Katie H.
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Katie H. Email & Phone Number

Firm Administrator at Barney McKenna & Olmstead, P.C.
Location: St George, Utah, United States 12 work roles
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Role
Firm Administrator
Location
St George, Utah, United States
Company size

Who is Katie H.? Overview

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Quick answer

Katie H. is listed as Firm Administrator at Barney McKenna & Olmstead, P.C., a with 18 employees, based in St George, Utah, United States. AeroLeads shows a matched LinkedIn profile for Katie H..

Katie H. previously worked as Executive Assistant and Client Relationship Manager at Every Season Wealth and Senior Talent Coordinator at Newfront.

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Email format at Barney McKenna & Olmstead, P.C.

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Barney McKenna & Olmstead, P.C.

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Profile bio

About Katie H.

Be Kind, Be Accountable, Be a Contributor! These principles have been the cornerstones of my career.I am a people person who thrives in diverse work environments. Known for my proactive attitude, dedication, and motivation, I consistently take the initiative on projects. My passion lies in improving processes and procedures to achieve the best outcomes for both the team and the business. I firmly believe that transparency, communication, and honesty are essential for building a successful team.

Current workplace

Katie H.'s current company

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Barney McKenna & Olmstead, P.C.
Barney Mckenna & Olmstead, P.C.
Firm Administrator
saint george, utah, united states
Employees
18
AeroLeads page
12 roles

Katie H. work experience

A career timeline built from the work history available for this profile.

Firm Administrator

Current

St George, Utah, United States

Business Law, Estate Planning, Civil Litigation, Family Law, State and Municipal Law, Real Estate Law, Personal Injury, Employment & Labor Law, Construction Law, Collections & Creditors Rights, Bankruptcy, Alternative Dispute Resolution, and ProbateAs a firm administrator, I am dedicated to orchestrating the seamless operation of our organization across multiple fronts. From managing office logistics and financial transactions to overseeing human resources and coordinating marketing efforts, I thrive on ensuring every aspect of our business runs efficiently. I am particularly passionate about driving our marketing initiatives forward, collaborating closely with teams to enhance our brand presence and amplify our message effectively.

Jul 2024 - Present

Executive Assistant And Client Relationship Manager

Every Season Wealth

Las Vegas, Nevada, United States

Investment Advice/Management, Risk Management, and Trust Services Firm - A personalized financial planning service with the right financial products and services.Manage and process all client requests for account closures, opening new accounts, or money transfers.Process and create all necessary paperwork for money movement. Manage and maintain accurate data in Cambridge and for NFS. Maintain data accuracy in CRM.Process hard documents into CRM. Process hard checks received from clients. Coordinate and process all tax documents and statements for clients and advisors. Manage and execute social media posts for Instagram, Facebook, and LinkedInPlan and organize client appreciation or Education events. Manage advisors calendar and scheduling requests. Provide day to day assistance including answering phones and walk-ins. Manage and schedule quarterly client reviews. Assist in any other manner requested, such as one-off research projects, package delivery, presentation organization, and fundraising events. Write and send communication on behalf of the advisor to clients. Manage client relationships with weekly and daily phone or video calls.Mail client statements, birthday letters, drip campaigns, and other miscellaneous advertising.

Feb 2023 - May 2024

Senior Talent Coordinator

Remote

SaaS + AI Insurance Technology + Commercial BrokerageNewfront is transforming the delivery of risk management, employee experience, insurance, and retirement solutions through a tech-enabled, full-service brokerage.Developed tracking process for managing candidate pipelines for entire Talent Acquisition, People Operations, and Finance Team. Created monthly reports to share with the People Operations, Talent Acquisition, and Executive teams. Maintained data accuracy within our ATS for necessary team spreadsheets. Managed interview scheduling, offers, and background checks.Created avenues for team collaboration and reflection to stay better aligned and up to date with trainings.

Jun 2022 - Feb 2023

Office Experience Manager

Redwood City, California, United States

WorkBoard enables organizations to execute strategy faster and energize teams by aligning OKRs, simplifying MBRs, and focusing on weeklies.Designed and managed employee program "Moments that Matter", sending personalized gifts to team members.Property and facilities management in partnership with the landlord and maintenance personnel . Managed facilities: alarm/key access, maintain a clean property, organized office space, and a fully stocked kitchen.Created a positive and welcoming office experience for team members and executives.Orchestrated office events such as happy hours, large scale events off-site or small team meetings.Maintained a close relationship with the People Team regarding new hires, facilities access/revoke, and new hire events. Collaborated and maintained a relationship with the IT team on needs for in-person meetings and tech needs for new hires.Communicated and maintained relationships with recruiters, hiring managers, executives, and staff to manage roles, candidate pipelines, complex interview plans, and candidate experience .Communication with candidates for all scheduling needs and important documentation needed.Fielding: candidate, recruiter, hiring leaders, and sourcing teams of all emails, calls, and inquiries.Creating forms and documents to assist recruiters, and hiring leaders of processes/protocolsMaintaining accurate data of opened/closed roles that reflect all tracking excel spreadsheets and GreenHouse recruiting.Managing background checks and communication to candidates for any discrepancies.Managing and sending offers to candidates Help to assist the HR team of all new hiresCreating ways for my current team to bond, reflect, stay aligned, and additional training.

Jan 2022 - Jun 2022

Talent Coordinator

Redwood City, California, United States

Oct 2021 - Apr 2022

Co-Director Of Educare And Summer/Enrichment Program Director

San Carlos Charter Learning Center

San Carlos, California, United States

San Carlos Charter is a K-8 public charter with a constructivist philosophy. We are a community that cultivates a lasting love of learning and encourages people to be their authentic selves through meaningful inquiry. San Carlos Charter is the first charter school in California and the second in the nation.Created time sensitive reports for the Director and maintained reporting of all expenses for the program. Supervised the campus and learners. Orchestrated and executed events for 375 learners and their families. Execution of Special Day activities for 100+ learners. Planned and organized after school enrichment classes. Organized and managed onsite summer camp programsPersonnel management: hiring, training, scheduling, evaluations, coaching, payroll, and retentionStaff Development- scheduling conferences, on or off-site trainingFielding parent emails, phone calls, and inquiries about the school and aftercare program.Troubleshoot parental and teacher concernsPurchasing agent for program materials, supplies, and foodHealth and safety of staff and learnersManaged and maintained facilities in collaboration with the school district and cleaning servicesExecute day-to-day operations of after school programming and day to day school-wide schedule

Jul 2019 - Sep 2021

Staff Leader

San Carlos Charter Learning Center

San Carlos, California, United States

Sep 2010 - Jul 2019

Office Manager

San Carlos Charter Learning Center

San Carlos, California, United States

Sep 2013 - Jul 2014

Learner Services Assistant

San Carlos Charter Learning Center

San Carlos, California, United States

Sep 2012 - Sep 2013

Property Manager

Right Solution Realty

Oakland, California, United States

Property Manager for Owned Duplex and Three Out-of-State PropertiesMarketed and Advertised Homes: Created and executed marketing strategies to attract prospective tenants.Tenant Screening: Conducted thorough background and credit checks to select reliable tenants.Tenant Communication: Managed all communication with tenants, including rent collection and addressing property maintenance issues promptly and efficiently.

Jan 2015 - Jan 2020

Dance Team Coach

Redwood City, California, United States

Dance team coach for an after school club. Coached a team a talented dancers, choreographed routines for performances, self development activities, and ways to create opportunities for growth and leadership!

Aug 2017 - Jul 2019

Event And Volunteer Coordinator

Wreckenshop

Oakland, California, United States

Wreckenshop is a dance company driven by a mission to provide a secure haven for young kids and teens, offering them the chance to explore the art of dance and participate in classes led by instructors from around the globe.At Wreckenshop, I held a pivotal role in conceptualizing, implementing, and overseeing dance events that brought together over 300 participants annually.Organizing and managing dance classes. Booking flights and hotels for guest teachersCreating and planning marketing ads, clothing, and flyersEvent booths for other local small businesses

Oct 2010 - Jun 2019
Team & coworkers

Colleagues at Barney McKenna & Olmstead, P.C.

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FAQ

Frequently asked questions about Katie H.

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What company does Katie H. work for?

Katie H. works for Barney McKenna & Olmstead, P.C..

What is Katie H.'s role at Barney McKenna & Olmstead, P.C.?

Katie H. is listed as Firm Administrator at Barney McKenna & Olmstead, P.C..

Where is Katie H. based?

Katie H. is based in St George, Utah, United States while working with Barney McKenna & Olmstead, P.C..

What companies has Katie H. worked for?

Katie H. has worked for Barney Mckenna & Olmstead, P.C., Every Season Wealth, Newfront, Workboard Inc., and San Carlos Charter Learning Center.

Who are Katie H.'s colleagues at Barney McKenna & Olmstead, P.C.?

Katie H.'s colleagues at Barney McKenna & Olmstead, P.C. include Jaden Robinson, Martine Green, Christine Schijf, Dawn Angarone, and Chance Barney.

How can I contact Katie H.?

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