Feb 2014 – Jan 2019 · 4 yrs 11 mos · Boulder, CO

• EXECUTIVE ASSISTANT for 3 managing partners to include calendar management, coordination of meetings & teleconferences, travel arrangements, event planning, engagement letter preparation, facilitation of client & internal communications, filtering & delegation of partner emails & business presentations preparation
• OPERATIONS MANAGEMENT including monitoring existing processes & assessing their effectiveness, making recommendations for the firm’s best practices, strategic planning & implementation of new processes & procedures, supervising hiring & training of employees & keeping the company in compliance with regard to business insurance coverage, reporting of census data & mandatory tax & benefits notifications for employees
• HR ADMINISTRATION including payroll, planning & research related to benefits renewal, employee bene- fits administration, 401(k) submissions, compliance communications & reporting, employee on-boarding, training & terminations, personnel file management & serving as liaison between management & staff
• BOOKKEEPING including payroll, A/P, A/R, reconciliations, financial statement prep, maintaining the list of fixed assets, job costing & budget prep
• OFFICE MGMT including heading the company’s administrative staff, providing onsite IT support, working with contracted vendors, ordering equipment & supplies, ordering meals for employees, running errands such as bank deposits, buying groceries, prep & delivery of certified mail, arranging repairs with the building manager or other vendors, planning company events, greeting clients, & acting as the operator to answer or route all incoming company calls
• TAX TEAM ADMIN ASSISTANT, initiating all mass communications with clients, collecting & filing client documentation, following up on missing information, updating all systems with current information & moving tasks through the process management queue, & preparing client deliverables
• MARKETING/GRAPHIC DESIGN for print campaigns

Feb 2013 – Feb 2014 · 1 yr · boulder, colorado

• EXECUTIVE ASSISTANT to the company’s President and founder, responsible for calendar management, coordinating detailed travel arrangements, and performing personal assistance duties
• HR ADMINISTRATOR tasked with all responsibilities of HR including payroll, recruiting candidates for employment, assisting with interviews, on-boarding, training, and terminations, maintaining personnel files, managing employee issues, benefits administration, and researching benefits renewal options
• BOOKKEEPER responsible for payroll, A/P, A/R, reconciliations and job costing
• OFFICE MANAGER in charge of planning company meetings and events, implementation of new CRM software, office
• maintenance, technical support, greeting clients and serving as the first point of contact for all incoming client phone calls
• MARKETING/GRAPHIC DESIGN of print design marketing materials and PowerPoint presentations for client and staff meetings

May 2008 – Feb 2013 · 4 yrs 9 mos · denver, colorado

• ADMINISTRATIVE ASSISTANCE providing personal assistance to the Managing Broker/Owner
• OFFICE MANAGER duties to include orchestration of office location moves, coordination of maintenance & repairs, scheduling company meetings, arranging in-house continuing education courses, providing IT support for staff & real estate agents, ordering supplies answering client calls & emails & maintaining all databases
• BOOKKEEPING including payroll, commissions payments for the real estate agents, A/P, A/R & reconciliations
• HR ADMINISTRATOR recruited, hired, trained & managed all administrative staff members as well as on-boarding & training over one
• hundred real estate agents & processed staff & independent contractor terminations when needed
• Promoted within two months of employment to head office manager, responsible for five office locations in the Denver metro area due to recognized leadership & organizational skills