Margaret Piltz: Portfolio Management Assistant in Newport Beach, CA

Work in a fast-paced environment while maintaining a high degree of professionalism, organization, and detail orientation, coupled with the ability to multitask and prioritize. Manage all aspects of manager’s day to day functions including travel coordination, both domestic and international, processing expense reports, and coordinating internal and external meetings. Responsible for creating meeting materials and providing managers with client metrics in preparation for client interaction. Maintain MSCRM database for each manager and their respective clients. Participate in special projects as assigned. Serve as an intermediary between the company and client on behalf of assigned managers. Conduct research, prepare statistical reports, handle information requests, and perform clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. Key Accomplishments • Member of the Volunteer Steering Committee, assist in planning & execution of firm wide volunteer events as well as leading an event on a monthly basis • Handle all departmental invoicing for Operations • Act as a trainer within department for new and existing employees • Event planning for firm wide events, including budgeting, planning, & execution • Coordinated meetings for high-level clients from start to finish, including creation of meeting materials • Develop best practices for a number of processes & applications • Identified the need for a Sharepoint site and managed the creation and development

Manage the day to day functions of the Executive team, Maintain various departmental database systems and lists, create and handle presentations, complex reports, confidential correspondence and files, interface with customer and maintain internal and external relationships, Coordinate meetings and travel arrangements, and maintain department calendar; administer programs, projects and or processes specific to the operating unit served. Work closely with the Sales team on a variety of tools needed for daily execution. Complete sales-related and marketing administrative projects that include running marketing and sales reports, conducting research on company and other assignments in database, assisting and implementing all marketing strategies by developing various elements essential for the growth of the company. Maintain professional internal and external relationships that met company core values. Key Accomplishments • Created selling tools for the On Premise Sales Team which resulted in acquiring several large scale accounts. Including sales and training decks • Serve as trainer for new reporting systems within the company • Serve as the Customer Marketing Agreement champion for the Small Store Sales Team • Created a process for all marketing/pricing/logistics for the Minnesota State Fair • Planned and executed a large scale employee event with over one thousand participants in attendance • Manage all pricing needs for Sales department • Work as the Lead for the company’s GLBT Business Resource Group. This includes participating and executing events, recruiting members, and adding value to the organization through the GLBT community.