Maggie Bothwell
Professional Personal Assistant & Donor Relations Specialist
LA
Summary
Outgoing Administrative Professional offering years of experience prioritizing administrative tasks to drive goal-achievement. Proficient in schedule coordination, resource allocation and time management. Professional and polite with upbeat attitude and resourceful approach to challenges. Track record supporting professional needs with well-organized precision. Sophisticated in managing high-volume workloads in rapidly changing environments.
Overview
20
20
years of professional experience
Work History
Audit Response & Conflict Coordinator
Jones Walker Law Firm New Orleans
New Orleans , LA
2020.05 - 2021.03
- Worked remotely for one of the largest and respected law firms in Louisiana with over 400 Attorneys within the firms Audit Response and Conflicts department.
- Conducted and analyzed background and conflict verification reports for both existing and potential clients pertaining to data on characters, financial statuses and personal histories.
- Compiled research data highlighting pending or potential adversities in pending current cases or claim or in the future.
- Assembled and composed individual reports outlining and identifying conflicts or issues to assist in the determination if a case could be initiated or denied.
- Evaluated audit requests submitted by CPA and financial entities outside of the firm which requested information on our clients for their clients tax purposes.
- These requests included, but not limited to, providing accurate financial information on balances owed to the firm, confirmations regarding the outcome of cases involving their client or updates of any pending litigation matters involving their clients.
- Analyzed information gathered by investigation and reported findings and recommendations.
- Coordinated, managed and implemented projects for auditor and examiner evaluations.
- Completed audit papers by thoroughly documenting audit tests and findings.
- Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
Front Desk Operator for Upscale Retirement Communi
OFFICE TEAM/Lambeth House
New Orleans , LA
2019.08 - 2020.03
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Explained details regarding property, including restaurants, pool area, spa and fitness center.
- Immediately contacted housekeeping staff and maintenance department regarding emergency issues for
- Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
Executive Assistant/Donor Relations Manager/Funds Administrator
Jewish Endowment Foundation of Louisiana
New Orleans , LA
2009.08 - 2019.08
- Originally hired as Executive Assistant to the Director of one of Louisiana's most respected as well as trusted non profit organization.
- Promoted within two years as Donor Relations Manager and Fund Administrator for Louisiana's southern region fast growing and leading Jewish Philanthropic Foundation and Endowment
- Responsibilities included processing distributions from 400+ funds, preparing spreadsheets, donations and check requests, confirming IRS 501(c)(3) status and while confirming eligibility for the guidelines set forth by government as well as reviewed and approved within the Endowment by JEF'snominiated Board of Directors for donations through Donor and Designated Fubds ile verifying the purpose and mission of each individual agency
- In addition, was responsible for coordinating closely with auditors, preparing audit and donation spreadsheets, gathering data on insurance and trusts and charitable gift annuities.
- Weekly reviews and necessary changes or additions in preparation of electronic quarterly statements made available for all fund holders and donors.
- Assisted in planning and coordinating all major events
- Monitored Bank securities, stock accounts , insurance payouts and large donations. Prepared acknowledgment and letters of appreciation for established as well as new funds
- Worked closely with CFO preparing and compiling records and financial information for each years annual audit by an independent CPA firm.
- Conducted online and in person research to identify community development opportunities.
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
- Cultivated long-lasting client relationships based on trust and solid understanding of their financial position and intentions in planned giving.
Executive Coordinator/Administrative Asst to VP
Capital One Bank Corporate Property Management
New Orleans , LA
2006.08 - 2009.08
- II Property Management Supported Vice President and President of Property Management as well as over 100 retail branches and four area supervisors.
- Communicated both verbally and written with Executives, Bank Officers and area staff for the Southeast region of Louisiana.
- Worked with minimal supervision and had the ability to multitask and maintain a good business development attitude while handling sensitive and proprietary information in a mature and confidential manner.
- Responsible for the secretarial, administrative support and research activities.
- This included issuing purchase orders, processing and approving invoices and tracking payments.
- Required to perform a significant amount of reports and budget compilation ensuring that they are completed in a timely manner.
- Responsibilities also included the upkeep and maintenance of employee records and travel expenses for the management team and other area employees.
- Planned and coordinated all events for branch openings and special events for all the Southeast Louisiana area.
- Managed maintenance and custodial staff for all of the branches throughout the SE regions of Louisiana.
- Coordinated with janitorial and engineering staff on maintenance and upkeep.
- Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays and schedule changes.
- Handled tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
- Prepared specifications, solicited bids and approved subcontracts for building services.
- Kept meticulous records of all correspondence between management and tenants.
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
Auto Insurance Fraud Investigator
Sunrise Business Resources
Calabasas , CA, California
2003.12 - 2006.09
- Started as a Customer Service Representative documenting auto claims and accident reports for a Third Party Claims Organization.
- Responsible for taking detailed claim information for comprehensive claims as well as collision for both the insured and any additional parties.
- Researched and confirmed the applicable coverage before assigning to a professional claims adjuster.
- Once coverage was confirmed or denied, assigned to the appropriate department and dispatched inspections of any damaged vehicle or property.
- Promoted within the company to handle any fraud or potential deniable claims without coverage.
- Thoroughly researched and investigated the insured and/or claimant to rule out fraud and begin the process to prove false or deniable coverage.
- Contacted both parties, whether there was coverage or not and administered recorded statements.
- Detailing and extreme documentation of conversations, verifying the details of the incident, the date of the loss and any and all parties including witness statements.
- Once coverage was approved, received and reviewed the pictures of the vehicles evaluated police reports, injury reports, if applicable, and assigned to another adjuster to handle confirmed valid and covered claim.
- If coverage was denied or there was substantial reason to prove that the claim was not legitimate, reported findings to a Supervisor providing documentation which included, statements, police reports, history of person or persons reporting the claim by verifying through the NICB program.
- The NICB program gives and accepts reports of claimant's history of any additional accidents or stolen vehicle claims.
- Responsible for following up with all parties and sending letters of determination or providing the new adjuster's contact information.
- Reviewed new files to determine current status of injury claim and to develop plan of action.
- Investigated and potential fraudulent automobile insurance claims for policyholders.
- Interviewed claimants and witnesses to gather factual information.
- Handled complaints and grievances using negotiating and problem-solving skills.
- Examined photographs and statements.
- Interviewed agents and claimants to correct errors or omissions and investigate questionable claims.
- Examined claims forms and other records to determine insurance coverage.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
- Prepared summaries of damage, payments and policy coverage.
- Substantiated legitimate claims and denied unjustified claims.
- Investigated claims involving potential and suspected fraudulent activities.
- Documented all investigation activity and presented reports to management.
- Analyzed information gathered by investigation and report findings and recommendations.
- Organized, planned, and documented materials for confirmed fraudulent claim and presented to management for further action
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Evaluated insurance policies and analyzed damages to determine coverage.
- Eliminated claimant, premium and provider fraud.
- Collaborated with claims department and industry anti-fraud organizations to resolve claims.
Executive Assistant, Principal Architect and Owner
Wisznia & Associates
New Orleans , LA
2000.09 - 2003.11
- Performed bookkeeping tasks such as reconciling bank feeds, making journal entries, created and processed job costs and financials including regular internal account audits.
- Maintained accurate bookkeeping balance and informed management of discrepancies or issues.
- Duties included clerical tasks such as handling incoming calls and communications, organizing and filing documents, recording and distributing office meeting minutes, printing necessary documents and plans.
- Performed administrative tasks including receiving and redirecting service requests, updating the company portfolio, ordering equipment and materials, submitting credit applications and running personal errands for the Firm Owner and Principal Architect.
- Assisted Architects by sending invitations to bid, bid collection, preparing documents for subcontractors, scheduling onsite inspections, budget preparations and creating and monitoring construction schedules.
- Assisted Project Manager and Superintendent by obtaining material quotes and processing purchase orders, submitted and tracked RFIs (Request for Information) and COs (Certificate of Occupancy), handling change order disputes, providing weekly reports to clients, scheduling and attending meetings with clients, architects, designers and subcontractors.
- Promptly responded to requests made by the owner, manager, project manager, superintendent or any key co worker.
- Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
- Orchestrated successful conferences, including associated travel for all speakers and attendees, facilities and support services.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
- Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability.
Education
Business Administration
University of New Orleans
New Orleans, LAQuote
Each small task of everyday life is part of the total harmony of the universe.
Saint Thérèse de Lisieux
Skills
Organization and Time management
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