Michelle J. Williams Email & Phone Number

ADMIN RESPONSIBILITIES• Act as an administrative assistant to the Regional VP, Managing Director, Business Development Officer, two Senior Relation Managers, and four Relationship Managers• Field calls for relationship managers servicing clients in Georgia, South Carolina, North Carolina, Mississippi, Alabama and Tennessee • Liaise between the client and Advisor, Alliance, Tech Client Service, Marketing, Subject Matter Expert, and Bank Statement Support teams • Attend client and monthly sales meetings with Managing Director and relationship managers and draft contact report detailing team’s next steps• Draft sales team’s correspondences and process benefit and offer letters• Generate quarterly PowerPoint presentation for relationship managers. • Review revenue crystal reports weekly and provide a summary of transaction inconsistencies to the relationship manager• Recommend solutions and services options to advisors and relationship managers• Complete monthly audit checklist to ensure office is compliant with regulatory requirements• Research and compile all relevant background information required to resolve client complaints • Escalate complex client concerns to Managing Director• Maintain accurate records in client database OFFICE MANAGER RESPONSIBILITIES• Ensure office equipment is operational• Provide IT support and troubleshoot individual computer issues• Maintain and distribute the latest Charles Schwab brochures, marketing materials and other collateral pieces• Order office supplies including stationery and business cards• Set up new employees and visitors• Oversaw and organized the office move to a new location EVENT COORDINATOR RESPONSIBILITIES• Coordinate regional events with the event team • Draft event calendar and review my recommendations with the Event Director • Develop invitations, agendas and event programs

ADMINISTRATIVE RESPONSIBILITIES• Acted as an administrative assistant to the traders and sale representatives on Natural Gas, Refined Products, Option and Swaps Characteristics• Processed customers with trading accounts for both traders and sales with ISDA agreements• Helped develop viable solutions for customers in various jurisdictions with CSE• Participated in cross-functional improvement projects• Approved internal users for business applications and software• Maintained email distribution list and weekly oil commentary• Generated and distributed weekly inventory reports• Assisted product management in writing functional specs and marketing proposals• Worked with technology teams to identify needs and implement infrastructure upgrades• Processed all T&E’s reports for both sales and trading• Handled international and domestic travel arrangements including lodging and transportationOFFICE MANAGER RESPONSIBILITIES• Managed office move• ordered and organized stationery, supplies, • liaised with corporate services,• set up new employees and application services • Coordinated audio and video conferences • Liaised and maintained relationship with internal departments and vendors

• Provided administrative support throughout the office• Administrate HR new hire and benefit packages• Liaised with operations, compliance and technology teams• Managed all office production and printing of marketing material for external use• Resolved office facilities issues involving telecommunications, security, space management and general office operations. • Authorized and processed invoices resolved billing issues and manage procurement of office equipment and supplies. Updated daily CMOs and ARMs Inventory reports. Handled all vendors and service provider relationships.• Managed all front desk management functions including meeting and greeting all clients and guests, directing all incoming calls, sorting and distributing mail, accepting and signing for all packages and deliveries. EVENT COORDINATOR RESPONSIBILITIES• Assisted in all aspects of event planning including itineraries, domestic and/or international flights including hotel reservations. Organized all breakfast and luncheon and weekly videoconference training sessions.

• Defined all streaming product and service workflow procedures for selling, provisioning, and invoicing• Implemented product development and codes that outline service details into Oracle’s billing systems and company database • Approved production/encoding staff expenses for travel• Generated monthly documents (summaries/analysis/reports) associated with project issues and revenue P&L for executive management quarterly meetings• Handled logistics, billing disputes, service billing, and maintained customer relationships• Authorized contract termination and activation of services• Trained sales support, operations and clients on product and services• Worked closely with system administrators to generate statistic reports and account setup for packaged products.• Supervised all sales and operation departments to ensure services throughout our global offices

• Formatted and typed professional resumes for headhunter’s candidates and clients• Met and greeted clients/candidates• Answered heavy telephones, filing, typing, data entry, general clerical work, and special projects. • Entered job orders into the database and ordered office supplies