Miriam Ellis Email & Phone Number

King Of Prussia, Pennsylvania, United States

Greater Philadelphia Area

Looking for the next disrupters and highly engaged entrepreneurs to celebrate their successes and help them grow their business.

Greater Philadelphia Area

-Assist senior level executives of the firm with their Administrative needs-Travel coordination-Calendar management-Client independence-Sponsorship of events-PowerPoint presentation edits-Time sheet processing-Expense processing-Communication with peers and others within the executive's network-Invoice processing and verification-Work with team members to provide support and share knowledge-Update and proof read presentations, reports, memos, letters and other documents-Answer and screen telephone calls, respond to routine inquiries, redirect as necessary-Answer to and process independence paperwork for contractors and sponsorships-Manage meetings, ensure space availability, provide logistics, prepare materials-Manage memberships, dues to various organizations, subscriptions, distribution and circulation lists for various executives-Work at the annual Strategic Growth Forum, CEO and CFO only, premier event. Ensured meetings took place between entrepreneurs and helped to grow revenue and business throughout the forum by showing attendees how to utilize the App that correlated with the conference

Greater Philadelphia Area

-Coordinate office functions: mail distribution, space assignment, supply orders, tax processing, operator function and receptionist functions and supervising the team by looking at roles and streamlining processes-Chaired and created a process manual for the mail room functions to be implemented across the Firm (50 states)-Implemented an office move of 750+ employees by utilizing past experiences and processes, and implementing a customized strategy, to ensure a smooth transition from a larger office space to a smaller, more efficient space-Effectively manage the sports tickets distribution by suggesting ways to minimize costs and maximize use of the tickets-Provide Local Orientation to new hires and make myself available as a point of contact for them to navigate the office and the various departments that lie within the organization-Understand and read through all invoices and contracts, question items that are not within scope and maintain a strict budget.

Greater Philadelphia Area

-Provide Administrative support to multiple Partners, Executive Directors and Directors of the firm-Calendaring-Travel coordination-Expense policy knowledge and submissions-Meetings coordination-Proof read monthly/quarterly reports-Filing-Invoicing -Billing-Engagement agreements-Assist Location Manager with allocation/distribution of sports tickets for client entertainment-Set up an efficient process for the use/distribution of the tickets.-Assist with the processing and generation of invoices, allocation of charges (to the appropriate business units), and the understanding of contracts (sports/engagements/sponsorships)-Consistent resource of knowledge on firm practices and procedures-Understand the nature of Engagements, confidentiality agreements, requests for proposals and statements of work-Point of contact for firm procedures

Greater Philadelphia Area

-Provided excellent customer service to multi-million dollar business clients in inbound calls call center environment-Located and credited missing deposits, communicated with third party vendors on behalf of clients, resolved discrepancies between the bank and client records-Followed up with clients to report status of research-Met with clients face-to-face to understand their needs-Worked in a team environment with immediate team size of 6, and assisted entire department of 125 Account Managers-Resolved questions regarding the USA Patriot Act and Privacy Policy-Maintained confidentiality and security of customers' most sensitive and critical information