I am a results-driven administrative leader with over 30 years’ experience in executive support, operations management, and strategic planning. Proven expertise in optimizing administrative functions and streamlining processes. I am adept at managing high-level projects, financial operations, and stakeholder communications to drive organizational success.

It’s impossible to list EVERY task I can be of assistance with. Below is a sampling of tasks within each category that may apply to your business. If you don’t see what you need below, please contact me.

 
 

    • Bill paying; business & personal

    • Bookkeeping; business & personal

    • Calls; business & personal

    • Compile data creating reports and/or spreadsheets

    • Copy editing, proofreading

    • Customer Service

    • Database management

    • Email management; handling most and forwarding to the client just those which need his/her attention

    • Expense Reports; domestic & foreign

    • Human Resources / Payroll

    • Invoicing & payment follow up

    • List managing; listserv, autoresponders (BlueHost, 1AutomationWiz)

    • Manuscript typing

    • Meeting handouts; creation, formatting

    • Organization; email, voicemail, general office, personnel

    • Personal; supporting busy families with scheduling, arrangement of services, medical appointments, personal care

    • PowerPoint; creation/design, formatting, updates

    • Product deliveries; schedule and coordinate with follow-through tracking of shipment delivery

    • Purchase; cards, gifts for customers/clients, family, friends

    • Reminder service; appointments, birthdays, deadlines, and when to make follow up calls

    • Renewal of professional organizations/services

    • Research; any topic with a report of the findings

    • Scheduling; meetings, services - business & personal

    • Travel; business & personal including air, hotel, rental car, rail, cruise, restaurant

    • Vendor relations; create & manage

    • Voicemail checking; landline, office, cell

    • Customize; form letters, correspondence, marketing collateral

    • Newsletter; design, creation, updates (ConstantContact, MailChimp, 1AutomationWiz, eMailnetworks)

    • Promotional collateral; business cards, business stationery, brochure

    • Social media; creation, posting, updates

    • Website; updates, maintenance

    • Coordination/set-up of; workers, lighting, electrical, product shipping

    • Agenda; create & distribute

    • Create; name tags/badges

    • Gather information & pricing; facility amenities

    • Handle; sign-up’s, create sign-in sheet

    • Identify location; availability, pricing, what’s included (and what's not!)

    • RFP; complete & submit

    • Work with facility on; room set up, food & beverage, AV equipment

    • Coordinate & ship client book(s) (if applicable)

    • Point of contact for speaker bureau (if applicable)

    • Pre-call set-up with hiring organization / speaker’s bureau

    • Set-up of client interviews

    • Travel & Itineraries; coordinate travel to hotel & event location, points of contact, meeting schedule, event speaker timing & location of speech/book signing

  • Expert in the initial application and annual renewal application process to be a Continuing Education provider with:

    • International Coaching Federation (ICF)

    • National Board of Health & Wellness Coaches (NBHWC)

    • American Psychological Association (APA)

    • California Board of Behavioral Sciences (CA BBS)

    • National Association of Social Workers (NASW)

    • National Board of Certified Counselors (NBCC)

    • Various U.S. State boards