Summary
Overview
Work History
Education
Skills
Timeline
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Sydney Southard

Salt Lake City,UT

Summary

Driven and resourceful administrative professional with years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.


Overview

7
7
years of professional experience

Work History

Executive Assistant

MX Technologies
Lehi, UT
06.2021 - Current
  • Executive Assistant to Chief Advocacy Officer, Jane Barratt and Chief People Officer, Kimberly Cassady.
  • Working in fast paced SaaS environment while providing in depth and strategic support to top leaders of MX.
  • Manage executive's schedule by arranging meeting and ensure that the executive is spending time effectively on their priorities.
  • Work together with all teams in the organization to prioritize meetings and goals moving forward in the organization.
  • Leader of strategic projects and initiatives such as meeting hosting and coordination, content planning, and other admin tasks.
  • Collaborate with Executive Assistant Team on scheduling and create cohesion between all organizations at MX.
  • Track agenda for all meetings each executive is attending, take notes / actions items.
  • Responsible for submitting all expenses for each executive.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Organized and coordinated conferences and monthly meetings.
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Created expense reports, budgets and filing systems for management team.
  • Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
  • Researched, proposed and implemented vendor agreements to decrease costs and improve services.
  • Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Coordinated events and worked on ad hoc projects.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key stakeholders.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Took notes and dictation at meetings.
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
  • Ensure all meetings are essential to the success of the company and continue to move the needle toward department and company goals.
  • Own all logistics pertaining to travel (state-side and internationally).
  • Host and coordinate projects internally and externally that pertain to Advocacy and PeopleX.
  • Running 1:1 meetings with my executives with running notes to stay on track of all priorities.
  • Ensuring Advocacy and PeopleX team are supported & their voices are heard by the executive they are under.
  • Conserves executives time by reading, researching, inputting, editing, retrieving, and copying information as needed to support each executive individually.
  • Proficient in Outlook Email, Outlook Calendar, Wrike, Slack, Google Suite, TripActions, WorkDay, Delta Application, Zoom, Lucid Chart, MX EDU, Adobe Acrobat DC, Apple Cloud.

Paralegal /Legal Assistant

State Farm
Salt Lake City, UT
12.2020 - 06.2021
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Scheduled appointments, court appearances and depositions for busy law firm.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Completed electronic filings, initiated billing statements and managed firm administrative matters.
  • Completed document revisions, court document filings, travel arrangements and client billing.
  • Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Organized key evidence exhibits to prepare for trials.
  • Interviewed and prepared intake sheets for clients in Spanish and English.
  • Transcribed weekly and bi-weekly calendar meetings for staff and attorneys.
  • Prepared case summaries for mediation conferences.
  • Maintained complex files for short sales, foreclosures and traditional real estate transactions.
  • Supported partners and associates in areas of appellate and complex commercial litigation.
  • Analyzed client balance sheets for auditing purposes.
  • Assessed real and personal property inventory for estate planning.
  • Conducted blue-sky research in support of legal initiatives.
  • Updated company software with skip trace results.

Student Readiness Specialist

Strayer University
Salt Lake City, Utah
11.2020 - 12.2020
  • Serves as a point of contact for an assigned newly prospective and enrolled student.
  • Aid and support the admissions team to counsel and support prospective and enrolled students prior to the start of the term.
  • Provide an extremely high level of customer service support to students via a variety of communication vehicles.
  • Counsel and advise students via phone, email, text, and video chat / Webex in an effort to drive and support enrollment and first quarter success.
  • Collaborate with University departments to resolve problems by clarifying issues; exploring answers and alternative solutions, implementing solutions, and escalating unresolved problems.
  • Follow up to ensure resolution of every student query/issue.
  • Provide basic overview of all method of payments.
  • Assist in solidifying valid Method of Payment including step by step financial aid walk through where needed.
  • Collaborate and escalate potential issues with other Admissions and SAS resources.
  • Closely track students’ progress, through communication and analytics, for each academic term, to ensure enrollment and method of payment is solidified prior to the start of the term.
  • Review, outreach and complete temporary registration process, working in conjunction with the admissions team.
  • Identify high risk students and determine potential issues and providing resources and tools to resolve these issues.
  • Knowledge about academic programs, method of payments, basic admissions process, as well as knowledge in CS, CRM, Pinnacle, OnBase, NSLDS, COD, FAA and customer service.
  • Review and Approve Scholarships.
  • Provide internal communication support through Microsoft Teams, VDN and other communicative support tools.
  • Onboarded students to online learning platform and trained on basic use.
  • Managed data entry of student information and maintained updated records.
  • Handled administrative work associated with class preparedness and enrollment processing.
  • Supported students throughout service period to handle technical issues with access, performance or other areas.
  • Served diverse student needs by collaborating closely with academics, sales and support personnel.

Admissions Officer

Strayer University
Salt Lake City, Utah
07.2019 - 11.2020
  • 80 plus outbound calls per day and effectively responds to all prospective student inquiries and questions.
  • Set up interviews via the phone to prospective students. Interview and inform prospective student to determine their educational background, future goals, and objectives.
  • Educate prospective students on the benefits of attending the University - including high-quality academic programs, convenient locations, flexible online course offerings, and recommend appropriate fields of study.
  • Assist all prospective students with the application process and review qualifications for admission into the University.
  • Enroll new students and ensure appropriate basis of admission is obtained, all prerequisites are satisfied, and previous college transcripts are ordered if applicable.
  • Ensure prospective students admissions files are complete and assist students with initial registration process.
  • Partner with other departments as necessary to finalize enrollment process - including Student Financial Services, Student Academic Services, the Universities Registrar’s office, and the on-sight Deans.
  • Take meticulous notes when interviewing the student and update the student’s school file with notes.
  • Set daily follow ups to keep into weekly and monthly contact with current and prospective students.
  • Work in a team setting, while also working individualistically to set goals and hit certain amount of student enrollments.
  • Great skills in customer service, sales, admission, and recruiting.
  • Very detail-oriented and encompasses a true focus on achieve optimum results, while maintaining high ethical standards and attention to detail.
  • Followed up immediately when prospects reached out to quickly resolve concerns.
  • Collaborated with admissions team to determine optimal processes for reviewing applications.
  • Served as primary contact for coordination of application screening and tracking, visit and interview arrangement and marketing communications.
  • Devised and implemented strategic recruitment plan with consideration to both long and short term goals.
  • Optimized student educational strategies with clear advice on course choices, progression and career options.
  • Kept institution financially sound by tracking expenses and maintaining detailed records.

Legal Assistant

McNeil Von Maack
Salt Lake City, Utah
01.2019 - 07.2019
  • Assisted five attorneys in their daily legal work.
  • Set up and prepared all Motions, Pleadings, Documents, Binders for attorneys for Federal and District Court.
  • Filed all Motions, Pleadings, Documents, etc. on E-File for District Court and CM-ECF for Federal Court.
  • Answered phone calls with clients, other law firms, potential clients, the court, court reporters, in-state process server, out-of-state process server, couriers, and IT specialist.
  • Controlled the calendars of all five attorneys (including business and personal).
  • Proficient in TimeMatters, Microsoft Word, Excel, Outlook, Google Docs, and XChange
  • Performed any legal task assigned by any of the attorneys - court runs, filing documents, setting up documents, final review of documents, word to pdf finalization, personal tasks (picking up lunch, running errands, etc.)
  • Very prolifics with time-management, organization, and efficiency.
  • Organized key evidence exhibits to prepare for trials.
  • Analyzed client balance sheets for auditing purposes.
  • Supported partners and associates in areas of appellate and complex commercial litigation.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Scheduled appointments, court appearances and depositions for busy law firm.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.

Legal Assistant

Cannon Law & Associates
Sandy, Utah
09.2018 - 01.2019
  • Assisted attorneys and paralegals in daily tasks
  • Prepared documents for attorneys (affidavits, default judgments, judgement renewals, motions to renew judgment, dismissals, notice of appearance, etc.)
  • Able to break up documents and file them with the court.
  • Perform daily mail run (inbound and outbound)
  • Ran bankruptcy reports for attorneys and informed clients on updated information.
  • Email and phone cadence with clients back and forth to keep information flowing.
  • Answered incoming calls and forward them to the correct party.
  • In charge of suspending drivers license and keeping in contact with court clerks on the matter, as well as the DMV.
  • Performed the task of checking on judgments, entered granted judgement to the system - sent letter to clerk for certified judgment and sent SOQ letter to the debtor.
  • Calendared all events for attorneys using Google Calendar
  • Prepared stipulations for attorneys.
  • Ability to use greenfiling, xchange, microsoft word, word perfect, excel, idicore, pacer, tloxp-skip, outlook, CLS, gmail, and google docs.
  • Developed positive working relationship with courts, clients, law enforcement members and attorneys.
  • Managed accounts and client records of clients, observing confidentiality and extreme discretion.
  • Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
  • Handled office scheduling and made notes for deadlines, motions and other important dates.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Completed electronic filings, initiated billing statements and managed firm administrative matters.
  • Completed document revisions, court document filings, travel arrangements and client billing.
  • Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
  • Prepared for trials, conducting legal research and drafting pleadings.
  • Organized key evidence exhibits to prepare for trials.
  • Transcribed weekly and bi-weekly calendar meetings for staff and attorneys.
  • Prepared case summaries for mediation conferences.
  • Maintained complex files for short sales, foreclosures and traditional real estate transactions.

Indoor Field Hockey Referee

Surf And Sand Field Hockey
West Long Branch, New Jersery
01.2018 - 05.2018
  • Enforced safety rules to protect players from game injuries.
  • Checked for sit-outs in game book prior to game start.
  • Upheld gameplay practices and league requirements for refereed games.
  • Tracked and reported game statistics to scorekeeper during games.
  • Responded promptly to injuries and helped coordinate medical care and rule enforcement responses.
  • Promoted good sportsmanship among players.
  • Coordinated exact start, stop and period break schedules for games.
  • Communicated with fans, coaches, players and other umpires.

Coach for Surf & Sand Field Hockey

Surf And Sand Field Hockey
West Long Branch, New Jersey
01.2018 - 05.2018
  • Increased player strength, agility and game skills through successful practices.
  • Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
  • Trained athletes in proper use of equipment for safety and maximum results.
  • Developed game plans and adjusted to meet various game situations.
  • Established clear benchmarks for performance and monitored individual and team progress.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Developed and maintained courteous and effective working relationships.

Intern

Monmouth County Public Defender's Office
West Long Branch, New Jersey
01.2018 - 05.2018
  • Sorted and organized files, spreadsheets and reports.
  • Analyzed problems, identified solutions and made decisions.
  • Interacted with customers by phone, email or in-person to provide information.
  • Completed research, compiled data, updated spreadsheets and produced timely reports.
  • Assisted attorneys and investigators in daily tasks
  • Conducted first appearance and walk-in interviews with potential clients
  • Performed daily mail run to courthouse and county jail
  • Delivered clothes to clients in county jail
  • Shadowed investigators on out of office interviews

Monmouth University Field Hockey Camp Leader

Monmouth University
West Long Branch, New Jersey
01.2015 - 08.2017
  • Worked with children of varying age, interest, skill and developmental levels.
  • Led groups of children safely through variety of camp activities.
  • Supported children by actively listening and offering encouragement.
  • Implemented camp activities fostering physical, social and emotional growth.
  • Created interesting and educational lesson plans and implemented activities while engaging with children.
  • Followed federal, state and facility guidelines to maintain professional interactions with campers.
  • Maintained camper files, properly storing and maintaining personal information.
  • Monitored campers' arrivals and departures and noted absences and illnesses in each child's record.

Education

Bachelor of Science - Criminal Justice

Monmouth University
West Long Branch, NJ
05.2018

Skills

  • Invoice Preparation
  • Correspondence and Memos
  • Data Research and Compilation
  • Travel Arrangement Coordination
  • Calendar and Scheduling Software
  • Video Conferencing Software
  • Inquiry Response
  • Meeting Agenda Preparation
  • Executive Schedule Management
  • Reports and Financial Statements
  • Human Resources Law
  • Proper Phone Etiquette
  • Developing Agendas
  • Executive Calendars
  • Travel Arrangement Management
  • Accounts Payable and Accounts Receivable
  • Excel Spreadsheets
  • Executive Presentation Development
  • Meeting Agendas and Minutes
  • Event Calendar Management
  • Hotel Accommodations
  • Company Event Coordination
  • Mail Management
  • Advanced MS Office Suite Proficiency
  • Executive Travel
  • Social Media Knowledge
  • Special Event Projects
  • Office Supplies and Inventory
  • Travel Administration
  • Reimbursement Management
  • Reservation Coordination
  • Calendar Coordination
  • Teleconference Arrangements
  • Board of Directors Support
  • Adobe Audition
  • Coordination of Administrative Activities

Timeline

Executive Assistant

MX Technologies
06.2021 - Current

Paralegal /Legal Assistant

State Farm
12.2020 - 06.2021

Student Readiness Specialist

Strayer University
11.2020 - 12.2020

Admissions Officer

Strayer University
07.2019 - 11.2020

Legal Assistant

McNeil Von Maack
01.2019 - 07.2019

Legal Assistant

Cannon Law & Associates
09.2018 - 01.2019

Indoor Field Hockey Referee

Surf And Sand Field Hockey
01.2018 - 05.2018

Coach for Surf & Sand Field Hockey

Surf And Sand Field Hockey
01.2018 - 05.2018

Intern

Monmouth County Public Defender's Office
01.2018 - 05.2018

Monmouth University Field Hockey Camp Leader

Monmouth University
01.2015 - 08.2017

Bachelor of Science - Criminal Justice

Monmouth University

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Sydney Southard