Timeline
Work History
Education
Skills
Summary
Certification
Software
Receptionist
Stephanie Dooley

Stephanie Dooley

Washington,DC

Timeline

Admissions Director & Tuition Manager

St. Philip the Apostle School
02.2023 - Current

Investment Operations Assistant

Cambridge Associates LLC
04.2014 - 03.2023

Sr. Portfolio Services Assistant - Investment Data

Cambridge Associates LLC
04.2004 - 04.2014

Researcher/Reporter. Best Colleges Guides

U.S. News & World Report
04.2001 - 04.2004

Bachelor of Arts - Geography

West Virginia University
08.1995 - 12.2000

Work History

Admissions Director & Tuition Manager

St. Philip the Apostle School
02.2023 - Current
  • Conducted regular evaluation of admission policies and procedures, making necessary adjustments recommendations to maintain alignment with institutional objectives.
  • Increased enrollment rates by developing and implementing strategic recruitment initiatives.
  • Served as a liaison between prospective students, families, faculty, and administration throughout the admissions process, facilitating seamless communication among all parties involved.
  • Collaborate with senior leadership, faculty, school board, and committees to
    present the school and parish community positively
  • Provide reports to the leadership team on enrollment counts, prospective families, and exercise discretion with confidential information records
  • Communicate with new families for all inquiries concerning admissions & financial aid applications, conduct family tours & open house events
  • Ensure compliance with the school’s extended care license through the Maryland State Department of Education
  • Serve as a back-up coverage for the front office and ensuring that all phone calls and emails from parents are answered promptly
  • Served as primary contact for coordination of application screening and tracking, visit and interview arrangement and marketing communications.
  • Coordinated efforts with financial aid office to provide comprehensive assistance and guidance for applicants seeking funding opportunities.
  • Organized successful campus events such as open houses and information sessions to showcase what the institution has to offer its students academically and socially.
  • Utilized advanced CRM software solutions to manage prospect inquiries efficiently, leading to increased conversion rates from inquiry-to-application stage.
  • Evaluated applicant qualifications and assessed their potential fit within the institution, ensuring a diverse and talented student body.

Investment Operations Assistant

Cambridge Associates LLC
04.2014 - 03.2023
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Managed day-to-day department operations with effective workflow coordination.
  • Assisted operations manager with planning of routine operations and special projects.
  • Supported daily operations by organizing office spaces for maximum functionality and ease of use.
  • Monitor financial trades submitted by the firm’s investment team to make sure that
    transactions are addressed and documented within the firm’s database system
    ▪ Provide support to analysts and managers to ensure that transaction documents are prepped
    and delivered to investment managers with the necessary signatures, documentation in a
    time-sensitive environment
    ▪ Coordinate data requests for the group’s Audit Team to respond to document requests, and ensure that teams adhere to internal document standards
    ▪ Proof and monitor liquidity database to ensure that completed transactions and corresponding share classes are correctly documented
    ▪ On-boarding new team members by creating and coordinating training schedules

Sr. Portfolio Services Assistant - Investment Data

Cambridge Associates LLC
04.2004 - 04.2014
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Answered incoming email messages and phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Greeted guests in with friendliness and professionalism.
  • Primary point of contact for global institutional investment managers leveraging knowledge of financial data to field inquiries, reply to requests and quickly resolve issues judiciously in a timely efficient manner.
  • Build out proprietary database with key data points and serve as a frontline contact for investment managers.
  • Update and maintain the primary database used by the firm’s consultants (liquidity terms, assets, performance).
  • Serve as a resource to management and analyst teams to provide weekly, monthly summary reports and ad hoc requests in preparation for stakeholder meetings
  • Fact check and identify database errors to ensure that high data standards are upheld
  • Review and verify data using third party sources to ensure accuracy of data
  • Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
  • Collaborated effectively with cross-functional teams to achieve shared goals in a timely manner.

Researcher/Reporter. Best Colleges Guides

U.S. News & World Report
04.2001 - 04.2004

▪ Primary point of contact for colleges and university undergraduate and graduate programs working with institutional research offices and administrators

▪ Collect, proof and research data used to US. News Best Colleges publications for a high volume hard deadline driven national publication to ensure accuracy

  • Gathered and organized information for research purposes.
  • Collaborated with interdisciplinary teams to conduct comprehensive reports used to generate valuable insights.
  • Maintained detailed records of experimental procedures, observations, and results for accurate reporting and replication purposes.

Education

Bachelor of Arts - Geography

West Virginia University
Morgantown, WV
08.1995 - 12.2000

Skills

Enrollment forecasting

Compliance monitoring

Collaborative Problem-solving

Recruitment

Onboarding

Event planning

Cross-functional teamwork

Innovative solutions

Relationship building

Customer service

Problem resolution

CRM software

Attention to detail

Fast learner

Email management

Verbal and written communication

Staff training and development

Office administration

Document preparation

Meeting planning

Meticulous attention to detail

Schedule & calendar planning

Office management

Proofreading

Mail management

Phone etiquette

Professional and mature

Scheduling

Interpersonal communication

Schedule management

Financial services

Process improvements

Database management

Administrative support specialist

Document handling

Critical thinking

Documentation and recordkeeping

Summary

As a motivated self-starter, I have honed my ability to set goals ensuring successful outcomes in every endeavor I undertake my ability to management multiple tasks, attention to detail and dedication to providing exceptional service. My background includes extensive experience supporting dynamic teams with an entrepreneurial mindset in both financial consulting services and education. From supporting leadership, high engagement customer service, I excel in both one-on-one interactions and larger group settings and am confident in my ability to build strong relationships with internal and external stakeholders. I am enthusiastic about opportunities to transfer my diverse skill set and experience to any team looking to propel their brand and business forward. ability to management multiple tasks, attention to detail and dedication to providing exception service have been the at the core

Certification

  • First Aid/CPR Certified

Software

Microsoft Office: Excel/PowerPoint/Word, Google Workspace, CANVA, ASANA

Stephanie Dooley