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.
• 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.

• 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.

• 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.

• 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.