Document Management, HR, A/R, A/P, Travel, Expense Reports, Events

Profile

Administrative professional experienced in supporting: Heavy Civil Construction, Public Accounting, Aerospace, Intellectual Properties, Public Utilities, Insurance, Financial Planning and Public Transportation. Possess a strong work ethic and a team player to successfully contribute to the assigned statement of work with skills and abilities to meet the corporate goals and vision.

Summary of Qualifications

Excellent time management, organized with priority workflow. Works independently or on a team. Communicates well with staff, clients and vendors and possess negotiation and influencing skills.

Ownership, flexibility, embrace change. Problem solver, analytical/decision-making skills, attention to detail.

Experienced in process enhancements/improvements, willing to work overtime to accommodate deadlines.

Manage domestic/international travel and expense reporting for Sr. Management utilizing Concur.

Procurement of office supplies/equipment, vendors and services, reconcile invoices, apply charge lines.

Manage front desk tasks: multiple phone lines, client/customers, calendaring, vendors, facilities requests, equipment maintenance, data entry, manage catering. Produce correspondence, reports, memos, Power Point slides, Excel tracking systems to support metrics, status and workflow.

HR proficiency; recruiting assistance, job posting, verification of employment, create/maintain new-hire and termination files, I-9 review, HR investigations, Workday, HRMS, HRIS, Worker’s Comp assistance.

Employment History Highlights

LINCOLN MOVING & STORAGE, Everett, WA (4/14/2025 to 7/29/2025), Move Coordinator

Receive emails requesting upcoming military member move.

Register service member information in Mover’s Suite database for local, national and international moves.

Create file and add pre-move documents. Request survey for estimated weight of service member’s household goods, update database, email to TSP.

Prepare crew paperwork for day of the move, contact service member with an ETA of movers.

Create weight certification of household goods reflecting Gross, Tare and Net weight, enter in database.

Organize and complete crew paperwork; upload to Mover’s Suite, email to billing department and the TSP.

Print warehouse vault tags to identify vaults containing service members household goods.

SGS TECHNOLOGIES, (11/25/24 to 02/21/2025) Contract: NWPS dba Raymond James; Seattle, Administrative Assistant.

Review, print and sort correspondence PDF’s for plan participants for various plan types.

Operate paper folding machine and postage machine daily to send correspondence.

Review and print outgoing correspondence requests; prep all documents for mailing.

Update and manage Excel tracker for: postage costs, document plan name/type sent to participants.

Sort returned mail to support CRM updates of participant change of address.

Re-stock mail room supplies, manage kitchen, water office plants.

INFOJINI CONSULTING, Seattle, WA (5/01/2023 to 10/4/2023), Contract: King County Metro; Seattle/Remote, Administrator 1

Support and consult Transit Employee Labor Relations team with HR project. Review/recommend language to identify employee infractions and level of infraction.

Manage and update gap analysis in Excel of employee infraction level, and disciplinary language.

Research employee discipline history in HR portal, update tracking system and SharePoint TELR review.

Manage SharePoint site with folder creation and folder content, creating links to Excel spreadsheets

Utilized Outlook to send updates to the TELR team, managed calendar for meeting requests.

Conduct weekly meeting via Teams to give project updates.

SU DEVELOPMENT, Bellevue, WA (03/22/22 - 11/08/22), Office Administrator/Office Manager

Greet visitors, manage/direct incoming calls, manage mail and office supplies, food and beverages.

Utilize Outlook for daily communication, calendaring and re-occurring events.

Create Excel budget spreadsheets manage kitchen inventory and supplies.

Provide A/P, A/R assistance; code invoices for catering, office/kitchen supplies, monthly tenant rental checks, post payables/receivables in Resman accounting software.

Manage Zip Recruiter site to support onboarding, provide I-9 verification and background check.

Manage event coordination of company picnic, weekly lunch meetings with clients or employee events.

CHADWICK & WINTERS Land Surveying, Seattle, WA (03/09/21 - 08/23/21), Office Administrator

Greet clients and visitors, manage and direct all incoming calls and deliveries.

Complete new project inquiries, update client information in Smartsheets database.

Provide online research of property parcel information from King County Parcel Viewer; for Surveyor review.

Reconcile statements with invoices, manage filing system for A/R and A/P.

Procurement of office supplies, manage client files, communicate via Outlook to team.

THE RETIREMENT SOLUTION, Redmond WA (11/21/19 – 3/27/20), Administrative Assistant

Provide data cleanup of CRM Salesforce reports to support post-integration from Orion database.

Update client contact information and client notes in Salesforce manage office supplies.

Send Marketing mailings, assemble promotional materials/gifts for VIP clients.

Receive, update and manage client files support CEO workflow.

Create Excel tracking system to manage/identify current level of client service.

Utilize Outlook to communicate client updates for CEO. Manage time keeping in Oracle PeopleSoft.

BOEING COMMERCIAL AIRPLANES, Renton WA (5/28/19 - 9/26/19), Contract: US Tech. Solutions, HR Transaction Coordinator

Process employee status changes in Workday software to support Termination, Job Change, Compensation Change, Lateral Move, Promotion, Demotion and Alumni requests for Boeing employees and Managers.

Review and correct transactions provided by Managers and Employees to successfully finalize requests.

Participate in daily WebEx for general discussion, questions, and up to date information on transactions.

Update SharePoint, OneNote and Outlook to process and document updates and daily communication.

Generate Excel report from Workday for Management review and status of pending transactions.

BOEING COMMERCIAL AIRPLANES, Everett WA (5/11/18 - 8/29/18), Contract: Search Pros Staffing, HR Coordinator, HR Investigations Wellness and Fact Finding.

Provide triage to support HR Investigations to research and identify corrective action for employee infraction.

Review investigation reports to determine next steps. Consult Managers and HR on resolution deadlines.

Consult Manager in corrective action plan to align with HR policies; create cases to support investigation.

Research and process termination requests in Total Access to complete employee termination process.

Created Excel tracker to support metrics and workflow for management.

Daily use of Outlook for team inquiries, updates and calendaring events.

COLONIAL LIFE & ACCIDENT INSURANCE Co., Marysville, WA Moore Benefit Solutions, (5/11/17- 4/6/18), Licensed Agent, Account Rep.

Successfully manage new business pipeline through phone activity, onsite visits, and referrals.

Acquire new accounts and facilitate onboarding of new clients by providing supplemental benefit solutions.

Initiate completion of new account forms, schedule and attend enrollment, assign benefits counselor.

Organize post-enrollment meeting, provide additional product information to ensure client satisfaction.

Manage Excel tracking system to support client follow up and enrollments.

Communicate daily via Outlook with team and clients to support new business, updates and queries.

BOEING COMMERCIAL AIRPLANES, Everett WA (8/19/14-4/14/16), Contract: PDS Tech., Office Administrator, BCA Core Quality Operations

Coordinate domestic and international travel, manage expense reports, badge requests and supplies procurement.

Initiate and manage facilities requests, create work orders, monitor completion and budget.

Manage and book events, order catering, expense all requirements to support events and travel.

Support Sr. Management editing PowerPoint presentation updates and calendar management.

Create Excel tracking system to manage customer travel updates, credits and cancellations.

Communicate via Outlook to Managers and Airline customers for updates and questions.

INTELLECTUAL VENTURES, Bellevue, WA (3/12/08 - 2/14/14), (IP Law Firm)

Document Administrator, Legal Acquisitions Intake Team

Manage communications with document vendors to support procurement of patent file histories.

Upload PDF docs from secure portals to secure network.

Create document naming conventions, version/bookmark PDF’s as preparation for legal review.

Create PO’s, reconcile invoices and maintain daily vendor orders from USPTO.

Manage Excel workflow document in SharePoint for daily updates and deadlines for the team.

Provide back-up assistance for Iron Mountain file requests for legal portfolio review.

Research and track UW online journal articles to support Attorney research.

Daily communications via Outlook to support team requests, updates and questions.

Provide Paralegal research in PAIR website for Patent information for legal review and acquisition.

Skillset

SAP Concur 2014, IE, Firefox, Google Chrome

CRM Salesforce, Workday/Work Life

Documentum/2009 (Doc. Mgmt. Database)

Runway (Internal Client Database)

Java, Adobe Acrobat, OneDrive

MS: Word, Excel, Outlook, Power Point, Share Point,

HRIS, HRMS EITS, InSite, Total Access, ETS, SPNN

Windows 365, Clio, Net Docs, Constant Contact, OneNote

Smartsheets, Google Docs, Recruiting Assistance,

Event Planning, Calendar Management

HR: Investigations, Onboarding, I-9, Background Checks,

Recruiting Assistance, Employee Files

ZipRecruiter: Employer and Employee

Executive-calendar/travel/expense report

Customer/Client Service

Manage Employee Continuing Education and Certifications

Editing: Correspondence, Spreadsheets, PowerPoint slides,

Memos, PDF, Product labels to support website and

product packaging

Sage Time Slips – 2012 (Time & Billing Software)

ADP (Timesheet Software) 2013-2014

DocuSign, ServiceNow (Ticketing System)

Resman Accounting Software

Travel and Expense Reporting

Document Management-Digital/Hardcopy

A/R, A/P, Invoice Reconciliation/Coding, posting

Apply Charge lines, Budgeting

Account Management

Vendor Relations

Corporate Event Planning

Credit Card Reconciliation

Smartsheets, Oracle, Peoplesoft

Employee Recognition (events/gifts)

Mover’s Suite Database

Education – Edmonds Community College; Office Administration, Travel Coordination

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