Jennifer Castelli

*** ********** ******, *********, ** 01603

774-***-****

ad48s6@r.postjobfree.com

INTRODUCTION

Jennifer Castelli is an experienced and hardworking executive assistant with extensive customer service experience in both virtual and onsite settings. With over 30+ years of experience involving day to day operations including handling confidential and sensitive materials with the knowledge that the customer experience is of the utmost importance.

EMPLOYMENT HISTORY

March 2022 – Present – JDC Homes – Director of Operations

Submit building permits to various town halls and meet with inspectors

Prepare contracts between contractor (us) and customers with structured payment schedule in relation to phases of work completed

Secure subcontractor for projects and negotiate dollar amounts

Order building materials and supplies

Payroll and bookkeeping (Quickbooks)

Customer service

Record keeping accounts receivable/accounts payable

Prepare financial reports

Reconciliation of accounts

Maintain accurate calendar for President

Schedule meeting

Maintain Database

Marketing

July 2021 – March 2022 – Fisher Windows – Customer Service/Bookkeeper/Administrative Assistant

Quickbooks

Accounts receivable/accounts payable

Reconciliation of all accounts

Prepare financial reports for accountant

Submit building applications to town halls and meet with inspectors

Calendar management for owner

Customer service

January 2020 – March 2020 – (Closed due to COVID) AACFL – Executive Assistant

Email marketing directed to lawyers and judges for continuing education courses

Writing and publishing press releases

Maintain confidentiality of clients records and conversations regarding their case

Prepare financial reports

Quickbooks

Accounts receivable/accounts payable

Customer service

May 2019 – December 2019 - CDM Smith – Executive Assistant

• Preparing financial statements, reports, memos, invoices letters, and other documents

Manages a team of Vice Presidents and Project Engineers

Calendar management for NAU team

Answering phone calls and routing to correct employee or relaying messages

• Handling basic bookkeeping tasks

• Filing and retrieving corporate records, documents, and reports

• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives

• Helping prepare for meetings

• Accurately recording minutes from meetings

• Greeting visitors and deciding if they should be able to meet with executives

• Using various software, including word processing, spreadsheets, databases, and presentation software

• Reading and analyzing incoming memos, submissions, and distributing them as needed

• Making travel arrangements for executives

• Performing office duties that include ordering supplies and managing a records database

• Opening, sorting and distributing incoming faxes, emails, and other correspondence

• Provide general administrative support

• Customer service

• General marketing – proposal writing, live presentations

July 2016 – January 2019 - Chikly Health Institute - COO/Executive Assistant

• Maintain student record within the guidelines of health care professional confidentiality

• Keep hard copies as well as back up digital copies of all courses completed by students

• Upload as necessary information for CEU credits, currently with ProCert and NCTBMB

provider number # 451238-10

• Database maintenance in conjunction with Dr. Bruno Chikly with course curriculum, highlights, CEUs, class rosters which are verified with sign in sheets and kept on file

• Scheduling and recording practical and hands on examination, recording in database and keeping hard-copies of exams

• Day to day operations of the Institution, including managerial responsibilities

• Course Scheduling including teacher’s schedules, teaching assistant scheduling and travel

arrangements

• Booking venues to host workshops, including food and beverage, A/V equipment

• Updating students with class information

• Processing student cancellations, registrations and tuition payments

• Maintaining updated study guides and ordering study materials for each student registered for each workshop

• Marketing of each workshop

• Assisting in special needs requirements for students

• Issuing CEU letters and Certificates for courses completed

• Financial reports for each workshop and year end

• HR for all employees including hiring, firing and payroll

• Quarterly newsletter development

• Target marketing

• Social media/target marketing

• Project management

• Expense reporting

• Management of customer service team, including all HR responsibilities

January 2012 - July 2016 - Virtual Executive Assistant thru Upwork (formally Elance, Odesk)

• Supported President and executives for multiple companies virtually from my home office

• Acted as “liaison” between CEO, clients, internal staff and high-level executives to achieve client objectives

• Conducted extensive internet research on competitors and potential clients

• Conference calls, board management meetings, special events and inter-national travel arrangements

• Software database; maintained extensive, national and international network of business contacts

• Worked remotely from home office: proven ability to work independently, communicated proactively and effectively with management team, and produced high quality results

• Increased sales volume via emails, phone and skype

• Customer service to ensure customer satisfaction for multiple brands

• Customer service via online chat and email

• Maintained with accuracy clients’ calendars

• Crowd funding via Indiegogo

July 1996 - January 2012 - Cara Donna Provisions Co-owner, Executive Virtual Assistant to CEO/Sales Manager

• Scheduled and confirmed marketing events at local and off premise accounts

• Executed events with a focus on increasing sales and brand awareness amongst brand’s

target demographic

• Acted as “liaison” between vendors, and distributors

• Managed 52K in marketing budget

• Managed an office and warehouse staff of 79 employees

• Utilized industry experience by actively participating in new business proposals and strategic planning

• Company travel planning for high level executives and sales staff

• Expense reporting

EDUCATION

2020 – 2021 UMass Boston LADC/CADC

1998-1990 Framingham State College Business Degree

1988-1990 Framingham Union School of Nursing RN Certificate

SKILLS

Client Screening, Intake, Assessment, DAP Notes, Reports and Record Keeping, Referral, Treatment Planning, Word, Excel, PowerPoint, Calendar Management, Travel Management, Project Management, Database Management, Shopify, Google Suite, Zendesk, Salesforce, Facebook, Twitter, Zoho, HIPPA, Trello, Basecamp, Amazon Seller Central, Hootsuite, Paypal Manager, Adobe Suite, Quickbooks, Hubspot

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