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.

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.
• 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.

• 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.
• 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

Accounting, Studied

International Trade And Relations, Studied

Education record