Thompson & Associates, through our personalized estate planning approach, helps our nonprofit partners strengthen their relationships with supporters to create lasting impact. Our process clarifies values and goals to develop a plan that benefits individuals’ and families’ loved ones and favorite organizations.Assistant to PresidentClient & associate relationsPrepare marketing materialsWebsite & social media managementIT managementTraining coordinatorOverall team and client support

Accounting (A/P and A/R)State ComplianceWebsite Maintenance

The Charitable Estate Planning Institute (CEPI) offers professionals from around the country the opportunity to gather annually to hear from the nation's leading experts on charitable estate planning, while earning Continuing Education credits and fulfilling the recommendations for the distinguished FCEP accreditation.

Executive Assistant to Owner/CEO and Executive Management; IT; HR; MarketingExecutive Assistant Duties:-Work closely with the President/Owner/CEO of the company handling any requested needs including, but not limited to: -Handle personal financial items and errands -Manage calendar/schedule -Coordinate travel arrangements -Transcribe documents and e-mails -Filter all calls and office drop-ins -Greet and accommodate clients for appointments and meetings -Create documents and presentations for appointments -Assist Executive Management team with any of their needs, including: -Preparing spreadsheets analyzing financial data for our CFO -Marketing packages for Business Development -Assisting our VP out of the Charlotte, NC officeOffice Manager Duties:-Manage administrative employees within the office, ensuring that delegated tasks are completed-Manage and troubleshoot all office equipment-Manage SBS server and Microsoft Exchange-Manage phone system & auto attendant-Ensure the office is always in neat, orderly presentation; including the Owner’s office to maximize his productivity-Serve as the Human Resources contact for the company -Run weekly job-costing payroll (QuickBooks, then transitioned company to ADP payroll) -Process new hires and terminations

Answer multi-line telephone system, forwarding clients to agent's cell phones, answer our agent's questions regarding properties on MLS, distribute and e-mail faxes to appropriate people, assist in listing and contract paperwork assuring the office has all the required forms for each individual transaction, schedule and manage training events, design marketing flyers for listings and use an e-mail marketing company to e-mail them out to all local agents, troubleshoot and fix all office equipment (computers, printer/copier/fax, etc), order supplies, assist agents with any of their office needs, maintain invoices and credit card billing for affiliated graphics company.

Developed and processed film for customers. Also filled the manager position, for a period of time, ordering supplies, managing inventory, creating weekly work schedules, and ensuring payment on all invoices.

Assisted photographing large equine events. Responsible for photographing one show ring all day long, periodically submitting images throughout the day. Occasionally assisted with customers and editing work.