Mary Helen Nutt
******@*****.***
http www.linkedin.com/pub/mary-helen-nutt/16/765/762
Qualifications
I have several years of experience as an Executive/Administrative Assistant, in which I have worked directly for Executive Partners, Vice President Director of Operations, indirectly for the CEO/President, Vice President of Programming, Director of Client Services and Vice President Director of ERISA. Responsibilities included coordinating business travel itineraries, process expense reports, reconcile accounts, manage calendar of appointments, process and upkeep employee timesheets/vacation schedules, work with internal and external applicants/clients, and assist with research and deliveries of proposals. I also assisted with projects, prepared correspondence, presentations, reports and Trustee invoicing, supplies, processed incoming/outgoing mail (mail sorter, stamps, stuffer). Served as back-up Receptionist for busy multi-line phone system, while also setting up conference rooms and business luncheons for client meetings, planned and organized company functions (holiday luncheons/parties, Sunday luncheons, team meetings). I have a very strong analytical, problem solving and organization skills, as well as excellent customer service skills.
I enjoy interacting with clients, as I assist them with their every day needs. My expertise lies with the ability to problem-solve any situation and the unique way I provide individualized customer service, while also juggling a large client load and meeting tight deadlines.
Employment History
Horne LLP
Austin, Texas
At Horne LLP, I have held a number of positions with increasingly great responsibility.
Temporary Relocation Specialist
October 2019 – January 2024
Managed setting up new clients for direct bill for new and existing clients (52 clients - lodging, storage and/or movers)
Data Entry
Heavy customer service with client and applicants (internal/external)
Processed billing and reconciliations for lodging, storage and movers, etc.
Processed reimbursement requests for applicants
Main contact for all lodging-related issues and support
Primary contact for problem-solving (research) issues
Primary person responsible for all new hires, setting up employees with company software, lodging (reservations) access
Worked proficiently and cooperatively in team-management setting
Assisted Sr. Managers, Case Managers, Specialists with special projects
Assisted in heavy inbound and outbound calls to/from applicants
Prepare and reconcile expense reports
Train new team members
Prepare correspondence to clients and participants
Prepare procedures
Create and maintain trackers for clients, new hires and billing
Screen phone calls either handle issues or immediately forward call to appropriate person/department
Maintain high level of professionalism and confidentiality at all times
Administrative Assistant
February 2011 – October 2019
Worked proficiently and cooperatively in team-management setting
Main contact for all lodging-related issues and support
Data entry
Set up background verification of new hires (badging)
Responsible for build out and close out of various offices within Texas
Establish set up of direct bill for new and existing clients (lodging)
Primary contact for problem-solving (research) issues
Responsible for setting up all new hires
Prepare weekly client reports
Create and maintain trackers for clients, new hires and billing
Manage calendar, set appointments, meetings, business luncheons, parties, and travel arrangements
Screen phone calls either handle issues or immediately forward call to appropriate person/department
Receive, review and distribute daily mail and handled issues/requests as authorized
Assist in delivering proposals to clients for bid work on multi-billion dollar projects
Prepare correspondence to clients and participants
Prepare procedures
Train new team members
Order/maintain supplies for department
Maintain high level of professionalism and confidentiality at all times
The 401(k) Company
Charles Schwab Trust Company (acquired The 401(k) Company)
Austin, Texas
At The 401(k) Company, I have held a number of positions with increasingly greater responsibility.
Senior Specialist Operations Control and Audit
October 2001 to December 2009
Manage positive pay interfaces for five banks
Produce participant distribution checks
Update and maintain database for participant returned checks and responsible for redistribution of these checks
Responsible for stop payments, research, ACH, wires, fraud (achieved 99% recovery)
Main contact for all bank-related issues and support
Primary contact for problem-solving (research) issues
Set up company employees on bank software allowing them to process positive pay, stop payments, wires, ACH and bank statements
Processed daily bank deposits
Establish new customer accounts and maintain existing accounts
Prepare of monthly Trustee reports/Trustee billing
Mange calendar, set appointments, meetings
Screen phone calls either handle issues or immediately forward call to appropriate person/department
Receive, review and distribute daily mail and handled issues/requests as authorized
Worked proficiently and cooperatively in team-management setting
Assist Director of Client Services and Trust Officer with special projects
Prepare correspondence to clients and participants
Prepare expense reports
Order/maintain supplies for department
Train banking staff
Serve as back-up Receptionist for busy multi-line phone system
Maintain high level of professionalism and confidentiality at all times
Trust Accounting Associate
October 1999 to October 2001
Process check outsourcing input of data for producing participant checks
Responsible for verification of distribution checks and mail to participants
Establish and maintain new and existing accounts
Research ACH, wires and fraud issues
Process daily bank deposits, stop payments, and ACHs
Prepare correspondence to clients and participants
Prepare correspondence to clients and participants
Screen phone calls either handle issues or immediately forward call to appropriate person/department
Manage calendar, set appointments, meetings
Training banking staff
Serve as back-up Receptionist for busy multi-line phone system
Maintain high level of professionalism and confidentiality at all times
Executive Assistant
October 1993 to October 1999
Manage calendar for Senior Vice President of Plan Operations
Assist Executive Vice President of Technology with special projects
Assist other executive staff members with various tasks/research/clerical duties
Arrange travel
Prepare correspondence to clients and participants
Screen phone calls, either handle issues or immediately forward call to appropriate person/department
Manage calendar, set appointments, meetings
Responsible for document development (client database)
Prepare correspondence to clients and participants
Train banking staff
Serve as back-up Receptionist for busy multi-line phone system
Maintain high level of professionalism and confidentiality at all times
Education
Associates Degree
New Mexico State University
Las Cruces, New Mexico
Applications
Canopy, OneDrive, Microsoft Office, Microsoft Access, Microsoft Office Excel 2007, Outlook, ACT, Buffalo NAS Navigator, adding machine (by touch), fax machine, scanner, mail sorter/postal equipment
References
Lacy Lyons
Partner, Horne LLP
****.*****@*****.***
Viviana Ramirez
Manager, (Deputy Director, Production) Horne LLP
*******.*******@*****.***
Paul Martin
Manager
Horne LLP
****.******@*****.***
Ken Benigno, Owner
K2 Project Management Solutions LLC
********@*****.***
Jerry Bramlett
Formerly CEO and President, The 401(k) Company
NextStep Defined Contribution, Inc.
*****.********@**********.***
Whitney Powell
Formerly Manager, Horne LLP
Malin Thomas
Manager, Horne, LLP
*****.******@*****.***
Monique Heidingsfelder
Formerly Woodspring Suites Houston, (J&P Asset Management), Vice President Sales and Marketing
***************@***********.***
Barbara Welch, personal reference
Formerly LISD teacher – retired
***********@*****.***