Customer Service Microsoft Office

Highly organized, productive problem-solver and detail-oriented associate with over 15 years of experience in executive administration, customer service, human resources and accounting. Strong relationship management skills, effective in communicating with all levels of seniority and able to coordinate globally across cultures. Good at operating both independently and as a team member in a complex environment. Proficient in Microsoft Office Suite and various databases.

EXPERIENCE

The Hoerner Planning Group - Executive Administrator/Office Manager 2006 - Present

Middleburg, VA

In charge of moving the entire firm to a paperless environment: Scanning all monthly, quarterly, and YTD statements for each client, as well as, scanning all mail correspondence, meeting notes, estate planning documents, and planning presentations.

Composing all quarterly letters and business correspondence on behalf HPG Owner and Chief Compliance Officer.

Setup and maintain mail merge documents used for quarterly letters sent to all client and account trustees.

Sending and tracking client checks to Fidelity with account information for deposits.

Client servicing, such as; address changes on their account, ordering checks, sending funds for deposit, etc.

Client hospitality: answering and directing all incoming calls, preparing the conference room for meetings, ordering and sending flowers, books and gifts for birthdays and special occasions.

Planning business trips, hotel stays, and coordinating reservations and meetings.

T&E for our firm partners.

Ordering supplies for our office and employees.

Bubbles Hair Salon - Licensed Hairstylist 2004-2006

Gainesville, VA

Opening and closing the salon. Counting and depositing the money at the end of the night. Cleaning, setting up and preparing for the next client.

Working and training with other professional hair stylists to stay relevant in a fast-paced industry.

Giving advice, as well as, helping clients to look and feel better about themselves.

Time management, teamwork, fast pace, and quick planning were paramount in this position.

Corrective coloring and cuts.

Competing in and winning several hair show competitions.

United States Marine Corps – Marine 2000-2004

Quantico, VA

Stay mentally and physically sharp with continuous training, classes and drills.

Organizing and participating in special functions and organizations Marine Corps wide.

Monitor and order food supplies for all seven mess halls on base through MCFMIS computer systems.

Conducted quality assurance inspections at all seven mess halls on Quantico, per Marine Corps standards.

Order, clean, and maintain a warehouse of MREs, as well as, distribution and record keeping. Which are the Meals Ready to Eat that all military personnel eat while training in the field.

Cooked for and worked in the VIP tent at the Marine Corps Marathon for four years.

Coordinate with distributors for food and supplies for the base.

Run fitness training for Marines in the Company and monitor their progress.

Maintain and review all Marines that were up for promotion and make sure their paperwork was processed on time and correct.

EDUCATION

Currently pursuing Associate of Arts and Sciences Degree specializing in Business Administration and the Entrepreneurship Career Studies Certificate at Lord Fairfax Community College.

Heritage Institute 2002-2004

Manassas, VA

Cosmetology License

USMC

Ft. Lee, VA

2000

Culinary School

Various Professional Military Education (PME) training courses. Which is the professional training, development, and schooling of military personnel. It encompasses many schools, universities, and training programs designed to foster leadership in military service members.

Jackson Area Career Center 1995-1997

Jackson, MI

Certified Nursing Assistant Program

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