Lynne Thacker Email & Phone Number

Memphis, Tn

Office Manager Responsibilities• Responsible for maintenance of grounds and building.• Office equipment upkeep.• Making reservations for rental cars and airlines for staff.• Ordering supplies for the office.• Keeping a daily calendar.• Backup for the Assistant to the CEO. • Setting up advisor/client luncheons. Operations• Responsible for opening and servicing all new accounts and related paperwork for the firm.• Daily contact with Charles Schwab and Fidelity Investments and clients in all 50 states.• Scan and maintain records per SEC rules.• Handle incoming phone calls.• Special projects, as needed.• Attend seminars pertaining to my position with the firm.Next Chapter Coordinator• Assist senior clients with information, choosing and moving into assisted living facilities.• Visit clients and assist in signing & notarization of paperwork.• Be onsite when movers arrive.• Assist with bill pay, monitoring and reviewing expenses on a monthly basis and having conversations with senior’s banks and their families, keeping everyone in the loop about what is happening.• Serving as a family liaison, working with Powers of Attorneys and Conservators. I am a conservator for an 89 year- old woman in Byhalia, MS, so I know what is involved.• Coordinating services with outside vendors and caregivers as needed.

Account Manager-Customer Service• Coordinate sales, customer service and distribution for major accounts.• Work directly with corporate accounts, sales representatives and distribution points.• Handle incoming calls and complaints.• Maintain records, invoices and research for all accounts.• Work closely with reps, management and new accounts.• Keep daily calendar.• Travel to World Trade Center twice yearly to meet with vendors and representatives.

President (non-paid volunteer)Supervised, coordinated and implemented all areas of a 501-C-3 non-profit organization, including:•Providing support in all areas at the Collierville Animal Shelter.•Overseeing volunteer staff at the Collierville Animal Shelter.•Diligent record-keeping and reporting to the State of Tennessee.•Fundraising and budgeting.•Coordinating and implementing communications and events with the community, pharmaceutical suppliers, rescue organizations, other shelters and volunteers.

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