Virtual Assistant | Freelance Writer




Motivated and results-focused Administrative Professional with more than 30 years experience spearheading office support, training, and communications. Possesses a combination of project management, team leadership, and Information Technology skills. Demonstrated ability to catalyze lucrative results while complying with budget and time constraints. Seeks to benefit top organization by improving performance, return on investment, and quality through detailed daily operations.


Areas of Expertise & Technical Skills


Administrative Skills

Calendar Management | Document Management | Expense Reporting | Multi-line Phone System | Project Management | 


Technical Skills

A+ Certified | AccountTech | Adobe Acrobat | Adobe Photoshop | Citrix | Concur | Firefox | FirmWorks | Google Calendar | Google Chrome | Google Docs | Google Drive | Google Sheets | Internet Explorer | MLS | MS Office Expertise | MS OneNote | Peachtree | ProSystem FX | QuickBooks | SharePoint | Skype | Technology Support | 

Technical Writing

Soft Skills

Budgeting & Cost Reduction | Data & Pricing Analysis | Full Lifecycle Management | Motivational Leadership | Policy & Procedure Design | Process Improvements | Stakeholder Communication | Team Training and Mentorship

Professional Experience


LMG Holdings, Inc., Morrisville, NC 


Reporting Specialist

· Develop and maintain a working familiarity with regulations and guidelines for state agencies

· Analyze and process client date to appropriate agencies

· Track client non-compliance

· Escalate reporting issues

· Adhere to reporting agency guidelines and timelines

· Answer phone calls in a customer service role


2011 - 2016

Expense Controller, Investment Banking and Capital Markets Division

· Provided subject matter expertise on expense policies, completing detailed audits and reporting 

· Improved end-to-end reimbursement time for banker expenses 

· Completed ad hoc auditing projects as requested

· Completed end-to-end onboarding for Expense Pool new hires

· Trained banker admins and Expense Pool team on group and individual expense management 

Deployment Consultant, Investment Banking Department

(through Robert Half International)

· Created procedural training sessions and documentations for new operators

· Optimized policy and procedure standards

· Provided onsite support for Go Live

· Teamed with supervisor to fine-tune intake process and provide legacy reporting support

· Guided clients through new team and process

· Processed legacy expense reports and forecasting 

Security Master Analyst - CCR & RM Support, Private Banking Operations

· Provided SMD reporting on security pricing variance, zero pricing and stale pricing

· Manipulated and validated data to design custom reports submitted to management staff

· Resolved reporting inquiries of Relationship Managers and Relationship Associates 


Expense Pool Lead Operator, Investment Banking Department

· Empowered 10 operators, ensuring accurate and timely project deliverables

· Assisted team in completing an average of 150 daily incoming expense reports

· Managed reporting and relationships with administrative staff, bankers, and COOs



2010 - 2011

Administrative Assistant

· Created and executed listing and sales contract packets, commission payments, and monthly newsletter

· Reported all expired listings, covered staff coverage and completed bank statement reconciliations


February – April 2010

Part-time Front Office Assistant

· Collaborated with potential clients, completed rental unit documentation, and processed payments


2010 - 2013

· Provided small businesses with copywriting, editing and proofreading, marketing research, client mailings, accounts payable, and social media services


July – October 2009

Front Desk Coordinator

· Supported systems and community activities 


2008 - 2009

Adams, Martin & Associates PA, Raleigh, NC

1998 - 2008

Firm Administrator

· Managed staff performance and employment projections aligned with company growth

· Provided company marketing and email distribution

· Published and distributed annual Quality Control Manual 

· Monitored automated systems and oversaw technology support services with managed technology budget

· Supported proprietary software, configuration, and data management 

Investment Advisory Services 

· Documented retirement plans and individual investment accounts reporting

· Partnered with clients to educate them on existing accounts, and prepared meetings and presentations

· Performed transactional account contributions administration

· Maintained client information database 

· Liaised with Financial Advisors and Broker-Dealer firm

· Set standards aligned with NASD record-keeping requirements 


IT Support 

· Provided hardware and software end user support

· Trained new users on proprietary software and internal network functions

· Oversaw operations to secure procurement, upgrades and repairs of PC workstations and peripherals

· Mitigated file, exchange, and Citrix servers’ issues

· Managed system accounts, security, internet connectivity, and backup and recovery 

Administrative Assistant 

· Processed tax return packets, and supported professional staff and communication

QUINTILES, INC., Research Triangle Park, NC 

1997 – 1998 

Administrative Assistant 

· Completed administrative projects for Associate Director of Cardiovascular Therapeutics Division 


Harperprints, Inc., Henderson, NC

1986 - 1997

Receptionist, Administrative Assistant, Project Coordinator 

· Assisted with various assignments specified by top management 

· Prepared specifications, quotes, and material for printing estimates

· Arranged travel and customer visits 




· High School Graduate, Vance Senior High School, Henderson, NC

· Courses in Information Technology, Durham Technical Community College, Durham, NC

· Courses in English Composition, Vance Granville Community College, Henderson, NC