Jacqueline Walker Email & Phone Number

Chicago, Il, Us

-Managed daily intake, scanning, and recording of up to 30 FedEx/UPS packages containing physical assets, such as Bonds, Certificates, Notes, checks, statements, etc., for security processing.-Primary contact for internal/external partners for dematerializing assets, account closures, transfers, re-registration, redemptions, pension funds, and excellent client custody service.Adhered to strict protocol when opening/closing the on-site vault, ensuring all documents had been locked up or… Show more -Managed daily intake, scanning, and recording of up to 30 FedEx/UPS packages containing physical assets, such as Bonds, Certificates, Notes, checks, statements, etc., for security processing.-Primary contact for internal/external partners for dematerializing assets, account closures, transfers, re-registration, redemptions, pension funds, and excellent client custody service.Adhered to strict protocol when opening/closing the on-site vault, ensuring all documents had been locked up or shredded. All activities are tracked through Excel and Adobe for audit reporting twice a day.-Leveraged external entities such as the U.S. Treasury, transfer agencies, Depository Trust Company, banks, and insurance companies to track physical securities. Show less

-Delivered an exceptional Cartier welcome to every client upon entry ensuring outstanding hospitality by leveragingpersonal and team savior-flair to avg. of 35 clients daily, creating a highly collaborative network both in person and viatelephone.-Optimized front-of-house by, cutting walk-in wait times for all appointments, quick service requests, repairs, jewelrypersonalization requests, client data capture, from 40-45min to 20-25min.Collaborated with back-of-house team to… Show more -Delivered an exceptional Cartier welcome to every client upon entry ensuring outstanding hospitality by leveragingpersonal and team savior-flair to avg. of 35 clients daily, creating a highly collaborative network both in person and viatelephone.-Optimized front-of-house by, cutting walk-in wait times for all appointments, quick service requests, repairs, jewelrypersonalization requests, client data capture, from 40-45min to 20-25min.Collaborated with back-of-house team to develop various activities to facilitate seamless client experiences, includingappointment preparation, client entertainment, product presentation, and sales finalization for 3k-5k monthly guests.-Managed inventory needs and budgets for daily sales up to $ 91k and hospitality areas, merchandising, and overalldisplay maintenance of the boutique to support order processing.-Aided with organization and tracking of client experience tools/budgets: food and beverage, Cartier gifts, stationery, andfragrance samples, phone duties, retrieval of messages, and appointment setting. Show less

Chicago, Illinois, United States

Perform indexing and scanning of documentsManaged scanning, indexing and QA/QC for all EPA documentsBurn CDs/DVDs and create PDFsInventorying and sending material to the Federal Records CenterPicking up and/or delivering material for EPA staff to be brought to/from the Records CenterProviding the supervisor with weekly reports.

Chicago, Illinois, United States

•Created tests, implemented, and documented business systems, processes, and workflows in an agile work style.•Engaged directly with ten internal stakeholders to define project requirements.•Improved product direction by periodically conducting user testing interviews with 30+ experts over 5 months and implementing changes based on collected feedback curated for each workstream.•Collaborated with CEO and leadership team with process analysis and business presentations for bi-weekly… Show more •Created tests, implemented, and documented business systems, processes, and workflows in an agile work style.•Engaged directly with ten internal stakeholders to define project requirements.•Improved product direction by periodically conducting user testing interviews with 30+ experts over 5 months and implementing changes based on collected feedback curated for each workstream.•Collaborated with CEO and leadership team with process analysis and business presentations for bi-weekly product demos. Show less

Portland, Or, United States

•Managed final award stage for grant recipients by accurately reviewing, processing, and confirming banking information for 30,000+ applicants into Microsoft Dynamics 365 company-based crm•Provided direct customer service to verify applicant payment details for grant recipient disbursements in amounts of $1k - $6k for individuals and up to $250k for organizations•Designed and implemented business processes and workflows that reduced client processing times from 10 days to 5 days

-Established workflow processes to monitor daily office productivity: catering, shipping, security, sanitation,-stockrooms, front desk, HVAC, Onboarding, weekly Board meetings.-Governed up to 100+ daily in-office requests through ServiceNow and implemented modifications to improve overall productivity for an office of 300+.Sourced and upheld strong relations with 50+ vendors leveraging their expertise to deliver operational excellenceto all employees, partners, and… Show more -Established workflow processes to monitor daily office productivity: catering, shipping, security, sanitation,-stockrooms, front desk, HVAC, Onboarding, weekly Board meetings.-Governed up to 100+ daily in-office requests through ServiceNow and implemented modifications to improve overall productivity for an office of 300+.Sourced and upheld strong relations with 50+ vendors leveraging their expertise to deliver operational excellenceto all employees, partners, and guests.-Met Global Operations KPIs by creating employee engagement activities, volunteer opportunities, Birthdays, holiday gatherings, happy hours, and All hands in collaboration with C-level staff utilizing staff feedback to maintain a positive in-office and remote working environment. Show less

Mountain View, Ca

-Streamlined processing procedures for various office programs and employee documents to improve traceability and success of those programs.-Ordered and distributed office supplies while adhering to a fixed office budget.-Planned and coordinated logistics and materials for board meetings, work weeks, and staff events.-Worked with upper management to complete complex projects on tight budgets within specific timelines.-Performed wide-ranging administrative, financial, and… Show more -Streamlined processing procedures for various office programs and employee documents to improve traceability and success of those programs.-Ordered and distributed office supplies while adhering to a fixed office budget.-Planned and coordinated logistics and materials for board meetings, work weeks, and staff events.-Worked with upper management to complete complex projects on tight budgets within specific timelines.-Performed wide-ranging administrative, financial, and service-related functions through Service Now and Google Drive, Bill.com, and Concur.-Developed and maintained policies and procedures for effective office management: Janitorial, Building Maintenance, Catering, Security, Events.-Upheld strong vendor relations and sourced new vendors for specific needs.-Performed inspections to identify areas of improvement for continued compliance with associated regulations. Show less

San Jose

A non-profit Organization, serving in low-income school districts nationwide. I was a teacher co-facilitating a four-hour after-school program to 30-35 students, in a classroom setting teaching: science, art, reading, math, and STEAM. We also work with our students on behavior management and teach our students SEL lessons.

Experienced Office Assistant with a demonstrated history of working in the higher education industry. Skilled in Conflict Resolution, Microsoft Excel, Customer Service, Microsoft Office, and Social Media. Strong administrative professional with a Bachelor of Arts - BA focused in Psychology from Whittier College.