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~ Belief in Continuing Education

~ Ability to Work Independently and as a Team

~ Excellent Organizational Skills

~ Timely Completion of Projects

~ Self-starter

~ Strong Interpersonal Communication Skills

~ Excellent Client Relations Skills

~ Excellent Written Communication Skills

~ Innovative

~ Attention to Detail

~ Multi-Tasking

~ Exceptional Time Management Skills

~ Excellent Leadership Abilities

~ Budget management

~ Providing detailed/goal orientated training to staff

~ Over 5 years of Management Experience

~ Human Resources Experience

~ Extensive knowledge of insurance and investments

~ Ability to study and obtain certifications and/or licenses in a timely manner

 ~ Member of National Association of Professional Organizers


Seeking a position that provides growth. Ideal position offers intellectual challenges, stability and dynamic, career-broadening opportunities for positions of greater responsibility. Ideal culture would reward creativity and initiative with greater challenges and opportunities to grow professionally.

Summary of Experience

  • Office manager for district agent at financial planning company
  • Executive assistant to president and CEO of third party administration firm
  • Preparation for appointments with clients
  • Scheduling of appointments (including travel)
  • Plan travel needs and itinerary
  • Inbound and outbound client servicing
  • Accounts payable and receivable (including collections)
  • Profit and loss tracking/planning
  • Budget management
  • Distribution of mass mailings
  • Misc. errands as needed
  • Suggest, implement and maintain records of training for all staff
  • Compliance with regulations (OSHA, FINRA, etc.)
  • Maintain employee records
  • All aspects of payroll
  • Human resource experience including interviews and orientation
  • Employee benefits (insurances, 401k, etc.)
  • Organization of events for both clients and office
  • Supervising and managing of multiple staff members (including performance reviews)
  • Maintaining company bank and investment accounts including deposits
  • Multi-line telephone and voicemail system knowledge
  • Responsible for office supply stock and cost assessment
  • Provide or arrange for team member training
  • Bookkeeping
  • Employer and employee taxes (941, federal, etc.)
  • Technical computer support (software, hardware, etc.)
  • Business planning and implementation
  • Client greeting
  • Tracking of agent commissions
  • Client and office filing
  • Notary

Work experience


Business Manager/Executive Assistant to President

Compensation Systems, Inc.

- Initiated, researched and implemented new office supply venders with projected savings of over 5% annually

- Researched and presented new database option to improve client service and productivity

- Participated in, researched and implemented use of CD ROMs to provide clients with large documents.

- Participated in, researched, presented and implemented new insurance benefits options that prevented large cost increase for both employees and company


Office Manager/Administrative Assistant

First Command Financial Planning

- Researched and developed training manual for entry level Client Contact Specialist position, increasing productivity by significantly reducing the amount of supervised training and time required to complete training

- Planned, organized and trained new Administrative Assistants, reducing the learning curve and more effectively achieved training objectives

- Researched and presented numerous proposals for increasing productivity and managing budget.

- Researched and recommended purchase of computer software; including Quick Books; that increased productivity of Administrative Assistants and provided more effective tracking of budget and payroll.

- Certified Administrative Assistant

- Administrative Assistant Conference, Skill Path, 2001


Jan 2009Present

  • 6 Credit Hours
Jan 2005May 2008

Technical Degree

Ivy Tech Community College
  • 64 Credit Hours
  • Phi Theta Kappa
  • Dean's List
Jul 1996May 2003

  • 36 Credit Hours
  • Dean's List


Average of 45+ WPM
Both online and local software
Information Technology
Software Hardware Upgrades Network Server
Internet Research
Microsoft Office Suite
Word Excel PowerPoint


Professional in Human Resources

Human Resources Certification Institute

Certified Administrative Assistant

First Command Financial Planning