Hi, I’m
Doreen Patrick
Joliet,IL
Summary
Organized professional dedicated to improving accuracy and efficiency by maintaining and developing advanced level sales, marketing, administrative and procedural processes. Focused and communicative individual possessing superb data entry, time management and customer service skills. Offering over 15 years of experience providing quality support to clients.
Overview
20
years of professional experience
Work History
Virtual Business Partners
Advanced Level Marketing, Client Svcs & Operations
05.2006 - Current
Job overview
- Provide executive, admin, marketing, tech support services to insurance and financial services professionals
- Specialize in sales and marketing administration by developing marketing campaigns, graphics, extensive social media campaign and content creation
- All general administrative duties such as executive calendar management, scheduling, creating presentations and database management
- Account opening and service requests
- Other duties include basic bookkeeping (billing, receivables and payables), reporting, tracking and managing data
- Back office and systems setup and support
- Website (WordPress and Squarespace) and graphics development and maintenance
- Track/create sales reports
- Extensive project management using project collaboration tools and leading small teams in project management
- Extensive client/customer care
- Managing budgets and expenses
- Extensive research duties via internet
- Warm calling/stay in touch campaigns
- Manage team payroll/time tracking
- Database management
- Funnels and launch support
- Newsletters, blogs, social media creation, management, and postings
- Business development
- Business operations
- Business strategy
- Online business management
- Manage client engagement and experience.
- Offered assistance in implementing and developing training programs
- Generated reports to track performance and analyze trends
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions
- Researched developing trends to stay updated with new ideas and marketing practices
- Maintained documentation, detailing assignments, in-progress work and completed project milestones
- Worked with graphic designers and writers to establish theme and tone for content
- Used data analytics to track lead generation campaigns and improve quality
- Managed workflow between staff, coordinating documents, planning, and creative material distribution
- Recruited and hired capable team members to add value and diverse skills set to marketing department
- Created and managed social media campaigns to increase brand engagement
- Oversaw preparation of marketing copy, images, videos, emails, and other collateral
- Improved website visibility through development and implementation of SEO strategies
- Optimized email campaigns to increase open and click-through rates
- Trained and motivated employees to perform daily business functions
- Introduced new methods, practices, and systems to reduce turnaround time
- Improved monthly sales with successful marketing, sales and customer relations approaches
- Managed customer service inquiries and complaints for customer satisfaction
- Utilized various analytics tools to track customer behavior and optimize website layout
- Handled scheduling for executive's calendar and prepared meeting agenda and materials
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity
- Seamlessly interacted with colleagues to plan and complete special projects
- Screened calls and emails and initiated actions to respond or direct messages for managers
- Offered assistance, collaboration and clerical support to auditors throughout entire review process
- Updated spreadsheets and created presentations to support executives and boost team productivity
- Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations
- Handled confidential and sensitive information with discretion and tact
- Screened calls and emails and responded accordingly to support executive correspondence
- Used advanced software to prepare documents, reports, and presentations
- Conducted research and analyzed data to provide detailed reports on various business topics
- Filed paperwork and organized computer-based information
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president
- Created and managed office systems to efficiently deal with documentation
- Handled incoming and outgoing mail, email and faxes
- Upheld strict timetables by maintaining accurate, balanced calendars
- Used QuickBooks to produce monthly invoices, reports, and other deliverables
- Monitored metrics and developed actionable insights to improve efficiency and performance
- Delivered prompt service to prioritize customer needs
- Sought ways to improve processes and services provided
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Reached out to accounts regularly to check on needs, understanding business operations and offer services
- Evaluated customer problems, implemented resolutions and followed up with clients to manage additional problems and maintain satisfaction
- Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards
- Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment
- Developed marketing campaigns to enhance clients' return on investment
- Assisted customers with onboarding and product setup to foster successful adoption and usage
- Conducted training and mentored team members to promote productivity and commitment to friendly service
- Facilitated new client onboarding process and investment account setup
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Mutual Trust Financial Group
Executive Assistant to Chief Marketing Officer
01.2004 - 05.2006
Job overview
- Provided executive administrative support to Chief Marketing Officer
- Managed all functions of sales reporting to include monthly Agency and General Agency reports, Top 10 and 50 Producer reports, and Regional Sales Director reports
- Liaison to Operations to assist with creation of all new and current reports as the need arises
- Manager of Business and Education Program
- Created and maintained MS Access databases to manage lead generation and follow up for various marketing campaigns, mailings, and inventory management
- Managed confidential documents and creation thereof
- Assisted with budgeting and monitoring of expenses to guidelines and goals established for the department
- Created high level PowerPoint presentations, Excel workbooks and charts, and Microsoft Word mail merges
- Updated website content
- Transcribed and scribed meeting minutes
- Calendar management
- Travel arrangements.
Education
Argosy UniversitySchaumburg
Bachelor of Arts from Psychology
05.2008
University Overview
- Bachelor’s Degree – Psychology
- Associate’s degree – Business Management
- Certified Internet Marketer
- Infusionsoft Certified Partner
- Coaching Certification – Certified Coach Federation
- Certified Virtual Assistant – Coaches Console
- Certified Online Business Manager
- ACS – Associate, Customer Service through LOMA
Skills
- Social Media Updating
- Travel Planning
- Problem Solving
- Video Editing
- Content Creation
- CRM Management
- Basic Graphic Design
- Transcription Services
- SEO Optimization
- Calendar Management
- Spreadsheet Management
- Email Management
- Webinar Support
- Time Management
- Project Coordination
- Online Marketing
- Business Administration
- Appointment Coordination
- Administrative Support
- Presentation Design
- Database Administration
- Project Planning
- Report Analysis
- New Business Development
- Business Writing
- Paperwork Drafting
- Schedule Management
- Critical Thinking
- Editing and Proofreading
- Website Updating
- Project Schedule Coordination
- Report Generation
- Payroll Administration
- Meeting Planning
- Travel Administration
Software Technical Skills
- SalesForce
- Snappy Kraken
- EWealth Manager
- Carbonite
- Advyzon
- Horsemouth
- Broadridge
- Riskalyze
- E-Money Campaigns
- WorldDox
- NetX360
- RedTail
- RegEd
- Grendel
- Pareto
- AdvisorsAssistant
- TD Ameritrade
- Fidelity
- Charles Schwab
- Raymond James
- Assetmark
- Pulse 360
- FPAlpha
- FMG Suite
- Illuminated Advisor
- Signal Advisors platform
- AssetMark
- WealthBox
- LeadJig
- AccessAlly
- ActiveCampaign
- Adobe
- Airtable
- Asana
- Astra
- Audacity
- Auphonic
- Avada
- Aweber
- Beaver Builder
- Blackbaud
- Box.com
- Buffer
- Buildium
- Calendly
- Canva
- Click Up
- Clickfunnels
- Coaches Console
- Constant Contact
- ConverKit
- Daylite (calendar for Mac)
- DirectPay
- Divi
- Docusign
- Doodle
- Drip
- Dropbox
- Dubsado
- Elementor
- ESpeakers
- Eventbrite
- Everwebinar
- Filmora
- Freshbooks
- GeneratePress
- Genesis
- Google Workspace
- GSuite (Docs, Sheets, Slides, GDrive)
- Headliner
- Hootsuite
- Hubspot
- Illustrator
- InDesign
- Infusionsoft
- Jotform
- Kajabi
- Leadpages
- LearnDash
- LifterLMS
- LinkedIn Sales Navigator
- Lisbyn
- MailChimp
- Market Samurai
- MemberMouse
- MemberPress
- MindMeister
- Meistertask
- MS Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive)
- Office 365
- OptimizePress
- Paid Memberships Pro
- Paypal
- Photoshop
- Quickbooks
- Redtail
- Restrict Content Pro
- Salesforce
- SamCart
- Simplero
- Skype
- Slack
- Sprout Social
- SquareSpace
- Stripe
- Survey Monkey
- TaxSlayerPro
- Teachable
- Teamwork
- Thinkific
- Thrive
- Toogl
- Trello
- Ulinic
- Veem
- Visio
- Waave
- WebinarJam
- Wishlist
- WooCommerce
- WordPress
- WordPress (Blog)
- WP Courseware
- WP EasyCart
- WP eMember
- WP eStore
- Yoast SEO
- YouTube
- Zippy Courses
- Zoho
- Zoom
Other
- Nominated for the 2006 Administrative Excellence Award, sponsored by OfficeTeam, Working Mother Magazine, IAAP, Targeted Learning Corporation and Microsoft Learning.
- Board of Director – 2006 – 2008, Woodridge Area Chamber of Commerce
- Treasurer – Illinois Virtual Assistant Connection – 2010
- PTO - Membership Chair – 2009 – 2011
- Webmaster – Plainfield High School Hockey Association – 2017-2018
- Webinar Director 2020 – 2023 – International Virtual Assistant Association
- Board of Director, International Virtual Assistant Association – 2022 to 2023
- Recurring speaker for the Financial Advisor Assistant’s Academy for a national sales symposium.
Timeline
Advanced Level Marketing, Client Svcs & Operations
Virtual Business Partners
05.2006 - Current
Executive Assistant to Chief Marketing Officer
Mutual Trust Financial Group
01.2004 - 05.2006
Argosy University
Bachelor of Arts from Psychology
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