Tabitha Harrell Email & Phone Number

Jacksonville, Florida Area

• Provides direct administrative support to the Chief Executive Officer and Chief Executive Leadership Team
• Works directly with the Board of Directors
• Manages and leads a team of Administrative Support staff
• Manages calendar, travel, and expense reporting
• Acts as liaison between clients, vendors, and internal team members
• Oversees the coordination of all client and internal events

• Fully manage company accounting, weekly payroll and quarterly/yearly taxes
• Manages accounts payable/receivable and expense control procedures including bank and account reconciliation, billings, invoices, purchase order and preparation of daily deposits
• Establishes and maintains employee files reflecting salaries, deductions, payroll exceptions, and W-2 withholdings, exercising a high level of confidentiality

• Provides direct administrative support to 3 Senior Level Managers that run the Wealth Management office
• Manages calendar, travel and expense reporting
• Acts as liaison between clients, vendors and internal team members to ensure problems or issues are resolved
• Coordinates all client and internal events
• Leads and oversees special projects
• On boards and provides systems training of new hires

• Provided effective account administration support to a team of trust advisors in a centralized environment for trust and agency accounts
• Reviewed reports to eliminate overdrafts and transfer funds to ensure overdrafts are covered
• Performed account maintenance and verify information is accurate
• Composed, process and track discretionary requests
• Provided research and problem solving assistance

• Evaluated very complex cases and determine research information and sources needed to make a recommendation regarding case disposition
• Used appropriate investigative techniques to analyze information needed and determine liability, impact of each case, including the mitigation of financial losses and/or business interruptions
• Handled escalated calls from branches, customers and coworkers
• Trained all new employees on computer software and bank policies and procedures
• Contributed to the exchange of information and the sharing of feedback to enhance team performance and coach teammates
• Networked and developed effective contacts to assist in case processing and decision making