Vice President, Client Service and Support

• Mar 2020 - Present

Executive Assistant

• Feb 2019 - Jan 2020

▪ Manage office, ordered office supplies and maintained office equipment▪ Maintain confidential client records in a Company database and produced quarterly reports▪ Manage calendar, travel and presentations for Owners▪ Assist with marketing for office▪ Manage all accounts payable and receivable▪ Plan and coordinate company projects, events and off-site meetings.▪ Prepare agendas and coordinate on and off-site client meetings.▪ Serve as the liaison between the… ▪ Manage office, ordered office supplies and maintained office equipment▪ Maintain confidential client records in a Company database and produced quarterly reports▪ Manage calendar, travel and presentations for Owners▪ Assist with marketing for office▪ Manage all accounts payable and receivable▪ Plan and coordinate company projects, events and off-site meetings.▪ Prepare agendas and coordinate on and off-site client meetings.▪ Serve as the liaison between the advisers and the client Show more Show less

Office Manager

• Aug 2014 - Nov 2018

▪ Oversaw the daily operations and schedules for 5 financial advisers▪ Maintained all corporate records, personal financial statements and employee personnel files.▪ Responsible for first contact customer service and problem solving▪ Maintained confidential client records in a Company database and produced quarterly reports.▪ Managed calendar, travel and presentations for advisers▪ Assisted with marketing for new business▪ Prepared agendas and coordinated on and off-site… ▪ Oversaw the daily operations and schedules for 5 financial advisers▪ Maintained all corporate records, personal financial statements and employee personnel files.▪ Responsible for first contact customer service and problem solving▪ Maintained confidential client records in a Company database and produced quarterly reports.▪ Managed calendar, travel and presentations for advisers▪ Assisted with marketing for new business▪ Prepared agendas and coordinated on and off-site client meetings.▪ Planned and coordinated company projects, events and off-site meetings.▪ Intense dealings with vendors, including price negotiation.▪ Greeted clients and visitors to the office with respect and hospitality Show more Show less

Wealth Coach Support

• Jun 2013 - Aug 2014

▪ Maintained electronic calendars for both Wealth Coaches▪ Created files and support material for client meeting▪ Assisted with marketing of company and Wealth Coach▪ Greeted company clients▪ Participated and assisted with planning company special events

Executive Administrative Assistant

• Feb 2012 - Jun 2013

▪ Kept up-to-date record of calendars. Scheduled and coordinated meetings, appointments and events which also included travel and lodging arrangements▪ Answered multi-line phone system and directed calls accordingly▪ Greeted clients and visitors to the office with respect and hospitality▪ Responsible for first contact customer service and problem solving▪ Produced client meeting forms and reports▪ Completed multiple tracking tools weekly▪ Trained Administrative… ▪ Kept up-to-date record of calendars. Scheduled and coordinated meetings, appointments and events which also included travel and lodging arrangements▪ Answered multi-line phone system and directed calls accordingly▪ Greeted clients and visitors to the office with respect and hospitality▪ Responsible for first contact customer service and problem solving▪ Produced client meeting forms and reports▪ Completed multiple tracking tools weekly▪ Trained Administrative Assistants of KMG clients Show more Show less

Life Spa Department Head

• Sep 2011 - Feb 2012

Member Services Department Head

• Sep 2010 - Sep 2011

Executive Officer

• Apr 2007 - Jun 2009

Buyers Specialist/Real Estate Assistant

• 2004 - 20073 years