• Manage the Client Operations team of 7 Client Operations Specialists – including the training and development of new hires.• Responsible for operational support for a team of 8 Private Client Advisors covering a client base of 480 clients with grant and expense processing including compliance review and communication with internal and external clients.• Member of FSengaged, a group of employees who organize philanthropic events and activities to support Foundation Source employees and our overall community.

• Responsible for administrative support to a team of Private Client Advisors through daily and recurring tasks including grant and expense processing, compliance review, documenting processes, and preparing reports for internal and external high-net worth clients.• Member of a team of Client Operations Specialists who are tasked with reviewing and improving the efficiency and effectiveness department policies and procedures, duties also include assistance in the hiring of potential employees. • Member of FSengaged, a group of employees who organize philanthropic events and activities to support Foundation Source employees and our overall community.

• Participant in a 12-week internship program for the Human Resources department.• Specifically, I assisted with recruitment efforts and the new hire on-boarding processes as well as updating the Exit Interview/Survey protocol in addition to general office tasks (mainly using Microsoft Office Software and Google Drive).

• An administrative assistant responsible for general office tasks including greeting students, faculty, and parents who enter the Office of Student Engagement, answering phones, distributing mail, and promoting office events. • Entering details inside school databases for Summer Orientation for incoming first year students.