Responsible for CLP Finance and HR. Admin to CEO. Move sales and client-related tasks to sales and client roles. Take on a higher-level role that is in line w/ the term manager. Develop leadership skills.

Company Launch Partners offers partnerships with startups and small/mid-sized businesses, providing financial management to advance our clients’ missions.Online Business ManagementKey Deliverables of Online Business Management:● System Strategy and automation (as needed)● Project Management● Ongoing Business and Task Management● TSheets Admin TasksGeneral Administration Key Deliverables of General Administration:● Basic Bookkeeping (QuickBooks and… Show more Company Launch Partners offers partnerships with startups and small/mid-sized businesses, providing financial management to advance our clients’ missions.Online Business ManagementKey Deliverables of Online Business Management:● System Strategy and automation (as needed)● Project Management● Ongoing Business and Task Management● TSheets Admin TasksGeneral Administration Key Deliverables of General Administration:● Basic Bookkeeping (QuickBooks and Reports)● Sending Invoices● Customer Service/ Scheduling Meetings● Holiday Card Creation and Sending● Creating Forms and Reports● Document Template Creation● Online Research (as needed) i.e. Researching Trello ● Creating Operating Procedures and Training Materials● Other General Administrative Tasks (as needed)Organizational TasksKey Deliverables of Organizational Tasks:● Calendar Management/Appointment Scheduling● Reminder Services● Customer Service/ Scheduling Meetings● Google Drive Organization- i.e making sure the team is puts documents in the correct place and format● Data Entry (TSheets, Google Sheets, and Quickbooks)● Creating/ Managing Spreadsheets- i.e Billing Process and Reporting, and other weekly and monthly reportsEmail Marketing TasksKey Deliverables of Email Marketing:● Creating and Editing Emails (Everyday business)● Creating and Editing Emails (Holiday/special emails)Social Media Management Tasks Key Deliverables of Social Media Management:● Managing LinkedIn Profile● Answer/forward inquiries or messages● Customer Service/ Scheduling MeetingsContent Writing TasksKey Deliverables of Content Writing:● Content Creation (LinkedIn, Emails, Friday Fun Fact, and Marketing Content)● Graphic Design (Social Media Posts, Emails, Brochures, and Holiday Content)● Basic Photoshop Show less

I help busy entrepreneurs reach the vison they have for their business by providing administrative and organizational management, giving them time to work on their goals.Administrative Services: filtering emails, basic bookkeeping, customer service emails, send cards, thank you, etc., creating forms or reports, document template creation, and online research. Organization Services: calendar management, appointment scheduling, reminder services, Dropbox / google drive… Show more I help busy entrepreneurs reach the vison they have for their business by providing administrative and organizational management, giving them time to work on their goals.Administrative Services: filtering emails, basic bookkeeping, customer service emails, send cards, thank you, etc., creating forms or reports, document template creation, and online research. Organization Services: calendar management, appointment scheduling, reminder services, Dropbox / google drive organization, data entry in Word or Google Docs, creating / managing spreadsheets, preparing PowerPoint / Keynote, and PDF conversation, slitting and merging. Email Services: Creating a new list in software, Adding / removing subscribers, creating and scheduling broadcast, creating and scheduling sequences, editing follow-up emails, setting up auto-responders, creating email newsletters, editing / proofreading emails. Show less

Completed and verified wire transfersAccount and loan maintenanceDebit/credit card maintenanceMember assistance (in person and online)Provided information regarding membershipActively listened to members in order to identify their needs

Completed daily ACH for all branches Completed verified wire transfersAccount maintenanceMember assistance (in person and online)Debit/credit card maintenance Fraud case managementExcellent customer serviceReturned check processingCreation of Standard Operating Procedures for my position and teller position

Website creation and maintenanceSupplier relationsProduct marketingCustomer returns processingExceptional problem solving Customer/Supplier satisfaction

Excellent customer serviceStore inventoryAnswered phonesCommercial accounts