Summary
Overview
Work History
Education
Skills
References
Accomplishments
Websites
Timeline
Generic

Annie Simpson

Lillington,NC

Summary

Director of Executive Administration with exceptional interpersonal skills that has managed multiple teams and projects working with a variety of departments. Over 26 years of experience working alongside highly motivated executives and professional services organizations. Seeking to leverage my interpersonal skills and expertise to bring a solid customer service perspective.

Overview

25
25
years of professional experience

Work History

Director of Administration

RIVERWILD
Clayton, NC
02.2021 - Current
  • Event-planning; including: Employee events, political events, private events with HNW individuals, and private concerts with well-known artists.
  • Budget and project management.
  • Manage IT Network Administrator, Receptionist, Brand Coordinator, Office Coordinators, and Family Coordinators.
  • Manage facilities, vendors, and negotiate contracts for vendor and office services.
  • Consult with C-Suite on leadership strategies, budgeting, and retaining top talent.
  • Provide leadership, expertise, and guidance in office layout/space planning projects. Make long range plans for future space, facilities, and equipment.
  • Coach, mentor, and guide employees in handling difficult or complex problems and help enhance their understanding of their role with the "bigger picture" of company operations in mind.
  • Ensure monthly operational expense performance meets budget.
  • Work with various Companies/"Family of Brands" and their Presidents and Senior Managers, combining group efforts to achieve goals and develop staff by providing coaching, development and career planning.
  • Train employees on best practices and protocols while managing teams to maintain optimal productivity.
  • Manage scheduling, projects and duty assignments for Administrative staff, Family Coordinators, and Facilities team. Ensure projects are according to budgets.
  • Implement departmental policies and standards to streamline internal processes.
  • Recruit, interview, and select candidates to fill vacant roles.
  • Plan and lead complex projects.
  • Lead efforts to create a culture of operational excellence and accountability.

Sr. Manager/Firm Operations Office Manager/HR Coordinator

DHG
01.2005 - 01.2021
  • Provided overall strategic and tactical leadership to ensure all offices within the Firm functioned flawlessly and Administrative personnel were aligned in providing seamless internal and external client service.
  • Provided leadership in conflict and problem resolution. Anticipated needs by developing and deploying effective solutions.
  • Managed and oversaw office moves and office construction/upfits. Managed all contractors, vendors, budgets, and change orders.
  • Managed Regional IT Liaisons and approved/rejected equipment requests for over 350 Employees.
  • Served as Recruiting Liaison with over 60 applications per year.
  • Led efforts to design, document, implement, measure, and improve Firm operations processes and procedures.
  • Ensured all offices within Firm were operating effectively, efficiently, and were operating within compliance of Firm processes and policies.
  • Conducted New Hire Onboarding/Orientation and Exit Interviews.
  • Coordinated wellness fairs, flu clinics, round table meetings, and various annual events.
  • Planned events for 10-500 people.
  • Established short and long-term company goals, policies and procedures, monitoring progress and results.
  • Motivated team members and devised strategies to improve workflow.
  • Conducted internal audits of offices to ensure company processes, procedures, and policies were being followed.
  • Provided strategic recommendations to Firm Operations regarding new or modified company practices.
  • Trained and developed Partners and Senior Managers on Firm billing best practices and ERP expectations to ensure highest realization/profitability.
  • Provided leadership, insight, and mentoring to Employees to supply knowledge of various Firm policies, procedures, and programs. Was the "go-to" leader within the Firm.
  • Utilized strong issue resolution, emotional intelligence, and communication skills to cultivate and strengthen lasting internal and external client relationships. Formed and sustained strategic relationships with clients.
  • Mitigated business risks by working closely with all levels of Staff members and assessing performance.
  • Lead efforts to design and implement Firm Administrative work request App.
  • Conducted internal investigations. Provided strong leadership on professional and office environment matters. Worked closely with Firm leadership on internal matters, policy development, providing support, and guidance.
  • Implemented and led the CV-19 Committee and helped develop the Firm's WFH/remotes processes at onset of pandemic and Office Re-entry plans/policies.
  • Served on various Ad Hoc committees.

Executive Assistant /HR Generalist

Western Medical Group
Lillington, NC
11.2002 - 11.2005
  • Initiated and assisted with the development of HR forms, policies, and procedures.
  • Credentialing, HIPAA, COBRA, recruitment, retention, relocation, contracts, time and attendance records, maintain personnel records, interviews, hiring, and terminations.
  • Coordinated and conducted New Employee orientation and Employee trainings. Conducted exit interviews.
  • Prepared job descriptions, prepared (in collaboration with CAI/Attorney) and updated personnel policies, reviewed and updated personnel handbook, Employee evaluations, and various other HR duties and responsibilities.
  • Prepared presentations and training manuals. Attended all Board meetings and took minutes.
  • Responsible for maintaining Employee continuing medical education records/hours for certifications, re-certifications, and licensing.
  • Coordinated OSHA training for all facilities and audited OSHA records.
  • Implemented and maintained CME and PTO requests, scheduling, and various other management controls for all five Clinics/50+ Employees.
  • Compliance management.
  • Monitored compliance risk controls to identify deviations and offer recommendations.
  • Utilized risk management techniques and business knowledge to improve compliance programs.

Legal Secretary

Brooks Stevens & Pope
Cary, NC
11.2001 - 11.2002
  • Assisted Jennifer Shapiro, Attorney at Law and Bambee N. Booher, Attorney at Law.
  • Summarized medical records and prepared Clincher Agreements.
  • Scheduled mediations, coordinated travel plans, completed calendar requests, Worker’s Comp forms, and coordinated various meetings.
  • Composed and revised legal documents, letters, depositions and court documents.
  • Various administrative duties: filing, correspondence, dictation, and all other duties as assigned.

Legal Secretary/Bookkeeper

Harrington, Ward, Gilleland & Winstead
Sanford, NC
05.1999 - 11.2001
EPace
  • Secretary to J. Allen Harrington, Attorney at Law, Susan M. Feindel, Attorney at Law, and Paige C. Cabe, Attorney at Law.
  • Estate Clerk duties included meeting with families, preparation of all Estate documents, and management of Estate filings from start to finish.
  • Bookkeeper duties included: Accounts Payable, Accounts Receivable, reports, collections, maintaining books for General Account and Trust Account for firm.
  • Legal Secretarial duties included but were not limited to: Dictation, word processing, filing, preparing and assisting with conducting real estate closings, preparation of Last Will and Testaments, Separation Agreements, Deeds, Power of Attorneys, Living Wills, correspondence, and various other legal documents. Calendar management and maintenance of “tickler” system. Travel planning/arrangements.

Education

Some College (No Degree) - Human Resources Management

Duke University
Durham, NC
12.2008

High School Diploma -

Triton High School
Erwin, NC

Skills

  • Technical Skills
  • Microsoft Office
  • SmartSheets
  • QuickBooks
  • Electronic Filing Systems
  • Google Workspace
  • Adobe Acrobat
  • OneNote
  • BusinessWorks
  • Goldmine
  • STAR Billing & Time Entry
  • Creative Solutions Accounting
  • ProStaff
  • EPace
  • Event Coordination
  • Time Management
  • Department Leadership
  • Team Building and Leadership
  • Process Development
  • Inventory and Supply Oversight
  • Scheduling and Calendar Management
  • Accounts Payable and Receivable
  • Negotiation
  • CRM
  • Data Entry
  • Vendor Relationships
  • Administrative Management
  • Reliable & Trustworthy
  • Conflict Resolution
  • Planning & Organizing
  • Budget Planning
  • Equipment Purchase Planning
  • Verbal and Written Communication
  • Relationship Building
  • Customer Service
  • Performance Evaluations
  • Complaint Resolution
  • Policy Management
  • Facilities Management
  • Policy Implementation
  • Travel Arrangements
  • Expense Reporting
  • Credit and collections
  • Office Management
  • Procurement Management
  • Operations Management
  • Schedule Management
  • Records Management
  • Account Reconciliation
  • Staff Development
  • Organizational Leadership
  • Workforce Planning
  • Customer Relations
  • Minute Taking
  • Proofreading
  • Human Resources Management
  • Travel Coordination
  • Budget Development
  • Employee Relations
  • Calendar Management
  • Payroll and budgeting
  • Talent Acquisition
  • Document Management
  • Contract Negotiations
  • Information Security
  • Meeting facilitation
  • Workflow Planning
  • Inventory Control

References

Professional References:

  • Brad Newkirk, CPA - 336.813.0016
  • Stephanie Fenner, CPA - 850.264.3583
  • Lane May, Client Accountant - 919.812.5741
  • April Mills, Business Developer - 412.818.6382

Personal References:

  • Jodi Knieriem - 919.353.4810
  • John Thompson - 919.389.6510
  • Aleta Adams - 256.655.9399

Accomplishments

Certifications:

  • Human Resource Management Certificate from Duke University
  • Disaster Preparedness
  • NC Notary Public

Timeline

Director of Administration

RIVERWILD
02.2021 - Current

Sr. Manager/Firm Operations Office Manager/HR Coordinator

DHG
01.2005 - 01.2021

Executive Assistant /HR Generalist

Western Medical Group
11.2002 - 11.2005

Legal Secretary

Brooks Stevens & Pope
11.2001 - 11.2002

Legal Secretary/Bookkeeper

Harrington, Ward, Gilleland & Winstead
05.1999 - 11.2001

Some College (No Degree) - Human Resources Management

Duke University

High School Diploma -

Triton High School

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Annie Simpson