Administrative Assistant
Callison And Advisors
Overland Park, Kansas
Supported the Branch Manager through client relations, personal document management, drafting all outgoing correspondence, calendar organization and preparation/report for meetings.• Lead the implementation of a cloud-based paperless document system.• Managed hundreds of accounts in our local CRM system, Redtail, as well as our corporate interoffice system.• Prepared financial forms, excel spread sheets, documentation and presentations for client meetings.• Created expense reports, organized and maintained office filing system, managed documentation/marketing materials, and office supplies.• Created company's first employee manual including training, procedurals, and resources.• Managed vendor performance, communications and relationships.• Arranged board meeting events with hotels, vendors and outside suppliers.