Tammy Fillion
Lawrence,KS
Overview
38
38
years of professional experience
Work History
Executive Assistant
Integrated Wealth Solutions
Overland Park, KS
05.2024 - 03.2025
- Provided high-level administrative support to executive team, managing calendars, scheduling meetings, and coordinating travel arrangements
- Screened phone calls and emails for executives, prioritizing messages and responding on their behalf when necessary
- Organized and facilitated meetings, including preparing agendas, taking minutes, and distributing meeting materials
- Collaborated with cross-functional teams to coordinate projects or initiatives led by the executive team
- Maintained a professional image of the executive office through effective communication with internal staff members as well as external stakeholders such as clients or vendors
- Planned organized coordinated corporate events including conferences seminars workshops etc
- Scheduled managed appointments meetings conference calls maintaining calendars effectively
- Handled sensitive confidential information discretion integrity safeguarding privacy at all times
- Managed multiple tasks priorities simultaneously adapting changing needs deadlines seamlessly
- Prepared agendas meeting materials minutes ensuring accurate timely documentation distribution
- Maintained web site and other social media formats
- Overall, my role as an Executive assistant involved a combination of customer service, scheduling and calendaring, CRM management, team assessments, office management, and client and team support
Administrative Assistant
AE Coach
Lenexa, KS
11.2022 - 01.2024
- As an administrative assistant to the team, my main responsibility was to provide excellent customer service
- This included scheduling and calendaring for the coaching team, ensuring they were able to effectively manage their appointments and meetings
- I also played a key role in updating and maintaining the CRM system, ensuring that all client information was accurate and up to date
- This helped the team stay organized and effectively track their interactions with clients
- In addition, I am a John Maxwell DISC Certified professional, which allowed me to create team personality assessments specifically designed for financial firms
- These assessments helped teams understand each other's strengths and weaknesses, enabling them to work better together and become more efficient
- I also took on office management responsibilities, such as ordering supplies and ensuring the office was well-maintained and organized
- Working closely with the company's VP's, I helped identify which clients would benefit most from coaching
- This involved conducting interviews with clients, understanding their needs, and selecting qualified candidates who would benefit from coaching
- Overall, my role as an administrative assistant involved a combination of customer service, scheduling and calendaring, CRM management, team assessments, office management, and client selection
Business Owner
Financial Life Matters
Lawrence, KS
01.2016 - 05.2022
- As a owner, I was responsible for various business operations and back-office tasks
- This included greeting clients and scheduling their appointments, ensuring a smooth and efficient process for both clients and staff
- Ordering office supplies to ensure that the office had everything necessary for day-to-day operations
- This involved monitoring inventory levels, comparing prices, and making cost-effective purchasing decisions
- Data entry was another important aspect of my role
- I accurately and efficiently entered data into various systems, including client information, invoices, and other relevant documents
- Event scheduling and tracking were also part of my responsibilities
- I coordinated and organized events, such as meetings, conferences, and workshops, ensuring that all necessary resources and materials were available
- I also maintained event calendars and tracked attendance to ensure smooth operations
- Billing and accounts receivable were another area where I provided support
- This involved generating and sending invoices to clients, tracking payments, and following up on any outstanding balances
- Overall, my role as an administrative assistant encompassed a wide range of tasks related to business operations, back-office support, client scheduling, office supplies, data entry, event management, and billing and accounts receivable
Executive Assistant
Woodburn Group
Minneapolis, MN
01.2001 - 03.2004
- As an executive assistant, I played a crucial role in supporting the CEO by managing their schedule and ensuring they were able to effectively manage their time
- This included handling all aspects of scheduling, such as setting up meetings, coordinating conference calls, and managing travel arrangements
- In addition to supporting the CEO, I also took on the responsibility of scheduling accounting seminars
- This involved finding suitable venues, coordinating with speakers and attendees, and managing logistics to ensure the smooth execution of the seminars
- Furthermore, I played a role in managing marketing pieces for the company
- This included coordinating with the marketing team to create and distribute marketing materials such as brochures, newsletters, and promotional materials
- I ensured that these materials were of high quality and aligned with the company's branding and messaging
- Overall, as an executive assistant, I provided essential support to the CEO by managing their schedule, scheduling accounting seminars, and assisting with marketing efforts, ensuring the efficient operation of the company
CNA - Certified Nursing Assistant
Meadowlark Hills Retirement
Manhattan, KS
08.1997 - 01.2000
- Company Overview: Assisted living, Elder care
- Assisted living, Elder care
CNA - Certified Nursing Assistant
Valley Memorial Homes
Grand Forks, ND
01.1993 - 08.1997
- Company Overview: Assisted Living - Elder Care
- Assisted Living - Elder Care
General Manager
Mike's Pizza
East Grand Forks, MN
04.1987 - 05.1994
- As a restaurant manager, I had a diverse range of responsibilities that encompassed various aspects of operations and customer relations
- One of my key responsibilities was managing deliveries
- This involved coordinating with suppliers, ensuring timely and accurate deliveries of ingredients and supplies needed for the kitchen
- I monitored inventory levels and maintained relationships with vendors to ensure a smooth and efficient supply chain
- In addition to managing deliveries, I also oversaw the kitchen operations of a full-service sitdown restaurant
- This included supervising kitchen staff, ensuring food quality and consistency, and implementing proper food safety and sanitation procedures
- I worked closely with the chef and kitchen team to develop menus, maintain inventory levels, and manage food costs
- Customer relations was another vital aspect of my role
- I focused on providing excellent customer service and ensuring that guests had a positive dining experience
- I trained and supervised front-of-house staff, ensuring that they were knowledgeable, attentive, and provided exceptional service to customers
- I also handled customer feedback and resolved any issues or complaints in a timely and satisfactory manner
- Overall, as a restaurant manager, I had a hands-on role in managing deliveries, overseeing kitchen operations, and maintaining strong customer relations
- I focused on ensuring the smooth operation of the restaurant, delivering high-quality food and service, and creating a positive dining experience for customers
Timeline
Executive Assistant
Integrated Wealth Solutions
05.2024 - 03.2025
Administrative Assistant
AE Coach
11.2022 - 01.2024
Business Owner
Financial Life Matters
01.2016 - 05.2022
Executive Assistant
Woodburn Group
01.2001 - 03.2004
CNA - Certified Nursing Assistant
Meadowlark Hills Retirement
08.1997 - 01.2000
CNA - Certified Nursing Assistant
Valley Memorial Homes
01.1993 - 08.1997
General Manager
Mike's Pizza
04.1987 - 05.1994
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