Provide marketing and administrative support to sales and portfolio managers for prospects and clients, including creation, editing and updating of presentation books, letters and product profiles. Maintain databases of clients and brokers.

Provide psychoeducation and activities and facilitate discussions around various topics cogent to clients in recovery.

Provided individual and group mental health and SUD counseling to an outpatient male population under licensed supervision. Maintained electronic health records on Procentive system in compliance with government and corporate requirements.

Supported department vice president, directors and staff with positive, innovative, and effective administrative solutions. Designed and updated client portal sites for facilities management, lease management, project management, and new business sales using Microsoft SharePoint. Served as “go to” person in several capacities, including responsibility for creating department intranet sites, administrator of training site, CRM database maintenance, and compiling and analyzing data for client annual reports.

Provided administrative support to vice presidents, directors, and department staff in Commercial Sales, responding in a timely and efficient manner when creating and editing reports, presentations and other communications. Managed executive and director calendars through Lotus Notes, coordinating travel arrangements while ensuring compliance with corporate guidelines, and facilitated the submission of expense reports using electronic system. Answered telephones, including appropriate and timely handling of difficult customer and vendor calls, always seeking a positive outcome that reflected the company’s core values, and served as liaison to other administrative staff and as department knowledge source.

Converted all existing collateral into electronic brochures to facilitate email transmission and created new, attractive marketing packages on available commercial properties. Maintained internet databases of commercial properties and performed property research. Provided office management support, including researching hardware and software purchases, supply ordering, and contracting equipment maintenance and repair.

Coded vendor invoices for accounting and monitored spend against $5 million department budget.Managed calendar for RVP, monitored correspondence, scheduled meetings, and assisted with travel arrangements for marketing executives and team. Maintained department schedule of project progress and interacted with designers and writers to coordinate timely completion, including final proof before printing.Coordinated analyst road shows and tours.