> Manages ever evolving calendar for busy C-Suite executive> Schedule complex travel and meetings across the enterprise, and external stakeholders> Prepare and submit expense reports to Concur> Monitor and respond to email> Maintain files in SharePoint and OneNote> Act as a liaison between the President and other departments> Initiated all office administration including, on-site onboarding, HR needs, special events for office morale, and all aspects of complex office closing> Supports sales with special projects as needed to create a smooth workflow and meet deadline

> Provide professional support to resolve customer needs including processing new accounts, transfer funds, along with issuing checks as requested. > Identify issues requiring instant elevation to financial advisors or compliance management team. > Maintains discretion related to client, branch, financial consultant, and company details.> Brings a positive attitude to office culture each day in all situations

> Managed CEO calendar for smooth operations for internal teams and outside clients> Key point of contact across the Enterprise Leadership Team and internal and external stakeholders> Drove and took minutes at operations, sales/marketing and client meetings> Coordinated all aspects of quarterly BoD meetings> Shepherded confidential reports from the CEO through in-house production to legal clients> Edited numerous training documents for more effective use> Assisted marketing in CRM entry/administration to expand sales opportunities> Coordinated across the enterprise for quarterly employee activities to foster employee morale> Ordered and maintained office/kitchen supplies and inventory> Member of the onboarding team

> Supported the Managing Partners, CFO, IR manager and senior analysts> Coordinated semi-annual Board of Directors meetings> Led multiple special projects including office relocation> Served as Office Manager tasked with downsizing and subletting the office space> Managed executive calendars for meetings and travel, both business and personal> Processed invoices through fund administrator and QuickBooks entry along with accrual oversight

> Utilized organization’s KPIs to manage executive calendars and travel needs> Managed quarterly Board of Director meetings to ensure all key deadlines and multi-state logistics were met for smooth and seamless outcomes> Interacted directly with high-level BoD members staff, internal and external stakeholders> Exercised complete professionalism and confidentiality with all legal and corporate matters> Built strategic coalitions to promote a healthy culture and a spirit of cooperation> Provided operational support for a team of 12 across two departments> Regarded as a team player by taking on new responsibilities> Used A/P guidelines to set up new vendors and process all legal and development invoices> Maintained a $20 million+ legal accrual database for monthly P&L reporting

> Reviewed vendors, evaluated proposals and ranked overall CBA to CFO> Proprietary GL coding for AP/AR input, reconciled expense reporting of $500,000 each month> Coordinated monthly company luncheons–finalized menus and created internal marketing> Developed media for internal newsletters and awareness programs for HR> Ran errands on an as-needed basis for the CEO

> Teamed with fellow administrators and volunteers to plan and execute yearly fundraising events> Facilitated grant awards totaling over $8 million in state and federal funding over 11 years by building a master budget spreadsheet used for multiple RFPs> Researched and analyzed demographic data for inclusion in multiple RFPs> Developed multiple spreadsheet templates for grant reporting and scheduling of 200+ clients> Daily interaction with clients and staff for scheduling and classroom support> Supported the organization’s mission, staff, and BoDs on the front lines and behind the scenes> Created materials for classroom facilitation, train the trainer workshops and fundraising presentations

Enthusiastically and persuasively communicated the benefits of making the decision to be sexually abstinent until marriage and adapt other healthy lifestyle choices to middle school students.> Consistent high marks on evaluations from students and teachers on interactive and presentation skills > Selected to lead train-the-trainer sessions on best practices and procedures

Recruiting assistance resulted in a 100% increase in sales force. Designed and scheduled advertising of existing sellers properties. Part of the marketing team to create Comparative Market Analyses to attract and close new buyers. Earned several additional job responsibilities.