SKILLS & EXPERIENCE

Industry Experience

I have been a high-level assistant within corporate and non-profit industries for over 20 years, including finance, leadership development coaching, communications, healthcare, technology, and interior design. I have additional experience in recruiting, customer service, fundraising, and donor management. Exceptionally skilled at client relations and interpersonal verbal / written communication. Excellent organizational, time management, and computer skills. Experienced with MS Office, CRM Management, QuickBooks, Cloud storage systems, document design and management, and social media. Extensive experience with calendar and email management, bookkeeping, copy-editing, document design, expenses, domestic/international travel arrangements, event planning, etc.

Operational & Technical Skills

General Administration

  • Board Administration

  • Calendar Management

  • Copy Editing

  • CRM Management

  • Digital File Management & Cloud Storage Systems

  • Document Design & Management

  • Domestic & International Travel

  • Email Management

  • Personal Assistance

  • Project Management

  • Research

  • Sales Support

  • Social Media Management

  • Website Updates

Expense Management

  • Accounts Payable

  • Accounts Receivable

  • Bank Account & Credit Card Reconciliation

  • Detailed Research for Cost-Savings

  • Expense Reports

  • QBO Reporting

Organizational Support

  • Full Cycle Recruiting

  • Support and Liaison to Board Members, Staff and Contractors

Business Platforms / Filing Collaboration

  • Google Suite

  • Microsoft Office Suite 

  • Box

  • Calendly

  • Common Key

  • Dashlane

  • Dropbox

  • DocuSign

  • Last Pass

  • Schedule Once / Once Hub

  • Google Meets

  • MS Teams

  • Skype

  • Slack

  • Wavebox

  • Zoom

  • Zoho

Accounting / Expenses Software

  • Certify

  • Concur

  • QuickBooks

  • Xero

CRM Platforms

  • Hubspot

  • Insightly

  • Raiser's Edge

  • Salesforce

  • Taleo

Email Marketing Platforms

  • Constant Contact

  • Mailchimp

  • Survey Monkey

Fundraising Software Platforms

  • Classy

Payment Service Platforms

  • Authorize.net

  • Bill.com

  • Stripe

Project Management Platforms

  • Asana

  • Airtable

  • Basecamp

  • Evernote

  • Monday.com

  • Notion

Website Platforms

  • Squarespace

  • WordPress