Holly Gregory
Murrayville,IL
Summary
Dedicated Executive Assistant & Client Concierge with professional appearance and demeanor who expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills. Detail-oriented having superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Organized and dependable successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Executive Assistant & Client Concierge
Anthology Financial Partners
01.2024 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Assisted in development of company policies and procedures, contributing to more organized work environment.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Updated and maintained confidential databases and records.
- Assisted in training new concierge team members, instilling best practices for delivering outstanding customer service.
- Handled simple check processing, client paperwork, minimum distributions and digital services.
Self-Employed
Ebay Sales
09.2002 - Current
- Manage monthly/annual budget, purchase items from auctions for resale, manage accounts payable/receivable, maintain accurate purchase/sales records.
Executive Assistant & Client Concierge
Brian Barstead, Private Wealth Advisor
11.2021 - 01.2024
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Screened calls and emails and responded accordingly to support executive correspondence.
Event Manager/Co-Venue Manager
Hamilton's Catering Service, Inc.
10.2014 - 03.2021
- Provide quality service to guests/clients, prioritize/supervise service at events, set up of banquets/bars, open/close bar as well as bartend, manage multiple events, supervise all event staff, organize supplies/load vans, inventory/liquor order, maintain venue, collect payment/adjust invoices.
- Collaborated closely with clients throughout planning process to ensure their vision was accurately reflected in final event layout.
- Ensured smooth transitions between program elements at live events through effective stage management techniques.
- Coordinated florists, photographers, and musicians for events.
- Led cross-functional teams to streamline event planning processes, enhancing efficiency and productivity.
- Trained and supervised event staff to complete tasks on time.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
- Implemented contingency plans to address last-minute changes or unforeseen events.
- Enhanced customer satisfaction with excellent communication, problem-solving skills, and timely resolution of issues.
- Supervised events from start to finish using effective crowd control methods.
- Implemented and enforced safety policies and procedures to manage risks and prevent accidents and mishaps.
- Implemented inventory control measures for venue supplies and equipment to reduce waste and improve cost management.
- Inspected facility daily for overall cleanliness and to check supply quantities for reordering and restocking.
- Conducted regular venue maintenance checks and oversaw repairs as needed, maintaining safe and visually appealing environment for guests.
- Increased repeat business by consistently providing exceptional customer service to clients throughout planning process, event execution, and post-event followup.
- Optimized space utilization within venue by designing flexible floor plans that could accommodate various types of events ranging from intimate gatherings to large-scale functions.
- Coordinated with cross-functional teams to ensure seamless event execution, leading to positive guest experiences and strong client relationships.
- Ensured smooth execution of events by coordinating logistics, catering, audio-visual equipment, and other essential services.
- Established positive working relationships with local authorities such as police departments and licensing boards to ensure compliance with regulatory requirements.
- Facilitated seamless transitions between events by efficiently managing setup and breakdown processes for each engagement held at venue.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Trained and guided team members to maintain high productivity and performance metrics.
Education
Program For The Series 7 - Series 7
Kaplan Career Institute
Online02.2024
Certificate of Completion - Certified Financial Planner
Boston Institute of Finance
Boston, MA05.2021
Associates of Applied Science - Computer Information Systems
Springfield College
Springfield, MO07.2002
Diploma - General Curriculum
Ava Senior High
Ava, MO05.1983
Skills
- Administrative Support
- Office Management
- Strong Problem Solver
- Detail Oriented
- Customer Service
- Interpersonal Communication
- Document Preparation
- Resourceful
- Staff Management
- Invoice Processing
- Phone Etiquette
- Business Correspondence
- Time Management
Certification
- SIE (Security Industry Essentials) Finra 09/2023
- Financial Planning Certificate, Bryant University/Boston Institute of Finance, Smithfield, RI, 05/01/21
- Real Estate Salesperson License (Inactive), Professional School of Real Estate & Insurance, Springfield, MO, 03/01/93
- Economic Survey of Apartment Management Certification, Apartment Assoc. of Central Oklahoma, Oklahoma City, OK, 04/01/92
Awards
- President’s List Springfield College
- Best 'Rent Collection' Role Play Wilhoit Properties, Inc.
References
Personal references furnished upon request.
Specialinterests
- School Board Member, Franklin CUSD #1, 04/01/07, 03/01/11
- Jr. High Cheerleading Coach, Franklin CUSD #1, 01/01/09, 01/01/11
Timeline
Executive Assistant & Client Concierge
Anthology Financial Partners
01.2024 - Current
Executive Assistant & Client Concierge
Brian Barstead, Private Wealth Advisor
11.2021 - 01.2024
Event Manager/Co-Venue Manager
Hamilton's Catering Service, Inc.
10.2014 - 03.2021
Self-Employed
Ebay Sales
09.2002 - Current
- SIE (Security Industry Essentials) Finra 09/2023
- Financial Planning Certificate, Bryant University/Boston Institute of Finance, Smithfield, RI, 05/01/21
- Real Estate Salesperson License (Inactive), Professional School of Real Estate & Insurance, Springfield, MO, 03/01/93
- Economic Survey of Apartment Management Certification, Apartment Assoc. of Central Oklahoma, Oklahoma City, OK, 04/01/92
Program For The Series 7 - Series 7
Kaplan Career Institute
Certificate of Completion - Certified Financial Planner
Boston Institute of Finance
Associates of Applied Science - Computer Information Systems
Springfield College
Diploma - General Curriculum
Ava Senior High
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