Dedicated professional eager to create and implement successful strategies to improve organizational efficiency. Adept at creating procedures for efficiency and accuracy. Strong communication and interpersonal skills and committed to pursuing best practices related to incoming business and company structure.
Overview
12
12
years of professional experience
Work History
HR Administrator
MERGE IT LLC
07.2022 - Current
Handle on-boarding process for newly hired employees, which included distribution of all paperwork and procuring necessary documents for W2, C2C, ans iCorp.
Order background screening and drug tests
Prepared new hire letters, employee contracts and corporate policies. (SOW, CO, & MSA)
Updated HR database information, changes in benefits, taxes and other details.
Organized company-wide events designed to boost employee morale.
Addressed employee conflicts with appropriate urgency, following all corporate procedures.
Collaborated with process owners to refine procedures, devise best practices and correct quality audit findings.
Posted jobs and updated contractor expense reports
Designed presentations and emails to send out to all employees.
File management of human resources, contract, documents, and timecards.
Streamlining work processes and organizational structure.
Collect timecards and assist Payroll manager with biweekly Payroll processing.
Create marketing materials for company
Create training materials for new employees
Purchase order and Invoicing tracking management for contracts.
Post and Manage Open Jobs.
Employment verifications and Human Resource letters for employess.
Client Services Coordinator
Benchmark Financial Wealth Advisors LLC
02.2022 - 06.2022
Assist Advisor with client events
Run Life Insurance Quotes and Onboarding
Opening Brokerage accounts for Investing, retirement plans, family trust, and college saving for minors.
Account Transactions (Wire, EFTS, Checks, Journal, Periodic Plans for Investments and Withdrawals)
Send clients Financial Portfolios and Advising Plans on the behalf of the Advisor
Manage process of Advisory Agreements and Investment Policy Statements.
Put in Claims for Life insurance, Disability Insurance, and Death Beneficiaries for Brokerage Accounts.
Run investment and withdrawal reports through Fidelity WealthScape
Service accounts for clients – change of beneficiary, periodic plans, transactions, status, balance, application processes, personal information, and appointments.
Filing for Clients Investments, Agreements, and Statements.
Assisting office with events, calendar management, client engagement, gifts, and luncheons.
Executive Assistant
M1 Data & Analytics LLC
01.2020 - 02.2022
Organized and coordinated conferences and monthly meetings.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Processed travel expenses and reimbursements for executive team and senior management group.
Screened calls and emails and initiated actions to respond or direct messages for managers.
Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
Assisted with MSA, SOW, NDA agreements to have signed and filed.
Created expense reports, budgets and filing systems for management team.
Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Organized envelopes, postage and mail correspondence for staff and management, and coordinating with delivery and courier services.
Updated executives on changing business needs by thoroughly documenting internal and client meetings.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Answered high volume of phone calls and email inquiries.
Worked with senior management to initiate new projects and assist in various processes.
Coordinated events and worked on ad hoc projects.
Promoted team productivity by keeping supplies organized and well-stocked.
Executed basic banking and bookkeeping tasks.
Onboarding of new employees and business partners
Supported advertising and promotional initiatives by creating marketing materials
Used QuickBooks to produce monthly invoices, reports and other deliverables.
Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
Logistics Manager
KRS Global Biotechnology Inc.
09.2011 - 11.2019
Managed all inbound/outbound logistics: shipments of manufactured products, receiving goods, and inventory.
Directed and trained numerous employees throughout the years – managing all associates and activities to meet deadlines and goals.
Inspection/reporting of goods, data entry of supplies and inventory, record keeping, inventory (allocation, control, forecasting and distribution), researching to improve packaging and processes of finished goods, customer service and project management.
Negotiating and establishing vendor relationships, providing shipping quotes and estimates, end of day billing batch, and managing all order cycle within SAP and Shipping Software.
Reports included: backorder lists, inventory demand and count, open sales orders, open invoices, end of day payment summary, shipments daily log, and customer concern disputes pipeline.
Led and managed projects to support logistics efforts and plans.
Collaborated effectively in cross-functional team-oriented environment.
Identified and resolved shipping and packaging errors.
Created and enforced policies and procedures for entire logistics team. Managed multiple small and large-scale projects.
Worked collaboratively with customers and staff at various levels.
Implemented ordering, tracking and billing systems and associated processes to streamline procedures.