Will Armstead

About Will Armstead

Key Strengths • Project Management • Strategic Planning & Execution • Process…

Experience

1. Director of Administration

   Whz Strategic Wealth Advisors

   May 2022 — Present · Pomfret Center, CT, US

   Responsible for the administration of WHZ and our offices, and the systems and functions that WHZ uses to execute strategy.• Efficiently manage partner calendars, prioritize and coordinate schedules, and arrange meetings and appointments to ensure seamless workflow• Developed and implemented organizational systems and procedures to support business operations, including document filing and client meeting scheduling standardization• Plan and manage comprehensive travel logistics—booking air and ground transportation, securing hotel accommodations for domestic and international trips• Order office supplies, maintain office equipment, and manage service contracts to ensure smooth office operations• Support Leadership Team by managing HR operations in Justworks, including processing HR functions and fielding employee inquiries• Handle Justworks executive expense reporting, including tracking receipts, reconciling charges, and ensuring timely and accurate submissions• Oversee accounts payable workflows in Bill.com, including invoice entry, approval routing, and payment processing• Manage day-to-day operations of Pomfret and Tolland CT offices, upholding high standards to deliver a consistently exceptional client experience• Administer RingCentral system, including user setup, equipment procurement, and vendor coordination to ensure seamless office coverage during closures.• Coordinate new hire onboarding and orientation workflows, managing administrative tasks through Asana to ensure a smooth and organized employee experience• Schedule all onsite interviews, coordinating availability between candidates and interview teams; provide company information and directions to the site• Act as Once Hub Administrator, maintaining optimal performance and reliability of client scheduling software to support seamless appointment coordination• Act as a key point of contact for employees, fostering open communication and promoting a positive, inclusive workplace culture

Education

• Mount Wachusett Community College

  Associates, Business Administration

  2001 — 2004

Skills

• Firefox
• Cognos
• Adobe Acrobat
• Photocopier
• Chrome
• Decision Support
• Corel Office
• Microsoft Publisher
• Ariba
• Project Management
• Customer Service
• Tripit
• Goggle Calendar
• Event Planning
• Data Analysis
• Desktop Publishing
• Data Collection
• Training
• Workday
• Data Entry
• Plateau
• General Office Duties
• Mac
• Interpersonal Skills
• Negotiation
• Excel
• Microsoft Word
• Vendor Management
• Word
• Illustrator
• Lotus Notes
• Photoshop
• Project Coordination
• Windows
• Organization Skills
• Peoplesoft
• Marketing
• Budget Management
• Visio
• Internal Communications