KAYLA THOMAS
Washington,DC
Summary
Detailed Communications Specialist possessing strong internal communications and project management abilities. Excels in managing executive-level administrative duties and commitments to company's initiatives and processes. Highly adept in handling multiple projects at a time with a high degree of accuracy. Diverse credentials in both private and public industry sectors. Motivated individual driven by creativity and complexity.
Overview
6
6
years of professional experience
Work History
Family Support & Community Engagement Specialist
Serving Our Children
03.2022 - Current
- Successfully streamlined strategic workflow to manage caseload of families to ensure ongoing and scheduled contact with returning and new scholarship applicants.
- Served as trusted liaison and point-of-contact between parents, school administration/faculty and Serving Our Children.
- Assisted families in understanding federal requirements for participation in program and how to obtain relevant documentation needed to determine eligibility for program.
- Evaluated financial aid documents for indicators of possible incompleteness, fraud, or other irregularities.
- Ideated and published informational content for Spanish-speaking families for organization's website regularly to ensure equal access for all participating communities.
- Prepared and edited organizational publications such as employee newsletters or stockholder reports for internal or external audiences.
Director of First Impressions
The Monitor Group
08.2019 - 02.2022
- Served as primary administrative assistant to office managers and financial advisors to support all aspects of operations and office management
- Trusted to analyze and interpret client's financial data for precise client portfolio constructions, processing, and delivery
- Weekly full-network meeting leader, serving to confirm scheduled events and create internal/external meetings
- Operational director for external communications processes that entailed company correspondence management, client relation database administrator, and client communications through Redtail CRM
- Direct assistant to financial advisors, handling client interactions for firms including walk-in client orientations, electronic mail manager for all firms, phone and virtual connection supervisor for all firms
- Coordinated and scheduled all company meetings, appointments, and events like team-building activities, client appreciation initiatives, holiday festivities, dining/travel accommodations for all firm advisors
- Supported all staff in assigned and miscellaneous project-based work, led successful transition to cloud based-platform to safely store all client information through office-wide 'Go-Paperless' campaign and competition to enhance office culture and environmental initiatives
- Troubleshooted all client account alerts and notifications such as account maintenance fees, client contact information updates, required minimum distributions, and other custodial action items
- Trusted with highly sensitive and confidential client information and held direct compliance within financial industry regulations
- Administrator of all financial planning meeting minutes for senior and junior advisors.
- Determined appropriate SEC and FINRA regulations to maintain firm's compliance by adhering to internal checklists developed by myself and firm's team such as mandatory weekly workflows
- Updated and administered client investment accounts through corresponding custodians such as LPL Financial and WeathVision.
- Introduced digital alternatives for correspondence delivery to clients to improve communication methods and efficiency.
- Exhibited professionalism and composure in stressful circumstances.
- Oversaw office equipment maintenance to support continuous and uninterrupted operations.
Fifth and Fourth Grade Social Studies Teacher
Colegio Bilingue Carrusel Infantil
01.2019 - 07.2019
- Provided diligent care and academic support to students ages 8-11 years old, Monday through Friday from hours of 7:00am to 5:00pm
- Facilitated parent-teacher conferences to establish open communication between school and families to evaluate student progress and material retention
- Utilized technology to enhance student education and grasp of materials.
- Developed individual student progress reports to comply with internal private institution regulations and Dominican Republic's Board of Education requirements
- Successfully organized and executed a dual-linguistic 5th-grade class debate through critical thinking discussions to implement dynamic student assessments that resulted in higher class achievements.
- Devised lesson plans reflecting student educational, cultural and language diversity.
- Researched latest teaching techniques and incorporated into lesson delivery to improve concept acquisition.
Administrative Assistant - Internship
Business Solutions Group
08.2018 - 01.2019
- Translated foreign invoices for catering services to Spanish for accounting team.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Directed workflow for staff, acting as intermediary between all departments by arranging conference calls, scheduling meetings, composing correspondence, and managing calendars.
- Supported efficient production system in fast paced environment by accurately processing all new orders, and delegating tasks as each order required.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Education
Communication- Digital Media and Film -
University of Maryland
College Park, MD05.2024
Skills
- Internal Communications
- Digital Communication
- Strategy Development
- Corporate Communications
- Digital Communications
- Project Management
- Creative Strategies
- Operations Management
- Adaptability
- Ability to Multitask
- Attention to Detail
- Customer Service
Extracurricular Activities
Event Coordinator, Dominican Professional Association, Washington, D.C. - Founding Board Member and Volunteer - Present
Languages
Spanish
Native or Bilingual
Timeline
Family Support & Community Engagement Specialist
Serving Our Children
03.2022 - Current
Director of First Impressions
The Monitor Group
08.2019 - 02.2022
Fifth and Fourth Grade Social Studies Teacher
Colegio Bilingue Carrusel Infantil
01.2019 - 07.2019
Administrative Assistant - Internship
Business Solutions Group
08.2018 - 01.2019
Communication- Digital Media and Film -
University of Maryland
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