Executive Assistant Administrative

CENTRAL WASHINGTON UNIVERSITY GRADUATED ****

B.A Spanish & Education

NORTHWEST ASSET MANAGEMENT

JANUARY 2024 - PRESENT

Julieanne Rosendin

Versatile Administrative Professional with a strong background in providing Executive Support, Managing Projects, Coordinating Events, and handling Sensitive Information Over 5 years Experienced Executive Assistant // Poactive and detail-oriented with experience providing C- Suite level support in fast-paced environments// Proven ability to manage complex calendars, coordinate travel, plan events, and handle confidential information with discretion// Marketing Experience & Event Planning// Experience in platform support and operational services with a passion in helping and serving others//

206-***-**** *************@*****.*** www.linkedin.com/in/julieanne-rosendin MARKETING & OPERATING ASSOCIATE

PROMOTED FROM ADMIN ASSISTANT

ADMINISTRATIVE ASSISTANT - SUPPORTING MANAGERS AND EXECUTIVES

• Communicate and collaborate between 3 Department Managers and report directly to COO

• Coordinate cross team meetings to enhance platform and client experience.

• Platform support for client account set up, portal creations and report platforms

• Support back-office items including; quarterly audits, meeting scheduler, and contracts

• Managed confidential contracts, processed documents via DocuSign, Fidelity and Schwab

• Facilitated client communications, and supported Operations, Onboarding, and Billing departments

• Communicate Client Billing and Performance Reports Quarterly for over 200 advisors and their clients

• Review and Process confidential contracts including billing arrangements

• Work directly between two custodians and service team members

• Provided direct administrative support to C-Suite executives and multiple cross-functional teams. CLEAR CREEK DENTISTRY SEPTEMBER 2019 - JANURY 2024 HEAD OFFICE ADMINISTRATION

• Manage & complete insurance claim lifecycle with various insurance providers regarding benefits, eligibility, claim denials, claim processing, and any necessary follow ups.

• Process patient payment, execute financial balancing to ensure daily accounting accuracy, manage and execute office supply orders, and conduct patient calls.

• Develop and deliver patient Treatment Plans based on Doctor recommendations, outlining treatment details, timelines, and anticipated insurance and out-of-pocket costs.

• Manage and report out the dental practice’s schedule based on monthly revenue goals and staff availability

• Balancing patient accounts, processing payments and sending / receiving statements

• Provide excellent customer service to patients, vendors, and insurance providers

• Communicate complex schedules to all team members

• Influenced team’s hiring decisions. Onboarded, and trained five new teammates. ST. THERESA PARISH MARCH 2017 - JANUARY 2018

• Planned and executed various events and meetings for English and Spanish-speaking communities.

• Managed complex calendars and coordinated schedules for the Parish Executive and 4 Ministers simultaneously.

• Provide excellent customer service to 3,000 parishioners and community members.

• Analyze and maintain order inventory with a variety of suppliers and vendors.

• Developed marketing posters, flyers and digital images to promote events and donation campaigns.

• Developed and delivered Spanish and English weekly notices of events and services taking place, including available classes, camps and charity events.

• Proficiency in Excel, and Microsoft software applications EXECUATIVE ASSISTANT

TAPHANDLES LLC JANUARY 2018 - SEPTEMBER 2019

PROJECT MANAGER

• Managed complete lifecycle of 200+ POs supporting 40+ accounts including Enterprise and SMB customers.

• Partnered closely with Sales, Design, Product Development, Production and Delivery teams to ensure each order was executed aligned with customer specifications, expectations and guidelines. life-cycle - design, product development, and production, as well as the delivery process.

• Led Design and Engineering kick-off to communicate customer's product vision and nuanced specifications.

• Managed project work flow to ensure adherence to budget proposals during RFP process

• Managed internal teams to improved accuracy of timelines, increasing company capacity and profit.

• Provided sales teams with pricing, estimating, and planning projects throughout RFP process.

• Analyze and maintain order inventory

Google Suite (G-Suite), Microsoft Office,

Excel, Zoom, Teams, Salesforce, Canva, &

AI tools

Travel Coordination

Expense Reporting

Enterprise Apps

Calendar Management

Meeting Coordination

Event Planning

Confidential Information Management

Program & Project Management

Customer Service

Administration Experience

• Manage five platform's to support of over $3 billion AUM

• Create and provide social media content, and support business growth through marketing initiatives

• Increase brand visibility and develop marketing strategies to reach quarterly and yearly goals

• Manage quarterly auditing reports

• Develop internal workflows that enable process efficiencies

• Explore and incorporate new AI techniques to enhance marketing material

• Develop, design, and distribute marketing materials, including brochures, develop presentations, and digital content.

• Create Ad campaigns by developing & creating Ad contents that relate to current market and clients.

• Ability to be responsible for confidential and time sensitive material.

• Maintain and update the company’s social media channels, ensuring consistent brand messaging and engagement.

• Responsible for planing, coordinating, and executing marketing campaigns, events, and promotional activities.

• Promote and update social media

• Responsible for creating mobile app/website for yearly conference - Advisor Connect - including registration, swag, travel and hotel accommodations and more.

PROMOTED FROM RECEPTIONIST & TREATMENT CORDINATOR

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