● Composed formal documentation of business processes and operationalprocedures● Built workflows in Redtail CRM to improve efficiency between the BusinessDevelopment and Client Service teams● Formulated questionnaires in PreciseFP to facilitate information gathering fromprospective clients● Utilized Quickbooks to process invoices for vendor payments● Acted as the primary point of contact for all vendor service requests● Achieved certification as a Financial Paraplanner Qualified ProfessionalTM (FPQP)

• Created workflow rules & reports in Salesforce to provide automatic project updates • Maintained the company website using WordPress and HubSpot • Utilized Adobe InDesign for the creation of new marketing collateral • Edited webinar video presentations and posted to company YouTube channel • Built marketing leads lists using ZoomInfo and Seamless.AI contact databases • Assisted with social media marketing via LinkedIn, Facebook, Twitter, Instagram • Experienced with Office365 suite, including Word, Excel, Powerpoint, Sharepoint• Used Microsoft Visio to create office floor plans for coordinating furniture layout • Supported talent team in recruiting and interviewing candidates for intern program • Scheduled board meetings and account planning meetings with investor companies • Organized former office space liquidation and managed the sale of company assets • Arranged employee travel, including reserving flights, hotels, and rental cars • Compiled monthly expense report for all corporate credit card expenditures • Planned bi-annual off-site company team-building events

• Entered and managed all client requisitions in the Sendouts database, an in-house applicant tracking system used to match candidates to client orders • Worked closely with the Sales and Recruiting departments to submit candidates to clients through vendor management systems • Scheduled candidate interviews with client hiring managers and coordinated all pre-interview preparation activities with members of the Sales and Technical staff • Prepared employee orientation documentation and processed engagement paperwork for all new hires, which included background checks and drug screens • Created technical user manual for the Sendouts applicant tracking system using Visio, containing detailed instructions and screenshots • Maintained accuracy of company documents, including forms, policies, and manuals