Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sondra Hellund

Greenville,SC

Summary

Highly motivated professional with over 15 years experience in management, administration and personal assistance. Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented, able to manage multiple tasks and priorities. Broad experience includes office management, accounts receivable/payable, invoicing, scheduling, data entry, vendor negotiations and customer support. Recognized for exemplary customer service and team collaboration. Currently managing financial office of five advisors.

Overview

7
7
years of professional experience

Work History

Director of First Impressions

Prosperity Group Advisors
Greenville , SC
03.2022 - Current
  • Serve as initial point of contact for Prosperity Group.
  • Functionen as CEO’s personal assistant.
  • Greet guests and visitors upon arrival.
  • Provide support in coordinating events such as conferences, meetings or seminars.
  • Develop processes that improve efficiency of the reception area operations.
  • Schedule meetings and appointments for staff members.
  • Answer multi-line telephone with polite tone of voice to provide general information and answer inquiries.
  • Transmitt information or documents to customers through email, mailings or facsimile machine, ex., schedule & prepare all policy deliveries.
  • Screen and respond to emails, messages and other correspondence, freeing up senior management.
  • Investigat and analyze client complaints to identify and resolve issues.
  • Maintain client accounts by obtaining, recording and updating personal and financial information.
  • Maintain confidentiality of sensitive information regarding the company's operations.
  • Demonstrat strong problem-solving skills, resolving issues efficiently and effectively.
  • Oversaw the transition of offices, CRM switch and other major 2024 business transitions.
  • Conduct comprehensive research and data analysis to support strategic planning and informed decision-making.

Owner/Operator

Franny’s Farmacy
Charlotte, NC
05.2020 - 07.2022
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
  • Employed and managed vendors by negotiating deliverables, cost and expected gains
  • Hosted special events to boost brand awareness and increase community engagement.
  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Resolved issues quickly through meticulous research and quick decision-making.

Simply Katie Home

Katie Catron
Charlotte, NC
06.2018 - 07.2020
  • Set up furniture to facilitate traffic flow and design objectives.
  • Selected furniture, light fixtures and accessories to create unique and inviting rooms to meet customer vision.
  • Visited home sites when necessary to assess and fulfill customer needs.
  • Assisted clients and realtors successfully by choosing furnishings consistent with preferences and budget.
  • Advised client and realtors on space planning, layout and use of furnishings or equipment.
  • Expertly sourced fabrics and carpets to meet customers' expectations and budgets.

Education

Bachelor of Arts - English Literature

Appalachian State University
Boone, NC
01.1994

Skills

  • Marketing Tactics
  • Budget Control
  • Management Team Building
  • RedTail & SalesForce trained
  • Microsoft Office Suite proficient
  • Records Organization and Management
  • Problem Anticipation and Resolution
  • Focus and Follow-Through
  • Goal Setting
  • Administrative Management
  • Originality and Creativity

Timeline

Director of First Impressions

Prosperity Group Advisors
03.2022 - Current

Owner/Operator

Franny’s Farmacy
05.2020 - 07.2022

Simply Katie Home

Katie Catron
06.2018 - 07.2020

Bachelor of Arts - English Literature

Appalachian State University
Sondra Hellund