Beth Williams Email & Phone Number

Lexington, Kentucky, United States

Provides administrative support and facilitates day to day office and onsite operations of the Lexington office

Charlotte, North Carolina Area

* Provided executive administrative support to the Head of Corporate & Investment Banking (CIB) Operations including handling confidential documents, scheduling meetings, coordinating calendars, and effectively prioritizing work for time sensitive projects* Coordinated Town Halls that were live streamed to four countries* Planned Executive Leadership offsite meetings including preparation of presentation materials and all logistics* Arranged complex travel arrangements (foreign and domestic), itineraries, agendas, and travel documents* Created and submitted all travel expenses in CONCUR; reviewed and approved expense reports for all senior leaders in CIB Operations* Prepared presentation materials, attended and captured action items for weekly Senior Leadership meeting* Onboarded and offboarded team members including seating, ordering equipment including hardware, software, voice, peripherals etc.* Worked with Corporate Communications to design a collaborative SharePoint site for Operations* Built strategic work relationships across multiple levels of management and diverse groups throughout company* Managed facilities initiatives and space planning for CIB Operations* Managed the Administrative Support Team for CIB Operations (5 employees through 3/19). Interviewed, trained and coached administrative staff. Developed process improvement plans and goals for the team.

Charlotte, Nc

* Acted as an information source on departmental/business unit policies and procedures* Trained new hire Administrative Assistants* Event planning including research of locations, travel, booking confirmations, food orders and audio/visual set up* Scheduled and managed calendars for senior mangers - including confirming meetings, preparation of meeting agendas and conference room reservations* Coordinated and booked travel for team* Tracked and processed expense reports* On-boarded and off-boarded new staff members* Managed team SharePoint site

Charlotte, North Carolina Area

Mortgage Technology Business Enablement* End to end coordination of Mortgage Technology Monthly Business Reviews and Senior Leadership meetings including scheduling, pre-meeting preparation, data collection and documentation* Partnered with Business Support Managers to define processes and procedures for obtaining Senior Leadership materials (accomplishments, showcases, bios, org charts etc) and ensure accurate and timely delivery* Provided support for the Business Managers in the areas of communication, ACR, workspace issues, distribution list management and confidential document management and repository coordination for senior leadership* Conducted training sessions for the (Mortgage Technology) Technology Executive teams on how to write executive level communications (including weekly highlights and accomplishments which are escalated to division and enterprise level)* Coordinated with the Employee Engagement team to provide senior leader presentation materials and logistic support for quarterly All Hands meetingsMortgage Technology Workspace Team* Developed and recommended workplace optimization strategies for assigned areas* Interacted with senior management and teams in support of workplace activities (new space requirements, moves, site closings, re-stacks, etc.)* Represented HL & LAS Technology in Corporate Workplace and facilities related forums* Implemented standard processes and routines for management of workplace initiatives (floor-plans, headcount analysis, eC1 - facilities system of record, etc.)* Managed the implementation and ongoing enrollment for My Work and Contractor Flex programs* Created and executed various meeting and management routines* Coordinated special projects

Charlotte, North Carolina Area

* Provided day-to-day management for the Global Banking and Markets (GBAM) Expense Review Team* Oversaw and Developed content for GBAM Travel and Expense Policy* Provided consulting expertise, work direction and guidance to Business Support Managers on Policy, Corporate Card reconciliation, invoice payment, CONCUR functionality and Reporting* Developed ongoing Policy, CONCUR and Ariba/eRequest training for Administrative Assistants and Business Managers* Worked with Campus Recruiting to provide training for Summer Interns on Policy, Seamless Web and Expense Reimbursement* Managed the escalation process with Payment Compliance for all exceptions to the GBAM policy* Provided management with expense management efforts for GBAM and production of monthly exception reports for the Head of GBAM and the COO office* Partnered with Corporate Card Services to ensure associates’ cards are reconciled in a timely manner* Liaised with GBAM Management teams regarding all Merrill Lynch expense transition issues including Policy consolidation, invoice payment and training* Management duties including interviewing, training, performance planning and coaching

Charlotte, Nc

* Organized travel, managed dual-city coverage for Head of Debt Capital Markets* Monitored, organized and reconciled executive expenses

Lexington, Kentucky Area

* Liaison for patients, families and visitors with physicians and nurses * Entered patient orders and scheduled procedures* Monitored visiting hours for the Neonatal Intensive Care Unit

Lexington, Ky

Special Events Coordinator for the Cancer Center (Relay for Life, Open House, New Employee Orientation)-Coordinated recruitment activities for prospective faculty and staff-Typed medical transcription; scheduled patient appointments and surgeries-Served as liaison between the Cancer Center and the public including physicians, patients and families, pharmaceutical representatives and outside vendors-Coordinated annual cancer screening for the national Prostate Cancer Education Council-Content editor for the Cancer Center weekly newsletter-Manager of the Tumor Board program and CME credit office

Lexington, Ky

*Managed 15 employees in the Physical Plant department*Trained staff on new materials and hospital policies*Analyzed orders and specifications, purchasing and inventory control*Liaison with outside companies to review and oversee contracted work for the Medical Center

Lexington, Ky

* Oversaw complaint management (at a 473 bed facility) between patients, families and healthcare professionals* Conducted patient rounding to meet with patients and their families to discuss any concerns or relay positive feedback to staff* Reviewed customer satisfaction survey results and followed up with patients and staff* Assisted Human Resources with onboarding new employees by conducting hospital tours and assisting with orientation

Lexington, Kentucky Area

* Liaison for patients, families and visitors with physicians, nurses and administrative staff* Entered patient orders and scheduled tests* Monitored visiting hours for the Intensive Care Units* General clerical duties including answering phones and filing