Experience

SolarShine Express Car Wash

• United States
• Retail
• 1 - 100 Employee

• Owner / Director of HR & Administration

  • Jun 2019 - Present

  Monroe, North Carolina


Optimize Corps
• Operations Manager

  • Aug 2019 - Aug 2021


Queen City Virtual

• Freelance Executive Assistant and Project Manager

  • Sep 2018 - Aug 2021

  Virtual Providing customized Administrative and Project support with clients ranging from entrepreneurs to CEOs. • Manage day-to-day operations of the business by implementing best practices • Book travel while adhering to policies set forth by the client • Organize and manage email inbox(es), providing timely and accurate responses • Maintain and manage clients’ calendars by creating and confirming appointments and providing all necessary information • Provide customer service… Show more Providing customized Administrative and Project support with clients ranging from entrepreneurs to CEOs. • Manage day-to-day operations of the business by implementing best practices • Book travel while adhering to policies set forth by the client • Organize and manage email inbox(es), providing timely and accurate responses • Maintain and manage clients’ calendars by creating and confirming appointments and providing all necessary information • Provide customer service support • Prepare contracts and statements of work • Manage and grow relationships with vendors and sub-contractors • Provide project support - including but not limited to: project schedules, status updates, reminders, materials and logistics • Manage and maintain websites and social media accounts by making updates or posting content • Manage and maintain CRMs, Learning Management Systems and E-commerce platforms (Salesforce, Infusionsoft, Kajabi, Learnloft) Show less



PILOT Inc.

• United States
• Design Services
• 1 - 100 Employee

• Operations Specialist - Sales & Marketing

  • Nov 2018 - Aug 2019

  Virtual


Guided by Grief
• Wellness and Fitness Services
• Executive Assistant

  • Sep 2018 - Apr 2019

Curious Lion
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Executive Assistant

  • Nov 2018 - Feb 2019


Working Simply, Inc.

• United States
• Business Skills Training
• 1 - 100 Employee

• Administrative Manager & Project Manager

  • Aug 2017 - Sep 2018

  Charlotte, NC / Virtual • Administrative - Oversee all administrative operations of the business, including day-to-day office functions - Organize, manage and maintain Managing Partner’s schedule - Organize and book all company travel - Assist with strategic initiative design and implementation - Assist with development of policies and procedures - Support management in the design, development and implementation of process improvements - Ensure documentation standards are maintained - Develop… Show more • Administrative - Oversee all administrative operations of the business, including day-to-day office functions - Organize, manage and maintain Managing Partner’s schedule - Organize and book all company travel - Assist with strategic initiative design and implementation - Assist with development of policies and procedures - Support management in the design, development and implementation of process improvements - Ensure documentation standards are maintained - Develop agenda and take notes for team meetings • Project Management - Ensure the timely and accurate execution of all deliverables outlined in client statements of work - Manage project sub-contractors - Maintain project schedules, status updates, timelines and reminders - Respond to routine, repetitive, daily project tasks - Manage project contracts and vendors - Prepare all training workshop materials - Accompany Managing Partner on select client engagements providing logistical & project management support • Technology & Reporting -Function as lead for company website and social media programs, including analysis of key metrics -Maintain core business systems including Salesforce, project management and other collaborative tools -Maintain supporting status reports, data, files and spreadsheets • Customer Service - Function as lead for all direct to consumer campaigns and programs, including respond to all customer requests - Maintain core consumer platform, Infusionsoft, including updating campaigns and creating sales pages - Maintain consumer learning management system, including adding new programs and updating existing programs in Kajabi and LearnLoft Show less



LPL Financial

• Financial Services

• Executive Administrative Assistant

  • Mar 2013 - Aug 2017

  Charlotte, North Carolina Area •Handle all day-to-day responsibilities for the EVP of Operations. This includes and is not limited to answering multiple phone lines, filing, scheduling and coordinating meetings and other general administrative functions. •Calendar all meetings and keep executive current with any changes; provide materials and order food/beverages where applicable •Management of travel and expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule… Show more •Handle all day-to-day responsibilities for the EVP of Operations. This includes and is not limited to answering multiple phone lines, filing, scheduling and coordinating meetings and other general administrative functions. •Calendar all meetings and keep executive current with any changes; provide materials and order food/beverages where applicable •Management of travel and expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule •Prepare and review all documents for meetings as well as any department communications. •Receive and distribute mail accordingly •Answer and direct inquiries •Provide historical reference by developing and utilizing filing and retrieval systems •Maintains office supply inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies •Ensure operation of equipment by completing preventative maintenance requirements; following manufacturer’s instructions; troubleshooting malfunctions; calling for repairs; maintaining equipment inventory; evaluating new equipment and techniques •Produces information by transcribing, formatting, inputting, editing, retrieving, copying and transmitting text, data, and graphics •Conserves Executive’s time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initializing telecommunications •May represent the Executive by attending meetings in the Executive’s absence for certain topics •Welcome guests and customers by greeting them, in person or on the telephone and present LPL in a favorable light •Maintain customer and firm confidence and protect operations by keeping information confidential; may be required to sign Non-Disclosure Agreement •Complete projects or escalations by assigning work to staff and main

• Senior Administrative Assistant

  • Feb 2008 - Mar 2013

  Charlotte, North Carolina Area •Support Senior Vice President of Broker Dealer Support Services and multiple Vice Presidents within Operations by managing calendars, scheduling meetings, travel arrangements, expense reports, answering multiple phone lines •Support all direct reports and departments that report to the Senior Vice President •Cover reception desk for breaks and on an as needed basis •Point of contact for visitors, clients and perspective clients •Assist on projects by creating databases, composing… Show more •Support Senior Vice President of Broker Dealer Support Services and multiple Vice Presidents within Operations by managing calendars, scheduling meetings, travel arrangements, expense reports, answering multiple phone lines •Support all direct reports and departments that report to the Senior Vice President •Cover reception desk for breaks and on an as needed basis •Point of contact for visitors, clients and perspective clients •Assist on projects by creating databases, composing correspondence and creating mailings •Receive and distribute mail accordingly •Administrative duties: faxing, copying, organizing, filing, creating spreadsheets, order office supplies, create correspondence, vendor invoicing



UVEST/LPL Financial

• Administrative Assistant & Receptionist

  • Nov 2007 - Feb 2008

  Charlotte, North Carolina Area •Support Managing Director of Human Capital and the Executive Assistant by managing calendars, scheduling meetings, travel arrangements, and expense reports •Run reception desk by directing vendors and clients •Assist on Human Capital projects •Handle confidential Human Capital information •Administrative duties: faxing, copying, organizing, filing •Point of contact for the Uptown Charlotte office



ADP

• Lebanon
• Architecture and Planning
• 1 - 100 Employee

• Administrative Assistant

  • Feb 2007 - Sep 2007

  Charlotte, North Carolina Area •Perform administrative duties such as gathering and distributing mail, faxing, copying, organizing and filing. •Receive and respond to Contact Center and District Manager Hotline emails. •Responsible for ordering and distributing office supplies. •Act as back up for receptionist by working the front desk and switchboard. •Assist four Client Service Managers and work on Client Service projects. •Perform data input for Employee Exclusives using DASH application •Assist Tax… Show more •Perform administrative duties such as gathering and distributing mail, faxing, copying, organizing and filing. •Receive and respond to Contact Center and District Manager Hotline emails. •Responsible for ordering and distributing office supplies. •Act as back up for receptionist by working the front desk and switchboard. •Assist four Client Service Managers and work on Client Service projects. •Perform data input for Employee Exclusives using DASH application •Assist Tax and Financial Services working with applications such as SAP and WebAccess. Show less