Vicki McNamara
Monmouth,IL
Summary
Visionary executive with extensive experience in managing diverse projects at all levels, including budgeting and administration. Over thirty years of expertise in office management, supported by a comprehensive understanding of securities and investment practices. Recognized for a proven ability to excel in office administration, record keeping, report preparation, and delivering exceptional customer service. Authorized to work in the US for any employer, offering a wealth of knowledge and a commitment to operational excellence.
Overview
40
40
years of professional experience
Work History
Client Relationship Manager
Christopher Michalman, CFP®️
12.2021 - 11.2025
- Cultivated strong client relationships, ensuring satisfaction and retention through personalized service.
- Greet clients in a warm, friendly manner, including phone calls, video, and email.
- Developed strategic financial plans aligning with clients' goals and objectives.
- Facilitated regular communication with clients to address concerns and provide updates on portfolios.
- Success-oriented, great people skills, attention to detail, positive energy, and is a team player.
- Strong problem-solving skills, and interpersonal skills.
Office Administrator
Preservation Wealth Management
11.2018 - 06.2021
- Data entry and upkeep of the company's database, ensuring a high level of accuracy.
- Payroll and monthly payments; providing information to Bookkeeper monthly
- Receivables, payables, invoicing, tracking payments, banking, and account reconciliation.
- Marketing Coordinator Assistant, managing special projects and events, assisted in monitoring online presence, to include website, LinkedIn, and Facebook.
- Handled general inquiries
- Answer the telephone and direct incoming calls to the appropriate person
- Open and sort incoming mail and couriers; prepare outgoing mail and couriers
- Basic day-to-day banking, payables, and postage.
- Ensure office equipment (printers, phones, computers) function properly.
- Compliance officer consisted of enabling transparency and integrity for PWM. Teamed up with a company named TruAdvice, LLC to protect clients, investors, from financial crime, market manipulation, ethical threats, and systemic risk.
Administrative Assistant
Gates Rubber Company
02.2017 - 11.2018
- Managed scheduling and coordination of meetings across multiple departments.
- Facilitated communication between team members to streamline project workflows.
- Developed and maintained organized filing systems for efficient document retrieval.
- Assisted in preparing reports and presentations for executive meetings.
- Oversaw inventory management and procurement of office supplies to reduce costs.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Payroll Accountant
Accounting Systems
10.2016 - 01.2017
- Process payments to employees. Basic office responsibilities to accurately maintaining multiple payroll accounts.
- Reconciled payroll discrepancies, enhancing accuracy and efficiency in financial reporting.
- Collaborated with HR to resolve employee inquiries related to compensation and benefits effectively.
- Reduced errors in payroll processing by conducting thorough audits and reconciliations of records.
- Ensured accurate and timely payments for all employees, managing weekly and monthly payroll cycles.
Ward Clerk
Fresenius Medical Care
01.2015 - 10.2016
- General administrative, clerical and support service for the clinical unit.
- Assist nurses in patient education.
- Work collaboratively with the team of nurses and physicians to deliver quality patient care.
- Replenish the stock of ward supplies.
City Council Member
City Of Monmouth
04.2003 - 04.2013
- Appointed in 2003 and elected in 2005. Currently serving my second elected term as representative of the voters of the Third Ward, listening to their interests and voting accordingly. Supervise the operations of the municipal government. Pass ordinances that protect the public and approve building projects. Participate in the decision-making process involving city-related litigation or personnel issues.
- Led community engagement initiatives to enhance citizen participation in local governance.
- Collaborated with city departments to develop and implement strategic plans for urban development.
- Advocated for budget allocations to improve public infrastructure and services across the city.
Executive Director
Warren County United Way, Inc
08.2005 - 01.2012
- Managed all functions of the Warren County United Way, Inc. on a day-to-day basis. Raised more than $1.4 million, with 100 percent of it invested back into the community. Built strategic alliances with Warren County community members and businesses that resulted in meeting and exceeding the goal each year. Organized due diligence in preparation for annual campaign by recruitment, continued support and communication. Increased profits by 11 percent in seven years. Met and exceeded each annual goal for seven consecutive years. Strengthened company's business by leading implementation of interns from the local college.
- Fostered partnerships with local businesses and organizations to expand outreach efforts.
- Managed team performance through mentoring, training, and development programs.
- Cultivated a strong volunteer base to support organizational missions and activities.
- Built relationships with donors, government officials and other organizations to secure funding and support for organization.
Admissions Supervisor/Billing Clerk
Community Memorial Hospital
Monmouth, Illinois
01.1986 - 01.1996
- Collaborated, coordinated and communicated regularly with other staff. Evaluated performances and made recommendations for personnel actions such as merit increases, promotions and disciplinary actions. Interviewed, hired, trained and established work schedules of department staff. Supervised, scheduled, processed and admitted patients to the hospital. Communicated with the public in a courteous manner. As billing clerk, arranged method of payment with patients. Followed-up on unpaid claims. Functioned as collections clerk. Supervised the inpatient/outpatient admissions process for patients entering the hospital.
- Supervised admissions staff, ensuring compliance with hospital policies and regulatory standards.
- Ensured accurate billing information was obtained during the admissions process, reducing discrepancies and denials.
- Handled escalated concerns or disputes related to the admissions process, working diligently to reach satisfactory resolutions for all parties involved.
Education
High School Diploma -
Monmouth High School
Monmouth, IL05-1981
Some College (No Degree) - Speech And Communication
Monmouth College
Monmouth, ILSpeech and communication
Carl Sandburg College
Galesburg, ILSkills
- Human resources strategy
- Development of city ordinances
- Experience in budget management and legislative processes
- Community engagement
- Financial Management
- Fundraising
- Strategic Planning
- Microsoft Excel
- Administrative experience
- Budgeting
- Microsoft Word
- QuickBooks
- Interpersonal and client communications
- Client onboarding
- Data confidentiality
Accomplishments
- Business development
- Planned, organized and implemented annual fundraising campaign
- Developed and maintained strong communications with funding partner
- Managed all public relations
- Managed and directed all activities of the office
- Communicated regularly with Board of Directors
- Served as a liaison for all other committees
- Held elected position
- Evaluated expenditures
- Oversees financial decisions the City of Monmouth pursues
Timeline
Client Relationship Manager
Christopher Michalman, CFP®️
12.2021 - 11.2025
Office Administrator
Preservation Wealth Management
11.2018 - 06.2021
Administrative Assistant
Gates Rubber Company
02.2017 - 11.2018
Payroll Accountant
Accounting Systems
10.2016 - 01.2017
Ward Clerk
Fresenius Medical Care
01.2015 - 10.2016
Executive Director
Warren County United Way, Inc
08.2005 - 01.2012
City Council Member
City Of Monmouth
04.2003 - 04.2013
Admissions Supervisor/Billing Clerk
Community Memorial Hospital
01.1986 - 01.1996
High School Diploma -
Monmouth High School
Some College (No Degree) - Speech And Communication
Monmouth College
Speech and communication
Carl Sandburg College