Branch Office Administrator at Edward Jones (2026-03 – Present)
- Provide administrative and operational support to a Financial Advisor, coordinating appointments, client communications, documentation, and time-sensitive requests while keeping priorities organized and moving.
- Manage competing priorities, confirm requirements, track deadlines, approvals, and outstanding action items, and follow detailed requests through completion with proactive status updates.
- Process new accounts, account maintenance, transfers, distributions, domestic wires, ACH transactions, deposits, withdrawals, recurring payments, and beneficiary updates.
- Research account, transaction, system, and client-access issues using internal resources; work with appropriate teams to resolve questions and confirm completion.
- Review client paperwork for accuracy, completeness, and firm requirements; correct discrepancies and obtain missing information before submission and processing.
- Maintain Salesforce CRM records, prepare correspondence and operational reports, process branch expenses, and safeguard confidential, audit-ready files.
Lead Teacher at Innovative School of Temple Beth Sholom (2025-08 – 2026-01)
- Facilitated daily schedules, meetings, activities, documentation, and communications while adjusting priorities as needs changed.
- Liaised among families, faculty, and leadership, answering questions, resolving concerns, and maintaining professional follow-up.
- Safeguarded confidential student records, verified documentation, and worked with faculty and leadership to secure missing information.
Operations Director at The Poppet Project (2022-04 – 2025-08)
- Coordinated simultaneous programs and private events, aligning schedules, staffing, vendors, supplies, budgets, and last-minute changes.
- Oversaw purchasing, expenses, inventory, receipts, and vendor documentation while resolving urgent operational issues.
- Acted as the central contact for customers, vendors, staff, and partners, handling special requests and ensuring reliable follow-through.
Campaign Operations Manager / Marketing Coordinator at Miami New Times / V Digital Services (2020-11 – 2022-04)
- Managed a portfolio of concurrent client campaigns, coordinating requirements, timelines, meetings, approvals, action items, records, and deliverables across Sales, Operations, and Creative.
- Updated Salesforce CRM with client communications, campaign details, decisions, outcomes, and next steps.
- Created and distributed daily missing-information reports to sales representatives, tracked outstanding materials and approvals, and followed up consistently to keep campaign work on deadline.
- Prepared reports, presentations, and account updates that organized project status, decisions, outstanding items, risks, and next steps for clients and internal teams.
- Coordinated Lennar campaign launches by tracking timelines, trafficking creative assets, confirming launch criteria and readiness, preparing reports, and aligning cross-functional deliverables.
- Partnered with production on automotive dealer ads by submitting vehicle photos, monthly specials, and required campaign details; reviewed completed proofs for accuracy, secured approvals, published approved ads, and prepared and submitted complete co-op reimbursement packages.
- Created organized electronic files for campaign specifications, creative assets, approvals, reports, correspondence, and operational materials, keeping information current and accessible across teams.
Digital Operations / Marketing Coordinator at Miami New Times / V Digital Services (2005-10 – 2020-11)
- Supported client accounts and campaigns from onboarding through delivery, organizing schedules, materials, approvals, records, communications, and cross-functional workflows.
- Tracked client and campaign requirements, approvals, action items, missing information, and deliverables through completion, maintaining organized records and persistent follow-up.
- Responded to client inquiries, determined needs, created campaign recaps and performance reports, resolved administrative and delivery issues, and provided timely follow-up.
Admissions Counselor at Barry University (2004-07 – 2005-10)
- Administered admissions activities, reviewed applications for accuracy and completeness, explained requirements, maintained confidential records, and obtained outstanding documentation.
- Scheduled consultations, campus tours, and faculty meetings while assisting visitors and creating an organized, welcoming experience.
Director of Admissions at Berkeley College (2002-03 – 2004-07)
- Led admissions operations, supervised staff, coordinated applicant pipelines, schedules, meetings, and follow-up, and guided prospective students from initial inquiry through enrollment.
- Conducted consultations and presentations, explained program requirements, prepared applicant materials, and maintained organized communications and follow-up.
