Maddy Feltz

Maddy Feltz Email and Phone Number

Head of Client Experience at Trailhead Planners @ Trailhead Planners, LLC
minneapolis, minnesota, united states
Maddy Feltz's Location
Hastings, Minnesota, United States, United States
Maddy Feltz's Contact Details

Maddy Feltz personal email

n/a

Maddy Feltz phone numbers

About Maddy Feltz

Maddy Feltz is a Head of Client Experience at Trailhead Planners at Trailhead Planners, LLC. She possess expertise in human resources, management, leadership, training, customer service and 15 more skills. She is proficient in English.

Maddy Feltz's Current Company Details
Trailhead Planners, LLC

Trailhead Planners, Llc

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Head of Client Experience at Trailhead Planners
minneapolis, minnesota, united states
Employees:
3
Maddy Feltz Work Experience Details
  • Trailhead Planners, Llc
    Head Of Client Experience
    Trailhead Planners, Llc Jan 2024 - Present
  • The Digital Director
    Business Owner
    The Digital Director Oct 2021 - Mar 2024
  • Legacies, Llc
    Human Resource Director
    Legacies, Llc Dec 2014 - Apr 2022
    Winona, Mn
    Manage the HR activities for three locationsRecruit, interview, and hire quality staffManage staff evaluations, staff disciplinary, and staff training, staff tracking, and personnel files.Ensure compliance under 245D license.Provide educational trainings to new hires such as orientation and policies and procedures. Create, coordinate, and manage the schedule for numerous clients including working around client hours, parent preference, staff availability, and school schedules. Plan and implement in field trainings for new hires. Answer and direct phone calls in a professional manner. Process new clients when a new client is approved for our services. Efficiently and accurately complete payroll. Enter in all information related to billing.
  • Legacies, Llc
    Director Of Services
    Legacies, Llc Jul 2016 - Mar 2022
    Dakota County
    HR:- Hire new staff- Process hire packets- Create and post job openings - Complete interview process- Create staff binders- Track all initial trainingOffice Management:- Keep office supplies stocked (supplies, coffee, toiletries, toner etc)- Assist with printing/scanning issues - Order and assemble any needed office furniture Scheduling:- Complete the schedule for the Cities branch every two weeks - Create a long term base and keep updated with changes- Adjust schedules as needed for call ins/client cancelations etc - Verify all Cities shifts in AxisCare Payroll:- Complete and process payroll biweekly - Track referral bonus’ and ensure staff receive them in a timely manner- Create and send 401(k) deduction register biweekly- Follow up on any direct deposit errors/ payroll issues - Enter in any payroll changes- raises, bonus’, deductions etc Scheduling system:- Answer any AxisCare questions- Assist in trouble shooting/ communicate with support to resolve issues - Assist with implementation of using new Billing:- Print billing report every two weeks- Complete billing - Complete invoices/ send off - Follow up on all billing issues and resolve - Send billing report summary after the end of each billing cycle- Keep archived contracts organized and filed Benefits: - Manage health insurance plano Help participants to enrollo Set up payroll deductions accordinglyo Reach out to all eligible employees o Complete tax reporting paperwork at year end - Manage 401(k) plan o Complete eligibility in January and July each year o Reach out to eligible participants and help them enrollo Enroll eligible participantso Set up payroll deductions accordingly o Send the deduction register to WNB every two weeks o Complete all year end reporting Misc - Take in all new referrals/ manage the waitlist- Schedule intakes/ assign to DC’s - Complete any referral calls with families/ potential clients/ case managers
  • Minneapolis Wealth Advisors
    Client Service Coordinator
    Minneapolis Wealth Advisors May 2016 - Apr 2018
    Minneapolis
    Manage the new client onboarding process ensuring a smooth transitionPrepare and track client paperwork and scan client documentsResolve complex issues related to client paperwork and accountsCommunicate with clients regarding paperwork and accountsWork with financial advisors to maintain and resolve client-related follow up tasksManage process and track insurance applications and resolving issuesRun various insurance illustrations Track compliance-related projects and tasks for the practiceServe as backup for front desk, answering phones and scheduling client meetings Manage GoSocial webpages for the company Ensure timely response and a high level of client service Enhance process and structure of current systems
  • Legacies, Llc
    Direct Support Professional
    Legacies, Llc Jan 2014 - Dec 2014
    Winona, Mn
    Work one on one with clients with mental health and/or medical diagnosis in home and community settings. Implement programs that are specific to a clients’ needs, overlook clients daily activities, teach client independent living skills.Focus on skills such as money management, appropriate socialization, and effective hygiene patterns. Complete various paperwork regarding client progress, daily reports, and programming.
  • Winona State Univerity
    Human Resource Assistant
    Winona State Univerity Aug 2012 - Oct 2014
    Winona, Mn
    Responsible for confidential documentation.Organized paperwork, filed paperwork, and created spreadsheets.Provided quality support to University employees. Directed phone calls. Supported the HR department in a professional, timely, organized, and accurate manner.
  • Trinity Family Center
    Daycare Provider
    Trinity Family Center Aug 2010 - Jun 2011
    Hudson, Wi
    Provided proper care for children two to three years old.Offered a clean and safe environment for the children to learn and grow.Dealt with parent complaints in a professional manner.Taught the children basic social skills and academic skills.
  • Christian Community Home
    Dietary Services Aid
    Christian Community Home Aug 2008 - Aug 2010
    Hudson, Wi
    Counted meal tickets to make sure all were accounted for prior to meal time.Provided residents with proper meals specifically suited to their dietary needs.Assisted in clean up to ensure food safety regulations were met. Served multiple course meals at business parties within the nursing home.Provide quality training to newly hired DSA's.

Maddy Feltz Skills

Human Resources Management Leadership Training Customer Service Recruiting Microsoft Word Team Building Hiring Staff Disciplinary Scheduling Microsoft Excel Coordinating Payroll Data Entry Staff Management Staff Training Strategic Planning Human Services Events Coordination

Maddy Feltz Education Details

Frequently Asked Questions about Maddy Feltz

What company does Maddy Feltz work for?

Maddy Feltz works for Trailhead Planners, Llc

What is Maddy Feltz's role at the current company?

Maddy Feltz's current role is Head of Client Experience at Trailhead Planners.

What is Maddy Feltz's email address?

Maddy Feltz's email address is ma****@****llc.com

What is Maddy Feltz's direct phone number?

Maddy Feltz's direct phone number is +161232*****

What schools did Maddy Feltz attend?

Maddy Feltz attended Winona State University.

What skills is Maddy Feltz known for?

Maddy Feltz has skills like Human Resources, Management, Leadership, Training, Customer Service, Recruiting, Microsoft Word, Team Building, Hiring, Staff Disciplinary, Scheduling, Microsoft Excel.

Who are Maddy Feltz's colleagues?

Maddy Feltz's colleagues are Courtney Ranstrom, Mba, Cfp.

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