• Focuses on both daily and longer-range calendar for multiple leaders and teams. Manages leader's personal calendar as directed. • Coordinates travel plans for leader(s) and team and makes mid-trip changes quickly when required.• Monitors departmental expenses, processes expense reports in a timely manner and monitors expense reports submitted by executive and staff for accurate reporting. • Manages budget for meeting planning. Conducts quality checks on invoices/accounts payable. Inputs travel expense and other expenses for payment; reviews and passes to office budget coordinator.

• Maintain a sales pipeline report and prepare periodic sales reports for management.• Compose correspondence to clients and prospects to keep them updated on services and products.• Manage calendar and monitor workload for multiple financial planners.• Orchestrated seamless account openings and fund transfers for clients, resulting in a 25% increase in account openings and a 30% rise in funds advisor oversees. • Facilitate daily account maintenance for Financial Advisors, reducing processing time and improving client satisfaction ratings.• Streamlined client issue escalation procedures, resulting in a decrease in unresolved issues and an increase in client retention rates in the financial planning domain.

• Controlled end-to-end Accounts Receivable and Accounts Payable functions for a small business using HouseCall Pro, ensuring accurate financial transactions and timely vendor payments, resulting in improved cash flow and vendor relationships.• Payroll processing via ADP, overseeing accurate and timely payroll disbursements for all employees, increasing employee satisfaction and ensuring compliance with labor laws and regulations.• Generate reports for GAAP in QuickBooks Online and QuickBooks Desktop• Establish company/employee benefits such as health, workman’s comp, auto and general liability• Categorizing and paying all Sales Tax for paid invoices in TN, MS, and AR

• Orchestrated and executed high-end private events for up to 150 guests, ensuring exceptional guest experiences and satisfaction.• Inventory control for alcohol on premise• Crafted unique and innovative cocktails while managing daily bartender responsibilities, enhancing customer satisfaction and sales revenue.