Experience

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  M Dialysis AB

  • Office Administrator

    • Oct 2018 - Present

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  White Mountain Process

  • Sturbridge, MA

  • Administrative Sales Support

    • Jan 2009 - Mar 2018
    • Sturbridge, MA

    Initial point of contact for incoming leads and inquiries Prospected and qualified leads on their immediate requirements, then communicated and send details to sales rep for complete reviewWorked closely with sales reps and project engineers to prepare and send quotes to potential prospects Proactively followed up on quotes to check on status and determine if an order will be placedPrepared and gathered details on orders received and submitted to office manager for processingReviewed incoming vendor invoices for accuracy and submitted to accounting for payment Assisted Accounting with follow ups on unpaid invoices Responsible for issuing 3D drawings to customer for approval and communicated any redline changes to engineeringProvided customer support to existing customers to ensure their needs were met with the intention of gaining new opportunities Worked with colleagues to improve processes internally and externallyScheduled on-site visits for customers and attended when requiredCreated, managed and added daily updates to the monthly lead spreadsheetGenerated a weekly and monthly numerical lead spreadsheet to track potential growthEstablished operational & procedure manuals for some of the mixing equipment supplied Worked to resolve inquiries via the LiveChat function on the website by utilizing decision making skillsResearched competitor suppliers of mixing equipment to determine and maintain competitive marketing strategiesAssisted with on-site quality control checks on mixing equipmentCoordinated, packaged and shipped mixing equipment orders as required, utilizing UPS or FedexResearched and gathered details on areas of mixing application interests to pursue any potential opportunitiesWrote blogs for the company website that pertained to targeted mixing applications and mixing equipment Utilized Salesforce for maintaining client information and running reports

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  Kronos Incorporated

  • Chelmsford, MA

  • Executive Assistant

    • Jul 2007 - Jul 2008
    • Chelmsford, MA

    Provided direct support to the CAO Scheduled and coordinated meetings, appointments and travel for CAOOrganized files and prepared expense reportsProvided additional support to the Sr. Director of Tax and Treasury Coordinated the preparation and payment processing for estimated and extension tax payments, annual tax return payments and completed federal and state tax returnsSet up purchase orders utilizing OracleResearched tax noticesProvided back up support to the Executive Chairman's assistant with the preparation and distribution of the monthly and quarterly Board of Director packages, as well as daily tasks as needed

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  E*Trade Securities Inc. (formerly BrownCo LLC)

  • Boston, MA

  • Back Office Administrative Support

    • May 1995 - Dec 2006
    • Boston, MA

    Government Reporting, 2004-2006Organized and processed requests from customer service to make cost basis adjustments in accountsOrganized and processed tax forms by utilizing ADP's Security Information SoftwareInstitutional Client Services Associate, 2003-2004Led a small staff in a security operations group that supported high level clients on an operational basisEnsured requests were completed accurately and in a timely mannerWorked closely with relationship managers to develop and implement procedures for one of the largest law firms in BostonCreated procedures which helped streamline the process of transferring stock certificates into an Omnibus account for our largest international clientProfessional Operations Support Group Associate, 2001-2003Provided support as a liaison to Customer Service and Back Office OperationsGoal was to provide an efficient response to their requestsReceived client requests via phone or email that were logged into Access and updated on a continuous basisDemonstrated quality control by verifying signatures on money transfer requests against signed documents on fileCash Management Associate, 1995-2001Responsible for overseeing all wire transfers, check writing and cash transfer requestsDeveloped and implemented internal control procedures for the departmentWorked as a team player to assist with internal cash transfers and posting incoming checks to client accounts while handling a large client volume