Orchestrate streamlined operations by minimizing non-essential tasks for advisors, maximizing their focus on strategic initiatives.Efficiently manage client billing, invoices, accounts payable, and accounts receivable, ensuring precision and timeliness.Facilitate seamless tax preparation by organizing account data for year-end tax reporting, collaborating closely with tax preparers.Proactively identify and manage backdoor Roth contributions, ensuring clients capitalize on available opportunities.Expertly handle distributions for eligible clients and maintain records of charitable gifts made during Required Minimum Distributions (RMDs).Ensure prompt and accurate handling of client requests, maintaining high levels of client satisfaction.Manage assigned CRM tasks, meticulously recording and updating client information to support comprehensive service.Coordinate periodic payments, distributions, and transfers with precision and timeliness.Own client tiering and review scheduling, elevating the overall client experience.Create and deliver Year-end Tax Reporting Binder for top clients, showcasing dedication to comprehensive service.Acquire proficiency in accessing asset management tools, including e-money balance sheets and DST Vision, for accurate reporting and billing.Assume primary phone coverage, effectively screening advisor calls and facilitating efficient communication with wholesalers.Successfully manage client review materials and agendas, ensuring thorough preparation for meetings.Lead initiatives to gather and maintain essential client documents, including estate documents and trust roles.Ensure compliance with risk profiles and execute thoughtful client engagement initiatives.Manage office supplies, schedules, and support senior leadership through efficient communication and task handling.

Provided comprehensive assistance to clients from various industries, including nonprofit organizations, effectively managing their email communications, schedules, and ensuring seamless organization for CEOs and presidents.• Coordinated virtual meetings via Zoom, facilitating smooth and efficient communication among clients, stakeholders, and nonprofit partners.• Conducted extensive research, designed development plans, and assisted with grant writing for nonprofit clients, enabling them to secure funding for their initiatives.• Demonstrated proficiency in various applications and databases, such as GSuite, Kajabi, Mailchimp, Squarespace, SendinBlue, and Slack, to support the efficient workflow and effective collaboration within virtual work environments.• Leveraged strong organizational skills to prioritize workload and meet deadlines, while maintaining a high level of attention to detail in all tasks.

Collaborated with the CEO to streamline business operations, design training curriculum, and establish company-wide procedures.• Prepared client documents and materials for presentations and maintained accurate records in the CRM system.• Conducted research on various financial topics, communicated with clients regarding accounts, and provided daily customer service.• Proficiently utilized systems and platforms such as TD Ameritrade, Jackson Wealth Management, Advyzon, RedTail, and MoneyGuidePro.• Assisted team members with technology support and ensured compliance with regulatory requirements. • Responsible for calendar management for the CEO, scheduling all client meetings including reviews, and attending weekly team meetings to ensure effective coordination and communication within the organization.

Successfully managed financial reporting, sales, and performance goals, resulting in top sales awards company-wide.• Oversaw the leasing and management of manufactured housing sites, ensuring efficient operations and timely closing audits.• Supervised maintenance staff, coordinated with vendors, and managed sales and office team members.• Collaborated with government agencies and nonprofit organizations for rental assistance applications and payment processing.• Utilized systems such as Yardi, Microsoft Office, Zoom, and company-specific applications.

• Responsible for remodeling condemned buildings and building new construction units. Coordinating vendors, contractors, local municipalities, inspections, and ensuring all units are code compliant and occupiable. • Responsible for leasing and managing approximately 103 apartment units, ranging in size from one to three bedroom units. • Supervise maintenance staff in daily tasks, coordinate with vendors, and assure units are turned in an efficient, timely manner. • Work directly with government agencies and local nonprofit organizations to receive payments and compliance with codes. • Collect payments, process deposits, eviction proceedings, and bad debt collections. • Fluent in use of necessary applications – Appfolio, Trinet, Microsoft Office, etc.

• Managed multiple office locations, leading office and maintenance staff and consistently exceeding performance goals.• Generated leads, achieved delinquency bonus goals, and maintained accurate records and files.• Resolved conflicts among residents, explained ledger details, and enforced rules and regulations.• Coordinated projects, obtained bids, processed purchase orders, and managed budgeting.• Proficient in applications such as Manage America, Microsoft Office, Nexus Payables, and Kronos.

Successfully navigated through the transition process during the requisition of American Residential Communities.Efficiently managed office operations in the absence of the Community Manager, overseeing maintenance staff, and consistently surpassing set performance goals.Handled a high volume of phone calls, ensuring excellent customer service while managing deposits for over 500 properties.Meticulously maintained files, facilitated home rentals and sales, and demonstrated proficiency in accounts payable and budgeting.Skillfully resolved conflicts among residents and provided assistance in explaining ledgers and rules and regulations.

Assumed managerial responsibilities in the Community Manager's absence, overseeing office operations and providing direction to the maintenance staff, resulting in successful task execution and goal achievement.Demonstrated exceptional phone etiquette while handling inquiries and efficiently managing deposits for over 500 properties, ensuring accurate and timely transactions.Maintained organized and up-to-date files, while actively engaging in property rental and sales processes, showcasing strong multitasking abilities.Proficiently managed accounts payable and budgeting, contributing to the financial stability and success of the community.Acted as a key mediator in resolving conflicts among residents, showcasing strong interpersonal skills and promoting a harmonious living environment.Provided valuable support to residents by explaining ledgers and rules and regulations in a clear and helpful manner.

Provided exceptional customer support by addressing inquiries and resolving issues effectively, ensuring a high level of customer satisfaction.Made informed decisions concerning returns and money services, utilizing sound judgment to uphold company policies and protect the interests of both customers and the store.Successfully conducted meetings to foster teamwork, communicate important updates, and maintain a positive work environment.Demonstrated technical expertise in assessing and troubleshooting problems, contributing to swift and efficient resolutions.Conducted comprehensive evaluations for over 50 associates, offering constructive feedback and identifying areas for growth and development.

Prepared and served three nutritious meals daily to over 400 special needs students, ensuring compliance with dietary guidelines and maintaining high-quality food standards.Expertly prepared special diets, catering to individual students' specific nutritional requirements, and accommodating diverse dietary restrictions.Collaborated closely with students with special needs, offering support, encouragement, and fostering an inclusive dining experience.Ensured cleanliness and hygiene in the food preparation area, adhering to safety standards and regulatory requirements.Delivered meals to special campus houses with efficiency and care, ensuring timely and accurate distribution.

Managed payroll responsibilities efficiently, ensuring accurate and timely processing for employees.Handled all tax filings diligently, ensuring compliance with relevant laws and regulations, and maintaining accurate records for auditing purposes.Effectively handled incoming messages, responding promptly and redirecting inquiries as needed, maintaining clear and organized communication channels.Maintained meticulous filing systems, ensuring easy access to important documents and facilitating efficient record-keeping.Demonstrated expertise in in-home and business security systems, possessing comprehensive knowledge of operation, installation, and pricing.Delivered outstanding customer service, offering personalized assistance to clients, guiding them to relevant merchandise or associates, and addressing their inquiries in person and over the phone.Proactively managed inventory, purchasing merchandise from distributors for stock or special orders, maintaining adequate product availability.

Processed employee payroll efficiently, ensuring accurate and timely payments for college employees.Managed invoice payments with precision, processing invoices promptly and maintaining a systematic payment schedule.Provided excellent administrative support by handling various communication channels, including answering phones, emails, and radio calls, and taking detailed messages for multiple superiors.Maintained organized filing systems to ensure easy access to essential documents, contributing to streamlined operations.Carried out miscellaneous tasks, including cleaning and other administrative duties, with attention to detail and dedication to excellence.

Conducted in-depth research on prospects and constituents, gathering valuable information to support the organization's goals.Created detailed profiles on prospects and constituents, providing comprehensive insights to aid in decision-making and engagement strategies.Demonstrated problem-solving skills while tackling various challenges related to research and data analysis.Provided administrative support by answering phones, managing filing systems, and ensuring a tidy and organized workspace.Assisted with miscellaneous tasks, demonstrating adaptability and a willingness to contribute to various aspects of the organization's operations.Excelled in a dynamic and fast-paced environment, where the ability to think critically and solve problems efficiently was crucial to success.

Prepared and served three nutritious meals daily to over 400 special needs students, ensuring compliance with dietary guidelines and maintaining high-quality food standards.Expertly prepared special diets, catering to individual students' specific nutritional requirements, and accommodating diverse dietary restrictions.Collaborated closely with students with special needs, offering support, encouragement, and fostering an inclusive dining experience.Ensured cleanliness and hygiene in the food preparation area, adhering to safety standards and regulatory requirements.Delivered meals to special campus houses with efficiency and care, ensuring timely and accurate distribution.

Efficiently managed payroll responsibilities, ensuring accurate and timely processing.Handled incoming messages promptly and effectively, maintaining clear communication channels and ensuring messages reached the appropriate parties.Maintained organized filing systems, ensuring easy access to important documents and facilitating efficient record-keeping.Demonstrated expertise in in-home and business security systems, possessing comprehensive knowledge of operation, installation, and pricing.Delivered excellent customer service, providing personalized assistance to clients and offering information about merchandise both in-person and over the phone.Assisted with installation processes, contributing to seamless and satisfactory service for customers.Proactively managed inventory by purchasing merchandise for stock or special orders from distributors, ensuring adequate product availability.