Heather Ferguson Email & Phone Number

Ipswich, Massachusetts, United States

•Primary and initial point of contact at entry to office. Answer phones and route calls correctly – taking messages when needed. Sort and open mail. Sort packages. Receive deliveries and/or advise appropriate department delivery is coming. Prep and clean up conference rooms. As much as possible, maintain/clean front porch & water flowers. Straighten up general office areas, as needed – print room, back storage room, conference rooms, etc.•Maintain all supply levels of office supplies and branded marketing supplies.•Point of contact for all vendors and repair persons for issues related to office. •Responsible for renewals of Principal Architect’s licenses in multiple states; all insurance renewals for the firm; and all registration renewals of company-owned vehicles. •Responsible for scheduling all continuing education courses by vendors for needed CEUs for licensing. •Responsible for posting of all open positions. Screening candidates; performing all on-boarding for hired candidates. •Weekly payroll processing; tracking of all PTO. Reporting 401k weekly. (Only HR-related employee at the firm)•Invoicing of all clients throughout the multiple phases of their projects using CORE software.•Tracking payments. •Using CORE to track profitability of each project. Ensuring all employee rate information is up-to-date for accurate reporting. •Paying all bills for firm to include, utilities, credit cards, taxes, etc. and reconciling off all bank and credit card accounts. •Working with the accountant throughout the year for tax projections and annually for year end tax preparation. Making all payments as directed by accountant. •Main point of contact for clients throughout their project. Ensuring timely communication on all aspects of project and that there is forward movement throughout the process. •Due to lack of staffing was also tasked with a multitude of Marketing responsibilities.•In addition to being Office Manager, managed 2 income properties.

• AP and Payroll Administrator (Quickbooks 2016) • Initiated and maintained collection proceedings, as necessary, on outstanding invoices.• Resolve client billing complaints/issues.• Responsible for communicating and assigning all new incoming losses to appropriate field adjusters.• Responsible for entering all new losses into Inventory spreadsheet and on-line billing system • Fielded all client calls into office and responded to issues as needed. • Created, via dictation, field adjuster reports • Edited all field adjuster and owner’s reports for grammar and content.• Maintained live filing system. • Created and maintained website for area locations.• Assistant to owner of company.

• Responsible for opening and closing of store, including the securing of high-value jewelry in safes.• Responsible for maintaining employee schedules including all leave requests• Implemented an efficient employee progress documentation system and an annual/bi-annual employee review process.Customer Service Representative October 2004 to January 2005• Assisted customers in the servicing of repairs, exchanges, and returns through the Customer Service desk.• Responsible for nightly accounting of the days receipts for store.

• Responsible for managing the daily creation process of Global Update news bulletin, including assembling information, editing document, collecting necessary approvals, and distributing to clients via email.• Responsible for updating data and maintaining on-line client information and risk products. • Responsible for monthly statistical reporting for major client(s). Includes collecting and updating of information from multiple sources and assembling in a clear, concise manner.• Responsible for coordination of annual update to Securities Exchange Commission (SEC) mandated document (17f-7) for entities in all markets. • Responsible for the maintenance and organization of electronic mailing list (over 1,200 contacts) and Lotus Notes mailbox for Global Update. • Selected as company liaison with email/fax broadcast vendor, including renegotiating account contracts.• Due to familiarity with the program Quark, chosen by management for creation of invitations for client events.• Selected by management for creation of Quark version of quarterly newsletter and issuing to clients via email.• Familiar with Photoshop and Adobe Acrobat graphic editing programs.

• Chosen by management to coordinate all client symposiums for Network Management.• Responsible for editing and maintenance of risk informational products, including risk library. • Selected to assist with posting of Global Updates to the BBH web site. (Back-up for Internet Specialist).• Responsible for the creation and editing of Network Management PowerPoint presentations. • Act as departmental liaison to Systems Department and Facilities Management.• Responsible for coordination of all aspects of Network Management department and client meetings.

• Acted as Executive Assistant to the Chief Operating Officer.• Responsible for management of all Operational communications from the Corporate Office to the field.• Responsible for maintaining relationships with all outside vendors including contract negotiations.• Coordinated maintenance of inventory levels and purchasing of field supplies.• Created and implemented all operational forms and calendars.• Chosen to assist Special Projects Manager with meeting/events planning for District and National Sales Meetings.• Selected by management to act as the Program Administrator of employee award program.• Responsible for management and resolution of all customer service issues.• Maintained and updated all Operational Training Binders, Logs, and files.