Professional Experience

MEYER CAPITAL MANAGEMENT [OCTOBER 2023-PRESENT | CINCINNATI, OH]

Portfolio Administrator

  • Managed advisor calendars and scheduled client appointments

  • Performed precise data entry into client relationship management systems

  • Responsible for timely and accurate preparation of client documents

  • Facilitated account administration including asset transfer, account openings, and account closings

  • Resolved daily operational matters related to trading, compliance, and transitions

  • Managed end-to-end billing cycle and account reconciliation

 

HAMMOND LAW GROUP [FEBRUARY 2021-OCTOBER 2023 | CINCINNATI, OH]

Legal Administrative Assistant

  • Prepared, organized, and filed legal documents and correspondence for over 30 staffing companies

  • Interviewed initial clients to understand needs and reported the case status to assigned attorney

  • Conducted legal research for attorneys and beneficiaries

  • Updated and maintained internal databases

  • Organized relevant documents for attorney review and case preparation

  • Acted as a liaison between companies, beneficiaries, and attorneys for assigned cases

  • Updated beneficiaries and dependents on case status and deadlines for filing

 

REGUS [AUGUST 2019 – FEBRUARY 2021 |CINCINNATI, OH] 

Community Associate

  • Answered and directed phone calls

  • Organized and scheduled meetings and appointments

  • Maintained contact lists

  • Produced and distributed correspondence memos, letters, faxes and forms  

  • Developed and maintained filing system for all center clients

  • Maintained supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies

  • Coordinated repairs to office equipment

  • Greeted and assisted visitors to the office

 

PREMIER BUSINESS CENTERS [3 MONTH CONTRACT | NOVEMBER 2018 – FEBRUARY 2019 | CINCINNATI, OH]

Corporate Administrative Assistant

  • Ensure seamless communication to achieve corporate initiatives

  • Execute diverse administrative tasks and general office maintenance

  • Employ Microsoft Suite and office equipment expertise to meet various client requests

  • Operate corporate internal/external email and multi-line phone system

  • Provide personalized service and support to new and existing clients on-site and remote

BEECH ACRES PARENTING CENTER [6 MONTH CONTRACT |MAY 2018-NOVEMBER 2018 | CINCINNATI, OH]

Mentoring Department Administrative Assistant

  • Execute diverse administrative tasks to support non-profit services for 20,000 children/families

  • Maintain internal spreadsheets, trackers, and extensive contact lists 

  • Organize, schedule, and oversee meetings and appointments 

  • Prepare and distribute correspondence memos, letters, faxes, forms, and reports to meet regulatory needs

  • Process and review payroll via expense report reconciliation

  • Continue education of non-profit policies and standards in the state of Ohio

 

EDUCATION

UNIVERSITY OF CINCINNATI |GRADUATING MAY 2026 | CINCINNATI, OH

·        Bachelor of Arts in Communication

SINCLAIR COMMUNITY COLLEGE |GRADUATED MAY 2017 | DAYTON, OH

·        Associate of Arts in Theatre Performance