Claudia Bell Email & Phone Number

Atlanta, Georgia

FIELD ADMINISTATOR, BPV CAPITAL MANAGEMENTAtlanta, Georgia2012 to 2014Recruited by former boss to join newly formed mutual fund company based in Knoxville, Tennessee. Role supported Funds Managing Partner and four registered representatives handling correspondence, scheduling meetings, booking travel and preparing reports and presentations. Additionally handled mutual fund transaction reconciliation and reporting. Assisted in implementation of new CRM – Salesforce – and utilized software on daily basis to track sales team activity. Assisted in creating best-in-practice processes and procedures in a highly regulated industry for the newly developed business management team.

Atlanta, Georiga

Joined eBenX as Executive Assistant/Office Manager reporting to President, Enterprise Solutions shortly after the company’s acquisition by SHPS. Involved in the day-to-day integration of the two entities across all departments. Over the next nine years, supported the Corporate Chief Medical Officer, Vice President of Client Services, Vice President of Fulfillment and Vice President of Sales; along with each position’s direct reports. Managed day-to-day operations of the office in addition to scheduling meetings, booking travel, preparing reports and presentations, reviewing invoices, handling correspondence, coordination of meetings and additional tasks as assigned.

Atlanta, Georgia

Joined Coopers & Lybrand in 1983 as an Administrative Assistant supporting the defined contribution, defined benefit, executive compensation and regulatory compliance practices. Moved into role as Executive Assistant to partner-in-charge of what would become one of the world’s largest HR consultancies and outsourcing service businesses. Handled all aspects of day-to-day operations, communication and correspondence, and coordination of meetings and travel for the global practice. Additionally, from 1983 to 1998 supported National Director of Human Resources helping to coordinate payroll, incentive plans and various partner and employee matters.