Garrett Wieland-Hamilton

• Support the Executive Director, Senior Administrative Manager and volunteer leadership through assisting with the coordination of, but not limited to, the creation of reports, agendas, minutes, timelines, action plans, correspondence and other presentation materials for the Board of Directors and Executive Committee meetings.

• Coordinate the committee report process, including timeline, preparation of report forms, and correspondence with committee Chairs and staff liaisons.

• Transcribe notes on-site at AAAAI Board of Directors meetings and prepare official minutes upon return from the meeting.

• Take minutes during AAAAI Executive Committee conference calls.

• Coordinate receipt and approval process for endorsed and supported meeting requests.

• Schedule appointments and travel arrangements for the Board of Directors.

• Communicate with related organizations, vendors, and various committees and members of the Board of Directors as needed.

• Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources.
• Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
• Managed portfolio of accounts and monitored for issues in need of attention.
• Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Executed record filing system to improve document organization and management.
• Handled client correspondence and tracked records to foster office efficiency.
• Managed Access databases converting complex data into easy-to-interpret data.
• Generated reports and typed letters in Word and prepared and edited excel spreadsheets