Management Customer Service

Barbara Aldrich-Clougherty

** ****** **** ****: (978) 815 - 2266

Tyngsborough, MA 01879 Home: (978) 649 - 3206

E-Mail: *****************@*****.***

EXECUTIVE ASSISTANT

Accomplished and dedicated executive assistant with years of extensive

administrative experience supporting C-level executives and senior

management teams. Exceptional experience in calendar management, office

operations, domestic and international travel arrangements including

private jet travel, organizational, marketing, sales, planning,

teleconferencing, scheduling, file management, drafting documents, custom

reporting, database management, e-marketing, customer service, event

planning, personal management, CRM management, human resources and project

management.

Professional Experience

Academy of Notre Dame, Tyngsboro, MA Aug 2004 - Present

Executive Assistant

Administratively support and work directly for the school President. Also

provide administrative support to the two school Principals, Director of

Admissions, Director of Finance and the Business Manager. Manage extensive

internal/external calendars for the President, Admissions office, senior

management and school events along with answering phones, mail, offices,

filing, and administrative work for each office. Compose all correspondence

on behalf of President and obtain signatures. Create prepare and generate

reports including financial, enrollment, budgets, marketing expenditures,

Board of Directors reports and Departmental reports. Schedule, coordinate

and prepare all meetings/minutes, travel arrangements, school events,

fundraisers, community events, group tours, appointments, conferences,

special events, campus visits, off-site meetings, interviews, recruitment

fairs, board meetings and presentations. Manage, draft, proofread and

maintain all correspondence, meeting agendas, letters, mail merges, e-

communications, scanning, faxing, creating PDF documents, files, directory,

historical data, forecasts and databases, binding reports, e-mails, surveys

for the Admissions Office and President along with handling all phone calls

and inquires. Process check requests, AP/AR and issue expense checks.

Sort, prioritize and distribute incoming and outgoing mail (US Mail, UPS

and FedEx). Act as a liaison between the Board of Directors, school

administration, school staff, general public and school personnel. Oversee

all enrollment documentation for kindergarten through high school. Manage

the admissions website, social media websites, Twitter, Facebook,

advertising campaigns and marketing programs. Design, draft and develop all

admissions forms, brochures, policies and office procedures. Maintain and

create proprietary databases and prepared customized reporting including

statistical data, client data, employee data, alumni, donor, graphs,

financial reports, budgets, travel expenditures and several admissions

databases.

Yardi Systems, Santa Barbara, CA and Boston, MA Jan 1995 - Dec 2009

East Coast Implementer / Independent Private Consultant (nights/weekends)

Provided implementation services to clients including data conversion,

financial reporting, maintained parallel client databases, project and

software management. Conducted training to company executives, senior

management, accounting and remote staff locations. Designed and drafted

training manuals. Development of sales presentations to new prospective

clients.

The Homeowners Cooperative, Peabody, MA Feb 2003 - Nov 2003

Executive Assistant (Lay-off)

Executive Assistant to two Presidents along with the VP of Sales and

Marketing. Provided extensive administrative support including maintaining

calendar, office administration, correspondence, files, answering phones,

meeting agendas and meeting minutes. Created marketing materials, expanded

the company's brand including obtaining media buys, print advertising and

layouts, outdoor billboards, press releases, announcements and TV

commercials. Worked with the Sales and Marketing staff to recruit agents

and increase sales, profits and listings. Developed and implemented all

standardized office procedures, created manuals along with PowerPoint

presentations. Processed invoices along with check requests and

expenditures. Coordinated weekly sales staff meetings, client appointments

and company wide events. Generated, drafted and produced all letters, e-

mails, sales, invoicing, scanning, documents, revenue reports, listings,

website, prospect and lead generation reports. Preparing and binding all

reports with binding office equipment.

Professional Experience (continued - Page 2)

Wellesley Companies, Inc. Framingham, MA (Full-Time) Feb 2000 -

Dec 2002

Executive Assistant

Yardi Consultant from 1998 - 2000 until hired full time (Consultant)

Jan 1998 - Feb 2000

Executive Assistant to the President of each corporation (5) along with the

VP, CFO, CEO, COO, in-house attorney and the Executive Senior Management

team. Provided the day-to-day administrative support for the corporate

office, property management offices and remote site offices including

calendar management for all the corporations, business and personal.

Coordinated and scheduled all company travel arrangements and community

events. Coordinated all Owners, Corporate, Property Management and Finance

Committee meetings and prepared all meeting agenda/minutes. Acted as a

liaison between the President, senior management staff, employees and

clients. Prepare annual budgets for the corporate office. Responsible for

all human resources, employee benefits, pension plans, LTD/STD and ADP

payroll. Oversaw property managers, maintenance, sales and marketing

staff. Prepared, drafted and proofed all custom reporting, Finance

Committee reports, Board of Directors reports, delinquency reports,

financial reports, AP/AR, correspondence, e-mails, data entry, bank

deposits, bank reconciliations, invoices, check requests, leases, loan

documents, real estate listings, MLS reports, partner/trustee financial

reports, e-communications and expense reporting. Assisted and the project

management of the corporate office build-out /remote offices. Managed,

drafted and proofread all correspondence, meeting agendas, letters, mail

merges, e-mails, surveys, e-communications along with handling all filing,

answering phone calls and inquires. Manage off-site storage.

Franchi Management Corporation. Natick, MA Apr 1995 - Feb 2000

Corporate Administrator / Executive and Personal Assistant

Administratively and personally supported the President, Vice President,

General Manager and Corporate Office including all business operations,

human resources, employee benefits, daily management of remote offices,

assisted with the property management functions for the real estate

portfolio. Drafted and prepared all correspondence, letters, e-mails,

documents, employee benefit package, loan packages, presentations, company

events planning, advertising, ADP payroll, bank deposits, AP/AR, data

entry, database management and website management. Managed personal

projects including organizing all family charity events, meetings and

fundraising events. Managed off-site storage and archives. Coordinated all

business, personal and vacation travel including domestic and international

travel for all family members and senior executives including private

travel arrangements. Managed, drafted and proofread all documents,

scanning, correspondence, meeting agendas and minutes, letters, mail

merges, e-mails, surveys, loan documents, nursing home documents, e-

communications along with handling all filing, phone calls, inquires, faxes

and mail (US Mail, UPS and FedEx).

Kenneth D, Anderson Company, Inc. Concord, MA Jun 1990 - Apr 1995

Executive Assistant/ Office Manager

Worked directly for the President, Vice President, in-house attorney and

actuaries to provide administrative office support. Provided the day-to-

day assistance drafting and preparing pension plan documents,

correspondence, letters, reports, graphs and IRS documents. Managed the

executive and pension plan calendars. Supervised secretarial and

bookkeeping staff. Coordinated all travel (domestic and international) for

seminars and presentations along with personal travel. Assisted with the

payroll, benefit administration and HR functions for the company employees.

Prepared time and expense reports. Preparation of client data including

pension plan administration, data entry, actuarial analysis, writing of

pension plan documents and submitting forms and documents to IRS for

approval. Managed, drafted and proofread all documents, correspondence,

meeting agendas and minutes, letters, mail merges, invoicing, e-mails along

with handling all filing, phone calls, phone inquires, faxes and mail.

Preparing and binding all plan documents and reports using binding office

equipment.

COMFED Mortgage Company, Lowell, MA Jun 1984 - Jun 1990

Executive Assistant to the VP of Underwriting/Spot Condominium and

Development Approval Coordinator/Underwriter

Directly worked for the Vice President of the Underwriting Department and

provided administrative assistance to the Vice President, Assistant Vice

President and 22 underwriters. Solely responsible for the drafting and

preparation of all correspondence, letters, project and loan approvals,

loan documentation, custom report writing, database management,

underwriting and approval of all Fannie Mae, Freddie Mac, FHA and MHFA

condominium projects and real estate developments including PUDs to comply

with Federal and State lending guidelines.

Professional Experience (continued - Page 3)

Professional Profile / Qualifications / CORE COMPETENCIES

o MANAGEMENT: Expertise in office administration/support, organizational

management, file management, business development and office expansion,

project management, sales management, fundraising, strategic planning

and management of multiple locations including staff, organization of

office/departments protocols and office procedures.

o LEADERSHIP: Pro-active, savvy, organized, self-motivated team player

with a superior work ethic, results-oriented, problem solver, multi-

tasker, decision maker, enthusiastic innovator who is able to meet any

challenge, able to think out of the box and who demonstrates

professionalism, takes ownership of a position and who maintains

confidentiality.

o HUMAN RESOURCES: Solid human resources experience including employee

hiring, training, management of employee files, employment benefits,

COBRA, FMLA, pension plans, health, dental and wellness plans, ADP

payroll, staff development, creating employee manuals, standardized

office procedures along with operating and procedural manuals, training

and motivation of staff and management teams.

o MARKETING: Strong marketing experience in the design of brochures,

postcards, flyers, listing sheets, mailers, business cards, print

advertising, branding, presentations, websites, social media campaigns

and marketing pieces.

o BUSINESS RELATIONSHIPS: Direct experience and a solid track record in

building, developing and maintaining corporate, company, business,

vendor and clientele relationships to provide a high-level of

specialized support and dependability.

o ACCOUNTING: Knowledge of general accounting, accounts

payable/receivable, general ledgers, expense reporting, budgeting and

forecasting.

o COMMUNICATION: Strong oral/written communication, customer service,

interpersonal, analytical, organizational, presentation, motivational,

market research/analysis and leadership skills.

Educational / TECHNICAL SKILLS

University of Massachusetts (Lowell): Pursuing my Bachelors Degree in

Business Administration

Middlesex Community College: Associates Degree: studies in Business

Administration and Computers

Tyngsboro Jr./Sr. High School: High School Diploma

Certifications/Seminars/Training: Microsoft Office, Yardi PM, Top Producer,

MLS, MLS H3, Citrix, SQL, ADP, OSHA Safety training, FNMA/FHLMC condominium

lending requirements, Jackson & Lewis: Employee Benefit, Employment Law,

Employee Management & Human Resource Issues.

Computer Systems and Software Proficiency: Windows, Microsoft Office:

Excel, Word, PowerPoint, Outlook, Publisher, Project Standard, Access,

Calendar Management, Lotus Notes, CRM Database Management, Citrix, Google

Docs and Maps, QuickBooks, Peachtree, MMS, Finalsite, Yardi Property

Management, ERA Crest, MLS, H3, Goldmine, Timberline, Top Producer, Top

Marketer, Top Presenter, Adobe, Adobe Illustrator, Page Maker, Word

Perfect, Social Media Platforms, Twitter, Facebook, Quattro Pro, ACT,

Quark, website design and content management and Custom Report Writer.

Yardi Property Management Systems, Santa Barbara, CA and Boston, MA - East

Coast Implementer and Trainer

References

Available Upon Request

Contact this candidate