Roni Stark
Owasso,OK
Summary
Multitalented professional with extensive experience in organizational support and office management. Proven ability to collaborate with senior executives, manage support staff, and oversee training and event planning. Demonstrated success in enhancing client satisfaction and driving operational efficiency at Sutterfield Financial Group through exceptional service and problem-solving skills. Proficient in Salesforce and project management, with a strong focus on identifying business opportunities and fostering relationships.
Overview
7
7
years of professional experience
Work History
Client Relationship Manager
Sutterfield Financial Group, Inc
Bartlesville, OK
04.2025 - Current
- Established new and maintained existing client relationships by cultivating open and positive dialogue, and delivering high-quality service.
- Prepared and presented estimates based on the needs of the client.
- Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
- Led cross-functional teams to address and resolve complex customer issues promptly.
- Collected deposits or payments and arranged for billing.
- Provided technical support to customers when needed during product demonstrations or onboarding processes.
Executive Administrative Assistant for the CEO
Sutterfield Financial Group, Inc.
Bartlesville, OK
09.2022 - Current
- Facilitated client meetings, gathered all source material required for each meeting, and recorded the minutes for future review.
- Assisted with special projects, such as researching topics or creating presentations for quarterly internal trainings, client meetings, and the annual SFG gala.
- Organized and maintained the CEO's calendar, scheduled meetings, conferences, travel arrangements, and appointments.
- Created and maintained complex processes in Practifi based on the needs of each department.
- Processed monthly and quarterly invoices and payments for established clients.
- I served on the MIH marketing committee and helped facilitate community events that Sutterfield Financial Group sponsored, as well as internal events.
- Assigned tasks, processes, and created follow-ups to ensure clients' and internal departments' needs were met.
Administrative Assistant
Oklahoma University Health Sciences Center
Tulsa, OK
02.2020 - 08.2022
- Managed biweekly payroll for salaried and hourly employees.
- Administered payroll functions for all employees, ensuring accuracy of data entry into payroll system.
- Coordinated with various departments within the organization to ensure smooth transition of newly hired personnel into their respective roles.
- Scheduled, tracked, and updated personnel action forms based on the outcomes of each weekly PAC meeting.
- Managed documentation of new hire paperwork including contracts, tax forms, health benefits information and other required documents.
- Provided administrative support to accounting team members.
Administrative Assistant
Oklahoma University Health Sciences Center
Tulsa, OK
05.2018 - 02.2020
- Handled incoming calls, directing callers to appropriate associate dean.
- Managed over five complex calendars daily to ensure optimal scheduling.
- Organized files, developed spreadsheets, faxed reports, and scanned documents to maintain order.
- Maintained inventory of office supplies and placed orders as required.
- Scheduled workshops, conferences, and meetings, preparing necessary supplies and reserving rooms.
- Coordinated travel arrangements and processed expense reports for reimbursement.
- Facilitated interdepartmental communication to enhance collaboration.
- Utilized voice recorder and notepad to compose and transcribe meeting minutes.
Education
BBA - Business Administration And Management
Northeastern State University
Tahlequah, OK12-2017
Skills
- Project management
- Customer service
- Organizational skills
- Staff supervision
- Business development and planning
- Budgeting and expenditures
- Salesforce
- Client relationship management
- Practifi
- eMoney
- Report generation
- Time management
References
References available upon request.
Timeline
Client Relationship Manager
Sutterfield Financial Group, Inc
04.2025 - Current
Executive Administrative Assistant for the CEO
Sutterfield Financial Group, Inc.
09.2022 - Current
Administrative Assistant
Oklahoma University Health Sciences Center
02.2020 - 08.2022
Administrative Assistant
Oklahoma University Health Sciences Center
05.2018 - 02.2020
BBA - Business Administration And Management
Northeastern State University
Similar Profiles
Kasey WilsonKasey Wilson
Land Surveyor at Sutterfield land surveyingLand Surveyor at Sutterfield land surveying
Leroy MckinnisLeroy Mckinnis
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group
Jonathan BeerJonathan Beer
OSJ Branch Manager at BAR Financial, A Region of Cetera Financial GroupOSJ Branch Manager at BAR Financial, A Region of Cetera Financial Group
Jenica MedinaJenica Medina
Analyst at ConocoPhillipsAnalyst at ConocoPhillips
Robert LutzRobert Lutz
Material Handler at SofidelMaterial Handler at Sofidel