Experience

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  Aspiriant

  • United States
  • Investment Management
  • 200 - 300 Employee

  • Associate - Wealth Management

    • Sep 2019 - Present

    Utilizing a combination of client-management skills, planning, market and product knowledge, I partner with team members to effectively address the specific needs and service issues of clients in order to cultivate existing client relationships.

  • Administrative Assistant

    • Jan 2016 - Aug 2019

    (Hokanson Associates merged with Aspiriant on 01/01/2016)Notable achievements: Awarded Core Values Award by the CEO in May 2018 for embodying the firm’s culture, principles and core values. Effectively ensure the smooth running of the office by supporting my team in maximizing their productivity, managing processes methodically and strategically, and communicating proactively. Provide excellent client service. Successfully schedule and execute meetings, book travel, proactively manage facilities. Serve as the Executive Assistant to the Board of Directors. Successfully plan memorable client and colleague events, managing budgets and invoicing, and presenting post-event reports. Accurately manage bookkeeping responsibilities.

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  Hokanson Associates

  • Solana Beach

  • Administrative Assistant

    • May 2015 - Dec 2015
    • Solana Beach

    Effectively ensure the smooth running of the office by supporting my team in maximizing their productivity, managing processes methodically and strategically, and communicating proactively. Provide excellent client service. Successfully schedule and execute meetings, book travel, proactively manage facilities. Successfully plan memorable client and colleague events, managing budgets and invoicing, and presenting post-event reports. Accurately manage bookkeeping responsibilities. Manage design and production of marketing collateral. Maintain company website.

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  Shaping Change

  • London

  • Executive Assistant/ Director Of Client Relations

    • Jun 2013 - Jan 2014
    • London

    Notable achievement – Increased client bookings by 50% within 7 months.Executive Assistant to company founder. Direct liaison for high net worth clients. Provide a very personable and high level of client service. Devise and implement creative marketing strategies to attract new clients. Manage design and production of marketing collateral. Manage the company website, email, PPC, SEO and social media channels. Introduce key initiatives to create brand awareness and encourage client loyalty. Manage all administrative functions including company expenses, petty cash and client invoicing.

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  The Pure Package

  • London, United Kingdom

  • Marketing Manager

    • Sep 2011 - Apr 2013
    • London, United Kingdom

    Notable achievement - Developed and secured a pivotal relationship with the Head of Commercial Operations for Virgin Active Health Clubs UK, which led to the successful launch of a retail range of healthy meals in a selection of Virgin Active Health Club in-house restaurants. Successfully create, develop and execute key marketing strategies within budget. Manage the design and production of all marketing collateral. Manage the company website, email, PPC, SEO and social media channels. Launch successful client retention initiatives. Develop and manage integral relationships with strategic partners. Organize strategic events and represent the company as a brand ambassador. Effectively explore areas for new business development.

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  Rising Star Leisure

  • London, United Kingdom

  • Marketing Executive

    • Jun 2008 - Aug 2011
    • London, United Kingdom

    Notable achievement - Managed the successful launch of four different bar and restaurant concepts, which involved overseeing site works, managing contractors and suppliers, designing and implementing an effective marketing campaign to promote respective launches, and securing PR coverage.Developed and implemented creative marketing strategies. Managed website content for multiple bar and restaurant operations. Social media and email management. CRM. Worked with strategic partners to implement brand-specific promotion. Create and implement customer loyalty schemes. Design and manage marketing collateral. Event management across all venues.

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  National Savings and Investments

  • London, United Kingdom

  • Executive Assistant

    • Feb 2008 - May 2008
    • London, United Kingdom

    Provide central office and support services to senior managers and Siemens account director.

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  DoubleClick

  • London, United Kingdom

  • Office Manager

    • Oct 2007 - Feb 2008
    • London, United Kingdom

    Successfully co-ordinate office relocation (liaise with contractors, terminate old and set up new contracts and suppliers, assist with IT set up, assist with integration of new companies). Effectively ensure the smooth running of an office of 180 employees. Manage processes methodically and strategically, and communicate proactively. Successfully schedule and execute meetings, book travel, proactively manage facilities. Provide ad-hoc support to Vice President and Marketing Department.

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  Billington Cartmell

  • London, United Kingdom

  • Office Manager

    • Mar 2006 - Sep 2007
    • London, United Kingdom

    Notable Achievement - Promoted from office assistant to Office Manager in November 2006.Executive assistant to two Managing Partners. Manage office assistant and receptionist. Effectively manage an office of 150 employees.

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  Sony BMG

  • London, United Kingdom

  • Integration Project Administrator

    • May 2005 - Mar 2006
    • London, United Kingdom

    Play a key role in ensuring the smooth integration of the Sony and BMG royalty systems from an administrative perspective. Reconcile third party creditors, consolidating and editing data, and managing the archive systems. Responsible for the interpretation of artists’ contracts and the entry and retrieval of data using bespoke royalties accounting software.

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  Creative Fitness Marketing

  • United Kingdom

  • Marketing Manager

    • Feb 2004 - Apr 2005
    • United Kingdom

    Notable Achievement - Received the award for Sales Representative of the Year in 2004 before being promoted from Sales Assistant to Marketing Manager.Set up & run 6-week long promotions at independent, privately owned gyms around the UK to generate new membership sales. Devise and utilize promotional initiatives to increase sales. Create weekly forecasts of new member numbers and income in order to achieve set targets. Successfully manage and co-ordinate sales teams including overseeing staff training and organizing rosters. Manage strong relationships with gym owners.