TECHNICAL SKILLS

• Microsoft Outlook
• Word
• Excel
• PowerPoint
• Blackbaud Raiser’s Edge
• PledgeMaker
• Infoview
• PIDI donor databases
• Concur Solutions
• Salesforce
• SAP

PROFESSIONAL EXPERIENCE

Confidential

Administrative Assistant/Receptionist

Responsibilities:

• Planned and scheduled meetings, office events and happy hours
• Processed employees expense reports. Managed projects and conducting research. Prepared and edited correspondences, reports, and presentations
• Ordered office/pantry supplies, maintained relationship with various vendors; authorized credit card payments for office purchases
• Answered phones, greeted clients, assisted with projects, filing, binding, opening and distributing mail, answered phones, typing and scanning
• Arranged domestic and international travel for Confidential: flight, hotel and car rental
• Pantry stock and inventory, order office supplies and maintain office equipment

Confidential

Development and Member Coordinator

Responsibilities:

• Drafted thank you letters to donors and coordinated mass mailings to acknowledge gifts and contributions
• Created individual Donor Reports in Excel including a yearly comprehensive analysis of Donor Trends
• Updated system for tracking donations and donor’s information
• Ran daily PIDI reports weekly ACK stream reports and Core FTP Address update report, managed calendar, meeting and events
• Logged checks, credit card donations and update donor’s address, statistic, marital status and donation history in Raiser’s Edge and PIDI database
• Recorded payments by entering them into Pledge Maker and RTL First donor and accounting software. Maintained accounts receivable customer files and records and follow established procedures for processing check and credit card payments

Confidential

Executive Assistant

Responsibilities:

• Managing the day - to-day operations of the office. Answer light to moderate incoming phone calls directing calls to their appropriate party
• Organizing and maintaining files and records
• Planned and scheduled meetings
• Processed employees expense reports; managed projects and conducting research.
• Prepared and edited correspondences, reports, and presentations
• Arranged travel, hotel, car rental and guest arrangements.
• Pantry stock and inventory, order office supplies and maintain office equipment

Confidential

Development and Member Coordinator

Responsibilities:

• Drafted thank you letters to donors and coordinated mass mailings to acknowledge gifts and contributions
• Created individual Donor Reports in Excel including a yearly comprehensive analysis of Donor Trends
• Updated system for tracking donations and donor’s information
• Ran daily PIDI reports weekly ACK stream reports and Core FTP Address update report, managed calendar, meeting and events
• Logged checks, credit card donations and update donor’s address, statistic, marital status and donation history in Raiser’s Edge and PIDI database

Confidential

Executive Assistant to Vice President

Responsibilities:

• Reported to and worked directly with the VP to ensure smooth management and operation of the department
• Managed calendar and schedule to make certain that identified priorities and addressed in a timely fashion.
• Screened and coordinated communications, draft correspondence, tracked and followed up on requests, identified those of importance when require attention
• Followed up with appropriate staff to ensure requests and correspondences are responded to on timely basis
• Established tracking/feedback system to ensure issues were recorded, addressed and resolved; handled confidential scheduling between the VP and Development members

Confidential

Office Manager & Assistant

Responsibilities:

• Processed expense reports for V.P. and Asst. VP. Made travel arrangements; worked daily with domestic and international clients and employees
• Handled all inter-office issues
• Ordered office/pantry supplies, maintained relationship with various vendors; authorized invoices and prepared for A/P; answered phones, greeted clients, assisted with projects, filing, opening and distributing mail, answered phones, typing and scanning
• Prepared and booked conference rooms for CEO and VP’s. Ordered breakfast/lunch for colleagues and clients
• Assisted with HR related duties

Confidential

Client Service Specialist

Responsibilities:

• Executed local and state UCC tax lien searches, last owner searches and bankruptcy searches
• Responsible for managing one of the firm’s most valuable clients.
• Gatheird research from Secretary of States’ website for UCC tax liens and tax laws
• Coordinated and administered the training of new research associates and managers

Confidential

Registered Agent Representative

Responsibilities:

• Coordinated projects and presented Customer Service workshops
• Facilitated A/R department by collecting unsettled fees for registered agent services and approved payments to service companies
• Archived all cancelled, dissolved and/or revoked chartered registered agents files
• Maintained spreadsheets for document filing, organized filing on Adobe PDF files
• Processed daily log-in of customer’s transactions of all mail including changes to internal accounts