Advanced through a series of promotions culminating in the oversight of six administrative team members and serving as the Vice President and Executive Assistant to the Managing Partner. Executed complex, confidential and time-sensitive financial transactions for the firm’s $100M in assets. Accomplishments Include:· Developed and implemented work standards and efficiency practices that enabled the company’s client base to double in 3 years · Conceived and designed a presentation… Show more Advanced through a series of promotions culminating in the oversight of six administrative team members and serving as the Vice President and Executive Assistant to the Managing Partner. Executed complex, confidential and time-sensitive financial transactions for the firm’s $100M in assets. Accomplishments Include:· Developed and implemented work standards and efficiency practices that enabled the company’s client base to double in 3 years · Conceived and designed a presentation tool enhancing the client experience resulting in higher commitment rates, faster processing and a 75% reduction of unscheduled review hours· Created a Processes and Procedures Manual and Quick Reference Guide increasing productivity and creating excess capacity equal to one full-time team member· Collaborated with IT department to develop an automated client reporting tool reducing the time expenditure by 50%· Managed the client experience during a 9 month organization-wide automation transition while simultaneously on boarding an additional $20M in assets with 100% retention of the firm’s client base· Participated in the hiring and training of twelve employees and provided non-management leadership resulting in increased team morale and zero turnover over a three-year period· Facilitated various projects including automation/standardization efforts, investment research and customized ad hoc reporting · Represented the company in industry- and firm- wide projects and events Show less

-Acted as the executive assistant to the Regional Sales Manager-Built and solidified the local agency by recruiting and interviewing sales and management trainee candidates to sustain company growth-Assisted newly hired agents with registration, training, and conformity to state regulations for licensed insurance agents-Acted as the first line of support for agents and managers operating out of the local agency -Coordinated with regional directors to perform all agency-related… Show more -Acted as the executive assistant to the Regional Sales Manager-Built and solidified the local agency by recruiting and interviewing sales and management trainee candidates to sustain company growth-Assisted newly hired agents with registration, training, and conformity to state regulations for licensed insurance agents-Acted as the first line of support for agents and managers operating out of the local agency -Coordinated with regional directors to perform all agency-related administration tasks including documentation and follow-up, report generation, scheduling, creating and facilitating meetings, and training new administrative staff-Served as the primary liaison between the local agency, the Altig International Corporate Headquarters, and the parent company’s home office Show less

-Collaborated with members of University Residences to promote a service-oriented environment to meet the needs of University Residences administrative users -Performed all human resource functions for new and current hires-Planned, organized, set agenda and took minutes for staff meetings-Researched and interfaced with suppliers to obtain new equipment and managed purchasing procedures; maintained equipment inventory database-Managed all housing accounts’ group membership and… Show more -Collaborated with members of University Residences to promote a service-oriented environment to meet the needs of University Residences administrative users -Performed all human resource functions for new and current hires-Planned, organized, set agenda and took minutes for staff meetings-Researched and interfaced with suppliers to obtain new equipment and managed purchasing procedures; maintained equipment inventory database-Managed all housing accounts’ group membership and permissions; created new user accounts and mapped file rights and access Show less