Julie Phillips
Austin,TX
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team efficiency. Offering these skills and strong work ethic.
Overview
10
10
years of professional experience
Work History
Office Manager
Wonders & Worries
01.2022 - Current
- Involved with Accounting, Donor Relations and Personnel
- Focused on data and details
- Work directly with the CFO, COO and the Sr. Development Director
- Efficient in Microsoft Office, Salesforce NPO, and familiar with Quickbooks, Better Unite and Click & Pledge
- Upload donor information and donations to Salesforce; create and run reports as needed for different departments
- Demonstrate a proficiency in Reconciling Accounts from various sources, including payroll, credit card statements, and expenses
- Improved database integrity by regularly updating records to ensure relevancy and accuracy of information.
- Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
- Collaborated with development team members to plan and execute successful fundraising events and programs.
Intake Coordinator
Jewish Family Service of Greater Dallas
03.2020 - 09.2021
- First point of entry for a client; directing them to proper services within the agency or refers to other agencies which better serve their needs
- Complete intake forms, distribute referrals for assignments, which includes review of medical history, to appropriate services and answers inquiries related to availability of resources
- Document as required into the databases system
- Prepare documentation for financial assistance approval
- Demonstrate teamwork and effective communication to accomplish Agency and client goals
- Communicate with clients and colleagues in a professional, courteous, and respectful manner.
Co-President
RHHS Football Parent Organization
06.2016 - 02.2017
- Organize various fundraisers - Raised over $25,000 for the Ethan Moran RHHS Memorial Scholarship Golf Tournament Head of the Football Publication
- Created a volunteer network of parents and worked closely with various coaches.
Promoter- Unofficial
The Last Well
01.2014 - 11.2019
- Coordinate staff and donors
- Organized various fundraisers
- Manage mailings, galas and phone call strategies
- Implement fundraising initiatives such as Facebook Live
- Represent organization at various community events.
Volunteer- Receptionist & Client Support
Meals On Wheels Rockwall County
08.2019 - 03.2020
- Provide front desk support, answering phones and scheduling
- Provide administrative support to Case Managers to maximize efficiency and program effectiveness
- Maintain multiple filing systems
- Organize volunteers and provide follow-up with clients.
Education
Bachelor of Arts -
Baylor University
Skills
- Proficient with Microsoft Office
- Data Entry Skillfulness
- Efficiently handles Multiple tasks
- Customer and Donor Oriented
- Human Resource Assistance
- Administrative Support
- Team Player with Interpersonal Awareness
- Detailed-Oriented with Strong Time Management Skills
Timeline
Office Manager
Wonders & Worries
01.2022 - Current
Intake Coordinator
Jewish Family Service of Greater Dallas
03.2020 - 09.2021
Volunteer- Receptionist & Client Support
Meals On Wheels Rockwall County
08.2019 - 03.2020
Co-President
RHHS Football Parent Organization
06.2016 - 02.2017
Promoter- Unofficial
The Last Well
01.2014 - 11.2019
Bachelor of Arts -
Baylor University