• Collect, create and organize all relevant data in order to present in a clear manner to consulting firm for company evaluation.• Responsible for Census Bureau Business Research and Development Survey.• Assisted on the reconciliation of a operational reporting efficiencies

• Pre-fabricated structurally insulated panels to prepare them for installation.• Processed work orders and blueprints and thoroughly tracked inventory.• Collaborated efficiently with team of four staff members.

- Prep and research client investments and produce deliverables when applicable - Attend client meetings and draft visit summaries- Answer incoming phone calls and route to team members in a timely fashion- Work with the team to strategize more efficient ways to simplify office procedures to help determine best practices for the team and office- Attended leadership meetings on a monthly basis with the team - Attended advisory board meetings and socially responsible conferences with the team- Scan documents to the offices box drive while also logging them in the appropriate company tool for review by Ameriprise's internal departments at home office- Check mail daily and log in to the proper Ameriprise tool- Mail processing to Home office, clients, etc.- Submit client applications and checks to the proper account with home office- Maintain an appropriate level of privacy towards client concerns, account information, and documents

-Supervised and provided care for up to 30 children ages 5-12 years old-Facilitated activities and participated in field trips-Communicated effectively with parents and staff