Experience

Westminster School

• Primary and Secondary Education
• 200 - 300 Employee

• Administrative Assistant in the Advancement Office at Westminster School

  • Mar 2017 - Present

  Administrative Assistant to support Major Gifts, Planned Giving and Alumni Relations teams for Advancement Office. • Create and execute queries, exports and reports in Raiser’s Edge • Provide excellent customer service – on the phone, electronically, and in person – to donors, alumni, parents, Board members, and all points of contact • Ensure that all contact and discovery reports are entered and documented properly • Execute and deliver monthly pipeline reports and visit reports by prescribed deadlines • Work with the Advancement Services Manager to ensure that all current gifts and pledges are accurately entered and documented properly • Work with gift officers and Director of Marketing to ensure accuracy and delivery of gift proposals • Assist Gift Recording and Accounting with appropriate paperwork to adjust capital and/or campaign gifts and pledges for a smooth transaction to help prevent auditing issues • Add gift information and donor correspondence to central files as needed and for historical purposes • Maintain office calendar, particularly with respect to ensuring that all visit appointments are timely and correct • Help to prepare power point presentations, charts and graphs to provide office and campaign updates • Support the Thring Society in its entirety



Smith Edwards McCoy Architects, pc

• Office Manager and Marketing Manager

  • Oct 2006 - Feb 2017

  My Office Management duties include: Administrative: • capable of reprioritizing tasks independently or based on direction from superiors and situations • perform word and data processing • compose routine correspondence such as letters, transmittals, emails, and faxes• data entry into financial, timecard tracking, scheduling, and other software• compile financial and other statistical data, organize data into comprehensible reports to discuss and review at weekly meetings • take on special assignments such as marketing projects specifically tailored for a meeting or interview, ‘dress up’ drab fee proposals, create, review and distribute contracts as needed• sincere interest in learning and integrating new technology software and systems into officeCustomer Service and Customer Support: • courteous front desk representative dealing with the public• greet clients, consultants, and visitors upon entering the office• answer, screen, and refer telephone calls to appropriate personnelManager: • managed small team • assigned and explained the tasks and work to be done• reviewed staff’s work for accuracy and completeness• never missed a deadlineRecords Management: • setup and maintain file systems for company projects and other accounts both digitally and in hardcopy• maintain confidential personnel files regarding payroll, health insurance, retirement accounts and vacation time Marketing: • seek out Requests for Proposals (RFPs) and Requests for Qualifications (RFQ) for the firm• create and layout graphic design of all RFQs and RFPs• finalize RFQ materials for publication and submissionBookkeeping: • manage all financial transactions - cash disbursements and cash receipts for the firm• create weekly, monthly, and yearly financial projections for the firmInvoicing: • create and distribute firm’s invoices for all projects

• Office Manager / Marketing Manager

  • Oct 2006 - Feb 2017