Sarah Wood
Aiken,SC
Summary
Executive Assistant with 15+ years providing exceptional organizational support C-Suite Executives/President ensuring that company goals and objectives are accomplished + operations run efficiently. Proficiency in prioritization, communication, and discretion. Event + meeting management; project management; excellent communication skills written + verbal; white glove customer service. Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Executive Assistant to President/CEO
Johlfs Wealth Management
12.2019 - 08.2024
- Advanced Outlook calendar management and scheduling including Zoom virtual meetings on multiple calendars and time zones
- Utilized ScheduleOnce/OnceHub to screen and schedule initial appointments for President
- First point of contact for client customer service
- Screen calls and delegate messages appropriately
- Handle highly confidential matters with utmost discretion and professionalism
- Manage client events from contract negotiation, mutual fund wholesaler sponsorship, RSVP tracking, event reconciliation and budget
- Take minutes for weekly team meetings and Quarterly Practice Management meetings; transitioned to Microsoft Copilot AI for notetaking in 2024
- Strong multitasking and project management skills, ensuring the seamless coordination of multiple responsibilities
- Part of team of 10 that managed $250m AUM in 2018, $400m AUM in 2020, and $550m AUM in 2024 as President onboarded several advisor practice acquisitions
- Advisor/President qualified for highest level of LPL Financial sales incentive conferences annually
- Expense reconciliation and reporting, managed and submitted monthly and quarterly compliance logs
- Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Publisher), Trello, DocuSign, Vizzlo
- Client meeting preparation: Compile and analyze reports to identify opportunities
- CRM management using RedTail CRM: Workflows, reports and activities
- Create, manage, and complete new account paperwork, transfers, and service requests
- Experienced working remotely full-time or in-office environment
- High degree of adaptability when firm transitioned to new broker/dealer software platform with LPL Financial in 2020
- Proficient in cloud-based storage: OneDrive, RedTail, Google Drive
- Notary Public
Partner/CFO
MartinWood Farms LLC
10.2017 - 01.2020
- Established company name + logo, LLC incorporation and business registration
- Continuously maintained registration and compliance with Colorado Department of Agriculture
- Incorporate and manage annual operations budget
- Reconciliation of monthly bank statements and credit card statements
- Project management including new equipment purchases, Xcel Energy project, consulting
- Initiate business opportunities with new partnerships within the industry
- Create and maintain social media presence online
Financial Advisor Assistant
Waddell & Reed
10.2014 - 10.2017
- Part-time position assisting Advisor in daily business processes
- Manage new business submission and client service requests
- Manage marketing events including catering, billing, reconciliation and expense reimbursements
- Assisted Advisor with successful acquisition and servicing of two advisor practices
- Pershing NetX360 for all new brokerage account openings and transfers
- Manage 401(k) employer and employee contributions online
Executive Assistant
Clicks and Clients Inc.
09.2013 - 09.2014
- Part-time position supporting the Owner/CEO of a digital SEO and PPC marketing agency
- Extensive internet research
- Managed domestic travel for Owner and CFO
- Moderate Agency Facebook page
- Calendar management
- Updated Employee Handbook
- CEO attained Inc
- 500 Top 500 Fastest-Growing Company (406) and named one of Denver Business Journal’s ’40 Under 40’ in 2014
- Proficiency in Mac OS X (Excel, Word, OneNote)
Director of Financial Representative Relations
Northwestern Mutual-Denver
01.2004 - 01.2013
- Managed calendar/scheduling and all domestic travel for Managing Partner/CEO
- Prioritize multiple responsibilities on short notice in fast-paced work environment
- Management of all in-house and offsite meetings, training classes, and corporate retreats ranging in size from 10-275 attendees
- Contract negotiation and budget management of all meetings and events: Sales producer retreats, holiday party, awards recognition banquet, golf tournaments
- Created event cost estimate and analysis spreadsheet implemented by the conference team of one of Colorado’s top resorts
- Member of Leadership Team; responsible for follow-up and reporting of Firm’s Top Priorities throughout the year
- AP/AR including commissions, bill payments and deposits
- Managed contract and licensing of new financial representatives and assistants including submitting confidential background checks and fingerprinting
Education
Certified Meeting Planning (CMP) Designation -
Convention Industry Council
01.2012
Bachelor of Arts Degree - Hospitality, Meeting and Travel Administration with Emphasis in Meeting Administration
Metropolitan State College of Denver
01.2004
Skills
- Executive Support
- White glove customer service
- Office Management
- Strong Problem Solver
Certification
Certified Meeting Planning (CMP) Designation, Convention Industry Council, 2004 – 2012
Community Service
- CASA (Court Appointed Special Advocate) Volunteer, Arapahoe County Advocates for Children, 2010-2016
- School events parent volunteer, Euclid Middle School, 2018
- Room parent, Runyon Elementary, 2013-2014
- Volunteer, Karl Mecklenburg’s REACH Foundation, 2009 – 2011
Awards
- Making A Difference – Top Employee Award, Northwestern Mutual-Denver, 2011
- Commitment to Excellence, Northwestern Mutual, 2008
- Awarded one of two National Student Scholarships, Hospitality Sales & Marketing Association International (HSMAI), 2003
- Doin’ All We Can – Top Recognition Award, Northwestern Mutual-Denver, 1999
Accomplishments
- Planned corporate meetings, lunches and special events for groups of 5-100 + employees.
- § Created event cost estimate and analysis spreadsheet implemented by the conference team of one of Colorado’s top resorts.
- Collaborated with team of 6 in the training and implementation of new financial services software (LPL Financial).
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Executive Assistant to President/CEO
Johlfs Wealth Management
12.2019 - 08.2024
Partner/CFO
MartinWood Farms LLC
10.2017 - 01.2020
Financial Advisor Assistant
Waddell & Reed
10.2014 - 10.2017
Executive Assistant
Clicks and Clients Inc.
09.2013 - 09.2014
Director of Financial Representative Relations
Northwestern Mutual-Denver
01.2004 - 01.2013
Bachelor of Arts Degree - Hospitality, Meeting and Travel Administration with Emphasis in Meeting Administration
Metropolitan State College of Denver
Certified Meeting Planning (CMP) Designation -
Convention Industry Council
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