Heather Chipman Email & Phone Number

Chicago, Illinois, United States

• Project management of executive searches from inception to candidate hire. • Support two Executive Vice Presidents (Insurance Industry and HR functions) and one Senior Vice President (Financial Services function) with all search related matters.• Responsible for client relationship management for one of Slayton’s largest clients.• Drafting, proofing and finalization of search documents such as position specifications, engagement letters and candidate matrix for all searches.• Coordinate timing and scheduling of all internal and client facing meetings (kick-off, status call updates, offer discussions, etc.) to ensure search timing is maintained.• Attend kick-off meetings and status call updates and record meeting minutes.• Complete reference calls and write reference reports for final candidates.• Create executive profiles for candidates and build/update status reports in custom online portal.• Responsible for all administration support of EVPs and SVP – heavy calendar management, travel, and submitting expense reports.

Chicago

• Implementation of new software platforms – Workday and DealCloud• Developed and led firm-wide end user training plan and presentations for Workday (included giving Webinars to over 400 employees)• Involved in implementation and development of custom software to bind contacts for 2 CRMs – Hubspot and DealCloud• Development of new web pages, lists and libraries in SharePoint 2013 and SharePoint online environments• Assist users with SharePoint questions and/or issues and follow-up to ensure their complete satisfaction• Troubleshoot and coordinate with consultant developer for several custom firm-wide applications

Chicago

• Responsible for all administrative duties for the Employee Stock Ownership Plan (ESOP) group of 21 people in Chicago, IL, New York, NY and Washington, DC including correspondence, travel arrangements (domestic and international), coordinating meetings, etc.• Prepare, edit and finalize all engagement letters (over 300 annually) for the group.• Oversight of subpoena responses - document tracking, meetings with counsel and ensuring all DOL requests were met. • Responsible for the planning, coordination and all details of group’s social functions including conferences, golf outings, roof top outings, client dinners, new hire dinners and speaking engagements• Closely maintain relationships with clients and referral sources• Create, design, proof and finalize group’s marketing presentations for seminars and conferences.• Research, compile and formalize industry experience to include with marketing materials using internal platform software.• Responsible for personal assistance to the head of the group• Responsible for all correspondence for the Managing Directors and Managers and Directors of the group• Report group monthly and YTD billings and estimates to group head• Prepare, reconcile and submit the Managing Directors’ expense reports on a bi-monthly basis• Assemble and finalize all reports (draft and final) and submit to clients• Enter contacts into InterAction database and maintain several lists within that database such as holiday card & holiday gift list• Work closely with other administrative team members to ensure that all areas of the office run smoothly. Assist in answering phones, greeting guests, setting up conference rooms for meetings, etc.

• Responsible for all correspondence for CEO of the firm including transcribing dictations and preparing letters and reports. Also responsible for a large portion of the CEO’s personal matters• Provide office supervision in the long term absence of the office manager including duties such as human resources, coordination of temporaries for office projects, and interface with all vendors • Prepare company proposals for prospective and repeat clients including: conducting proposal-specific research; providing technical writing; formatting employee and consultant resumes; designing proposal covers and layout; proofreading and editing section write ups; coordinating requirements with subconsultants; and producing proposals• Supervise administrative staff of 2 employees• Assist with accounts receivable, payroll, and billing, including preparation of the balance sheet, statement of cash flows and A/R and A/P reports• Provide company marketing materials for prospective clients• Proofread and edit final reports for submission to attorneys and clients• Prepare travel arrangements – international and domestic, including airfare, hotel, and car rental for CEO, other employees and consultants• Monitor and coordinate the handling of all confidential information• Assist consultants in project work such as data entry, filing, typing memos, spreadsheet development and cost analysis• Responsible for personnel files, management of access keys and cards• Coordinate events, meetings and functions onsite and off• Prepare Power Point presentations for seminars, meetings and projects• Maintain large contact database and correspondence with clients, including the mailing of Christmas cards and quarterly Newsletters• Answer phones, greet clients, sort mail, and order supplies• Experienced in the following applications: QuickBooks, Access, and Adobe Acrobat

Accounting, Studied

International Trade And Relations, Studied

Education record