Lori Mansfield Email & Phone Number

East Bridgewater, Ma, Us

East Bridgewater, Ma

Cambridge, Ma

Boston

Provide full range of support services including heavy calendar management (scheduling meetings and adjusting conflicts), extensive travel arrangements, keep on top of projects with partners, liaise and maintain open lines of communication with internal and external senior executives and their assistants. Monitor and track partner’s CPE credits, licenses and requirements. Actively identify areas of support that I am able to assist with. Collaborate with peers to provide coverage while they or I are out of office.Meeting & Events 2008 to present – Recruited by national leadership to help with the firm's highly visible client functions, internal off-site partner meetings, all office meetings and holiday events. Collaborate with each event team providing administrative support to ensure a coordinated effort. Manage RSVPs for local partner events. Also work with local teams on partner retirement parties and client account planning workshops.

Boston

Calendar management, research and arrange travel reservations, resource to partners, managing directors, directors, and EAs; work with other teams on behalf of the MMP. Produce documentation efficiently and accurately including PowerPoint, emails, correspondence and reports. Act as liaison and maintain open lines of communication among internal and external senior executives and their assistants. Actively identify areas of support that I am able to assist with. Charitable contributions - Oversee the Boston office charitable contributions; gather, review, communicate (internal and external) our support; ensure payments are processed, follow up with the partner after the event with debrief questionnaire, meet monthly with marketing manager to review budget.Gatekeeper -Manage revenue growth emails—compiled responses and distribute to team. Maintain and annually update partner board list and work with committee to coordinate trainings for new partners. Answer a high volume of incoming calls and in-person inquiries. Proactively reach out to EA’s of visiting partners including PwC’s leaders to assure their visits are seamless.

Boston

Boston