Executive Assistant with more than 10 years experience with executive-level office management skills, as well as, skilled at multi-tasking with a keen attention to detail. Employs professionalism and superior communication skills to meet client and company needs.
Strong written and oral communication skills
Adapts quickly to new and evolving environments
Proven ability to initiate and maintain strong relationships with clients
Advanced knowledge of Microsoft Suite
Proficient in Salesforce, Redtail and Advisers Assistant
Proficient in Dropbox
Director of Client Relations02/2014 to CurrentRooke Capital ManagementWestlake Village, CA
Office administration - responsible for answering phones, filing, inventory maintenance, data entry and upkeep of CRM. Primary contact for leads, existing clients and vendors
Accounting - responsible for accounts payable and tracking commissions
Client Relations - assist existing clients with all account maintenance and questions, track and maintain insurance contracts and managed accounts i.e. RMD's, income plans, distributions and other general updating
Processing - responsible for preparing and processing all account application paperwork
Lead Management - first point of contact for all new leads, track origin of lead in CRM and track success of conversion
Seminar Coordination - negotiate contracts with restaurants for events, first point of contact for all event vendors ie. direct mailing, restaurant, marketing, etc. Set up and tear down events, assist adviser with creation of PowerPoint presentation for events, pre-qualification for all leads, booking and managing of all appointments at event.
Marketing - Main point of contact for all marketing vendors and assist adviser with revisions and approvals for all marketing projects i.e. website, seminar materials, promotional materials, etc.
Executive Assistant to President and CEO11/2011 to 01/2014Liberty Group, L.L.COakland, CA
Scheduling and Incoming Correspondence - calendar management, screening of emails and calls for President. First point of contact for all guests, calls and emails for President.
Travel Arrangement - arranged all travel for President, business and personal, international and domestic.
Managed license renewals and insurance product training
Responsible for accounting - accounts payable and tracking commissions
Existing Client Maintenance - primary contact for all existing clients, assist all existing clients with account questions, track and maintain insurance contracts and managed accounts i.e. RMD's, income plans, distributions and general account maintenance and updating
Meeting Preparation - prepare illustrations, financial reporting, account reviews and paperwork for all Presidents meetings with existing and new clients
Processing - responsible for preparing and processing all account application paperwork for President
Lead Management - first point of contact for all new leads, track origin of lead in CRM and track success of conversion. Process and receive all radio leads on Saturdays.
General Office Management - responsible for day to day operations of the office and selected staff. Supervised receptionist and processing assistant. Trained all new incoming financial advisers on office programs, account paperwork and processing procedures. Main point of contact for all office personnel in the absence of the President.
Property Administrator02/2007 to 06/2011Gaedeke Group, L.L.CPhoenix, AZ
Assisted in the management of a 20-story multi-tenant office building.
Primary contact with the building tenants, vendors and other guests.
Main point of contact with onsite building engineering and sub-contracted staff.
Assisted Property Manager with monthly financial reporting, annual operating budget and operating expense reconciliation.
Responsible for accounts payable and receivable; coding and processing invoices, receipt of tenant rental income and depositing; creating and processing tenant bill-backs and rental statements.
Prepare and deliver proposals for contracted services, review and compare bids and make recommendations to Property Manager.
Coordinate tenant relations program, including holiday and other special event promotions.
Played a key role in the maintaining high level of customer service and day to day operations during transition of Property Managers in September/October 2007.
Worked directly with out of state Asset Manager.
Bachelor of Arts: PsychologySan Francisco State UniversitySan Francisco, CA
CA Life insurance LicenseCA# 0K27768Los Angeles, CA