Administrative Assistant at Water Street Financial (LPL-affiliated) (2025-11 – 2026-09)
- Supported 4 financial advisors and 300+ client households for an office managing over $280 million in assets under management (AUM).
- Managed all client records in Redtail CRM, including onboarding new prospects and clients.
- Processed client withdrawal and transfer workflows and coordinated document signing in person and electronically.
- Worked daily across Schwab, LPL, Orion, Wealthcare, GDX360, and Jackson websites, in addition to Slack, Keeper Security, and Microsoft and Google Office suites.
- Ran front-desk and multi-line phone operations, maintained filing systems, and handled client correspondence including event and sympathy mailings.
Family Service Counselor (Sales) at Everstory Partners (2025-04 – 2025-09)
- Sold pre-planning and end-of-life services in a commission-based role, meeting monthly revenue goals.
- Managed HubSpot CRM daily, generating and categorizing leads through networking, outreach, and cold calling.
- Organized community outreach events and guided families through memorial planning from start to finish.
Administrative Assistant at First Baptist Church of Front Royal (2021-10 – 2025-04)
- Ran daily, weekly, monthly, quarterly, and yearly administrative operations for the organization.
- Worked closely with leadership and committees to prepare communications, reports, agendas, and meetings accurately and on time.
Mortgage Funder (Contractor) at Navy Federal Credit Union (2021-04 – 2021-10)
- Prioritized and funded an average of $40 million in loans per month, exceeding company goals.
- Managed the full funding process from document receipt to disbursement while ensuring compliance with federal, state, and company regulations.
Operations Support Specialist at Blooms Today / Agilla Pro (2020-09 – 2021-04)
- Processed hundreds of daily floral orders and coordinated fulfillment with vendors across the US and Canada.
- Cross-trained as a sales representative and covered additional shifts based on strong product knowledge.
Office Manager at Best Exterminating (2020-01 – 2020-06)
- Supervised a schedule of 6 technicians and ensured work-ticket completion.
- Recovered nearly $5K in past-due revenue through an A/R collection campaign in 2 months.
- Handled A/R, A/P, payroll taxes, 401(k) distributions, and confidential employee records.
Assistant Project Manager at Rupert Landscaping Inc. (2019-04 – 2019-11)
- Coordinated multi-million-dollar projects with field managers, keeping schedules and turnover on track.
- Procured materials under budget, contributing to bonus profits, and managed bids, submittals, and subcontractor scopes.
Compliance Contract Specialist at Vector Security Networks (2015-10 – 2019-04)
- Recovered $10K in lost revenue by reorganizing and streamlining contract files.
- Validated subcontractor agreements, managed CRM updates, and logged jurisdictional licensing for compliance.
- Managed third-party provider relationships, disputes, invoicing, and site setup for the Installation Department.
Alarm Services Coordinator at Vector Security Networks (2015-04 – 2019-10)
- Supported and refined the Alarm Monitoring Permit Program for client US/Canada retail sites.
- Managed permit requirements and compliance for enrolled customers.
- Researched jurisdictional rules and updated records for internal departments.
- Tracked permit records and expiration dates in MASterMind and Alarm Services databases.
- Provided administrative support for customers in legal matters.
