Marketing and operations associate

Location:

Weyers Cave, VA

Salary:

40000

Posted:

November 15, 2020

Contact this candidate

Resume:

Emily N. McCafferty

Harrisonburg, VA 540-***-**** ******@*****.***

EXPERIENCE

Operations Manager, The Legacy Foundation

• Complete new account paperwork and client onboarding.

• Complete client transactions and requests.

• Responsible for new employee onboarding and orientation.

• Ensure firm has completed compliance and regulatory requirements to maintain “Good standing”.

• Follow accounting standards and protocols to maintain firm finances.

Marketing Coordinator, Signature Family Wealth Advisors

• Serve as Data Champion by ensuring client information and data is accurate and up-to-date by conducting audits and making appropriate changes.

• Coordinate events for the firm by meeting with vendors, creating invitation lists, and meeting with colleagues.

• Assist with new business development for the firm by creating content catered to prospect needs.

• Prepare reports, lists, and processes for Signature colleagues using Salesforce and other CRM software.

• Draft communications for internal and external recipients involved with the firm. Front Desk Assistant, University of Virginia Housing & Residence Life

• Responsible for data entry of residents, employees, and building units.

• Edit and review housing contracts.

• Provide information to individuals regarding the services and opportunities within UVA’s Housing and Residence Life.

• Assist with the operation of Housing and Residence Life vehicles and conference rooms. EDUCATION

• McIntire Business Institute, Business Fundamentals certificate, August 2019 McIntire Business Institute provides a Business Fundamentals experience that delivers a comprehensive set of courses relating to finance, marketing, management, and accounting. The Business Fundamentals certificate imitates core coursework from McIntire at the University of Virginia.

• University of Virginia, BA in English, May 2018

Relevant coursework: Communicating with the Public, Financial Accounting SKILLS & COMPETENCIES

Quickbooks, Microsoft Office, Google Suite, Adobe InDesign, WordPress and website management, CRM systems including Salesforce, Webex/Zoom, SaaS, Concur Charlottesville, VA

May 2018- February 2020

Charlottesville, VA

September 2017- May 2018

20182018

Charlottesville, VA

February 2020- Present

Charlottesville, VA

May 2018- February 2020

Emily N. McCafferty

Charlottesville, VA 540-***-**** ******@*****.***

Professional References

• Mrs. Mallory Herrera