Nicole Patrick Email & Phone Number

Salt Lake City, Utah, Us

Delivered comprehensive administrative and logistical support to the President, managing calendars, events, and communications while overseeing information systems, and relationship management to ensure organization efficiency and positive stakeholder engagement.*Organized logistics for employee and client events, including the annual company onsite and monthly meetings.*Managed calendars, coordinated meetings, travel, and reimbursements, optimizing the President’s time.*Drafted and maintained presentations for quarterly and monthly business reviews and company meetings within Teams and SharePoint.*Oversaw company swag orders, inventory, and shipping for events.*Fostered positive relationships with employees.

Austin, Texas, Us

Provided high-level administrative support to the executives, including the CEO, CFO, CTO, COO, General Counsel, President, and SVPs, through extensive calendar management and domestic/international travel arrangements. Managed the executive-level calendars and meetings across numerous time zones to facilitate effective communication and ensure the smooth operation of the executive's office.*Streamlined the executive's workflow through improved productivity, time management, office operations, and event management while ensuring protocol compliance with personal security requirements for travel and in-person visits.*Managed two onsite office remodels*Reinforced the start-up of the company's first-ever Fellows program for two years. Successfully coordinated program by performing administrative functions with multiple stakeholders and office team members.

Medford, Massachusetts, Us

Assisted the CEO with administrative tasks, such as managing schedules, coordinating meetings, organizing travel arrangements, and handling all correspondence to enable the CEO to focus on strategic leadership and decision-making. Served as the CEO's right-hand person and primary point of contact for internal/external constituencies on all matters of the CEO’s office.*Optimized administrative processes as a key liaison to the CEO and senior management teams for organizing and coordinating executive outreach/external relations efforts and overseeing special office projects.*Organized and managed information flow within the CEO’s office by maintaining confidential files/records, tracking deadlines and deliverables.*Managed two offsite office remodels along with two onsite office transitions

Worked Independently researching court records throughout the United States. Verified and input civilcases, misdemeanor and felony charges into client repositories.

Boulder, Colorado, Us

Maintained office and building badges, time tracking spreadsheet, time off calendar and officesupplies. Managed employee birthday recognitions by spreadsheet and circulating cards. Handled all postage and handling and shipping needs for office. Assisted with policies, procedures, Innotas, travel coordination and general administrative duties. Submitted and managed Transwestern requests for office/building maintenance needs. Coordinated and planned office events and lunches. Completed company expense reports in Concur for VP and Managers. Attended management and team meetings to record and monitor action items. Resolved employee needs relating to benefits, payroll and other HR issues. Managed and updated website, creating content and updating event notifications and managed vendor contacts.

Boulder, Colorado, Us

Provided direct customer support. Updated multiple websites as needed per customer request.Attended weekly customer meetings. Ran weekly tracking and certification status reports and tooknecessary steps to update or notify the proper contact(s). Created and updated Certifications for CEs. Scheduled Live Distance Learning (LDL) courses through WebEx. Processed all Course Descriptions by posting the CD on multiple servers, spreadsheets, created Learning Activities (Las) in customer LMS, posted web courses on external sites, and sent release notifications. Backed up and assisted other team members as needed.

Maintained office and building badges, time tracking spreadsheet, time off calendar and officesupplies. Managed employee birthday recognitions by spreadsheet and circulating cards. Handled all postage and handling and shipping needs for office. Assisted with policies, procedures, Innotas, travel coordination and general administrative duties. Submitted and managed Transwestern requests for office/building maintenance needs. Coordinated and planned office events and lunches. Completed company expense reports in Concur for VP and Managers. Attended management and team meetings to record and monitor action items. Resolved employee needs relating to benefits, payroll and other HR issues. Managed and updated website, creating content and updating event notifications and managed vendor contacts.

Washington, District Of Columbia, Us

Transcribed and/or keyed a wide variety of taxpayer tax returns, related schedules or documents. Identified missing, incorrect and unrecognizable data and took appropriate course of action to resolve errors to include editing documentation.

Worked independently researching court records through out the United States. Managed background investigations for international applicants. Verified degrees, previous employment, and references. Verified and input civil cases, misdemeanor and felony charges into FRS system daily.

Austin, Texas, Us

Took orders, made SI logos and custom screen logos. Processed orders and provided customer service for 500+ dealers and reps in the United States and internationally. Created a system to schedule and forecast production of ordered screens. Processed sales orders, work orders and packing slips in Quick Books. Proofed and edited all sales orders. Packaged and mailed marketing materials to dealers and reps. Processed and mailed sales invoices. Reconciled open invoices. Collected on past due accounts.

Supported the manager and 8 customer service reps. Kept tracking logs of production jobs, MRA's, problem orders, expedites, vacation and credits. Logged in purchase orders, verified and edited dollar amounts, ship to addresses, print and mail acknowledgements. Disbursed interoffice mail, collected time cards and routed calls to correct CSR's.

Supported 20 sales representatives, 2 Sales Managers, and the VP of Sales. Performed customer account information research of machines, lease, maintenance, averages and invoices. Created and maintained graphs and charts with financial figures for four branches. Maintained employee files, confidential material, new hire packets, insurance and some additional HR duties. Kept all statistical reports, obtained lease approvals and buyouts, sent invitations for open houses and worked as liaison between the Austin and San Antonio branch. Ordered brochures, backed up receptionist, time sheets, petty cash and travel. Produced proposals, organized branch functions and customer service.

Maintained current pricing and product information from all manufacturers. Ordered and maintained adequate stock of all brochures and samples. Assisted sales and design teams with presentations. Maintained the company vendor list and notified management of any pertinent changes. Updated bulletin boards with current product brochures and meetings. Back-up for receptionist. Provided refreshments or meals for lunch & learns or meetings. Assisted departments with special projects as needed.

Performed accounting duties, customer service, editing, copying, filing, processed check requests, input purchase orders, archived files. Assisted multiple managers and supervisors with projects. Ordered supplies, account billing, mail runs, mail meters, deliveries. Reviewed credit bureaus and assessed budgets for loan approvals. Received payments, posted payoffs, and handled all other cashier duties on customer accounts. Worked directly with customers to resolve any questions or problems pertaining to their account.