcile monthly bank statements with payment records. Assist in office management duties and maintenance of central filing system. Design effective system for quarterly report mass mailing and contact lists for all clients, edit quarterly letters, and facilitate distribution through electronic and postal mail merge. Train and supervise the office receptionist.

Support Executive-Level Staff with calendar maintenance, travel arrangements, expenses, and correspondence. Assist in multi-department meeting coordination, note-taking, and follow-up on action items. Manage department-wide SharePoint Site and document maintenance. Assist Inspection Readiness Team with Audit/Inspection information requests and supplies needs. Maintain Overview PowerPoints for Inspections by external Health Authorities. Develop PowerPoint presentation to convey methods for internal worldwide regulatory compliance. Develop metrics templates to record trending in internal worldwide regulatory compliance. Work with diverse internal organizations to assess varying levels of adherence to regulations.

Manage the contractual and financial aspects of 25+ projects, ranging from $2,000 to $1.5 million in scope. Maintain relationships with client project managers and contractors to monitor projects and ensure contract compliance. Maintain and train employees to use ISO 9000 quality management system for all filing. Lead diverse task force to redesign internal processes to improve efficiency and collaboration. Coordinate client meetings and events, including scheduling and arranging media and catering, recording notes, and providing meeting summaries. Assist with receptionist duties and phones, customer service, maintaining office calendars, arranging travel, correspondence, and preparing mailings.

Perform thorough analysis of operations to design and implement functional business plan with a local cooperative of farmers. Connect NGOs with a rural women's group to facilitate development of skills to perform income-generating work and assist in execution of various successful sales campaigns. Coordinate activities with the Gender and Development Committee as the Project Representative to increase participation of women in community activities. Train 60 women and 25 male counterparts in gender equality and equity topics. Coordinate culturally sensitive HIV/AIDS workshops for at-risk youth and Health Education providers to develop their understanding of the disease and improve personal health.

Coordinate and plan all internal and external meetings. Maintain employee cell phone accounts. Co-manage facilities maintenance. Create manual for over 30 different Standard Operating Procedures. Provide assistance to all employees in daily assigned tasks.

Inquire about book ordering, including obtaining quotes, placing orders, and doing follow-up to check on their status. Send invoices and payments to clients and vendors. Assist in the Customer Service department of the book store when necessary. Maintain rapport with all external and internal sales relationships.