Lea Smith Email & Phone Number

Cleveland, Oh

Provide dual support to Executive Vice President of Finance and Operations/President and CEO of Cleveland Development Advisors and the Senior Vice President of Talent with specific focus on organization, attention to detail, and effective follow-through ensuring the appropriate processes and procedures are in place to promote increased productivity, achievement of business objectives and efficient day-to-day operations.

Cleveland, Oh

Previously supported the VP of Investor Relations by scheduling meetings with potential investors to assist in reaching fundraising goal. Managed calendar to determine suitable level of scheduled appointments paying particular attention to coordination of meeting materials and travel arrangements. Supported Development and others involved in Relationship Management to update and maintain necessary records in Salesforce including Organizations, Contacts, Campaigns, Development, Development… Show more Previously supported the VP of Investor Relations by scheduling meetings with potential investors to assist in reaching fundraising goal. Managed calendar to determine suitable level of scheduled appointments paying particular attention to coordination of meeting materials and travel arrangements. Supported Development and others involved in Relationship Management to update and maintain necessary records in Salesforce including Organizations, Contacts, Campaigns, Development, Development Payments, and Activities to ensure accurate historical information as well as future outside meetings planned by staff. Provided support to the VP of Finance and Administration and Director of Accounting by processing invoices, preparing expense reports for staff, and making all check deposits for the organization as well as managing both electronic and hard copy document filing and retention for the organization and creating and implementing administrative processes and procedures. Previously responsible for managing the onboarding process from hire to start date for the organization. Managed the implementation of data into Salesforce for staff as needed as well as created and maintained campaigns and reports in Salesforce. Managed the inventory for office supplies and breakroom supplies as well as the organization of both rooms. Provided support to IT staff as necessary, as well as by coordinating the organizations transition from the shared drive to SharePoint. Show less

Previously responsible for NorTech’s internship program – recruited and hired interns and onboarded new hires from hire to start date. Implemented and clarified for staff organizational procedures around time tracking, financial control/separation of duties, and expense report submission that served the organizational needs and minimized staff time investment. Managed VP’s calendars, utilizing appropriate judgement to determine suitable level of schedule appointments and particular attention to… Show more Previously responsible for NorTech’s internship program – recruited and hired interns and onboarded new hires from hire to start date. Implemented and clarified for staff organizational procedures around time tracking, financial control/separation of duties, and expense report submission that served the organizational needs and minimized staff time investment. Managed VP’s calendars, utilizing appropriate judgement to determine suitable level of schedule appointments and particular attention to the coordination of meeting materials, travel arrangements and special presentations. Maintained a document filing and retention program that effectively served the organization’s needs, including AP, AR and any other documentation owned by the Operations Team, including contracts, and certain grant and fund documentation using SharePoint. Managed administrative functions for the organization. Show less

Cleveland, Oh

Cordially and professionally answered all incoming phone calls, determined the nature of the call, and directed callers to the appropriate department. Provided logistical support for scheduling conference rooms, coordinating set-up, and any other requests as needed. Received, processed, and distributed packages to appropriate departments and employees. Ordered cleaning supplies and coffee supplies. Provided administrative support for Property Manager including, but not limited to typing memos… Show more Cordially and professionally answered all incoming phone calls, determined the nature of the call, and directed callers to the appropriate department. Provided logistical support for scheduling conference rooms, coordinating set-up, and any other requests as needed. Received, processed, and distributed packages to appropriate departments and employees. Ordered cleaning supplies and coffee supplies. Provided administrative support for Property Manager including, but not limited to typing memos, preparing mailings, and contacting service people. Acted as onsite liaison for Zaremba’s tenant issues. Show less

Cleveland, Oh

Provided administrative support for Director of Business Development, Director of Certification & Office Manager. Completed administrative duties including filing, scanning, data entry, preparing mailings, and any other requests as needed. Created various spreadsheets utilizing Microsoft Excel to maintain records. Contacted members by phone or email to obtain information.

Valley View, Oh

Established and maintained good relationships with clients. Communicated with clients pertaining to payments, settlement authorization, requested back-up, handled disputes, and obtained credit card authorizations. Provided clients information regarding accounts and services.

Business Administration And Management, General

Education record