Provide investment services for 401(k) plans.

Contract position working with real estate closing team as Customer Service Associate.

The DDD is comprised of forty showrooms representing over 1,400 manufacturers, both US and international, a resource for furniture, fabrics, lighting, kitchen and bath, art, rugs, flooring, tile and accessories.- Afternoon Receptionist 1 - 5:30 PM.- Greet and direct visitors; answer queries.- Explain the Designer Portfolio Program to interested designers.- Explain the policies for public viewing of showrooms to visitors.- Schedule Designers on Duty each month.- Contact Security in emergencies.- Perform various tasks assigned by Marketing.

- Prepared weekly bulletins for all Sunday services, along with accompanying PowerPoint slide decks.- Created and launched weekly email broadcast to congregation (Mail Chimp).- Created monthly newsletter; miscellaneous brochures for memorial services and other special services; annual reports; training binders for pastor training of church elders and deacons.- Answered incoming calls to church; functioned as Receptionist for visitors.- Received and responded to email sent to church.- Maintained church website; kept calendars and announcements up-to-date- Provided support to pastors, staff, and elders, such as correspondence, mailings and other small projects.

Delivered firsthand support to Owner & CEO and provided administrative support to executive team while managing a variety of key functions including liaison between Owner and direct reports, taking minutes at weekly management meetings, reviewing and preparing customer transportation agreements, maintaining master contract spreadsheet, and tracking contract renewals. Maintained contact management software and calendar (ACT!). Made all travel and meeting arrangements. Provided administrative support, including writing newsletters and marketing materials; created Excel spreadsheets and PowerPoint presentations. - Following departure of Controller, transitioned to more comprehensive support role across company functions, including HR, Finance, and Purchasing. Took over purchasing of office supplies, ink and toner for 15 company printer/copiers, kitchen and janitorial supplies, and all printed materials. Maintained master purchasing spreadsheet - saved the company $30,000+ the first two years. Managed leasing and maintenance of company copiers. - Challenged and regularly tapped by CEO to assist with high-stakes projects and a variety of assignments, including due diligence for potential acquisitions and preparing of customer motor transportation agreements and equipment financing agreements. - Acted as link between employees and contract network IT provider, particularly challenging during transition to Cloud, and managed 60 corporate wireless devices working with Verizon business unit.

CLIENT SERVICE MANAGER (concurrently with position at U.S. Transport; same owner)Handled all daily operations of company: all incoming calls and client requests, maintained calendar (includes scheduling client conference calls with owner and preparing client meeting packet); responsible for Monthly/Quarterly reporting and year-end planning (includes maintaining master client spreadsheet, generating quarterly fees, and preparing asset allocation analyses), administered all client financial transactions working with Custodians of asset accounts (includes distributions, capital calls, new accounts, and account transfers). - Resolved numerous scheduling conflicts to ensure success of each client meeting event for CEO. - Maintained comprehensive policy and procedure manual. - Acted as office administrator: paid bills; worked with building management; handled IT issues, copier maintenance, and phone system.