Experience

David Coffin PLLC

• Law Practice
• 1 - 100 Employee

• Marketing Manager

  • Jun 2023 - Present

  - Manage all administrative duties alongside marketing duties. - Record all incoming lead data for data collection and analysis.- Analyze lead data and generate monthly reports for the Managing Partner. - Create & post content onto Facebook & Twitter and monitor analytics. - Search and register for marketing events. - Attend Grapevine Chamber of Commerce events along with other marketing events.- Create & bring materials needed for marketing events (brochures, presentations, business cards, etc.)- Create & administer satisfaction surveys to potential clients as well as exiting clients.- Monitor satisfaction survey data. -Develop & implement the organization's social media strategy, including marketing plans that leverage social media outlets.- Develop & maintain online content that attracts attention, generates interest, and is easily shared with networks.- Recommend updates for firm's website that will help with the firm's social media presence. Show less

• Office Administrator

  • Jul 2022 - Jun 2023

  - Open, sort, and distribute incoming faxes, emails, and other correspondence.- Provide general administrative support such as greet clients, answer phone calls, and mail important documents and letters.-Maintain office inventory and order supplies. - Deliver documents to USPS or FedEx to be mailed. - Maintain electronic and physical files with confidentiality in an easily accessible format.- Coordinate tasks amongst front office staff. - Operate and maintain copiers, faxes, and printers. - Close legal cases. - Assist with new client matter creation (Power of Attorney Forms, Representation Agreement, Creating legal file, etc.) - Work on additional projects as assigned by attorneys. Show less



Soltis Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Executive Administrative Assistant

  • Sep 2021 - Jul 2022

  - Implemented morning updates with the Managing Director to stay on track with prospects and clients. - Implemented a client review tracking system to help with the scheduling needs for account reviews for the Senior Advisors. - Utilized Riskalyze software to prepare financial portfolios for clients. - Organized daily workload by priorities. - Produced monthly expense reports for the Managing Director. - Tracked client activity, information, and updates in Salesforce - Used various software, including word processing, spreadsheets, databases, and presentation software. - Coordinated and managed appointments and meetings for the Managing Director and Financial Advisors. - Recorded client meeting notes for the Managing Director. - Organized travel and reservation needs as required for the Managing Director. - Opened, sorted and distributed incoming faxes, emails, and other correspondence. - Provided general administrative support such as greet clients, answer phone calls, and mail important documents and letters. Show less



The Crossroads Group, Inc.

• United States
• Market Research
• 1 - 100 Employee

• Quality Assurance Specialist

  • Aug 2016 - Sep 2021

  - Responsible for evaluating surveys and listening to calls from surveyors for errors and discrepancies as well as analyze results before they are sent out to clients.- Utilized detail-oriented skills to confirm surveyors are providing quality work, while not affecting the validity of the surveys for clients. - Trained approximately 100+ surveyors and ensured surveyors are HIPAA compliant and following proper policies and procedures.- Cross team collaborated with a team of 4+ daily to problem solve and analyze Quality, while communicating with executives to provide team feedback. - Maintained digital records of surveyors and surveyor reports while performing data entry daily.- Developed new methods to aid in the efficiency of the QA process as well as assist as sub-committee team member in creating a measuring tool for costs associated with surveyor process such as onboarding and retention. Show less

• Healthcare Surveyor

  • Feb 2016 - Aug 2016

  - Adhered to HIPAA policies to maintain patient confidentiality.- Evaluated the quality of care of health facilities operation.- Utilized customer service skills to conduct surveys of health care clinics, pharmacies, etc. for patientsatisfaction over the phone.- Maintained direct communication with Project Managers for instructions, questions, and documents-- n



Bed Bath & Beyond

• United States
• Retail
• 700 & Above Employee

• Cashier/Customer Service/Sales Floor Associate

  • Jun 2014 - Mar 2016

  - Responsible for keeping store clean, assisting customers, and stacking shelves. - Utilized multi-tasking skills to assist customers simultaneously while organizing/stacking shelves. - Handled cash and card transactions and helped store manager with opening and closing duties. - Responsible for keeping store clean, assisting customers, and stacking shelves. - Utilized multi-tasking skills to assist customers simultaneously while organizing/stacking shelves. - Handled cash and card transactions and helped store manager with opening and closing duties.