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• Leads and oversees special projects• Manages interviews, the hiring process, and facilitates the onboarding of new hires

• 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