Nancy Wirth Email & Phone Number

Chicago, Illinois, United States

Assisted in the management of several highly visible projects, including;• PACT (pricing and commitment tracking) report.• Corporate Vision/Salesforce vPlaybooks.• Offer refresh.• Salesforce refreshAs part of this work, I ran weekly status meetings and communicated updates to management and stakeholders. Additionally, I worked with multiple business partners across the organization as needed to ensure buy-in and full completion of projects.• Data analysis• Calculated budgets for offsite meetings, including participant travel, lodging, and meals.

Greater Chicago Area

Senior Administrative Assistant, Higher Education Sales During my time with the higher education sales team, I assisted the managing director and his team by creating more efficient ways to run their business. This included the creation of several Salesforce reports and dashboards. Additionally, as shown below, I elevated the role to be much more than a traditional administrative role.• Created multiple Salesforce dashboards used by Regional/Market leads and Institutional Sales Directors.• Created multiple Salesforce reports, including those used for reporting to CEO.• Used Excel to analyze data from Salesforce as requested.• Extensive travel planning and expense reporting.• Managed calendar for Senior Managing Director.• Created and managed Qualtrics surveys for the team.• Acted as the team coordinator on a highly visible initiative to build sales playbooks within Salesforce.Senior Administrative Assistant, Wealth Management As senior administrative assistant to the Midwest managing director, I spent my time making my manager's life easier by taking what I could do off his plate, allowing him the time he needed to concentrate on his team. I also spent a lot of time mentoring other AA’s and ensuring they had the training needed to do their jobs efficiently.• Executive assistant to Midwest managing director which included managing his calendar in conjunction with the calendars of his direct reports, expense reporting, travel, and ad-hoc projects.• Organized quarterly meetings for the managing director and his direct reports.• Facilitated weekly sales team meetings.• Compiled weekly directors report.• Ran weekly reports to allow tracking of newly assigned and out-of-state clients.• Worked with TIAA University to develop training sessions for IAS AA's using UD and Siebel.• Other items of note:o Led a team tasked with writing job aids for all Individual Advisory Services AA'so Participated in the Midwest IAS Change Committee Employee Council.

Chicago

In this role, I assisted in opening new offices throughout the Chicago and Texas complexes. This included meeting with stakeholders both within and outside of the organization. Ensuring work was completed on time and to specifications and that new offices opened on time.• Assisted in opening and relocating multiple offices.• Worked closely with business line AA’s as their point of contact for numerous items, including basic training, approval of supply orders, and understanding of new and old processes• Responsible for updating the IAS AA Training Guide.• Assisted in training new IAS M's.• Worked with IAS business manager to plan and execute a successful Retreat.• Traveled to various locations to identify and help solve potential issues with AA's.• Worked across multiple business areas to ensure needs were met when opening new offices.• Worked with vendors to ensure seamless office openings.