Amanda Spellman
Ponte Vedra,FL
Summary
Dedicated professional with Proven ability to handle confidential information with discretion. Provides excellent customer service through exceptional communication skills. Resourceful and results-driven with a passion for growth and efficiency to improve customer loyalty. Operates effectively and efficiently in individual and team capacities. Hardworking, highly motivated and eager to lend combined knowledge and skills to enhance productivity and increase customer relations.
Overview
19
19
years of professional experience
Work History
Executive Assistant to CEO
Pacesetter Technology
12.2020 - 08.2023
- Corporate liaison with community partners, vendors, clients on behalf of CEO
- Maintained strict confidentiality of high-level operations, information, and data
- Purchased and coordinated customized merchandise for distribution to employees and clients
- Managed travel arrangements for trade shows and corporate events
- Organized, filed, and maintained important documents and records
Office Manager
Pacesetter Technology
12.2020 - 08.2023
- Managed inventories and maintained accurate purchase and pricing records
- Reviewed, compared, analyzed, and approved products and services to be purchased
- Coordinated and executed corporate events and functions
- Performed pre-screening process of new employees
- Coordinated on-boarding process of new employees, including health Insurance and benefits
Accounts Receivable
Pacesetter Technology
12.2020 - 08.2023
- Prepared Billing and statements which included creation, tracking and follow-up of invoices
- Responsible for receiving and depositing checks
- Reconciled expense reports and assigned proper coding for General Ledger and balance sheet
- Responsible for all elements of internal spending including expense reimbursement and reconciliation of credit card statements
Sales Associate
Orange Theory Fitness
09.2019 - 03.2020
- Managed front desk, which included answering phones, giving studio tours, greeting members and prospective members
- Sold memberships and completed cash transactions
- Participated in marketing and outreach events
- Handled member's concerns in professional and objective manner
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Data Specialist
Boston Capital
01.2005 - 02.2015
- Collected and proofed operational reports for portfolio of 263 partnerships
- Researched, communicated and pursued solutions for all report issues and data variances
- Validated incoming data against quality standards to eliminate irrelevant or unusable information.
- Assumed responsibility of Net Equity tie out and ability to bring all issues to resolution
- Maintained working relationships with Team Leaders and Management Companies
- Processed checks and Management Fees
Investment Analyst
Boston Capital
01.2005 - 02.2015
- Managed portfolio of multi-family real estate partnerships
- Analyzed operational reports, evaluated performance of property and property audits
- Prepared and updated necessary reports for under-performing properties
- Performed annual site inspections to evaluate property and management of property
- Conducted detailed investment analysis, calculations and reports.
Senior Investor Services Representative
- Provided enhanced customer service support for investors in the LIHTC programs
- Handled escalated client or customer issues in a professional, effective, and efficient manner
- Selected to educate and train new hires in the Participant Services Department
Preferred Services Specialist
Mercer
12.2006 - 01.2007
- Attained series 6 and 63 licenses
- Provided consultive services to determine retirement goals for participants from Fortune 500 companies
- Processed loans, portfolio changes, and termination distribution requests
Education
Bachelor of Arts - Business Management, Communication
Curry College
Milton, MASkills
- Microsoft Office Programs
- QuickBooks
- Asana
- OnePage CRM
- Click-Up
- Slack
- MailChimp
- Adaptability and Multi-tasker
- Travel Coordination
- Verbal, written and keyboard skills
- Administrative Management
- Calendar and Scheduling Management
- Organized
- Procurement and Purchase Experience
- Inventory and supply
Timeline
Executive Assistant to CEO
Pacesetter Technology
12.2020 - 08.2023
Office Manager
Pacesetter Technology
12.2020 - 08.2023
Accounts Receivable
Pacesetter Technology
12.2020 - 08.2023
Sales Associate
Orange Theory Fitness
09.2019 - 03.2020
Preferred Services Specialist
Mercer
12.2006 - 01.2007
Investment Analyst
Boston Capital
01.2005 - 02.2015
Data Specialist
Boston Capital
01.2005 - 02.2015
Senior Investor Services Representative
Bachelor of Arts - Business Management, Communication
Curry College