Lauren Fiata
Tampa
Summary
Highly organized administrative professional with expertise in calendar management and event coordination. Successfully managed client onboarding processes and marketing activities, ensuring timely execution and accurate database management. Committed to enhancing operational efficiency and client experiences through effective communication and organizational skills.
Overview
15
15
years of professional experience
Work History
Executive Assistant
Mosaic Financial Group
Tampa
04.2022 - 03.2026
- Coordinated and optimized executive calendars, ensuring efficient scheduling of appointments for leadership team.
- Planned 10+ client appreciation events including venue selection, coordination of vendors, managing guest lists and day of event execution
- Managed client onboarding process including creating all new account paperwork and annuity applications, obtaining signatures using DocuSign, and following up with financial institutions to ensure proper and timely processing.
- Managed client database with Redtail CRM, ensuring accurate records and generating comprehensive reports.
- Responded to client inquiries via telephone, providing necessary assistance to ensure satisfaction.
- Implemented marketing and operational pipelines to track all new business activities.
- Executed and streamlined marketing activities, including educational seminars, social media, and email campaigns to enhance outreach.
Executive Assistant
JavaWorks Inc.
Tampa
04.2021 - 04.2022
- Coordinated executive calendar and travel arrangements to optimize scheduling and efficiency.
- Managed onboarding process for all new accounts including correspondence with prospects, contracts, and proposals while Also established new accounts in QuickBooks and RouteStar CRM.
- Organized team meetings by drafting agendas and recording notes to ensure clear communication and follow-up.
- Reconciled credit card transactions and expenses utilizing QuickBooks.
- Developed business development pipeline to track and streamline new activities.
- Spearheaded marketing initiatives across web and social media platforms.
Sales Manager
Macy’s
Wesley Chapel
01.2019 - 04.2021
- Directed sales team to consistently meet daily and weekly targets through effective leadership.
- Drove colleague engagement through active coaching and implemented recognition efforts to promote a positive work environment.
- Trained new staff on product knowledge and customer service skills to enhance team performance.
- Strategic planning of schedules to ensure proper floor coverage in all departments.
- Planning events and animations to drive sales and foot traffic.
- Responded to colleague calls and managed customer issues.
Sales Associate
Lord & Taylor
Garden City
09.2016 - 12.2018
- Guided customers in product selection and provided personalized recommendations, contributing to increased sales.
- Resolved customer complaints effectively, enhancing satisfaction and loyalty.
- Processed sales transactions accurately using point-of-sale systems.
- Participated in promotional events, boosting store visibility and attracting new customers.
- Maintained visual merchandising standards, elevating store presentation and customer appeal.
Development Consultant
Envirolution One
New York
07.2014 - 09.2016
- Managed stakeholder relationships to recruit for and implement 'Win-Win: NewRo' program, fostering partnerships with community organizations.
- Represented organization in meetings with government representatives, workforce partners, and peer organizations, advocating for program initiatives.
- Consulted on business development opportunities, contributing to growth strategies for start-up social enterprise.
- Developed and awarded New Rochelle City Council $15,000 grant.
Executive Assistant for Development
Harlem Children’s Zone
New York
02.2013 - 07.2014
- Managed complex calendars for executive leadership at a community-focused organization.Managed operations of celebrated organization’s development and fundraising division. Wrote, copyedited, and designed gift acknowledgement letters, grant proposal components, and reports.
- Scope of additional responsibilities included large-scale event management, department and executive scheduling, and donor database administration.
- Managed fiscal year-end direct mail appeal. Prepared data, oversaw printer, and fulfilled mailing of in-house collateral.
- Planned donor events by securing meeting space, arranging transportation, and managing vendors/caterers, proactively addressing issues to maintain program timelines and budget.
Executive Assistant
Shalem Foundation
New York
02.2011 - 02.2013
- Managed executive calendars and scheduled appointments for leadership team to maximize time management.
- Coordinated travel arrangements and itineraries for business trips, prioritizing cost-effective options and smooth travel experiences.
- Facilitated logistics for two board of directors' meetings in New York City, ensuring seamless execution and adherence to schedule.
- Created meeting agendas for weekly fund development team sessions and tracked action items.
- Managed mega-donor pipeline regularly to reflect current statuses of prospects.
- Conducted prospect research to identify potential donors contributing $1 million or more.
Education
Master of Public Administration - Policy Analysis & Evaluation
Baruch College
New YorkBachelor of Arts - Sociology
The George Washington University
WashingtonSkills
- Calendar management
- Travel coordination
- Event planning
- Client onboarding
- Customer relationship management
- Database management
- Marketing coordination
Timeline
Executive Assistant
Mosaic Financial Group
04.2022 - 03.2026
Executive Assistant
JavaWorks Inc.
04.2021 - 04.2022
Sales Manager
Macy’s
01.2019 - 04.2021
Sales Associate
Lord & Taylor
09.2016 - 12.2018
Development Consultant
Envirolution One
07.2014 - 09.2016
Executive Assistant for Development
Harlem Children’s Zone
02.2013 - 07.2014
Executive Assistant
Shalem Foundation
02.2011 - 02.2013
Master of Public Administration - Policy Analysis & Evaluation
Baruch College
Bachelor of Arts - Sociology
The George Washington University