Colleen N. Email & Phone Number

Chicago, Illinois, United States

Chicago, IL

San Francisco Bay Area

Partner with five (5) financial advisors and team to assist in growing their business of high net worth clients, prospective clients and professional intermediaries. Manage outlook calendars, assemble detailed client reports, process monthly expense reports, arrange travel, schedule meetings, and screen phone calls. Act as a liaison between clients and the.

Washington D.C. Metro Area

Ensure proper filing procedures for invoices, vendor contracts and payment. Effectively enter invoices and cash receipts into VISION system. Actively reach out to clients to establish a relationship for accurate billing procedures and accounting contacts. Process all employee expense reimbursement checks.

Washington D.C. Metro Area

Served as the ambassador of first impressions for the firm and greeted all guests upon arrival. Successfully coordinated travel and calendar management for all Senior Vice President, Practice Leads. Processed expense reports for all Senior Vice President, Practice Leads and HR manager. Ensured office space was always presentable and managed office.

Actively assisted in managing a rental branch, including assisting customers in fast paced environment, answering phones, and maintaining established business relationships. Operated a single person satellite office and maintained a good working relationship with body shop managers. Kept an up to date knowledge of cars and their features in the rental.

Prepared legal documents such as motions, stipulation agreements and other legal correspondence.Prepared dockets and created trial binders by researching court websites and other electronic records.Followed a strict compliance policy for all clients. Demonstrated the ability to multitask as special projects were given by attorneys in addition to regular.

Prepared and documented abstracts and releases.Docketed confidential information in Commercial Legal Software.Communicated directly with courts to obtain information needed to complete the docketing process. Followed strict compliance procedures and deadlines.

Norfolk, Virginia Area

Operated telephone switchboard efficiently forwarding and screening calls. Collected, sorted and distributed mail to appropriate parties. Prepared mail daily to go to all district and circuit courts. Listened carefully to resolve customer complaints. Completed all special projects given by supervisors in addition to regular workload. Filed time sensitive.

Richmond, Virginia Area

Multitasked by taking orders, handling cash, working as team player in a fast paced environment.Provided a five day classroom instruction to incoming servers. Served as a closing assistant to mangers counting large sums of money, verifying receipts and entering sales information to restaurant database. Provided excellent customer service and also helped.

Virginia Beach, VA

Assisted customers by utilizing approved consultative selling practices and guidelines to identify customer needs and provide appropriate solutions. Maintained current knowledge of merchandise lines, product features, benefits and availability. Attained high associate standards and department productivity standards.