Brittney Wargo

Executive Assistant to the CRO, SVP of Sales, and SVP of Insurance & Partnerships:

• Organize meetings, including scheduling, sending reminders, and organizing catering, when necessary.
• Manage the executive's calendar, including making appointments and prioritizing the most sensitive matters.
• Organize and prepare for meetings, including gathering documents, attending to logistics of meetings and taking meeting minutes.
• Support and assist in various ongoing projects for the organization during building move and office renovation.
• Support the recruitment, onboarding, and training of new employees.
• Manage travel and expense reports.

Office Manager:

• Oversee the day-to-day functions of the office, ensuring that administrative processes run smoothly.
• Work directly with local hotels to implement corporate group rates for staff travel.
• Purchase and facilitate delivery of office supplies and facilitate office equipment maintenance.
• Establish and implement office policies and procedures to maintain order and efficiency.
• Process invoices and manage accounts payable and receivable.
• Coordinate with building management for office maintenance and repairs.
• Program and distribute key fobs for staff using LenelS2 Access Control Systems.

Event Coordinator for the Sales Team:

• Establish and maintain relationships with vendors and venues for all sales conferences.
• Plan all event details and aspects, including travel and preparing itineraries.
• Create reliable financial reports and collecting payments on time.
• Remain under budget with all costs.
• Update swag inventory for the warehouse by working directly with our marketing vendor.
• Oversee all functions and logistics of our annual Sales Summit including travel arrangements, making dinner reservations, booking venues for the awards banquet, working with hotels to coordinate and manage the Diamond Club trip for the top sales reps, etc.

• 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.

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.