Let’s connect!
Jason Lloyd

Chief Administrative Officer, Berdon LLP
Assistant Vice President of Operations, Citrin Cooperman Advisors LLC / Berdon Advisors LLC

Jason Lloyd

EXPERIENCE HIGHLIGHTS

Jason Lloyd, Chief Administrative Officer, has more than 25 years of experience in administrative roles of increasing responsibility and complexity. A highly skilled administrative leader, Jason specializes in team building and mentoring, vendor relations and cost reduction strategies, and administrative best practices, while exhibiting a customer service and quality assurance mindset.  Jason’s broad experience includes:

ADMINISTRATIVE TEAM LEADERSHIP

  • Word Processing/Proofreading
  • Office Services/Facilities
  • Administrative Support
  • Outsourced Staff
  • Multiple locations
  • Demonstrates/inspires a quality assurance, customer service and teamwork mindset
  • Mentors, coaches, and trains managers and staff on best practices, software skills, and soft skills
  • Ensures appropriate staffing levels are in place to meet busy season deadlines
  • Authors/reviews performance evaluations and policies & procedures
  • Assists with interviewing/hiring process for administrative staff

COST SAVINGS & PROCESS EFFICIENCIES

  • Vendor relations and contract negotiations
  • Staffing/outsourcing restructuring
  • Annual departmental budgeting
  • Reviews/approves invoices and purchases
  • Paperless workflow enhancements
  • Electronic letterhead/signature
  • Meets with partners and department heads to discuss new ideas, software, processes

FACILITIES/OFFICE MANAGEMENT

  • Liaise with Building Management
  • Facilities/renovations projects
  • Office moves and logistics

PROFESSIONAL MEMBERSHIPS AND PUBLICATIONS

CX@Rutgers Advisory Board (volunteer)

  • Rutgers University Continuing Education – Customer Experience (CX) Program

Author of “A Compendium of Best Practices For Today’s Administrative Professional” published on Business Management Daily news site