Amanda (Mandy) Hall

***** ***** *** **. ***** Bend, OH 45052 513-***-**** adxj0y@r.postjobfree.com https://www.linkedin.com/in/mandyhall938/

Profile

Experienced Executive Assistant/Executive Business Partner with a strong background in supporting C-Level Executives and their teams. Demonstrated history of successfully driving multiple projects from conception to completion. Highly skilled in managing complex tasks and achieving objectives under challenging time constraints. Exceptional client service provider, dedicated to building solid partnerships with business partners and clients through effective communication and transparency. Trust and strong relationships are key to achieving success in any business, and my goal is to ensure you have the right information at hand to focus on what matters most. Skills & Abilities

Microsoft Office • Calendar Management • Travel Planning • Meeting Coordination • Project Management • Client Relations

• Expense Reporting • Issue Resolution • Adobe Sign/DocuSign • CRM Database • Special Projects Experience

Executive Business Partner Payroll Partners 8/2022 – Present

Manage sensitive matters with confidentiality and discretion, supporting CEO's decision-making processes.

Support CEO in time management and prioritize business preferences and priorities.

Proactively manage inquiries and follow through on tasks for successful completion.

Ensure accurate and detailed calendar management.

Maintain relationships with key stakeholders and assist in internal and external correspondence.

Manage contacts, prospects, and COIs, and assist in preparing presentations and newsletters.

Coordinate marketing calendar planning, strategy, and social media management.

Embrace CEO's culture, values, and goals when engaging with stakeholders.

Maintain Zoho CRM databases and handle client invoice audits, sales agreements, and accounts payable.

Collaborate with the admin team to provide seamless support for company and cultural events. Client Service Administrator Principled Wealth Advisors 7/2021 – 8/2022

Supported investment and planning operations, handling routine client account service requests.

Prepared account opening paperwork and tracked contributions, deposits, and distributions.

Managed client communications, including letters, statements, and reports.

Maintained organized client files and processed account maintenance items.

Interacted with custodians and insurers to fulfill firm's needs.

Completed compliance recordkeeping and advertising approvals.

Generated client reports and provided limited assistance to advisors. Office Manager Opus Capital Management 10/2019 – 7/2021

Assisted Portfolio Managers/Principals, COO, and Associates with daily tasks, delivering excellent customer service.

Prepared and explained account paperwork for setting up and maintaining client accounts.

Executed administrative tasks, served as a liaison between advisors and clients, and managed client communication.

Scheduled appointments and managed calendars, ensuring efficient coordination.

Managed CRM for current and new clients, ensuring accurate and up-to-date information.

Facilitated on-site events and luncheons, managing all aspects from planning to execution.

Ensured office efficiency by handling mail distribution, ordering supplies, and maintaining office organization.

Maintained strict confidentiality with sensitive financial documents and client records. Executive Assistant/Maintenance Supervisor US Property Mgt. 12/2018 - 10/2019

Provided comprehensive administrative support, including phone support and lease administration.

Prepared and maintained property files, abstracting leases, and contracts.

Coordinated maintenance bid proposals and service contracts.

Responded to tenant questions and complaints promptly and oversaw maintenance staff.

Processed maintenance staff hours, expense reports, and check requests.

Oversaw performance of service contractors and participated in performance oversight. Client Services HCM Wealth 6/2018 – 12/2018

Ensured timely and appropriate handling of client calls, scheduled client calls and meetings.

Performed routine service and administrative functions, including filing and mail flow.

Implemented office and operational procedures to enhance efficiency and coordination.

Processed withdrawals, deposits, and other administrative functions within the CRM system.

Maintained a strong commitment to superior customer service, aiding clients, and colleagues. Executive Administrator Priority Dispatch 2/2016 – 6/2018

Performed highly confidential administrative services for CEO and five senior-level executives.

Answered and screened incoming telephone calls, coordinated meetings, and maintained daily schedules for CEO and Vice President of Operations.

Coordinated travel, hotel, car rentals, itineraries, and other pertinent arrangements for CEO, Vice President of Sales, and all management staff.

Produced and maintained weekly/monthly operation reports, including technical spreadsheets, graphs, charts, and slideshows using Microsoft Word, Excel, PowerPoint, Publisher, and Adobe.

Served as an office manager regarding operational and administrative procedures.

Created drafts, prepared, and reviewed correspondence and documents prepared for signature by the CEO for conformity with regulations, spelling, grammar, format, neatness, accuracy, and special policies.

Provided support for internal/external marketing using various tools and social media applications.

Supported VP of Sales in initiating the RFP process, traveled to conferences for booth setup, management, and breakdown.

Managed office service providers, including IT support, internet, phones, document solutions, uniforms, mobile communication, and all vendors.

Scheduled and coordinated corporate outings and other events, ensuring attendees/participants were informed of function dates and times, reserved meeting space, and provided necessary audio/visual and other equipment/materials.

Assisted in branding and marketing campaigns under the direction of the executives for internal and external initiatives.

Provided personal support to CEO and family, managing, and scheduling complex calendars for the household and children.

Executive Assistant/ Office Manager NECCO 10/2014 – 2/2016

Provided ongoing support to the COO, Chief Clinical Director, State Directors, and Associates.

Ordered office supplies, monitored office for orderliness, screened phone calls, and prepared presentations for direct service training.

Coordinated C-level calendar events, meetings, and travel arrangements.

Compiled and organized information and meeting minutes.

Assisted visitors as a client services specialist, ensuring an exceptional experience when visiting the office.

Directed on-site and off-site events, meetings, luncheons, and company-wide events, including set-up, catering, event marketing, and cleanup.

Executive Assistant /Personal Assistant Opus Capital Management 4/2011 – 10/2014

Assisted CEO, Vice Presidents, and Associates in various tasks, increasing productivity.

Distributed mail and ordered office and hospitality supplies.

Monitored office tidiness and screened incoming phone calls.

Prepared corresponding emails and acted as a liaison between clients and executives.

Coordinated professional and personal calendar events, meetings, and travel arrangements.

Maintained client profiles and master files for current and new clients. Education

William Henry Harrison High School, June 2002

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