Experience

Archvest Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager

  • May 2021 - Present

• Client Services Associate

  • Aug 2019 - May 2021



Grossman Financial Management

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Office Administrator

  • 2010 - Aug 2019

  • Provide general administrative and clerical support for office administrator and company owner • Schedule and coordinate meetings, appointments, and travel arrangements • Participate in documentation of office procedures, including employee handbook • Curate emails, correspondence memos, letters, faxes, and forms using Microsoft Office programs • Responsible for maintaining inventory and ordering office supplies & working with vendors • Audit semi-annual investment reports • Assist in quarterly billing • Interact with information technologies specialist to solve computer/system errors Show less



O'Connor Woods

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Student Internship

  • May 2018 - Jun 2018

  • Designed policies and procedures for “Meet-and-Greets” for new/returning residents • Conducted new/returning resident interviews for service improvement • Assisted Social Services with assessing patients according to provided questionnaire • Attended and participated in daily resident care meetings • Designed policies and procedures for “Meet-and-Greets” for new/returning residents • Conducted new/returning resident interviews for service improvement • Assisted Social Services with assessing patients according to provided questionnaire • Attended and participated in daily resident care meetings