Kayla Bouchard Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

• Collaborate with business and marketing partners to develop and implement omni-channel marketing programs promoting relevant investment products and solutions to institutional investors and the investment consultants who serve them.• Execute tactical delivery of key investment marketing materials (fact sheets, presentations, brochures), maintain responsibility for consultant database content, and collaborate with investment peers to complete Due Diligence Questionnaires, Requests for Proposal, and ad hoc client, prospect, and consultant inquiries• Successfully and efficiently onboard new clients, ensuring a smooth transition and integration, while serving as the secondary contact for confirming and managing client cash flow requests.

• Prepared delivery notes for deliverables• Input invoicing details in Monday.com and filed executed contracts into Dropbox• Reviewed invoicing schedule regularly to ensure all project invoices were accounted forand paid on time• Returned client questions and feedback to team• Tracked client deadlines• Co-chaired DEIB Committee to lead the company in fostering a culture of belongingwhere all employees are respected, involved, listened to, supported, and given anequitable opportunity for success• Assisted in development of WikiWatch app, a platform featuring Wikipedia monitoring, reporting, and insights

• Took notes during calls, edited notes to be client-facing, and shared with internal team and client• Progressed and tracked deliverables, communicated with assigned team member on pending items and due dates, offered support, and set expectations to ensure deliverables are completed on-time• Tracked project budget and profitability• Gathered project-specific information on behalf of the team including relaying questions to the client, client expectations, and contract details

• Efficiently opened and maintained case dockets, ensuring accurate and up-to-date records, while preparing and distributing weekly court appointment calendars to all relevant parties.• Accurately recorded case dismissals and transferred cases to the appropriate county, including all necessary mailed correspondence, maintaining a high level of organization for court documents and case filings.• Scanned and archived original court documents for county records, and effectively distributed court schedules to lawyers, judges, and other court members, ensuring seamless communication and coordination.

• Established and maintained a safe, healthy and interesting learning environment• Created balance between teacher and child-directed centers• Supported children's physical and intellectual development• Ensured that children were always within state ratio requirements• Adapted program to meet the individual needs of each child• Created a multi-cultural learning environment• Interacted with the children to support play, exploration, and learning• Encouraged creativity through art, music, dramatic play, and foreign language• Provided opportunities for both active and quiet play

• As a corresponding reporter: -Attended events and interview organizers, officials, and public participants for weekly newscasts -Wrote and edited compelling, concise, and factually correct coverage of events and occurrences including U.S. Army sponsored ceremonies, town hall meetings, and political conferences throughout the Bell County region for print and online media• As an editorial assistant: -Published agenda announcements for non-profit groups across the Bell County community -Composed daily police report blotters for Killeen and the surrounding towns of Harker Heights and Copperas Cove -Recorded weekend obituaries in collaboration with local funeral homes