Track employee metrics through weekly, monthly, and quarterly task audits.Complete special projects in process improvement, compliance review, and data integrity.Monitor trades for needed compliance paperwork. Create paperwork and ensure all parties address their tasks in a timely fashion.Summarize employee performance for use at annual reviews.Special Projects - New CRM--Cleaned contact data for over 1,200 clients including removing duplicates, reviewing notes to research conflicting and incomplete data, and creating a format for easy review by five other team members.--Independently studied the new CRM's capabilities to offer suggestions to brokers. Presented demonstration of software reports that aligned with brokers' highest priority needs and detailed what documentation needed to be filled in for the reports to work properly.--Converted paper and excel suitability tracking into a reportable system, making it possible to export data for printable client audit paperwork: Researched available fields in the CRM. Lead meetings with relevant parties to discuss best solutions. Cleaned excel data to match group decisions and made an initial upload from excel. Reviewed account files in year-long project to address missing data and confirm accuracy for over 2,300 accounts spanning over 1,200 clients.--Converted paper compliance forms to digital format, reducing time to completion, increasing access, reducing chance of lost forms, and simplifying response to FINRA audit requests.--Created a process manual detailing each new CRM project and how to maintain data integrity in the system.--Worked with vendors to convert trade and payroll reporting to digital format, saving over 23,000 pages per year.

--Supported team of three brokers.--Created packets for over 200 client meetings per year. Created first draft of agendas. Coordinated staff to produce custom reports. Printed packets and documented each for compliance. Aided in maintaining notes and sending follow up letters. --Monitored annual reviews process for 1,300 clients. Created monthly list for brokers' review. Oversaw and monitored accuracy of report creation. Mailed and documented completed reviews.

As IT Administrative AssistantCoordinated interdepartmental projects--Led effort to train staff in electronic record software--Aided testing of software upgrade--Organized meetings to determine future software needs--Wrote SQL queries and Visual Studio reports to better inform leadership decisions--Built new relational database to track store production--Wrote on demand reports on sales percentage by category and store location--Researched requirements of a new government assistance program as it related to Goodwill's supported employment services and presented findings to ensure proper payment.--Researched and recommended new technology to enhance and simplify employee tasks.--Personally researched and developed a method to compare two internal reporting systems to get a more accurate picture of company resources, discovering a significant and unexpected drop in production.As Executive Assistant:--Prepared agenda and packets for Board of Directors committee and full board meetings--Prepared new onboarding binder and PowerPoint presentation for board members.--Recorded minutes at all staff, company leadership, and board meetings.--Aided CEO in preparing images for presentations to the board, employees, and other stakeholders.--Improved company procedures for efficiency--Lead effort to assemble company-wide recertification to continue non-profit services in good standing.--Responded to all unique tasks set by CEO

Managed multiple client payrolls each weekCommunicated with clients to ensure payroll deadlines were metEntered data for benefits and payrollAided other staff wherever needed

Tested software for accuracy and qualityCoordinated reportable issues processCreated and taught classes to other employeesLead team goal to find bugs sooner through contests and pro tips presentationsCoordinated testing team as pod lead

Managed weekly payment processingFiled weekly backups for check runAnswered mail

Prepared guests and set for "Speak Your Mind" television showCoordinated incoming questions at live talk showAnalyzed HDC survey dataProvided mental health information at conferences

Transcribed videotaped language acquisition experimentsCoded transcriptions based on grammarCreated coding manualSupervisor Ozlem Ece Demir, PhD

Collaborated with faculty on language acquisition coding standardsSorted and cleaned field dataCorrelated field dataAnalyzed final summariesSupervisor Jennifer Buresh, PhD

Scheduled phone and data port checks in school dormsOrganized filing system throughout officeCreated tutorial for new automatic dialing service for employeesPrepared packets for fall student orientation

Conducted empathy research trialsInput data into spreadsheetsImproved data collection processCoordinated final resultsSupervisor Jean Decety, PhD

Assisted serving staff in this high traffic restaurantStocked and recorded inventory