- Healthy Cooking
- Homesteading
- Homeschooling
Morgan Bertrand
Weare,NH
Summary
Warm-hearted, yet tough-minded leader and problem-solver with experience in Virtual Assistance and small business development. I am a homeschooling mother of 3 looking to keep my toes in the community, all while helping other businesses grow! Passionate about entrepreneurship, client relationships, team oversight and the next generation of young people. Skilled in using graphic design software and project management tools to drive productivity and growth.
Overview
11
11
years of professional experience
Work History
Owner
Indoitive
06.2018 - Current
- Consult with customers to assess needs and propose optimal solutions.
- Manage day-to-day business operations.
- Develop strong relationships with clients, resulting in repeat business and referrals.
- Manage financial aspects of business, including basic tax preparation.
- Hire trained, and manage a team of employees dedicated to achieve company goals.
- Train and motivate employees to perform daily business functions.
- Establish a positive workplace culture that fosters employee engagement & collaboration.
- Establish foundational processes for small business operations.
- Organize and attend trade shows and/or special events to showcase products, network with other businesses and attract new customers.
- Improve team productivity by introducing innovative project management tools and techniques.
- Track employee attendance and punctuality, addressing repeat problems quickly.
- Assist in event planning.
- Support project management with task delegation, progress tracking, and deadline monitoring.
- Manage social media accounts for increased brand visibility, engagement, and growth.
- Answer and screen calls to provide information, schedule appointments and take messages.
- Complete business correspondence, transcription, and data entry.
- Set up virtual Zoom meetings, invited guests and conducted agendas.
- Organize and manage team tasks using Trello and Asana.
- Manage filing system, enter data and complete other clerical tasks.
- Successful bill negotiation
- Phone and email correspondence.
- Assist coworkers and staff members with special tasks on daily basis.
- Transcribe and organize information to assist in preparing speeches and presentations.
- Collaborate with teachers to plan curriculum that connect subjects and promote deeper understanding among learners.
- Mentor new teacher guides, providing guidance to help them adapt to their new roles successfully.
- Enhance students' critical thinking and problem-solving skills through project-based learning.
- Implement classroom management systems that reduce disruptions, creating more conducive learning environment.
- Increase parental involvement in homeschoolers' education by organizing routine exhibitions of learning.
- Organize extracurricular activities such as clubs or field trips that enrich students' learning experiences outside traditional classroom settings.
- Personalize graphic design solutions.
- Create engaging visual content using graphic design software such as Adobe and Canva.
- Update social media accounts with relevant, engaging content.
- Manage social media channels, increasing brand awareness and audience engagement.
Partner/Business Operations Assistant
Mason Alarms & Electrical
01.2015 - Current
- See above services offered by Indoitive to 'Mason'
- 2015-2018 Performed installations of security systems, including video surveillance systems.
- Troubleshot complex technical issues quickly and efficiently, minimizing disruptions to client operations.
- Increased overall system reliability through preventive maintenance schedules, reducing downtime caused by unexpected malfunctions.
- Managed inventory.
- Educated customers on proper ways to use security systems after completing tests and repairs.
Medical Receptionist
Dartmouth-Hitchcock Medical Center
01.2015 - 01.2016
- Handled patient inquiries with professionalism and empathy.
- Maintained a clean and organized reception area, creating a welcoming environment.
- Processed insurance claims and verifications through specialized billing software.
- Answered and directed phone calls, providing information and assistance to patients and staff.
Administrative Assistant
All Metals Industries Inc.
01.2014 - 01.2015
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
High School Diploma -
Merrimack Valley High School
Boscawen, NH 06-2012
Trade School - Electrical Technologies
Manchester Community College
Manchester, NH06-2014
Skills
- Customer relations
- Client service
- Team oversight
- Small business operations
- Relationship building
- Verbal and written communication
Interests
Timeline
Owner
Indoitive
06.2018 - Current
Partner/Business Operations Assistant
Mason Alarms & Electrical
01.2015 - Current
Medical Receptionist
Dartmouth-Hitchcock Medical Center
01.2015 - 01.2016
Administrative Assistant
All Metals Industries Inc.
01.2014 - 01.2015
High School Diploma -
Merrimack Valley High School
Trade School - Electrical Technologies
Manchester Community College
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