Summary
Overview
Work History
Education
Skills
Timeline
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Katelyn Sheehan

Tewksbury,MA

Summary

Organized administrative professional with proven ability to prioritize tasks and meet deadlines in high-volume office settings. Expertise in complex problem-solving, conflict resolution, and resource allocation. Strong focus on delivering exceptional clerical and operational support while fostering positive relationships with clients and staff. Resilient under pressure, capable of adapting to dynamic work environments with minimal oversight.

Overview

2
2
years of professional experience

Work History

Administrative Assistant

St. Augustine School
Andover, MA
08.2023 - Current
  • Execute general office duties including answering multi-line phones and greeting visitors.
  • Maintain daily student dismissal log while managing incoming and outgoing mail.
  • Support Principal and faculty in report generation using Microsoft Office Suite and Google Suite.
  • Organize confidential records for faculty, staff, and students, ensuring secure transfers.
  • Manage faculty and staff attendance reports and processed absence requests.
  • Oversee supply inventory, coordinated vendor orders, and collected year-end teacher inventories.
  • Troubleshoot office machinery issues and coordinated maintenance of equipment.
  • Coordinate CORI checks for faculty, staff, and volunteers to ensure compliance.

Office Services Assistant

Baker Tilly, FKA The MFA Companies
Tewksbury, MA
  • Acted as primary contact for members and visitors, delivering friendly, professional service in person and via phone.
  • Responded to inquiries and provided support, ensuring high-quality customer service to all members.
  • Sorted and distributed mail to maintain efficient communication flow.
  • Delivered comprehensive administrative support to Senior Executive Assistant and Office Manager.
  • Updated client files in Salesforce, ensuring accuracy and accessibility of information.
  • Maintained SharePoint site with current member information and promotions to enhance member engagement.
  • Processed expense reimbursements through Concur for financial efficiency.
  • Provided backup support to Operations Center, including document management tasks such as printing, copying, and mailing.

Customer Service Ambassador

The MFA Companies
Tewksbury, MA
  • Onboarded new clients using Salesforce, creating Suralink spaces and Caseware files.
  • Rolled forward recurring clients across all systems with accurate audit documentation.
  • Prepared structured audit documentation detailing client processes and technology systems.
  • Coordinated meetings with approximately 90 clients and audit teams each cycle.
  • Documented comprehensive meeting minutes with clear follow-up tasks.
  • Updated Hive system upon completion of each audit process step.
  • Trained new employees on procedures to enhance team performance.

Director of Client

Zwicker & Associates, PC
Andover, MA
  • Assisted VP of Business Development with email management and calendar organization.
  • Supervised Client Relations department, overseeing review completion and timecard evaluations.
  • Coordinated and hosted client on-site visits, managing catering and technology setup.
  • Executed heavy calendar coordination between internal team members and clients.
  • Documented thorough meeting minutes and tracked follow-up requests to ensure completion.
  • Created detailed reports by coding in proprietary system.
  • Collaborated across departments to address client-facing issues effectively.
  • Coordinated major programming and process changes with clients to ensure smooth transitions.

Client Relation Associate

Zwicker & Associates
Andover, MA
  • Established strong rapport with assigned clients to enhance communication effectiveness.
  • Resolved daily client inquiries, ensuring prompt and accurate responses.
  • Scheduled conference calls using Microsoft Outlook to facilitate timely discussions.
  • Documented meeting minutes to maintain a clear record of discussions and decisions.
  • Developed and sent Excel reports to provide clients with essential updates.

Finance Administrative Assistant

Fees & Costs, Korde & Associates, PC
Lowell, MA
  • Calculated attorney fees and costs for clients efficiently.
  • Prepared and mailed reinstatement and payoff letters promptly.
  • Processed incoming funds, ensuring accurate accounting.
  • Managed high volume of phone calls to address client inquiries.
  • Assisted attorneys with various administrative tasks to support operations.

Receptionist

Korde & Associates
Lowell, MA
  • Managed high volume of phone calls, directing inquiries to appropriate personnel.
  • Sorted and delivered mail efficiently to ensure timely communication.
  • Greeted and accommodated guests, enhancing visitor experience.
  • Scheduled conference rooms to optimize usage and availability.
  • Executed various administrative tasks to support operational efficiency.

Education

High School Diploma -

Tewksbury Memorial High School
Tewksbury, MA

Skills

  • Client relationship management
  • Executive support services
  • Proficient in Microsoft Office Suite
  • Calendar and correspondence management
  • Data entry and retrieval systems
  • Operational efficiency strategies
  • Analytical problem solving
  • Administrative functions oversight
  • Expertise in Google Workspace tools
  • Office management practices
  • Meeting facilitation skills
  • Document control processes
  • Report creation and analysis
  • Detail-oriented approach
  • Effective time management techniques

Timeline

Administrative Assistant

St. Augustine School
08.2023 - Current

Office Services Assistant

Baker Tilly, FKA The MFA Companies

Customer Service Ambassador

The MFA Companies

Director of Client

Zwicker & Associates, PC

Client Relation Associate

Zwicker & Associates

Finance Administrative Assistant

Fees & Costs, Korde & Associates, PC

Receptionist

Korde & Associates

High School Diploma -

Tewksbury Memorial High School

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