SARAH ANN O’CONNOR

• Support the principals and family office in their family office.

• Highly motivated, detail-oriented, and capable of handling various administrative needs.

• Integral to ensuring our team operates smoothly and effectively.

• Sorting, organizing, and scanning paper and electronic files so they are properly organized and easily accessible.

• Collecting credit card receipts, matching receipts to statements and classifying expenses.

• Readying tenant rent checks for deposit and preparing invoices and accounts payable for check processing.

• Assisting with simple bookkeeping, writing checks, and other accounting tasks.

• Managing deliveries, returns, and outgoing shipments along with pick up, sorting and inter-office delivery of mail.

• Handling and screening a daily volume of 10-20 incoming calls and ensuring they are appropriately transferred or taking messages.

• Being the primary point of contact for office deliveries and visitors, greeting and providing a welcoming environment.

• Assisting with personal tasks and errands as needed.

• Managing offie inventory and maintaining adequate office supplies.

• Conducting research and gathering information on various topics as requested.

• Coordinating travel arrangements for the family, including both domestic and international travel.

• Liaison between family and caretakers/vendors of private residences.

• Managing and maintaining calendars and schedules for family as needed.

• Coordinate Band travel arrangements

• Oversee Charitable Contribution requests

• Handle Band merchandising

• Oversaw personal and professional calendars and coordinated appointments for future events.

• Maintained appropriate filing of personal and professional documentation.

• Responded to emails and other correspondence to facilitate communication and enhance business processes.

• Manage email/text/call requests, oversee the Trish Meller Lynd Foundation, handle communications, manage travel requests, and assist with various administrative tasks.
• Maintained appropriate filing of personal and professional documentation.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
• Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
• Accomplished project deadlines by assisting with task completion whenever required.
• Supported executive in achieving goals by proactively anticipating needs and addressing concerns promptly.
• Boosted team morale, organized team-building activities that fostered positive work environment.
• Facilitated project completion, coordinated with cross-functional teams to meet deadlines.
• Reduced operational costs, negotiated with vendors to secure competitive rates for office supplies.
• Enhanced client satisfaction, meticulously arranged client meetings and followed up on action items.
• Liaised with key accounts to deliver targeted administrative household support.
• Handled incoming mail, bills and invoices and completed appropriate actions.
• Enhanced executives' public image, coordinated logistics for public speaking engagements and press interviews.
• Optimized expense tracking to ensure budget compliance, regularly reviewed and reconciled financial statements.
• Maintained confidentiality, handled sensitive information with discretion and integrity.
• Bolstered executive decision-making, conducted preliminary research on potential business ventures.

• Provided personal support to CFO, managed scheduling, organized travel, and coordinated meetings.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
• Maintained appropriate filing of personal and professional documentation.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Improved time management of the executive through effective prioritization and organization of tasks.

• Oversaw administrative support, organized meetings, coordinated travel, and processed expenses.
• Managed day-to-day office operations ensuring a professional and efficient working environment for the Managing Director and the team.
• Supported the Managing Director in decision-making processes by researching topics and providing relevant information.
• Developed strong relationships with clients by providing exceptional customer service during phone calls, emails, or face-to-face interactions.
• Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for 3 executives.
• Processed travel expenses and reimbursements for executive team and senior management group.

• Performed research, coordinated logistics for events, and managed communications.
• Maintained appropriate filing of personal and professional documentation.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Improved time management of the executive through effective prioritization and organization of tasks.
• Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
• Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
• Supported executive in achieving goals by proactively anticipating needs and addressing concerns promptly.
• Monitored expenses closely, maintaining an organized filing system for easy access to financial records.
• Improved document management, established systematic filing system that accelerated information retrieval.
• Bolstered executive decision-making, conducted preliminary research on potential business ventures.
• Enhanced client satisfaction, meticulously arranged client meetings and followed up on action items.
• Reduced missed opportunities, diligently monitored emails and responded to time-sensitive requests.
• Contributed to strategic planning sessions, prepared comprehensive meeting minutes for future reference.
• Optimized expense tracking to ensure budget compliance, regularly reviewed and reconciled financial statements.
• Reinforced brand consistency, oversaw updates to company website and social media profiles.
• Identified needs and coordinated plans for travel and out-of-town functions.
• Liaised with key accounts to deliver targeted administrative household support.

• Provided high-level administrative support, coordinated projects, and facilitated interactions with senior management.
• Increased overall workplace efficiency by continuously identifying areas for improvement in office workflows and implementing best practices accordingly.
• Enhanced team productivity by providing training and support on various software applications.
• Implemented new office policies and procedures in accordance with evolving business needs, regularly reviewing for continued relevance and effectiveness.
• Supervised a diverse team of administrative staff, providing guidance, coaching, and performance evaluations to ensure consistent professional growth.
• Streamlined administrative processes by implementing new systems and tools for increased efficiency.
• Prioritized tasks efficiently while juggling competing deadlines to maintain optimal service levels for internal stakeholders.
• Collaborated with IT to troubleshoot technical issues affecting administrative staff, ensuring minimal disruption to daily operations.
• Coordinated company events including meetings, conferences, and team-building activities to promote employee engagement.

• Assisted Chief Medical Officer, managed trade show preparations, and coordinated logistics for events.
• Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for [Number] executives.
• Processed travel expenses and reimbursements for executive team and senior management group.
• Contributed to smooth business operations by planning and organizing meetings and conferences.
• Streamlined executive schedules by managing appointments, meetings, and travel arrangements to ensure smooth daily operations.
• Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
• Boosted productivity levels through the development of streamlined administrative procedures and protocols.
• Contributed to organizational growth by identifying and implementing process improvements in various administrative capacities.
• Supported decision-making processes by conducting research, compiling data, and presenting findings in concise reports for executive review.

• Liaised between parent company and new acquisition, managed travel and financial reporting.
• Conducted thorough research on industry trends and competitor strategies, providing valuable insights to inform the President''s decision-making processes.
• Expedited daily decision-making processes by preparing comprehensive briefing materials for the President on a variety of subjects.
• Increased efficiency in the office by implementing new organizational systems for both digital and physical files.
• Liaised with stakeholders at all levels to facilitate strong working relationships between the President''s office and other departments or organizations.
• Maintained a professional demeanor as the first point of contact for all visitors, providing exceptional customer service while representing the office with poise and diplomacy.
• Coordinated special projects as assigned by the President, managing deadlines effectively and ensuring timely completion.
• Kept the President well-informed of pertinent news developments through daily media monitoring and summarization reports.
• Facilitated smooth operations during executive meetings, recording minutes and tracking action items for timely followups.
• Enhanced communication between departments by organizing regular meetings and distributing meeting agendas beforehand.

• Maintained office operations, managed correspondence, and supported staffing needs.
• Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
• Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
• Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
• Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
• Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.