Summary
Overview
Work History
Education
Skills
Additional Information
Software
Timeline
AdministrativeAssistant
Whitney Willis

Whitney Willis

Top-notch Educated, Well-rounded, Class Act Professional
PO Box 2262 Monterey,CA

Summary

Proven track record in keeping impeccable administrative records and enhancing operational efficiency with consideration of replicability and scalability. Excels in roles requiring coordination of logistics, legal compliance, fiduciary responsibility and meticulous attention to detail. Deftly handles multiple projects simultaneously with a high degree of accuracy with minimal supervision. Reliable, ethical and discerning professional who respects confidentiality and can represent a client or department with graceful ease.

Overview

11
11
years of professional experience
3
3
Languages
8
8
years of post-secondary education

Work History

Attorney-in-Fact and Co-Trustee

Private Individual
08.2019 - Current
  • Self-motivated, with strong sense of personal responsibility.
  • Review and sign documents on behalf of individual in line with powers of attorney granted.
  • Ensure all legal documentation related to power of attorney, last will and testament, and advance directives are properly organized and accessible.
  • Oversees financial management of individual's benefit payments, bills and debts - resulting in 15% decrease in indebtedness and 14% improvement in credit score.
  • Serve as dedicated advocate for individual's needs when interacting with healthcare professionals and other service providers.
  • Coordinate healthcare appointments for patient, ensuring timely access to necessary medical services and disease management.

Bookkeeping Administrative Assistant

AMW Express LLC
11.2018 - Current
  • Support company growth - $6M to $10M annual revenue - by implementing scalable bookkeeping procedures and maintaining adherence for further future expansion.
  • Manage accounts payable and receivable tasks, maintaining accurate records and reducing errors.
  • Effectively communicate with clients about payment needs and keep updated, detailed and accurate ledgers.
  • Support management by processing invoices and documents with consistent, standard term timelines.
  • Match bills of ladings with proofs of delivery; generate invoices and record necessary information and accessorial fees.

Homecare Household Manager

Private Residence
10.2015 - 06.2018
  • Streamlined business operations with organization and technology
  • Scheduled and monitored personnel
  • Tracked patient’s records and appointment scheduling
  • Instituted measures to improve care levels - benefitting patient and care team
  • Conducted team and individual performance reviews

Account Manager

C.H. Robinson Worldwide, Inc.
01.2015 - 10.2015
  • Focused on process improvement to eliminate redundancies and lay framework for sustained growth
  • Active management and processing of service failures, customer complaints and claims
  • Identified opportunities and developed plan to close sales and pursue additional business
  • Negotiated to achieve win-win outcomes that meet the interests of the customer & company

Sourcing Representative

C.H. Robinson Worldwide, Inc.
09.2013 - 12.2014
  • Sales: established new customer relationships, forecasted annual rates and closed deals
  • Operational execution: sourced carriers, negotiated rates, managed issues and exceptions
  • Generated reports for internal and external analysis (scorecarding)
  • Supplied internal and external accounts with daily quoting, loading, tracking and delivery statuses

Operations Representative

C.H. Robinson Worldwide, Inc.
04.2013 - 09.2013
  • Appointment setting, order entry, log location updates, problem-solving
  • Facilitated direct communication with customers during loading, transit, and delivery
  • Dispatched freight carriers to ensure efficient pick-ups and on-time deliveries

Education

Bachelor of Arts - Foreign Languages And Literatures

Lewis & Clark College
Portland, Oregon
08.2006 - 05.2010

DALF C1, Diploma of Advanced French Lang. Studies - French Language

L’Université De Nancy 2
Nancy, Lorraine, FRANCE
01.2009 - 06.2009

Intensive Language Program Certificates - Spanish Language

Middlebury Institute of International Studies
Monterey, California
01.2008 - 07.2008

High School Diploma -

Santa Catalina School
Monterey, CA
08.2002 - 05.2006

Skills

Legal compliance and fiduciary responsibility

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Additional Information

  • Monterey Bay Charter School, Pacific Grove, California February 2016 - 2018
    3rd Grade School Garden Volunteer, 4th Grade Field Trip Driver-Chaperone, 5th Grade Class Parent Representative
  • Girls Inc. of the Central Coast, Salinas, California May 2015 - April 2016
    Mentor for ECHO (Education Career Health Opportunities) Program

Software

Navisphere

Descartes Aljex

Intuit Quickbooks Pro

Microsoft Office

Google Workspace

Zoom

Timeline

Attorney-in-Fact and Co-Trustee

Private Individual
08.2019 - Current

Bookkeeping Administrative Assistant

AMW Express LLC
11.2018 - Current

Homecare Household Manager

Private Residence
10.2015 - 06.2018

Account Manager

C.H. Robinson Worldwide, Inc.
01.2015 - 10.2015

Sourcing Representative

C.H. Robinson Worldwide, Inc.
09.2013 - 12.2014

Operations Representative

C.H. Robinson Worldwide, Inc.
04.2013 - 09.2013

DALF C1, Diploma of Advanced French Lang. Studies - French Language

L’Université De Nancy 2
01.2009 - 06.2009

Intensive Language Program Certificates - Spanish Language

Middlebury Institute of International Studies
01.2008 - 07.2008

Bachelor of Arts - Foreign Languages And Literatures

Lewis & Clark College
08.2006 - 05.2010

High School Diploma -

Santa Catalina School
08.2002 - 05.2006

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Whitney WillisTop-notch Educated, Well-rounded, Class Act Professional