Lori Allen Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga

Greater Atlanta Area

Provide operational and administrative support in a high-growth environment to the CEO and COO, as well as a small group of talent development professionals/coaches. Responsibilities include, but not limited to, heavy calendar management and meeting planning, both internally and externally with clients, light HR, CRM maintenance, minor website updates, expense management, and personal assistant to one of the owners. -Organize and maintain complicated calendars on a daily basis as the only company administrator to ensure each client has dedicated time with each Coach.-Lead execution of first new customer touchpoint for all clients which includes ordering, editing and shipping materials. Ensure all materials are edited properly and InDesign files are up to date, and ultimately delivered tothe client on time.-Maintain Customer Relations Management (CRM) tool to add new clients, deals and changes to current business.-Create, edit and maintain file system for Statements of Work (SOW) for prospective and current clients.-Provide all planning and logistics for internal and external meetings which includes securing a location, ordering all meals and materials needed for each meeting, and attending meetings to ensure client experience is beyond their expectations.-Receive and process all new hire and termination paperwork, file all information on Drive for easy access.

Greater Atlanta Area

Assisted small business owners and entrepreneurs with administrative needs, including, but not limited to, meeting and event planning, calendar management, client follow-up, database and email management, travel arrangements, internet research, and social media management. Managed a small team of Virtual Assistants. Clients included Leadership coaches, Public Relations and Marketing consultant, Health Care professionals, Real Estate agents, Interior Designer, non-profit organization, and other service industries.

Alpharetta, Ga

Worked directly with the Regional EVP and a team of 6+ people, to include Marketing Manager and Corporate Segment Leaders, in a fast-paced international insurance company.-Assisted Southeast Region Executive Vice President with day-to-day activities, including meeting and event planning, heavy calendar management, travel arrangements, and various projects as assigned.-Planned various internal meetings and events, both on site and off site, for up to 100 people. Collaborated with other office team members to plan the annual holiday party for 300+ people.-Organized major client meetings and made key decisions including meeting location, client invitations, meal selections, hotel room reservations, etc. Attended each meeting to ensure the event ran smoothly and all client’s needs were met.-Managed the team’s large contact data base in Outlook, added new contacts as provided and ran reports for various needs.-Compiled and updated the department budget, as well as compiled and submitted expense reports for VP and team members.

Atlanta, Ga

Provided sales support to the President of the ABL division, as well as 22 team members, including Sales Managers, Business Development Officers, Underwriters, Account Executive, and Collateral Specialists.-Assisted the President of the company, as well as other C-Level executives, with heavy calendar management, meeting coordination, and travel arrangements.-Supported Sales and Marketing through Salesforce.com by entering new accounts, maintaining contacts, creating and running reports, and changing and updating information throughout the sales process. Compiled and analyzed data in Salesforce.com, as required to complete reports for monthly Board Meetings.-Worked directly with building management with issues concerning safety and security within our office suite.-Ensured the office ran smoothly daily by acting as Office Manager, in addition to EA responsibilities.

Roswell, Ga

Worked with a Financial Advisor (FA) on a one-on-one basis, serving as her “right-hand man”. Identified client’s administrative needs and expectations; emphasized proactive, creative solutions; delivered quick responses and excellence in work performance. Acted as Office Manager: handled incoming calls and mail, set and prepared for appointments, ordered office supplies and marketing materials, and processed trade confirmations to ensure FA was using her time wisely and effectively. Planned and handled logistics for events and seminars to further FA’s business development.

Alpharetta, Ga

Assisted COO of Division, and department members, in day to day business activities, including, but not limited to: travel arrangements, creation and updating of Power Point presentations, calendar management, and expense reports. Coordinated all meeting and catering logistics to insure meeting time was used wisely and effectively. Revamped and maintained department’s intranet site for easier used by employees. Maintained and ordered supplies for department. Worked with other Administrative staff on projects and events, as needed. Generated letters for prospective customers for Inside Sales Reps to simplify their customer follow-up. Served on office Safety Committee. Trained employees in 1st Aid/CPR/AED.

Provided sales support to at least 20 Sales Representatives and 10 Sales Managers in a regional sales office that was responsible for securing over $120 million per fiscal year. Interviewed and hired caterers for employee and customer events and kept costs to a minimum. Coordinated all meeting logistics, both on-site and off-site, from planning stages to follow-up. Acted as coordinator for trade shows - registered attendees, arranged travel and hotel, ordered show booth and promotional items, and attended some of the shows as a representative of the company. Sent mass-mailings, both through email and USPS, as well as follow up materials in regards to customer events. Formed and sustained strong relationships with local hotels and caterers to ensure quality meeting and overnight accommodations. Organized all employee events (i.e. United Way, holiday parties, family picnics, etc.) for an office of 200+ employees. Trained new Administrative Assistants and acted as a continuing support. Assisted with office safety program and trained employees in First Aid, CPR ad AED usage. As Fleet Coordinator, acted as main contact for driver for a fleet of over 730 vehicles in the Southeast Region (6 states). Served as liaison between drivers and Lease Plan on any issues regarding vehicles (maintenance, tags, etc.).