Executive Assistant & Office Manager at JORDAN KNAUFF & COMPANY (2014-01 – Present)
- Provide high-level executive, administrative, and business development support to the Managing Principal and firm leadership, serving as the primary liaison for internal and external stakeholders while coordinating communications, priorities, and business initiatives.
- Partner with senior management to coordinate executive outreach and external relations while managing client and company events from concept through execution, including venue and hotel coordination, vendor management, guest lists, event materials, logistics, and on-site execution.
- Support the firm's marketing and business-development initiatives through LinkedIn and social media content, targeted email and letter campaigns, follow-up communications, and the creation and production of video and other promotional materials.
- Partner with the Controller to coordinate vendor payments, invoices, and related financial and administrative matters, ensuring timely processing and accurate documentation.
- Oversee day-to-day office operations, including purchasing and inventory management, vendor coordination, office and kitchen supplies, equipment tracking, and maintenance needs, while proactively addressing operational issues and reporting recommendations to senior management.
- Develop and coordinate reports, research materials, investor-facing presentations, and other business development materials to support firm initiatives and executive decision-making.
Executive Assistant & Office Manager - Expanded Executive, Operations & Business Development Role at JORDAN KNAUFF & COMPANY (2019-01 – Present)
Expanded Executive, Operations & Business Development Role
Executive Assistant at JORDAN KNAUFF & COMPANY (2014-01 – 2018-12)
- Provide comprehensive executive and administrative support to the Managing Principal, managing a complex calendar, coordinating domestic and international travel, preparing itineraries and meeting materials, processing expenses, and drafting executive correspondence.
- Coordinate meetings, communications, and day-to-day priorities while serving as a trusted point of contact for internal staff, clients, vendors, and external partners.
- Draft, proofread, and edit reports, confidential memoranda, correspondence, solicitation materials, presentations, and other executive communications.
President/Vice President, Auxiliary Board at CHICAGO FOUNDATION FOR EDUCATION (2019-01 – 2022-12)
- Served as Vice President and President of the Chicago Foundation for Education (CFE) Auxiliary Board, leading the auxiliary group, facilitating meetings, setting agendas, guiding board strategy, and motivating members to achieve fundraising and organizational goals.
- Led and supported the planning and execution of multiple fundraising events, overseeing event logistics and on-site operations while promoting CFE's mission through professional and community networks to increase awareness and support programs benefiting Chicago Public Schools teachers and students.
- Collaborated with board members and committee leaders to advance fundraising, marketing, and event initiatives, monitor progress toward goals, and strengthen community engagement in support of CFE's mission.
Executive Committee Member/Secretary at OPEN BOOKS ASSOCIATE BOARD (2011-01 – 2014-12)
- Served on the Open Books Associate Board, helping shape board strategy, develop meeting agendas, and oversee progress across fundraising, marketing, and events committees.
- Supported the planning and execution of multiple fundraising events, including event logistics and on-site management, while promoting the organization and its mission through professional and personal networks to expand awareness and generate funding.
- Served as Associate Board Secretary and a member of the Executive Committee, maintaining accurate board records and meeting minutes, ensuring documentation of board activities and decisions, and supporting board leadership with governance and administrative responsibilities.
Administrative Assistant at UNIVERSITY OF CHICAGO (2008-01 – 2013-12)
- Ensured the smooth and efficient operation of the Department of Economics office while providing high-level administrative and analytical support to the Department Director and five professors, managing complex calendars, research deadlines, meetings, travel, correspondence, and confidential inquiries.
- Managed administrative and financial operations for assigned faculty and departmental activities, including expense reconciliation, budget monitoring, resource coordination, course materials, supply inventory, maintenance tracking, and administrative reporting.
- Supported faculty research and academic initiatives by drafting, proofreading, and editing grant proposals, publications, progress reports, correspondence, and other written materials; identified and implemented process improvements to enhance office efficiency.
- Maintained Department and faculty websites, ensuring content was accurate, current, and professionally presented; coordinated visiting speakers' schedules and travel arrangements and managed logistics for a weekly Department workshop.