Heidi Lucid

* Manage over 200 Live-Stream accounts that are fundraising

*Send out weekly emails and updates on every accounts fundraising efforts

*Initiate payouts and Invoices

*Onboard all new clients

*Strategize with clients on best fundraising ideas for their specific organization

*Provide client support via email and phone, addressing questions and resolving issues promptly.

*Collaborate with team members to deliver excellent client service.

• Managed day-to-day office operations including scheduling, client communication, data entry, and document management.
• Provided daily administrative support to financial advisors in a fast-paced financial services environment.
• Managed and organized sensitive client documentation, including onboarding paperwork, compliance forms and investment reports.
• Maintained client records in CRM systems and ensured timely updates for audits or regulatory reviews.
• Handled confidential financial data with discretion and ensured compliance with FINRA and SEC regulations.
• Oversaw day-to-day production activities in accordance with business objectives.
• Collaborated with senior management to develop and execute long-term corporate goals and objectives.
• Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
• Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Interacted well with customers to build connections and nurture relationships.

• Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
• Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
• Completed final move-out walk-throughs with tenants to identify required repairs.
• Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
• Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
• Enhanced tenant satisfaction by promptly addressing concerns and resolving issues in a timely manner.
• Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
• Followed up on delinquent tenants and coordinated collection procedures.
• Introduced prospective tenants to types of units available and performed tours of premises.
• Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
• Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
• Collected and maintained careful records of rental payments and payment dates.
• Coordinated with legal counsel to handle eviction processes smoothly and professionally.

• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
• Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
• Monitored daily cash discrepancies, inventory shrinkage and drive-off.
• Managed all packaging and shipping of online client orders
• Handled all scheduling of clients