Experience

Prime, Buchholz & Associates

• Administrative Team Leader

  • 2009 - Present

  • Allocate and delegate work across the Administration Team functions. Develop procedures that result in accurate and timely results• Ensure quality and timely print production of over 20,000 quarterly reports/year to clients• Responsible for adherence and updates to the Firm’s Business Continuity Plan. Coordinate annual testing utilizing 40 employees interdepartmentally• Provide weekly and quarterly management reporting along with daily workflow tracking across departments• Stay abreast of current developments in the industry that affect the Administration Team and proactively implement appropriate solutions to technology, workflow, and team structure• Project Leader responsible for converting the collection of 10,000 statements/month from hard copy to electronic distribution Show less

• Client Service Coordinator

  • 2004 - 2009

  • Responsible for the internal team’s calendar maintenance, workflow, and maintenance of a contact management system for 90 client relationships• Formatting, editing, and production of all soft and hard copy client material• Coordinate meetings and logistics between internal consultants, investment managers, and clients• Independently resolve any issues and update proper staff to enhance quality control



Big Sky Resort

• United States
• Hospitality
• 300 - 400 Employee

• Assistant Condominium Manager & Lodging Manager

  • 2002 - 2004

  • Direct liaison between condominium owners and the property management division of the resort.• Responsible for bookkeeping, work orders, and coordination of owner updates• Oversee the resort’s accommodations department during the evening hours including: front desk, housekeeping, bell staff, and concierge

• Front Desk Manager

  • 2000 - 2002

  • Directed the management, training, and employee development for 12-15 front desk associates• Maintained efficient system of communication between the front office and other departments• Delivered quality customer service and prompt resolution of guest issues