As Office Manager I assist the Station Management Team in areas of general business and accounting needs. Work closely with the Corporate Business Manager, Corporate Accounting hub and Corporate Human Resources to carry out the necessary local needs of the Managers and staff, to ensure maximum efficiency. I also assisted the Station Manager/General Manager on general business needs.

 Supported team in all administrative duties for assigned accounts, including managed agencies, foundations, endowments, estates and individual retirement accounts Key secondary operational contact person for major portfolios  Woked with clients in relation to all requests involving distributions-transfers from accounts, account activity, statements, and special requests Performed asset transfers from client accounts. Monitor cash lists of investment accounts for overdrafts and new contributions to existing accounts  Organized and track contacts with top-tier clients  Coordinated new account openings  Performed job related duties and special projects as assigned by Trust Officers Assisted with the department’s tax reporting process. Including informational tax reporting, and fiduciary, individual, estate and gift tax return preparation and compliance Represented Trust Department with customers, attorneys, vendors and beneficiaries Assisted with marketing trust services to prospects and professionals Notary

 Provided office management and team engagement for office that grew from $10,000 to $1M in revenue in ten years  Tracked donations, maintained the current database of prospects, and prepared information needed for meetings, where applicable Managed all accounting activity for the Lincoln Chapter including audit preparation Oversaw efficient office management tasks which include coordinating meetings, mailings, filing, spreadsheets, faxing reports, photocopying collateral documents and scanning for the chapter, supply orders, and maintain all data management Worked closely with the chapter Executive Director and Board of Directors Treasurer on the preparation of reports distributed to the Board and the National JDRF office Prepared monthly financial statements and quarterly reports Maintained all financials for events and assisted in budget development Reviewed expenses and made cost-effective vendor recommendations for events and office services in partnership with staff and volunteer leadership Worked with Major Gift donors on Major Gifts up to $250,000 Recruited and supervised volunteers to ensure that the chapter had the needed assistance for fundraising and non-fundraising activities as assigned Supported/assisted Executive Director and Special Events Coordinator in all aspects of events Developed information timelines and systems to improve the distribution of materials and effectively manage tasks for all special events Maintained a basic understanding of JDRF's mission and research cure therapeutics Ensured the confidentiality and security of proprietary information

 Worked directly with Executive Director of the Foundation  Helped with events and fundraising for capital campaign Managed all accounting activity for capital campaign Handled all scholarships for Foundation and school Maintained Foundation database for campaign and school donations Attended all meetings with the Executive Director and Superintendent as Secretary to the committees Ensured the confidentiality and security of proprietary information