Responsible for warehouse and customer communication. Assistant to our sales team and founder along with general office management, operations, special projects and tradeshow preparation. Used a variety of software to complete everyday workload.

Responsible for confidential client communication, scheduling, reporting and office management while supporting the company owners and team of financial advisors.

Maintained membership database while supporting management team and fielding external communication. Assisted in coordination of annual convention and performed any tasks necessary to achieve the association goals.

Coordinated quarterly newsletter and other publications including layout and design, coordination of printing and distribution. Membership processing and management of e-list and database. Maintained data for state grant projects. Developed relationships with hotels and conference centers to aid coordination for a variety of meetings and events. Responsible for maintaining office files and equipment.

Maintained inventory of Continuity products using a variety of comprehensive spreadsheets, coupled with daily communication with printers and shippers. Responsible for reconciling inventory discrepancies and updating reports while assisting the Director of Production and Operations.

Managed the production to support a sales goal of $107 million/year by maintaining purchase orders. Maintained reports to monitor incoming shipments. Worked closely with buyers and vendors to maintain order accuracy and shipping compliance. Participated in specific task forces as needed. Assisted in training new production assistants.