Multitalented administrative professional experienced in providing top-tier organizational support. Skilled at close work with senior executive team. Robust history offering office management, support staff management, training, supervision and event planning. Excellent research, project support and organizational abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Administrative Assistant - Office Manager
Cordell Wealth Management
Wichita, KS
02.2024 - Current
Contributed to the success of four financial advisors in overseeing $500 million in assets by coordinating schedules, preparing correspondence, and delivering exceptional customer service at all client levels
Effectively interacted with clients to facilitate and resolve service requests, including online access, preparing and reviewing new account and account maintenance paperwork, and answering account questions
Demonstrated expertise in maintaining confidentiality and handling sensitive information for all clients during account servicing utilizing operations/client-service process knowledge
Independently prepared and distributed paperwork for client meetings, showcasing exemplary accuracy and efficiency
Ensured the accuracy and organization of client account records through meticulous management of both personal and financial information.
Oversaw administrative operations, including office supply management and mail handling.
Gained knowledge and experience of daily operations and office needs to prepare for future role as Office Manager
Office Manager – Exec. Asst.– Bankers’ Bank of Kansas
Bankers’ Bank of Kansas
Wichita, KS
05.2021 - 10.2023
Ensured seamless operations in the CEO's office by coordinating travel arrangements, scheduling appointments, and handling sensitive communication.
Collaborated with and supported a 12-member Board of Directors from various stockholder banks across the state, enhancing communication and fostering positive relationships.
Managed the compilation of comprehensive monthly board reports for 6 diverse departments, covering detailed records, votes, and special meetings through the Govenda database
Successfully organized multiple bank events such as the Annual Meeting, two golf tournaments, Board retreats, on-site trainings events, and diverse staff functions and New Hire Orientation
Provided effective supervision to the Front Desk staff, resulting in consistently high levels of customer satisfaction
Maintained and oversaw maintenance for a 40,000 sq ft building. Successfully managed various construction projects including a notable $225,000 window replacement. Additionally responsible for janitorial duties, grounds upkeep (including the on-site generator), and resolving daily fix-it issues
Oversaw stock transactions for a diverse group of 182 active stockholders at the bank. Ensured effective communication and coordination among stakeholders through precise planning and execution of meetings.
Streamlined office equipment maintenance, supplies, and operations to maximize efficiency.
Executive Assistant – Pioneer Balloon Company
Pioneer Balloon Company
11.2017 - 10.2019
Fulfilled role as liaison to 8 global affiliate sites.
Oversaw an annual average of 200+ charitable donation requests, implementing efficient methods to track and manage the donation database.
Produced and tracked weekly, monthly, quarterly, and yearly financial data for presentation in executive-level meetings.
Led successful completion of multiple special assignments for the Executive team.
Managed financial records and budgets for the CEO's office, ensuring accuracy and adherence to monthly/yearly guidelines.
Facilitated contract negotiations with vendors to ensure successful execution of special events.
Arranged intricate travel itineraries for the Executive Suite.
Executive Assistant
The Independent School
Wichita, KS
09.2014 - 08.2017
Coordinated travel arrangements, scheduled appointments, and managed sensitive communication to maintain seamless operations in the Head of Schools office.
Managed Raiser's Edge database for Development and Alumni Relations, overseeing 3,000 donors and 1,500 alumni members.
Oversaw a yearly donation sum exceeding $750,000
Tracked and managed communication with 20-25 international students.
Produced and tracked financial data for executive level meetings on a weekly, monthly, quarterly, and yearly basis
Managed budgetary responsibilities for the Advancement Office
Successfully executed the tasks of writing, editing, preparing, and distributing school newsletters.
Office Manager – The Salvation Army
The Salvation Army
08.2011 - 09.2014
Achieved successful management of the food budget for a 30 bed YRCII facility, meeting the fiscal year 2013 budget for the first time since 1998
Maintained accurate records for over 150 children in foster care and managed relationships with 100 foster care providers
Streamlined financial processes and reporting for 8 foster care workers in 6 agencies
Provided effective oversight for the tracking and submission of A/R in relation to classes offered by The Salvation Army
Spearheaded purchasing procedures and maintained inventories for both YRCII facility and Foster Care Department
Executed all aspects of writing, editing, preparing and distributing the quarterly foster care newsletter.
Education
BA – Business Administration -
Wichita State University
AA – Liberal Arts -
Butler Community College
Skills
Superior Customer Service
Excellent Verbal and Written Communication
Bookkeeping - A/P, A/R, Payroll
Front Desk Management
Database Management
Facilities Management
Budgeting
Inventory Control
Brand/Marketing Management
Report Preparation
Process Development
Schedule Coordination
Project Management and Market Research
Event Planning and meeting organization
Team Collaboration
Prioritization of Tasks
Motivational Leadership
Certification
Notary Public
MS Certified Professional
Word
Excel
PowerPoint
Timeline
Administrative Assistant - Office Manager
Cordell Wealth Management
02.2024 - Current
Office Manager – Exec. Asst.– Bankers’ Bank of Kansas
Bankers’ Bank of Kansas
05.2021 - 10.2023
Executive Assistant – Pioneer Balloon Company
Pioneer Balloon Company
11.2017 - 10.2019
Executive Assistant
The Independent School
09.2014 - 08.2017
Office Manager – The Salvation Army
The Salvation Army
08.2011 - 09.2014
BA – Business Administration -
Wichita State University
AA – Liberal Arts -
Butler Community College
Notary Public
MS Certified Professional
Word
Excel
PowerPoint
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