BRITTNEY DAVIS
Westerville
Summary
Office professional prepared for this role with comprehensive experience in administrative functions, scheduling, and office management. Known for driving efficiency and streamlining processes to support organizational goals. Excels in team collaboration and adapts readily to changing needs, ensuring reliable and consistent performance. Proficient in communication and organizational skills, traits highly valued by employers.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Office Administrator & Executive Business Partner
Beam Benefits
Columbus, OH
11.2021 - 02.2025
- Executive Assistant to the CRO, VP of Sales & Business Development, SVP of Insurance & Partnerships, and SVP of Marketing:
- Organize meetings, including scheduling, sending reminders, gathering documents, attending to logistics of meetings, taking meeting minutes, and organizing catering when necessary.
- Manage the executive's calendar, including making appointments and prioritizing the most sensitive matters.
- Manage travel and expense reports.
- Revenue Operations:
- Support special projects and operational initiatives, as assigned by Revenue leadership.
- Collect, review, and analyze data to prepare reports, charts, budgets, and other presentation materials for sales strategy discussions.
- Draft and distribute emails, correspondence memos, reports, and presentations for sales leadership.
- Event Coordinator for the Sales Team:
- Oversee swag inventory and shipments, including ordering and distributing promotional materials.
- Create reliable financial reports, and collect payments on time.
- Oversee all functions and logistics of sales/broker events, including travel arrangements, making dinner reservations, and booking venues for awards dinners.
Administrative Assistant
Plante Moran - Financial Advisors
Columbus, OH
03.2018 - 11.2021
- Organized and managed comprehensive schedules, itineraries, travel, and accommodations.
- Drafted engagement letters for both current and prospective clients.
- Built customized 'advanced finds' for team utilizing CRM system.
- Processed quarterly invoices.
- Managed and organized pipeline opportunities for Financial Advisors.
- Screened phone calls and messages, as well as streamlined follow-up items for clients.
Operations and Support Assistant
Select Association Management
Columbus, OH
10.2015 - 03.2018
- Event Support:
- Pre-event work, including preparing packets, producing name badges, sign-in sheets, packing, etc.
- Registration and Data Entry for event attendees, exhibitors, and sponsors.
- Onsite assistance at the registration desk, as well as post-event activities, including any follow-up, no-show tracking, unpacking, and any other tasks as needed per event.
- Membership:
- Membership Invoicing: merge, print, and mail.
- Process new member applications and renewals.
- Generating new and renewal packets.
- Website/Newsletters/Communication:
- Content Assessments for Association websites.
- Serve as back-up support for website updates, electronic newsletters, and notices.
- Send news releases to trade press.
- Produce event promotions and distribute through Constant Contact as needed.
Education
Bachelor of Arts - Communication
The Ohio State University
Columbus, OH10-2015
Skills
- Operations Management
- Database entry
- Event Planning
- Executive Administrative Support
- Business Administration
- Inventory oversight
- Budgeting and cost control strategies
Certification
- Professional Administrative Certification of Excellence (PACE)
- American Society of Administrative Professionals
Timeline
Office Administrator & Executive Business Partner
Beam Benefits
11.2021 - 02.2025
Administrative Assistant
Plante Moran - Financial Advisors
03.2018 - 11.2021
Operations and Support Assistant
Select Association Management
10.2015 - 03.2018
Bachelor of Arts - Communication
The Ohio State University