Natalie Bean Email and Phone Number

Created Excel spreadsheets Researched and pulled information from Lotus Notes reports PCI meetings and staff updates Organized lunch meetings, special events, and conferences Pulled Lotus and Excel reports for Sales team Organized travel for Executive Staff Negotiated corporate hotel rates

Executed Financial Statements and went through them with great detailPrivileged to confidential informationMaintained schedules and travelResponsible for Partner/Manager meeting detailed minutes and follow up action itemsProcessed expense reportsOrdered publicationsTracked Partners CPE and CPA licensing and enrolled them in continuing education classesCoordinated mailing listsVolunteered to help multiple team events, including charity events, Go Green Team, Mountainwest Capital NetworkMaintained records and filesTracked time (T&E) for myself and PartnersPurchasingHandled multiple competing tasks, prioritized work, and communicated potential conflictsEvent planning and community service, keeping in budget and time frames

Filed and maintained all department files Processed statement work orders Scheduled appointments and conference calls Processed expense reports Served as department administrator for payroll system TOPS Hiring Administrator - In charge of and completely responsible for all new hires in all TOPS locations, including computer and phone set up, log ins, ID's, applications, and building access control Coordinated travel for executive staff and department Organized and tabulated survey information and created new surveys to go out to departments and clients on a monthly basis Responsible for departments Lawson report Tracked Regulatory U classes for department Coordinated special events, such as large business meetings, All Hands Events, company parties Coded and tracked invoices Coordinated TOPS newsletter articles and BSG intranet home page Monitored and tracked all open help desk tickets Attended confidential managers meetings and took minutes Processed weekly Oracle Budget Reports and distributed to management

Filed and maintained credit, contract, collateral files for corporate clients Supported credit review committee by: · Collating financial data for collection reports · Organizing credit review documentation · Scheduling meetings for executive staff to ensure attendance from various corporate sites · Preparing summary reports of meeting minutes and distributing to appropriate staff Typed all correspondence, including confidential documentation Scheduled appointments and conference calls Processed expense reports Maintained office supply and equipment inventory and pursued opportunities for reducing supply expense Organized all office parties and events to improve and maintain office morale Managed archival of corporate documents by serving as the resident interface with off- site offices Served as office administrator for payroll system (TDES) Coordinated travel for executive staff department headsSKILLS/AWARDS Type 80-100 wpm, MS Office Suite, PageMaker, Visio, Lotus Notes, CustTrax, TDES