• Coordinator of the Washington, DC regional office with 14 total employees• Direct all operational functions of the DC office while ensuring cost-savings and efficient operations• Provide administrative assistance to six senior partners• Supervise junior administrative staff member• Provide on-boarding of new hires and train administrative staff for two regional offices (DC and New York)• Perform a variety of key managerial and administrative functions• Collaborate with corporate marketing by researching and generating marketing lists, executing mailings and maintaining contact database• Plan and execute all firm-sponsored events and internal meetings for the DC office• Develop cost-saving initiatives for supplies and vendor contracts• Prepare expense reports, client deliverables, maintain confidential client files and manage prospect and engagement tracking system • Provided office coordination and management functions for the New York office (an additional six employees) for over 12 months• Traveled extensively between the DC and NY offices for a 12-month period of time• Assisted in the coordination of two office moves (DC and NY)

* Assisted seven senior staff members of the Financial Advisory Services (FAS) practice of the firm: travel, calendar maintenance, expense reports and new business management* Directed all administrative and project support efforts of the FAS practice* Conducted in-depth business-development research and compiled results for marketing campaigns* Developed presentations and scheduled all executive-level meetings* Planned and executed firm-sponsored events and internal meetings* Managed invoicing and billing processes for all FAS clients* Facilitated training of new administrative assistants* Served as Conflict Check Administrator for the FAS practice

* Provided administrative support for the Executive Director and worked closely with the Board of Directors and various instructors* Maintained membership database, continuing education credits for all members and facilitated the credentialing/award recognition process for qualifying members* Prepared course registration materials, updated course advertisements in various publications and maintained course listing on company website* Assisted at the Annual Meeting with registration, setting up classrooms, preparing award certificates and coordinating the silent auction for the Charitable Foundation* Proofed and distributed monthly e-journals to members* Processed orders for patient education materials and maintained product inventory

* Provided administrative support for six senior level financial staff * Managed all administrative functions of the office* Supervised and trained junior administrative staff* Maintained accurate compliance files for the Branch Manager* Processed paperwork on new and existing life insurance policies and investment accounts while providing excellent customer service* Organized and maintained highly sensitive client files and resource materials

* Provided administrative support for three senior financial staff * Liaison for three additional registered representatives in other satellite offices* Maintained accurate compliance files for the Branch Manager* Facilitated periodic compliance training for all branch Registered Representatives* Processed paperwork on new and existing investment accounts while providing excellent customer service* Organized and maintained highly sensitive client files and resource materials