Lisa Kessler
Covington,KY
Summary
Dedicated Executive Assistant with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Overview
20
20
years of professional experience
Work History
Executive Assistant & Office Manager
FC Cincinnati
01.2022 - Current
- Executive assistant to Co‐CEO & Chief Development Officer
- Heavy calendar management, including scheduling of internal and external meetings
- Streamlining of C‐suite calendars to ensure team member days run smoothly and seamlessly
- Coordinate travel, both domestically and internationally
- Maintain and submit expense reports
- Draft and follow‐up on email correspondence for C‐suite
- Coordinate all‐staff meetings, both onsite and virtual
- Coordinate all C‐suite Strategy Sessions
- Maintain office facilities portal
- Ordering of all office supplies across 3 campuses.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Improved office efficiency by implementing new filing systems and document management processes.
Client Relations & Marketing Manager
FFR Wealth Team
01.2016 - 01.2022
- Executive Assistant to firm owner, manage scheduling, meeting preparation, travel arrangements, and other personal & professional duties
- Schedule Advisory Board Meetings, create & distribute agendas, minutes follow‐up
- Implemented & oversee virtual Health & Wellness series for clients
- Established industry standard of raving fans through NPS score of 10 (50 top clients surveyed)
- Create marketing calendar & budget for the company, including events, website material, weekly newsletter, blogs, webinars, random acts of kindness
- Execute all planning and hosting of company events, up to 300+ attendees
- Assist operations with trading, client paperwork preparation & follow‐up implementation
- Schedule & create content for educational webinars
- Manage client birthdays, anniversaries, and all other love affair marketing for over 300 households.
Customer Relations and Administration
CIMx Software
01.2014
- Executive assistant to company president
- Tracked sales progress and maintained sales reports, assisted marketing in updating marketing calendar
- Project management, assist in preparation of weekly sprint agendas
- Maintained a high level of customer service for customers and vendors
- Responded to customer inquiries
- Gather and research sales and marketing information for manufacturing software
- Coordinated information for all sales calls and update CRM database.
New Files Clerk
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2011 - 01.2014
- Evaluated new foreclosure referrals for client firms such as Freddie Mac, Fannie Mae, and Bank of America to determine the appropriate course of action
- Prepared case files to meet client, county, and regulatory requirements
- Coordinated preliminary judicial reports for the states of Kentucky and Ohio.
Team Lead of Title Follow‐up Department
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2006 - 01.2011
- First response manager for fellow team members
- Identified as an expert resource to fellow team members
- Handled escalated and difficult case files.
Title Follow‐up Clerk
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2005 - 01.2006
- Liaison between county examiners, third party vendors, and clients to ensure timely processing of title work
- Evaluated cases to ensure all necessary documents are complete and ready for processing.
Education
Exercising Leadership - Foundational Principles
HarvardX
Doyline01.2021
Associate of Business Administration - Business
Thomas More College
Crestview Hills, KY01.2009
Skills
- CRM Software
- Customer Relations
- Training and mentoring
- Schedule Management
- Account Management
- Problem-Solving
- Time Management
- Attention to Detail
- Calm and Professional Under Pressure
- Excellent Communication
- Organizational Skills
- Microsoft Office
Awards
FC Cincinnati Helping Hands Service Award
Volunteer Experience
- Greener Goals Cincinnati
- Matthew 25 Ministries
- Adopt-A-Class
Timeline
Executive Assistant & Office Manager
FC Cincinnati
01.2022 - Current
Client Relations & Marketing Manager
FFR Wealth Team
01.2016 - 01.2022
Customer Relations and Administration
CIMx Software
01.2014
New Files Clerk
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2011 - 01.2014
Team Lead of Title Follow‐up Department
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2006 - 01.2011
Title Follow‐up Clerk
Lerner, Sampson, & Rothfuss (Accutitle/Intitle Agency)
01.2005 - 01.2006
Exercising Leadership - Foundational Principles
HarvardX
Associate of Business Administration - Business
Thomas More College
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