Maddy Feltz Email and Phone Number
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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.
Trailhead Planners, Llc
View- Website:
- trailheadplanners.com
- Employees:
- 3
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Head Of Client ExperienceTrailhead Planners, Llc Jan 2024 - Present -
Business OwnerThe Digital Director Oct 2021 - Mar 2024
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Human Resource DirectorLegacies, Llc Dec 2014 - Apr 2022Winona, MnManage 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. -
Director Of ServicesLegacies, Llc Jul 2016 - Mar 2022Dakota CountyHR:- 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
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Client Service CoordinatorMinneapolis Wealth Advisors May 2016 - Apr 2018MinneapolisManage 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
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Direct Support ProfessionalLegacies, Llc Jan 2014 - Dec 2014Winona, MnWork 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. -
Human Resource AssistantWinona State Univerity Aug 2012 - Oct 2014Winona, MnResponsible 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.
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Daycare ProviderTrinity Family Center Aug 2010 - Jun 2011Hudson, WiProvided 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.
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Dietary Services AidChristian Community Home Aug 2008 - Aug 2010Hudson, WiCounted 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
Maddy Feltz Education Details
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Pychology And Communication Studies
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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