Establishes effective operational systems and processesAdministers accounts receivable/payable, manages Quickbooks, and monitors bank account activityConstructs contracts and offers for prospective clientsManages hiring process for new staff including interviewing, onboarding, and offboarding

Maintains schedules and manages day-to-day operations in officeAssists with budgets and financial reportingManages email, documents, schedules, and formsCompletes onboarding and training for new hiresWorks closely with executive leadership

Lean Improvement Board Champion - assessed and resolved prominent internal issuesusing Lean project management methodology with Annuity department quoting toolsOversees implementation of programs and projects across business functions such as a Views Navigation projectMember of several Associate Resource Groups (ARGs) such as All Women ARG,Diversity and Inclusion ARG, and African American Women in the Workplace ARGProvides support to clients and advisors on 40+ calls daily while displaying empathyand personalized service to ensure customer retentionAnalyzes situations to ensure proper care and attention specific to each account