Tami Reckler-Smith Email & Phone Number

Truckee, California, United States

Walnut Creek, Ca

* Provided outstanding customer service and office support to community members, internal staff, and contract teaching artists* Responsible for customer related communications and registrations in person, written, and by phone using cloud-based management membership database* Provided internal staff with administrative assistance related to meeting coordination, event planning, report procurement, and facility coordination

3000 Oak Rd., Suite 625, Walnut Creek, Ca 94597

* Provide project-based support to clients and co-workers. I recently completed a three-month assignment assisting a travel agent owner on client accounts and maintaining the Client Relationship Management system.

Walnut Creek, Ca

* Used strong people and communication skills to tutor K-5th grade students one-on-one and in small groups in math and language arts.* Assisted teachers in lesson prep and execution.

Clayton, Ca

* Used strong organizational skills and attention to detail to manage small business accounting using Quickbooks.

Clayton, Ca

* Managed daily accounting for three family-owned franchise stores resulting in streamlined process and achieved a total savings of $90,000.* Maintained ongoing accounts receivables/payables and oversaw bi-weekly payroll processing.* Worked directly with external vendors to maintain strong relationships in the daily business operations.

San Francisco, Ca

* Streamlined Charles Schwab Mutual Fund OneSource regulatory mailing procedures and established over 120 fund company relationships to implement and oversee 7 million annual mailings while substantially reducing postage costs.* Managed ongoing relationships and successfully worked with ADP senior executives resulting in negotiating significant price reductions for clients and maintaining strong relationships with company partners.* Successfully managed vendor relationships in excess of $1 million annually and developed and managed a 20 vendor RFP to internalize regulatory mailings.* Developed programming logic for various client segments with IT department to facilitate shareholder mailings.* Developed, implemented, and managed a proxy solicitation solution for Mutual Fund OneSource companies to improve voting percentages. Solution proved to be the first of its kind used in the brokerage mutual fund community.* Effectively managed and oversaw many other Schwab/ADP system enhancements.* Actively managed, mentored, and promoted administrative staff of two.

Greater Boston Area

* Assisted in the initial development and implementation of a progressive household mailing program, and was fully responsible for the testing, ongoing administration and additional stages of development. Project realized a 35% annual mailing reduction.* Managed the development and implementation of a sales and customer service phone unit for seven new mutual funds, and collaborated on a retail marketing campaign.* Conceived and spearheaded a monthly education forum with managing director to enhance in-house communications.* Used strong motivation, teamwork, and leadership skills to manage a team of twelve, with three direct reports.

Greater Boston Area

* Competitively selected from college recruitment program to participate in Executive Training Program.* Assisted in the selection, ordering, and distribution of retail merchandise in excess of $10 million annually for sixteen stores.* Directly supervised and trained office personnel.* Planned, implemented and revised classification plans, and prepared merchandise and financials for advertising promotions.

Overview Of Healthcare Advocacy

Participated in one semester class to broaden knowledge in field of healthcare and become a stronger healthcare advocate for myself.

Bachelor'S Degree, Management Marketing Major With General Biology Minor

Activities and Societies: President American Marketing Association Simmons College, Resident Adviser Simmons College, Assistant Product.