Trevor Helms: IT Project Manager in Rancho Santa Margarita, CA

• Manage internet circuits across 60+ offices, nationally. • Manage IT and its involvement for all new office launches.

• Maintains office services by organizing office operations and procedures; Coordinating new associate account creation and setup; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. • Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement. • Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments. • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. • Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends. • Contributes to team effort by accomplishing related results as needed.

• Attracts potential customers by answering product and service questions; suggesting information about other products and services. • Opens customer accounts by recording account information. • Maintains customer records by updating account information. • Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. • Maintains financial accounts by processing customer adjustments.Recommends potential products or services to management by collecting customer information and analyzing customer needs.Prepares product or service reports by collecting and analyzing customer information.Contributes to team effort by accomplishing related results as needed.

• Managed the Supplier Diversity registration process for over 100 companies • Responsible for increasing the client database through cold calling and Supplier Diversity registration • Provided operational support to the director of sales and marketing • Fielded and responded to inquiries in the form or phone call or email

• Managed over 400 paper ballots daily and uploading and/or rejecting as needed • Executed over 50 voting of ballots daily on behalf of clients and ballot preparation for public institutions • Provided operational support to the client service managers; including: client document customization, organization and management; custodian account setup; and account setup • Audited and maintained client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client or Client Service Managers • Monitored ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures

• Maintained a goal of 60 leads per day to be researched • Managed and updated CRM software (Salesforce.com) and ran reports to be used by the sales team • Collaborated with the marketing and sales teams on lead generation tactics and sales direction on a weekly basis

• Assisted in the processing, recording and documenting of over 100 documents daily pertaining to financial related transactions; including: accounts payable, accounts receivable and inventory control • Handled incoming and outgoing mail, including date stamping and distribution • Matched invoices and receiving documents to purchase orders for all 29 San Francisco Library Branches • Managed bank deposits and statement reconciliation process on a daily basis • Acted as liaison between communication, finance, and development departments and key internal and external partners • Prepared monthly meeting materials, reports, presentations and minutes for all board meetings • Fielded and respond to donor/member inquiries and assisted in the processing of donations and non-donations in the form of check, cash or credit card utilizing Raiser’s Edge • Assisted in acquiring and maintaining supply of development collateral and marketing materials

• Coordinated over 30 ticket sales daily through Vendini ticketing agent • Maintained an accurate and efficient filing system through organizing documents, ticket receipts, and artist/company articles • Assisted in the planning and creation of a company booth for the “Fillmore Jazz Festival” for as many as 100 thousand jazz enthusiasts gathering in 12 blocks on Fillmore street in San Francisco • Responsible for ordering of laminate, posters, pens and mints with company logo • Coordinate the “American Idols in Concert” autograph sessions as well as a meet and greets • Assisted in increasing company name on smaller/local online search engines in order to promote the company and each artist’s show • Increased mailing list through company promotions

• Managed client’s social media presence on Twitter • Collaborated with artists, performers and graphic designer on the show’s copy and image used for promotion and marketing • Ensured that over 30 relevant media outlets have the most updated information • Assisted the Executive Director on promotional idea generation as well as implementation and execution of the promotion (e.g. Living Social and Travel Zoo)