A leader in the valuation industry and one of the few full-service appraisal firms in the United States.Manage small office making sure processes are followed, reports are going out timely, client calls/emails are returned, and assist leadership team; onboarding for new hires; create newsletter using Adobe InDesign and digital push with Constant Contact; prepare engagement letters, send using Dropbox Sign (previously HelloSign) for electronic signature; coordinate team activities, including Wellness Challenge, Twins game, special team lunches; assist with switch of Internet provider, assist with switch from physical servers to SharePoint; purchase of new computers and set up, stay in contact with IT vendor, switch from old phone system to softphones using Max UC; manage receptionist’s workload, assist with summer lunches, and back up for phones and word processing; assist Controller with payables, enter WIP in sales spreadsheet, email leaders as jobs are close or over budget, accounts receivable collections (over $1 million since 2021); gatekeeper to the President, fielding calls, opening mail, calendar and email management, and troubleshoot computer issues in-office and remotely, travel arrangements, special projects as requested.

BPKZ merged with Smith Schafer & Associates, Ltd.Events & Promotions Manager, SSA (Jan 2017-) - Internal/external events, coordinate speaking engagements, assist with proposals, work with various vendors for promotional material and items.Marketing Director, BPKZ (Oct 2013-Dec 2016) - Schedule marketing meetings for task forces; organize and attend networking/educational events; organize internal/external training sessions; coordinate event registration; prepare marketing or training materials; maintain marketing events calendar; coordinate direct mail marketing campaigns; prepare pipeline reports; assist with proposals; assist in preparation and proofreading of marketing material; research promotional items and work with vendors for final product; gaining knowledge on Social Media in the accounting industry; create quarterly Business Valuation newsletters; work with design/print teams for new logo and website; create print-ready files for printer.

Selling great kitchen products with fun cooking shows.

Executive Assistant to the President and CFO; Marketing Assistant to the marketing shareholder; assist in preparation and proofreading of marketing material; prepare mailings for direct mail campaign; research promotional items and work with vendors for final product; event planning from booking room to registration; plan and attend networking events; schedule client appointments; prepare client invoices and miscellaneous correspondence; assemble tax returns and financial statements for delivery to clients.

Answer multi-line phone, prepare representative commissions, correspondence

Answer phones, enter registrations, payment processing, order supplies, proof seminar brochures, prepare seminar manuals, ship materials, assist in initial database set-up, assist with on-site seminar registration.