Energetic Office Manager equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows. Focused on attentively assisting office staff and customers and identifying opportunities for improvement.
Overview
14
14
years of professional experience
Work History
Family Office Manager, Property Manager
Private Family Employer
Naples, Florida
01.2024 - Current
Organized office operations and procedures to enhance efficiency and productivity.
Managed vendor relationships.
Coordinated schedules, meetings, and appointments.
Developed and maintained filing systems to ensure easy document retrieval.
Implemented office policies and procedures to streamline daily activities.
Maintained filing system for records, correspondence and other documents.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Managed office inventory and placed new supply orders.
Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Reviewed files and records to obtain information and respond to requests.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Developed and implemented office policies and procedures.
Implemented and maintained company protocols to facilitate smooth daily activities.
Provided administrative support to management team including preparing reports and presentations.
Automated office operations for managing client correspondence, payment schedules and data communications.
Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
Coordinated meetings, conferences, travel arrangements and department activities.
Maintained confidential records relating to personnel matters.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Conducted property inspections to assess condition and identify issues.
Care Manager, Household & Property Manager
Private Family Client
Naples, FL
01.2017 - 12.2024
Coordinate family visits with the family office.
Schedule and coordinate household and staff.
Grocery shopping.
Manage all healthcare and grooming for household pets.
Coordinate vehicles for maintenance.
Coordinate 24/7 caregiving staff of 10.
Keeping the family informed of care on a daily basis.
Coordinated travel arrangements and itineraries for business trips.
Organized meetings and prepared necessary materials for discussions.
Assisted in project management by maintaining timelines and deadlines.
Supported financial tasks by processing invoices and tracking expenses.
Performed calendar management and scheduling of appointments for the executive.
Managed office supplies inventory and placed orders when necessary.
Managed household inventory and maintenance schedules.
Screened telephone calls and inquiries and directed as appropriate.
Organized work projects around client's house.
Sorted mail received daily
Developed processes for efficient workflow
Scheduled and confirmed appointments, preventing scheduling conflicts and optimizing time management.
Provided personal support to the client and family, including errand running and personal shopping.
Oversaw household management tasks, including coordinating with service providers and managing schedules.
Assisted in the hiring and of new staff, providing training and support as needed.
Handled household chores to assist patient and family with cooking, cleaning and laundry.
Delivered warm companionship with conversation, emotional reassurance and coordination of mentally stimulating activities.
Accompanied clients to appointments
Transported clients to physician offices or on outings.
Administered medication and medical treatments, following physician orders.
Reported major concerns or deterioration in the client's mental or physical condition to the family immediately.
Followed standard infection control protocols to avoid illness or contamination.
Purchased and managed inventory of office and personal supplies
Coordinated travel arrangements, including flights, accommodations, and itineraries.
Handled confidential documents and communications with discretion, safeguarding sensitive information.
Documented key information from each service visit into detailed reports.
Kept patient health and personal information private and confidential.
Assessed patient progress and adjusted care strategies as necessary.
Created plan of care to assist patients in reducing problems or barriers to achieve optimal level of health.
Assisted clients in developing and achieving short-term and long-term goals.
Facilitated the coordination of medical appointments and transportation for clients when needed.
Lead team meetings with other staff members to discuss case management issues.
Offered emotional support to help family and client cope with stressors associated with the progression of Dementia
Monitoredmedication use, documenting variances, and concerning responses.
Served as a liaison between clients' family and care team
Educated family members about patient's condition, treatments and available resources.
Assisted with meal planning to meet nutritional plans.
Maintained daily living standards by assisting client with personal hygiene needs.
Conducted assessments of client's physical, psychological, cognitive, social, economic and environmental needs.
Provided crisis intervention services as needed, ensuring client safety and access to appropriate resources.
Monitored and evaluated the effectiveness of care plans, making adjustments as necessary to meet clients' evolving needs.
Developed and maintained positive relationships with care team, family, and healthcare providers to support integrated care.
Facilitated interdisciplinary team meetings to discuss client progress, challenges, and adjustments needed in care plans.
Explained policies, procedures and services to care team.
Built work schedules and staff assignments, taking workload, space and equipment availability into consideration.
Recruited, hired and trained new caregivers
Developed and implemented care management plan to address needs and goals.
Developed, implemented, and regularly reviewed personalized care plans in collaboration with family, care team and healthcare providers.
Advocated for clients, serving as a liaison between individuals, families, and healthcare professionals.
Led care coordination efforts, ensuring effective communication among all parties involved in a client's care.
Maintained comprehensive records of client assessments, care plans, and progress notes.
Educated caregivers and families on disease management, prevention strategies, and healthy lifestyle choices.
Provided crisis intervention services when needed by utilizing de-escalation techniques.
Coordinated property maintenance and repairs with vendors and contractors.
Inspected properties regularly to identify deficiencies and schedule repairs.
Exercised direct supervision over property staff.
Evaluated current staff members' performance levels in order to determine training needs or staffing changes if required.
Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
Oversaw daily operations, maintenance, and administration of various properties.
Planned, scheduled and coordinated general maintenance or repairs for commercial or residential properties.
Personal Assistant and House Manager
Bill and Ann Bain
Naples, Florida and Woods Hole, Massachusetts
01.2011 - 01.2018
Coordinated, prioritized and managed all schedules
Arranged all appointments - both professional, personal and medical
Provide transportation for all appointments and activities for Mr. Bain
Managed household activities, maintenance, and deliveries for multiple properties
Scheduled and coordinated household staff
Coordinated all personal and family travel arrangements
Managed all communications inclusive of telephone calls, emails and postal
Managed direct personal correspondence
Assisted with the coordination and oversight of all formal and informal private events
Handled weekly grocery shopping
Managed all healthcare and grooming for household pets
Personal shopping for events and holidays
Assisted with daily care-giving when necessary
Traveled with family
Skills
Proficient with both Mac and PC computers and devices
Proficient in Microsoft Office
Proficient in Quickbooks Online
Over 20 years of professional pet sitting in the Naples area