Margo Snyder
Grantsville,Utah
Summary
Seasoned professional with a robust background in administrative and donor relations roles, notably at Huntsman Cancer Foundation. Excelled in leveraging expertise in Microsoft Office Suite and CRM software to enhance business operations and donor satisfaction. Demonstrated exceptional multitasking and interpersonal skills, ensuring high-level customer service and efficient staff coordination.
Overview
29
29
years of professional experience
Work History
Donor Services
Huntsman Cancer Foundation
Salt Lake City, Utah
06.2021 - Current
- Process all gifts coming into HCF, ensuring they are credited to the correct donor noting any restrictions and ensuring acknowledgements are made appropriately
- Send out tax receipts
- Run daily and weekly reports
- Work with donors solving any questions/issues they may have
- Keep data base up to date and ensure the quality and accuracy of information
- Assist with events including registration, problem solving, set up take down and all other event related activities
- Assist Executive Director of Operations
Front Office Coordinator/Enterprise Shared Services Specialist
March of Dimes
Denver, Colorado
06.2015 - 08.2020
- Manage Front Office; Provide Administrative Support for Executive Director
- Schedule meetings and maintain calendar;
- Communication with Board members;
- Researched, prioritized, and followed up on incoming issues and route appropriately;
- Handled bank deposits & allocation of donations;
- Managed community service workers;
- Processed accounts payable;
- Managed monthly corporate reports for local office;
- Worked with Board of Director, preparing Board meeting materials & meeting minutes;
- Assisted Event Lead Staff with planning, coordinating & executing Market Events;
- Worked with vendors of office equipment, office space etc
Client Relations Manager/Financial Assistant to the President
Towers Wealth Management
Parker, Colorado
06.2014 - 05.2015
- Point of contact for clients before speaking to President;
- Screened phone calls/mail and handled any issues possible prior to forwarding them;
- Set up account paperwork for new and existing clients;
- Track and follow-through on contributions/distributions
- Managed weekly and monthly reports (new assets, check registers, net asset reports);
- Attended client meetings, take and transcribe notes;
- Managed electronic filing system;
- Draft Correspondence;
- Assisted with event planning;
- Ordered promotional products
Administrative Assistant - HR Department, Assistant for two Directors of Human Resources
Cherry Creek School District
Aurora, Colorado
07.2013 - 06.2014
- Manage daily schedules using Outlook;
- Screen phone calls and mail;
- Design presentations and spread sheets using Excel and PowerPoint;
- Draft correspondence;
- Organize meetings including facilities, agendas, technology and meals;
- Arrange travel for recruiting trips including, travel, hotel, cars and event registration;
- Prepares reconciliation expense reports;
- Oversee management of new retirement records;
- Excellent proofreading and multi-tasking skills
Office Manager - Fox Ridge Middle School, CCSD
Cherry Creek School District
Aurora, Colorado
09.2012 - 07.2013
- Prepare letters, memorandums, reports, and special projects;
- Excellent rapport with school & District employees, parents and community members, effectively able to de-escalate and find solutions for angry parents, students and staff members, both in person & on the phone;
- Understand District Policies and Procedures;
- Supervise, train, and problem solve with support personnel;
- Maintain Outlook calendar and make appointments for Principal, as well as the school master calendar;
- Manage and monitor workflow process of all personnel changes;
- Maintain personnel files;
- Respond to telephone calls, e-mails, faxes;
- Schedule, organize and coordinate meetings, including teacher observations & evaluations;
- Monitor assignment of building keys for over 100 staff members;
- Schedule maintenance of facility and equipment (including dozens of Xerox copiers);
- Liaison for staff members with District departments
Administrative Assistant to the Assistant Principal, Fox Ridge Middle School, CCSD
Cherry Creek School District
Aurora, Colorado
07.2008 - 09.2012
- Compose correspondence, help with presentations and related materials some of which is of confidential nature;
- Answer telephone and greet incoming guests;
- Participated in interview process for new employees;
- Heavy Outlook calendar scheduling
- Maintain files, databases and records which may contain confidential information;
- Assisted in preparation of expulsion packets
- Coordinated all logistics for state mandated TCAP testing;
- Coordinated events including volunteer breakfasts, Veteran Day celebrations, school pictures, distribution of yearbooks;
- Help coordinate school check in process
- Facilities coordinator - work with community and district personnel to coordinate building use
- Sub Liaison - work with substitute teachers and teachers to ensure every class has a teacher, using District sub system report verification and train new employees on system use
- Work as back-up for many areas - school nurse, bookkeeping, attendance, security, counseling/deans' office
Executive Secretary
Great-West Healthcare
Greenwood Village, Colorado
01.2006 - 12.2007
- Company Overview: (Now CIGNA)
- Supported, two Assistant Vice Presidents and their departments (Customer Experience & Operations; and Training & Development - approximately 30 employees)
- Extensive Outlook calendaring
- Arranged meetings and travel, preparing reimbursement reports, responding to telephone inquiries
- Maintained filing systems - both personnel and general office
- Administered relocation policy & procedures system
- Design and manage employee newsletter distributed to over 1,000 employees nationally
- Coordinated the 'on-boarding' of new department employees
- Prepared agendas and transcribed minutes for meetings
- Coordinated conference calls and webinars
- Processed payment of invoices both internally and with outside vendors, maintained supply inventory
- Assisted with Electronic Learning Management System a program that tracked employee training progress
- Coordinated training workshops
- Responded to corporate e-mails sent to the national general information Que
- Coordinated customer service week for service centers, over 1,000 nationwide employees
- Left Great-West due to a reduction in force in December 2007
- (Now CIGNA)
Events Coordinator
Utah System of Higher Education
Salt Lake City, Utah
10.2001 - 06.2004
- Interacted with College of Law and University of Utah administration, faculty, national and local dignitaries, alumni, major donors, students and general University population
- Coordinated minor and major events with attendance ranging from 10 to 500
- Events included: law symposiums, golf tournaments, seminars, faculty meetings & retreats, lectures, receptions, student events
- Coordinated travel arrangements for dignitaries, visiting scholars, and student competitions using university travel procedures
- Completed travel reimbursements
- Formatted, printed and mailed brochures and invitations
- Received RSVP's for all events, handled registration including receiving payments and reconciling cash/checks for all events
- Ensure that video equipment functioned properly and events were recorded
- United Way Campaign Manager
Administrative Assistant
Utah System of Higher Education
09.1995 - 10.2001
- Assistant for Associate Commissioner of Academic Affairs and six department executives
- Interact with Commissioner of Higher Education, University Presidents, local dignitaries, & University personnel of all levels
- Assisted in compiling the Board of Regents agenda for monthly meetings
- Coordinated meetings, secured conference rooms, arranged conference calls and equipment with participants state-wide, coordinated meals
- Followed-up on vendor payments
- Coordinated travel arrangements & completed travel reimbursements
- Coordinated Eisenhower Math and Science Grant & Terrell H
- Bell Incentive Loan program and New Century Scholarship program - managed mailings, logging, distribution and responses of annual RFPs
- Kept student records updated
- Configured and maintained filing system
- Compiled Student Guide Book
- Managed employee leave records
- United Way Campaign Manager
Education
Business
LDS Business College
Salt Lak City, UTSkills
- Expertise in Microsoft Word, Excel, PowerPoint, Outlook, and Publisher
- Typing 75 wpm
- Strong Verbal And Written Communication
- Nonprofit experience
- CRM software
- Meeting facilitation
- Donor recognition
- Donor relations
- Professionalism
- Staff scheduling
- Business operation management
- Multitasking capacity
- Interpersonal skills
- Customer service
References
Available
Timeline
Donor Services
Huntsman Cancer Foundation
06.2021 - Current
Front Office Coordinator/Enterprise Shared Services Specialist
March of Dimes
06.2015 - 08.2020
Client Relations Manager/Financial Assistant to the President
Towers Wealth Management
06.2014 - 05.2015
Administrative Assistant - HR Department, Assistant for two Directors of Human Resources
Cherry Creek School District
07.2013 - 06.2014
Office Manager - Fox Ridge Middle School, CCSD
Cherry Creek School District
09.2012 - 07.2013
Administrative Assistant to the Assistant Principal, Fox Ridge Middle School, CCSD
Cherry Creek School District
07.2008 - 09.2012
Executive Secretary
Great-West Healthcare
01.2006 - 12.2007
Events Coordinator
Utah System of Higher Education
10.2001 - 06.2004
Administrative Assistant
Utah System of Higher Education
09.1995 - 10.2001
Business
LDS Business College