Kate Boatwright
Aurora,USA
Summary
Versatile professional skilled in cross-functional collaboration and problem-solving. Excels in adapting to organizational changes while maintaining attention to detail and accuracy. Demonstrates strong planning and organizational abilities to drive timely project completion. Serves as team lead and subject matter expert in implementing new processes and effectively assigns tasks to enhance team performance.
Overview
13
13
years of professional experience
Work History
Administrative Assistant
Contract/Short Term Roles
02.2026 - 06.2026
- Provided customer service and administrative support across various operations and project tasks, enhancing overall team efficiency.
- Developed and maintained filing systems, enhancing document retrieval efficiency.
- Facilitated communication between departments, improving interdepartmental collaboration.
- Facilitated communication between departments to strengthen interdepartmental collaboration and streamline information flow.
Administrative /Legal Assistant
The Salem Group/Momkus, LLP
12.2025 - 01.2026
- Provided essential administrative support to attorneys, ensuring the smooth operation of the office and facilitating effective communication with clients.
- Facilitated communication between clients and attorneys to ensure timely responses to inquiries and maintain client satisfaction
- Provided executive administrative support by scheduling appointments, managing calendars, and coordinating meetings
- Conducted document reviews to ensure compliance with legal standards and accuracy
Administrative Assistant/Receptionist
Kinnally, Flaherty, Krentz, Loran, Hodge & Masur PC
03.2025 - 05.2025
- Provided administrative and front office support for staff, attorneys, and clients, facilitating communication and operations.
- Answered and routed phone inquiries to ensure timely and accurate communication, enhancing overall responsiveness.
- Coordinated and managed appointments for staff and clients to ensure efficient time management.
- Drafted and distributed emails, correspondence memos, letters, faxes, and forms to ensure timely communication and documentation.
- Coordinated procurement of office supplies, organized client meetings and lunches, and managed errands for staff to support smooth office operations.
- Functioned as the primary contact for internal and external clients, improving the handling of inquiries and strengthening client relations.
Administrative Assistant – Contract
Life Loyal Advisors
01.2025 - 02.2025
- Provided administrative support for two financial advisors. Conducted monthly calls to clients, setting and confirming appointments. Updated client information in CRM, managed emails from clients, and coordinated transfer of asset documents.
- Answered and routed phone calls, enhancing communication flow between clients and advisors.
- Drafted and distributed emails, memos, letters, faxes, and forms to support clear and timely correspondence.
- Streamlined document management through the effective use of a digital filing system.
- Updated and organized contact lists to maintain accurate and accessible communication with clients and stakeholders.
- Provided assistance to visitors by offering information and addressing inquiries. and clients by providing information and addressing inquiries in a welcoming manner.
Front Office Coordinator/Patient Admin Coordinator
Doctors of Physical Therapy
07.2024 - 10.2024
- Greeted patients, verified appointments, and facilitated completion of paperwork for insurance verification, ensuring smooth patient flow.
- Greeted patients, verified appointments, and facilitated insurance paperwork completion to enhance patient flow.
- Conducted daily chart checks to ensure preparedness for appointments and enhance patient experience.
- Performed daily chart checks to prepare for the day and upcoming appointments
- Accurately updated and maintained records in the electronic medical and billing record system
- Prepared management information and generated daily and weekly reports on patient status and no-shows to support timely follow-ups and decision-making.
- Maintained clinic environment, managed supply orders, and prepared treatment areas to ensure seamless daily operations.
Administrative Assistant
Various - Contract/Short Term Roles
05.2023 - 06.2024
- Delivered customer service and administrative support, facilitating smooth operations across various roles.
- Coordinated office operations, enhancing workflow across departments for increased efficiency.
- Developed and maintained filing systems, streamlining document retrieval and organization.
Registrar and Compliance Coordinator
Northern Baptist Seminary
10.2022 - 04.2023
- Communicated registration, enrollment, and academic information to students, enhancing their understanding of available student services.
- Evaluated incoming student transcripts for accuracy; posted student credits to academic accounts and completed transcript evaluation requests
- Collaborated with Provost on building Seminary Course Schedule and updated Populi Software as needed
- Ensured timely completion of Seminary compliance requirements, including IPEDS, ATS Annual Report, VA, and SEVIS, maintaining institutional accountability.
Branch Office Administrator
Edward Jones Investments
Naperville, IL
05.2021 - 03.2022
- Provided executive administrative support for two financial advisors and branch office administrators, enhancing client management and office operations.
- Processed all pending and new client paperwork; provided FA with new account checklist prior to client meetings
- Reviewed pending client status reports and noted within TaSC system for all active transfers
- Cultivated client relationships and trust through proactive communication and consistent follow-up.
- Attended individual and team training; completed Continuing Education modules as requested
- Updated client databases with beneficiary, address, and communication preferences
Client Service Coordinator
Ardeo Education Solutions
Lisle, IL
11.2020 - 05.2021
- Provided executive administrative support to SVP of Client Service & Sales and Sales Coordinator, facilitating efficient communication and coordination for regional calls and inquiries on organization-specific services.
- Managed calendars and logistics (travel arrangements, meeting coordination, expense reports)
- Updated and prepared sales and training materials for distribution, ensuring timely access for the sales team and partnership schools.
- Maintained CRM/Salesforce system by regularly updating student interaction records, enhancing data accuracy for client service initiatives.
- Attended meetings – (virtual or in-person); taking notes, flagging action items, and ensuring follow up
- Responded to RFIs from clients.
Operations Coordinator
RPAI (Retail Properties of America)
Oak Brook, IL
09.2019 - 11.2020
- Delivered C level executive administrative support for the Senior VP of Construction, managing administrative tasks and special projects as required. Provided support and coordination of capital improvement construction projects throughout the US portfolio of building assets. Assisted local field Operations and Project Managers with project coordination and research.
- Managed and tracked project budgets and purchase orders. Identified and researched discrepancies
- Updated and managed Capex and Tenant Improvement (TI) spreadsheets
- Created overall Operations training manual for the department and new hires; implementing trainings where needed
- Organized and updated department files and documents in compliance with corporate guidelines.
- Ensured proper documentation of warranties, contracts, and roofing inspections to maintain compliance.
- Assigned service contracts and addendums for project manager(s)
- Created purchase orders through JDE software system; prepared and distributed change orders
- Collected, audited, and organized subcontractor/vendor invoices and documents
- Supported project manager(s) with document control and electronic document archiving
- Collaborated on and updated Operations training manual for department to reflect current processes and best practices.
Senior Enrollment Coordinator
Wiley Education Services
Oak Brook, IL
04.2014 - 09.2019
- Provided high-level administrative support for Operations Managers, Partnership Directors, and internal admissions team through daily interaction with campus and Graduate Admissions offices at partner universities. Main point of contact for partner specific questions regarding application requirements, overall student file progression, and enrollment services.
- Per quarter, supported 250 students with completion of their application files for 11 different graduate programs, within three separate university partnerships
- Cultivated trusting relationships with key partnership stakeholders, including campus Graduate Offices, Program Directors, and Faculty
- Cultivated relationships with partnership stakeholders, including campus Graduate Offices, Program Directors, and Faculty, to enhance collaboration and support for student enrollment
- Secured registration, course enrollments, application documentation, and course participation within campus Student Information System (SIS) daily; ensuring a 24-hour turn-around time for student verification
- Processed student registrations in campus Student Information System (SIS) to ensure accurate enrollment records, course enrollments, and application documentation in campus Student Information System (SIS) daily, achieving 24-hour turn-around time for student verification
- Coordinated with LMS team during course balancing, ensuring courses were built in time and online faculty were secured for teaching
- Performed both Undergrad and Graduate transcript audits weekly – approximately 10-15 per week
- Evaluated transcripts for all incoming online students for course auditing – number of transcripts varied per student
- Performed GPA assessments for applicants to ensure compliance with academic standards before processing. for Undergrad and Graduate applicants prior to submitting file to campus – required for every applicant to ensure minimum GPA requirements were met
- Developed Operations Training Manual for partnership schools, detailing guidelines, rules, and log in credentials; updated manual to reflect evolving processes
- Utilized IPEDS for financial aid and enrollment reporting for Partnership Directors
- Coordinated reporting for Partnership Directors, Graduate Offices, Deans, and other Faculty on incoming online student population each quarter, ensuring effective support for recruiting cycle goals
- Subject matter expert (SME) for three university partnerships to reduce on-boarding training time for new colleagues
- Participated in bi-weekly conference calls with department Graduate Offices and Program Directors; discussing updates, mitigating concerns, and proposing future programmatic developments
- Attended yearly FERPA training to remain in compliance with educational laws and regulations
Property Administrative Assistant
NAI Hiffman Asset Management
Oak Brook, IL
10.2013 - 04.2014
- Provided administrative support for property managers of four medical office buildings, fostering relationships with vendors and contractors to address building maintenance issues and serving as main contact for 14 tenants.
- Prepared vendor contracts for monthly and yearly services, collaborating with 20 outside vendors and 8 building engineers to address tenant and maintenance issues effectively.
- Organized calendar management and expense report preparation for two senior property managers, coordinating meetings and enhancing communication between vendors and building management.
- Processed building utility and operational invoices daily, improving operational efficiency and eliminating the need to outsource these functions
Education
Master of Arts (MA) - Organizational Leadership
Lewis University
ILBachelor of Arts (BA) - Business Administration
University of West Florida
FLSkills
- Administrative Expertise
- Document Review
- Data Reporting
- Client Management
- Onboarding Coordination
- Workflow Optimization
- Outlook 365/Microsoft Office Suite, PowerPoint, OneNote, OneDrive, Adobe Pro, Canva, Microsoft Excel, PeopleSoft, Salesforce, CRM Client Management Software, SharePoint, JDE Edwards Financial Software, iManage Document Storage, EMR Software, AvidXchange Invoicing, QuickBooks, Microsoft Teams, Google Docs, Zoom, DocuSign; Google Docs/Google Suite
- Research and Analysis
- Communication and Team Collaboration
- Adaptable and Agile
Personal Information
Title: Administrative and Operations Professional
Timeline
Administrative Assistant
Contract/Short Term Roles
02.2026 - 06.2026
Administrative /Legal Assistant
The Salem Group/Momkus, LLP
12.2025 - 01.2026
Administrative Assistant/Receptionist
Kinnally, Flaherty, Krentz, Loran, Hodge & Masur PC
03.2025 - 05.2025
Administrative Assistant – Contract
Life Loyal Advisors
01.2025 - 02.2025
Front Office Coordinator/Patient Admin Coordinator
Doctors of Physical Therapy
07.2024 - 10.2024
Administrative Assistant
Various - Contract/Short Term Roles
05.2023 - 06.2024
Registrar and Compliance Coordinator
Northern Baptist Seminary
10.2022 - 04.2023
Branch Office Administrator
Edward Jones Investments
05.2021 - 03.2022
Client Service Coordinator
Ardeo Education Solutions
11.2020 - 05.2021
Operations Coordinator
RPAI (Retail Properties of America)
09.2019 - 11.2020
Senior Enrollment Coordinator
Wiley Education Services
04.2014 - 09.2019
Property Administrative Assistant
NAI Hiffman Asset Management
10.2013 - 04.2014
Bachelor of Arts (BA) - Business Administration
University of West Florida
Master of Arts (MA) - Organizational Leadership
Lewis University