Laura McCorkle

Managed Outlook calendars for 5 advisors, screened calls, scheduled meetings, drafted correspondence, and processed monthly expense reports. Arranged domestic travel for advisors as needed. Exercised crucial attention to detail in assembling complex client financial reviews and marketing presentations for meetings. Maintained client data within Office X/Salesforce databases. Coordinated an average of 15 weekly client meetings, reserved conference rooms, arranged food service, technical logistics, and prepared materials. Provided back-up support to administrative staff, facilities, marketing, and reception as needed. Obtained self-sufficiency of 75% of Salesforce 2 days after the nation-wide program transition to meet daily deadlines while establishing a new workflow. Communicated with management to maintain crucial protocols amid new procedures.

Industry-related knowledge of OfficeX and Report Center

Managed up to 15 Outlook calendars as primary contact for Portland and standby contact for 3 Washington locations. Managed all incoming checks, client documentation, notarial acts, office property, and supplies as sole administrative staff for the Portland office. Assisted in integrating new personnel, processed I-9 information and managed workstation startup. Performed monthly maintenance of company literature and office standards producing highest rated results from internal audits.

Knowledge of PowerImage, SIEBEL Database, PeopleSoft, Concur and RDC Programs

Screened calls, managed Outlook and conference room calendars, processed expense reports, and handled correspondence. Covered 50% of responsibilities of office manager including finalizing billing invoices, printing weekly scheduling reports, and office maintenance. Cross-trained to assist 80% of firm departments, increasing administrative efficiency by 35% as primary inter-office contact. Acted as primary aid to IT and executive staff to implement inter-office meetings and client engagements. Executed up to 40 monthly meetings, coordinated conference rooms and catering. Directed seasonal staff to perform tasks independently within 3 days of assignment during peak seasons. Exercised solid knowledge of firm procedures and thorough record-keeping practices to help solve 90% of internal inquiries. Completed 250+ extensions before April 15th deadline as project lead, contributing to 100% of project accountability. Improved the final product of digital document storage and presentation by 75%, helping the firm shift toward a paperless standard. Consolidated a 2-year backlog of office and client materials to improve work flow by 30%.

Industry-related knowledge of GoSystems Tax Preparation, GoFileRoom, SendSuite, DocuSign, and ProFX Practice Management

Screened calls and drafted detailed correspondence. Processed, assembled and e-filed tax returns. Strong attention to detail demonstrated in drafting, proofing, and finalizing client financial statements, Excel account reports, and engagement documents. Increased quality and efficiency of both client-issued materials and procedures by 60% through strong knowledge of ProFX programs and problem solving skills. Knowledge of digital procedures resulted in the 80% transition of paper retention to digital storage.

Industry-related knowledge of ProFX Tax Preparation, Engagement, and Documanage