Susan Simpkins
Hixson,TN
Summary
Dedicated and focused administrative professional with several years working in cross-functional environments. Exceptional written and oral communication skills paired with expertise in office coordination, financial analysis and project management. Flexible, detail-oriented and adaptive team player with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight.
Overview
28
28
years of professional experience
Work History
Client Service Associate
Morgan Stanley
Chattanooga, Tennessee
06.2024 - Current
- Managed client inquiries and provided timely assistance with account-related issues.
- Coordinated meetings between clients and financial advisors to ensure seamless communication.
- Maintained accurate client records in internal databases for effective service delivery.
- Assisted clients with transaction requests and ensured compliance with company policies.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Senior Project Accounting Administrator
ACA Global
Chattanooga, TN
10.2022 - Current
- Generate and track change orders and other contractual modifications affecting project budget and schedule.
- Manage contracts with vendors and suppliers by assigning tasks and revenue and communicating expected deliverables.
- Make changes to project scope and cost and implement most effective change management processes to keep project up-to-date.
- Process vendor contracts and billing plans in both Deltek and PSA databases.
- Implement departmental policies and standards in conjunction with management to streamline internal processes.
- Recommend solutions and propose procedural changes to managers.
- Resolve customer issues and answer customer questions.
Project Accounting Administrator
ACA Global
Chattanooga, TN
02.2021 - 10.2022
- Generated and tracked change orders and other contractual modifications affecting project budget and schedule.
- Managed contracts with vendors and suppliers by assigning tasks and revenue and communicating expected deliverables.
- Processed vendor contracts and billing schedules in Deltek.
- Implemented departmental policies and standards in conjunction with management to streamline internal processes.
- Recommended solutions and proposed procedural changes to managers.
- Resolved customer issues and answered customer questions.
Operations Manager/Admin/Executive Assistant
ACA Global
Chattanooga, TN
02.2015 - 02.2021
- Developed initiatives for process improvement and reviewed and assessed ongoing operations.
- Analyzed and controlled materials, supplies and equipment operational expenses.
- Controlled departmental facilities use and approved requests for repairs or improvements.
- Addressed customer concerns with suitable solutions.
- Responded to information requests from superiors, providing specific documentation.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Librarian
The Baylor School
Chattanooga, TN
08.1997 - 11.2014
- Kept resources in clean and working fashion to maintain availability for use.
- Reshelved books to maintain neat and tidy reading area.
- Organized library equipment and collections.
- Maintained complete and accurate records of library transactions.
- Researched questions and concerns from customers.
- Developed and enforced circulation policies and procedures.
- Researched questions and concerns from customers and provided detailed responses.
- Coached students, faculty and staff in use of electronic, print and internet resources.
- Organized library media supplies, main catalog, special equipment and permanent records.
- Taught group and individual instruction sessions to impart knowledge of library and research practices.
- Attended conferences and subscribed to trade publications to maintain current knowledge of field.
- Trained staff, students and faculty on proper use of library technology to prevent damage.
- Processed faculty requests for new resources.
- Publicized and promoted library services, programs and collections.
- Monitored lending of reserved course materials.
Skills
- Team collaboration
- Client support/Account management
- Administrative support
- Editing and proofreading
- Inventory and supply management
- Organizational skills
- Time management
- Problem solving
- Decision making
- Attention to detail
- Adaptable and flexible
- MS Office
- Deltek
- PSA
- Excel
Timeline
Client Service Associate
Morgan Stanley
06.2024 - Current
Senior Project Accounting Administrator
ACA Global
10.2022 - Current
Project Accounting Administrator
ACA Global
02.2021 - 10.2022
Operations Manager/Admin/Executive Assistant
ACA Global
02.2015 - 02.2021
Librarian
The Baylor School
08.1997 - 11.2014