Collette Schultz

Data Migration Specialist at Moore Fundraising Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
New Lisbon, Wisconsin, United States, US

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5.0

/5.0
/ Based on 4 ratings
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Theresa Robertson

It is a pleasure to work together with Collette, who was an efficient Virtual Assistant. She has a very strong work ethic and amazing problem-solving skills. Collette is dedicated, self-motivated, methodical, and very capable. Give Collette the really challenging tasks, the ones that everyone else is struggling with, and she will get them done. Besides being a joy to work with, Collette is a take-charge person who is able to present creative solutions to every problem. She is a truly an amazing individual.

Joyce Lynn White M.Ed. PBIS ♾

If Colette says she has a skillset, believe me she absolutely does. Her superpower as a virtual assistant is with her communication, organization, and thoughtful execution of tasks in a project based on her understanding of the clients needs. Collette is a valuable team member, always ready to learn and collaboratively contribute. I trust Colette with my business and give her my 5 star recommendation.

Diane H.

Collette is extremely knowledgeable and she always goes the extra mile. For instance she is so well recognized that she is the mediator for the VA Subcontractor forum on Virtual Assistants Forum. I honestly believe she will make a difference in any company she's involved with assisting.

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Experience

    • United States
    • Fundraising
    • 1 - 100 Employee
    • Data Migration Specialist
      • May 2022 - Present

    • Non-Profit Admin Assistant
      • Dec 2021 - Present

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Operations Manager
      • Feb 2022 - Present

      Fiscal, donor and program management.

    • Operations Manager
      • Jun 2022 - Jun 2023

    • Outsourcing and Offshoring Consulting
    • Virtual Assistant
      • Mar 2007 - Present

      Virtual assistant - Helping small businesses implement software to it's fullest. Sharing how successful teams are using subcontractors to expand their clients on podcast, Virtual Team 360 While providing administrative projects that bring it full circle. Niche skills such as: web research, bookkeeping, newsletter building, social media assistance and marketing assistance. Virtual assistant - Helping small businesses implement software to it's fullest. Sharing how successful teams are using subcontractors to expand their clients on podcast, Virtual Team 360 While providing administrative projects that bring it full circle. Niche skills such as: web research, bookkeeping, newsletter building, social media assistance and marketing assistance.

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Project Coordinator
      • Mar 2021 - Present

      Providing support to clients creating newsletters, course management, speaker coordination, work glows and software implantation. While overseeing a team of multiple virtual subcontractors to make sure the work gets done. Providing support to clients creating newsletters, course management, speaker coordination, work glows and software implantation. While overseeing a team of multiple virtual subcontractors to make sure the work gets done.

    • Grant and Product Manager
      • Jul 2022 - Jan 2023
    • United States
    • Accounting
    • 1 - 100 Employee
    • CPA Virtual Assistant
      • Jan 2022 - Jul 2022

      CPAs are working 50 hours plus late winter early spring. As a virtual assistant my job is provide a sense of relief. Whether it be managing email, assisting with onboarding clients and staff, creating, finding content to share on social media, helping create your SOP or any back office tasks to allow you to sleep a little more sound. CPAs are working 50 hours plus late winter early spring. As a virtual assistant my job is provide a sense of relief. Whether it be managing email, assisting with onboarding clients and staff, creating, finding content to share on social media, helping create your SOP or any back office tasks to allow you to sleep a little more sound.

    • Project Office Coordinator
      • Apr 2021 - Oct 2021

      Temporary client to get a faith-based grant off it's feet. Temporary client to get a faith-based grant off it's feet.

    • United States
    • Hospitals and Health Care
    • Onboarding Specialist
      • Sep 2020 - Jun 2021

      Serve as virtual assistant to Dr. Lisa Campbell. Enrolling new students, submit service bids, webinar preparation, updating website , data management, recording keeping, web research and building professional networks. Serve as virtual assistant to Dr. Lisa Campbell. Enrolling new students, submit service bids, webinar preparation, updating website , data management, recording keeping, web research and building professional networks.

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Software Implementation Specialist
      • Aug 2018 - Sep 2020

      Support a team of tutors to implement technology tools and platforms to streamline processes most effectively. Prepare and maintain a budget to utilize technology tools for the business. Platforms such as My School Books, Mav Social, Loom and Google Support a team of tutors to implement technology tools and platforms to streamline processes most effectively. Prepare and maintain a budget to utilize technology tools for the business. Platforms such as My School Books, Mav Social, Loom and Google

    • Business Services Coordinator
      • Oct 2006 - Sep 2020

      Process accounts payable, purchasing, fund balancing, bank reconciliations, budget creation and management and SaaS/software implementating. Process accounts payable, purchasing, fund balancing, bank reconciliations, budget creation and management and SaaS/software implementating.

    • Professional Training and Coaching
    • 1 - 100 Employee
    • Virtual Bookkeeper
      • Feb 2017 - Dec 2019

      Virtual Assistant providing online bookkeeping, web research and an open line of networking communication. Virtual Assistant providing online bookkeeping, web research and an open line of networking communication.

    • Virtual Assistant
      • 2008 - Dec 2018

      Provide back office services to help serve small businesses with cloud solutions. SaaS Provide back office services to help serve small businesses with cloud solutions. SaaS

    • Business Consulting and Services
    • Virtual Subcontractor
      • 2014 - Jul 2016

      Assist with social media networking tasks Assist with social media networking tasks

    • United States
    • Government Administration
    • 700 & Above Employee
    • Financial Specialist
      • Aug 2001 - Mar 2004

Education

  • WWTC
    Associate's degree, Accounting
  • WWTC
    Associate, Admin Assistant - Information Processing
    1990 - 1992

Community

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