Executive Assistant/Operations Coordinator with 19 years of experience in administrative services and financial management.
Overview
21
21
years of professional experience
Work History
Executive Assistant/Operations Coordinator
5th Century Partners
06.2023 - Current
Coordinate firm meetings and manage office supplies, ensuring efficiency and cost-effectiveness
Lead projects to timely and budget-friendly completion, enhancing overall firm productivity
Facilitate interdepartmental communication, fostering seamless collaboration and workflow
Plan and execute events from strategy to logistics, delivering successful outcomes
Maintain organized key documents and databases, supporting operational efficiency
Analyze operational processes, identify bottlenecks, and propose data-driven solutions to optimize organizational performance
Foster strong relationships with internal and external partners, facilitating seamless communication and enhancing overall business operations
Streamline interdepartmental communication, driving seamless collaboration and enhancing workflow efficiency across the organization
Cultivate strong partnerships with internal and external stakeholders, facilitating effective communication and enhancing business operations
Analyze operational workflows, identify areas for improvement, and implement strategic solutions to boost organizational performance
Executive Assistant
Lincoln International
11.2022 - 07.2023
Provide administrative support to 14 bankers, optimizing team efficiency and productivity
Coordinate complex international and domestic travel via Concur, ensuring seamless itineraries
Manage expense reporting and reconciliation, enhancing financial transparency and accuracy
Facilitate communication across global offices, organizing meetings and material delivery
Plan and execute corporate events, fostering team cohesion and a positive work environment
Administrative Assistant
Chicago Trading Company
03.2019 - 08.2022
Implemented meticulous expense reporting and reconciliation processes, contributing to improved financial management and transparency
Orchestrated diverse corporate events, fostering team cohesion and maintaining a positive work environment while providing crucial administrative support
Asset Management Account Administrator
FIRST Insurance Funding
03.2013 - 03.2015
Meticulously handled expense reporting, budgeting, and invoice management, ensuring financial accuracy and compliance with company policies
Provided crucial administrative support across departments, facilitating efficient communication and workflow between teams
Streamlined event planning processes for weekly happy hours, wellness events, and corporate celebrations, enhancing employee engagement
Optimized travel arrangements through Egencia, reducing booking time and costs while ensuring smooth business trips for employees
Streamlined onboarding processes and vendor management, enhancing operational efficiency and reducing administrative bottlenecks
Facilitated cross-departmental communication, providing crucial administrative support to optimize workflow and team productivity
Financial Aid Verification Specialist
Kaplan University
03.2009 - 03.2012
Managed 250-300 accounts, overseeing collections and reconciling defaulted accounts while investigating return premium processes for accuracy
Bridged customer service and sales departments, fostering positive client relationships and collaborating on loan eligibility assessments
Thoroughly documented all client interactions across multiple communication channels, ensuring comprehensive and accurate record-keeping
Developed a standardized training template, enhancing onboarding efficiency for new hires and facilitating cross-departmental knowledge transfer
Swiftly resolved account discrepancies, addressing payment inaccuracies and policy changes to maintain optimal customer satisfaction
Commercial Claims Adjuster/Subrogation Examiner
Kingsway America Inc.
03.2004 - 03.2008
Managed financial aid verification for 250 students weekly, ensuring compliance with regulations
Developed a documentation system for accurate application of DOE guidelines, improving accuracy
Established an online tutorial site, reducing phone inquiries by nearly a quarter
Enhanced financial aid award speed and satisfaction by nearly a third, maintaining a low rejection rate
Provided financial counseling and assistance, aiding eligible students in securing necessary funds
Processed personal and commercial insurance claims, negotiated settlements via arbitration and mediation
Recovered an average of $30K per month by analyzing claims and determining recovery potential
Managed litigation processes and third-party recoveries, resolving customer concerns efficiently
Developed claims resolution strategies by gathering facts and analyzing testimonies and declarations
Adjusted reserves accurately, adapting to new information throughout the claims process