Khara Williams Email & Phone Number

Chicago, IL

• Supports Firm Owners, C-level Executives, Office Manager and Consultants consecutively with scheduling meetings, booking travel and mandatory firm social events.
• Prepares detailed client and prospect materials, engagement contracts, permanent files and updates client relationship management system.
• Documents and reassesses Administrative processes quarterly, to improve Administration Staff efficiency.
• Arranges logistics, catering, entertainment and guest speakers for firm outings, forums and other Company events.
• Assists with on boarding of new hires ensuring security access to building and suite, documentation, seating arrangements and IT setup.

Chicago, IL

• Supports Firm Owners, C-level Executives, Office Manager and Consultants consecutively with scheduling meetings, booking travel and mandatory firm social events.
• Prepares detailed client and prospect materials, engagement contracts, permanent files and updates client relationship management system.
• Documents and reassesses Administrative processes quarterly, to improve Administration Staff efficiency.
• Arranges logistics, catering, entertainment and guest speakers for firm outings, forums and other Company events.
• Assists with onboarding of new hires ensuring security access to building and suite, documentation, seating arrangements and IT setup.

Chicago, IL

• Responsible for implementation actions related to alternative investments (LPs)
• Assist with facilitation and tracking of account transfers
• Assist in coordinating between custodians and separate account managers to establish client accounts
• Assist with arranging movement of funds between client accounts, money managers and custodians
• Gather data and run processes to enable the team to review new or updated account profile information, including addresses, legal titles, trustees, etc.
• Monitor, track and retain all paperwork as needed

Evanston, IL

• Proofed decision letters from applied students by checking names, addresses, ratings and over data point to ensure the correct admission letter are sent to our applicants
• Manages all incoming office contacts via telephone and walk-in, referring to appropriate offices and counselors as needed
• Opens, sorts, and routes mail, handles routine requests independently. Prepares outgoing mail.
• Maintains confidential records, files, and materials. Assumes responsibility for maintaining records using spreadsheet or database software. Monitors office traffic volume through spreadsheets and charts. Prepares and.

Greater Chicago Area

• Reported, and tracked errors in regard to company equipment and software
• Controlled, corrected and detailed information located in CiteWeb tracking system while recording incorrect data files and assisting with data updates.
• Determined specific electronic usage; recovered data and electronic evidence i.e. deleted files, reformatted disks, and servers.
• Reviewed and imported data into CiteWeb, obtaining an 85% on average completion goal

Bachelor’S Degree, Sociology

Activities and Societies: Omega Delta National Fraternity

Associate'S Degree, Sociology