Summary
Overview
Work History
Education
Skills
Timeline
Proficiency
Proficiency
Generic

Julie Moon

Glenview,IL

Summary

Detail-oriented administrative assistant with experience in customer service, data entry and office management. Hardworking team player with expertise in completing various clerical tasks and offering staff support with little to no supervision.

Overview

29
29
years of professional experience

Work History

Chair

Glenview Education Foundation (GEF)
05.2020 - 06.2023

Organization supports innovative and high impact pilot programs in local schools

  • Led organization in setting goals and strategies which resulted in over $1 million in grants invested in schools during 7 years on board
  • Managed 34-member volunteer board on 6 committees
  • Planned and oversaw monthly executive board and meetings.
  • Recruited new board members every year and determined best committees.
  • Presented capabilities to teachers and administrators at local schools and other local groups
  • Represented GEF at local school events for teachers and students

Communications Chair

Glenview Education Foundation (GEF)
05.2016 - 05.2020
  • Developed long-term communications strategies to drive customer awareness in events, grants and fund drive
  • Wrote content for newsletters, website and social media campaigns
  • Planned and marketed four educational events
  • Oversaw social media posts

Administrative Assistant

Rounsfull Financial Group
01.2016 - 08.2017

Financial planning and accounting services

  • Supported accounting staff and bookkeeper
  • Answered multi-line phone system
  • Greeted visitors
  • Maintained CRM database
  • Received and sorted incoming and outgoing mail and packages
  • Restocked supplies to maintain adequate stock levels.
  • Generated monthly financial reports for management review to track and analyze
  • Updated website blog
  • Compiled financial planner newsletter

Client Services Coordinator

CBRE
01.2006 - 01.2016

Commercial real estate company

  • Supported three investment sales teams in implementation of business marketing strategies
  • Designed and produced property Offering Memorandums, Broker Opinions of Value, brochures, campaigns and newsletters for web and print
  • Wrote marketing materials including compiled research, property details and financial analysis
  • Created portfolio and property websites
  • Created email blast marketing campaigns
  • Updated CRM Salesforce database with client contacts
  • Trained and mentored new employees

Customer Service Representative

Weight Watchers
01.1999 - 01.2011
  • Greeted customers entering store and responded promptly to customer needs
  • Built relationships with customers
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
  • Helped customers complete purchases, locate items, and join reward programs
  • Ordered and restocked merchandise
  • Trained and mentored new employees

Office Manager

Powers & Moon, LLC
01.2004 - 01.2006

Healthcare reimbursement law firm

  • Created, maintained and updated filing systems for paper and electronic documents.
  • Oversaw office inventory by ordering and re-stocking supplies
  • Maintained database
  • Developed and maintained successful relationships with vendors, suppliers, contractors and Patient Financial Service's hospital staff
  • Maintained financial reporting, accounts payable and receivable.

Senior Account Executive

GCI Group
01.2000 - 01.2004
  • Implemented integrated marketing and communication programs
  • Developed “Best Practices” workshop for site staff

Program Coordinator

Pragmaton
01.1998 - 01.2000
  • Managed placement and budget of multimedia (print, radio, television, internet) advertising
  • Tracked design, production and approval of educational materials

Project Coordinator

Alpha Phi International Fraternity Executive Office/Headquarters
01.1994 - 01.1998
  • Planned and presented biannual leadership convention for 700 members
  • Oversaw collection and tracking of dues for over 12,000 collegiate members in 150 chapters
  • Trained collegiate chapter officers and advisers on chapters' financial affairs and individual leadership roles

Education

Bachelor of Arts - Communication Studies And Sociology

University of Iowa
Iowa City, Iowa
05.1993

Skills

    • Customer Relations
    • Clerical Support
    • Multi-Line Telephone Systems
    • Database Management
    • Appointment Scheduling
    • Mail Handling
      • Invoice Processing
      • Event Coordination
      • Marketing
      • Microsoft Excel
      • Microsoft PowerPoint
      • Microsoft Outlook

Timeline

Chair

Glenview Education Foundation (GEF)
05.2020 - 06.2023

Communications Chair

Glenview Education Foundation (GEF)
05.2016 - 05.2020

Administrative Assistant

Rounsfull Financial Group
01.2016 - 08.2017

Client Services Coordinator

CBRE
01.2006 - 01.2016

Office Manager

Powers & Moon, LLC
01.2004 - 01.2006

Senior Account Executive

GCI Group
01.2000 - 01.2004

Customer Service Representative

Weight Watchers
01.1999 - 01.2011

Program Coordinator

Pragmaton
01.1998 - 01.2000

Project Coordinator

Alpha Phi International Fraternity Executive Office/Headquarters
01.1994 - 01.1998

Bachelor of Arts - Communication Studies And Sociology

University of Iowa

Proficiency

Microsoft Word, Microsoft Excel, PowerPoint, Lucid Press, ConstantContant, Salesforce, Blackbaud/Etapestry

Proficiency

Microsoft Word, Microsoft Excel, PowerPoint, Lucid Press, ConstantContant, Salesforce, Blackbaud/Etapestry
Julie Moon