Summary
Overview
Work History
Education
Skills
Timeline
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Nicole Kelleher

Lynnwood,WA

Summary

Organized professional with 10 years experience preparing agendas, scheduling meetings and providing customer assistance. Detail-oriented with excellent communication, planning and prioritization skills. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Resourceful and experienced in schedule management, travel coordination and clerical support. Handles multiple projects simultaneously with a high degree of accuracy.

Overview

10
10
years of professional experience

Work History

Administrative Assistant

Puget Sound Wealth Advisors
03.2024 - Current
  • Streamline executive communication by managing emails, phone calls, and scheduling appointments.
  • Optimize calendar by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Delivered excellent customer service through prompt responses, addressing concerns effectively, and building strong relationships.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Handled confidential and sensitive information with discretion and tact.

Administrative Assistant

Zoom Room
05.2022 - 03.2024
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Scheduled office meetings and client appointments for staff teams.
  • Created and maintained databases to track and record customer data.
  • Executed record filing system to improve document organization and management.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Facilitated collaboration within the team by organizing regular meetings, maintaining meeting minutes, and tracking project progress.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Owner

Native Paws
09.2014 - 06.2023
  • Managed day-to-day business operations.
  • Established foundational processes for business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Maintained appropriate filing of personal and professional documentation.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
  • Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
  • Kept detailed track of household and maintenance inventory and schedules.
  • Developed and implemented individual care plans tailored to needs of each client.

Associate Trainer

Tailored Dog Training
02.2016 - 05.2022
  • Facilitated virtual, in-person and blended learning sessions.
  • Mentored employees during probationary period to answer questions and offer improvement strategies.
  • Facilitated hands-on learning experiences through group activities and simulations, promoting practical application of concepts.
  • Monitored industry developments and adjusted curriculum as needed to ensure alignment with current best practices.
  • Trained new employees on company procedures.
  • Provided ongoing coaching and mentoring to trainees as they transitioned into their new roles within the organization.
  • Completed training-related administrative tasks, documentation and team support.
  • Utilized a variety of instructional techniques to accommodate diverse learning styles among participants.

Education

Bachelor of Science - Digital Marketing

Southern New Hampshire University
Hooksett, NH
06.2024

Associate of Science - Business

Diablo Valley College
Pleasant Hill, CA
06.2021

Skills

  • Data Entry
  • Computer Skills
  • Time Management
  • Excel spreadsheets
  • Client Relations
  • Social media knowledge
  • Microsoft Office Suite
  • Scheduling and calendar management

Timeline

Administrative Assistant

Puget Sound Wealth Advisors
03.2024 - Current

Administrative Assistant

Zoom Room
05.2022 - 03.2024

Associate Trainer

Tailored Dog Training
02.2016 - 05.2022

Owner

Native Paws
09.2014 - 06.2023

Bachelor of Science - Digital Marketing

Southern New Hampshire University

Associate of Science - Business

Diablo Valley College

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Nicole Kelleher