Keri O'Brien
Summary
Results-driven Director of Administration with expertise in workflow management, team leadership, and marketing strategy. Successfully improved operational efficiency and client satisfaction through streamlined processes and effective communication.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Administration
Kuhn Capital Partners
Oak Brook, Illinois
06.2025 - 04.2026
- Supervised support staff and coordinated with client service associates, leading to improved service delivery and increased client satisfaction.
- Managed internal systems and workflows, resulting in streamlined processes and enhanced operational efficiency.
- Maintained compliance tracking, scheduling, and firm documentation.
- Developed and implemented marketing strategies to support firm growth.
- Coordinated client-facing communication, including newsletters, emails, and social campaigns, to enhance client engagement and strengthen brand presence.
- Assisted in organizing and promoting radio shows and prospecting events to enhance audience engagement.
- Collaborated on branding and content across websites, digital ads, and print media.
Office Manager
Magenium Solutions
Downers Grove, Illinois
07.2023 - 05.2025
- Streamlined administrative procedures, enhancing operational efficiency and reducing task completion times.
- Fostered strong relationships with partners and clients, improving client satisfaction and ensuring smooth communication.
- Reduced accounting errors by 15% through diligent management of data entry and expense reporting.
- Increased inventory turnover rate by 8% by streamlining processes and strengthening vendor relationships.
- Fostered strong relationships with partners and clients, enhancing client satisfaction and facilitating smooth communication.
- Strategically collaborated with marketing, consistently achieving objectives related to event and collateral management.
Office Manager
Murray Commercial
Saint Charles, Illinois
11.2022 - 06.2023
- Coordinated daily administrative and operational affairs for commercial brokerage and property management company, supporting business owner and 5 real estate brokers for seamless operations.
- Managed office operations to optimize workflow and enhance overall efficiency.
- Managed calendar, phone, records, travel, and bookkeeping while providing customer service and preparing correspondence, mailings, and reports to ensure effective communication and organization.
- Scheduled and managed appointments for executives and team members to optimize their time and enhance productivity.
- Supervised administrative staff to maintain high performance standards.
Lead Client Services Coordinator
Lauterbach and Amen
Naperville, Illinois
12.2018 - 10.2022
- Professional accounting firm specializing in wealth management, pension and actuary services for police and fire pensioners and their beneficiaries.
- Coordinated daily administrative affairs, supported portfolio of clients, vendors, and board trustees, and led meetings to strengthen client relationships.
- Monitored and executed logistics for 24 separate pension board meetings across the U.S., including travel, supplies, services, and expense management, ensuring seamless operations and adherence to budgetary constraints.
- Supervised training and mentored new hires in client services and meeting planning to enhance compliance with company policies.
- Oversaw file maintenance, ensuring timely and accurate record entry while processing quarterly payroll for pensioners and managing billing and invoice tracking.
- Facilitated efficient operations at the main office of this professional accounting firm specializing in wealth management, pension and actuary services for police and fire pensioners and their beneficiaries.
Client Services Specialist
Recovery Management Services
Warrenville, Illinois
02.2014 - 11.2018
- Identified root causes and implemented solutions, enhancing client satisfaction.
- Investigated and resolved issues for 15-18 admissions directors and aid advisors at higher education institutions.
- Documented client interactions, transactions, and complaints, maintaining comprehensive client records.
- Accountable for identifying, researching and rectifying records errors and discrepancies to facilitate accurate borrower accounts.
- Composed and managed written communications, including emails, letters, and memos, to enhance professional correspondence and streamline communication with clients and internal teams.
- Processed weekly billing for 15-20 invoices and managed daily data entry, ensuring financial accuracy and timely payments.
Education
Business Administration
Black Hills State University
Skills
- Compliance tracking
- Workflow management
- Operational efficiency
- Facilities management
- CRM systems
- Microsoft Office Suite
- Spreadsheet management
- Word processing
- Presentation software
- Microsoft Teams
- Collaboration tools
- Electronic signature solutions
- Visual communication tools
- AI assistance tools
- Marketing strategy
- Social media management
- Client communication
- Event coordination
- Team leadership
- Internal communication strategies
Certification
- Adult, Child and Baby First Aid/CPR/AED
Education and Training
other
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Director of Administration
Kuhn Capital Partners
06.2025 - 04.2026
Office Manager
Magenium Solutions
07.2023 - 05.2025
Office Manager
Murray Commercial
11.2022 - 06.2023
Lead Client Services Coordinator
Lauterbach and Amen
12.2018 - 10.2022
Client Services Specialist
Recovery Management Services
02.2014 - 11.2018
Business Administration
Black Hills State University