Nick Ferrin Email & Phone Number

Chicago, Illinois, United States

Contract extended twice. Tasks included learning internal CRM such as CloudCME & Northwestern Qualtrics to migrate, maintain or update data between or within CRMs including new data entry; auditing internal records for required industry compliance, engaging dozens of staff building relationships regarding necessary workflow adjustments. Microsoft Office 365 proficiency utilized including advanced level Excel formulas working with data, mail merge, and document format/creation promoted drastically reduced completion times vs. manager expectations. Some examples of excel formulas used in projects to reduce completion times: =TEXTSPLIT(A4,"%")=TEXTJOIN("; ", TRUE,A21:B82)=TEXTJOIN(("; ", TRUE,E2:E800)=IF(A251="Excellent",A251,IF(A251="Very Good",A251,IF(A251="Satisfactory",A251,IF(A251="Fair",A251))))=IF(A1="Excellent",A1,IF(A1="Very Good",A1,IF(A1="Satisfactory",A1,IF(A1="Fair",A1,))))=IF(A251="Excellent",A252,IF(A251="Very Good",C251,IF(A251="Satisfactory",C251,IF(A251="Fair",C251))))=IF(A1="Excellent",A2,IF(A1="Very Good",C1,IF(A1="Satisfactory",C1,IF(A1="Fair",C1,))))=IFERROR(TEXTSPLIT(A3," - "),"")

Co-manage and oversee team of community moderators including schedule, payroll and daily moderator job support functions, and other operations support including engage with community members on social media platforms including Telegram, Discord, Facebook, Twitter, Reddit, and more.

Engage with community members on social media platforms including Telegram, Discord, Facebook, Twitter, Reddit, and more.

Continental United States

Operating a one-man business means doing whatever it takes to get the job done! My objectives were to: ●Cultivate ongoing business relationships● Identify, develop and close logistically connected sales leadson a timely basis● Coordinate and execute client service on a deadline● Complete all essential operations● Conduct and analyze ‘pre’ and ‘post’ mortem reviewsUltimately, I could not ethically in good faith knowingly expose each client to the risks of possible failure or total loss due to Covid-19 without stable and adequate alternative continuity procedures in place. The related effects over time became unreasonable due to the nature of the business.

Chicago, Illinois, United States

Provided direct administrative support to President, Chief Compliance Officer, and other staff totaling approximately 50 individuals and over 1,000 rep client accounts of multiple types totaling over 100MM AUM. Oversaw and executed administrative support operations for multi-location financial services company including client services and onboarding; customer/client service; operate multiple CRM and data management protocols; Federal, State and Industry compliance; in-office basic IT support; vendor relations and other operations.

Support management, field office and other staff and volunteers prepare meetings and events, as well as office reception, managing office volunteers, incoming and outgoing mail including bulk mail, CRM data entry and more.