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I’m Cynthia Balla, an experienced administrative professional based in the US, fluent in English. With over 14 years at Capital Financial Partners as an Administrative Assistant and Office Manager, I've honed my skills in project coordination, appointment scheduling, and client relations. My background includes extensive experience in financial advisory and office management, where I successfully streamlined processes to enhance efficiency and service delivery. I hold a solid educational foundation that complements my practical expertise, enabling me to develop detailed reports and forecasts, create impactful presentations, and maintain a polished professional image. My diverse roles across various organizations have equipped me with exceptional communication skills and a calming presence in fast-paced environments. I am passionate about facilitating operational efficiencies and fostering strong professional relationships.

Experience

    • Administrative Assistant/Office Manager
      • Jun 2008 - Present

      Success streamlining office processes to increase efficiency and improve service. Develop new client file cases, tracking and reporting data. Outstanding communication skills; continuously projecting a highly polished professional image. Proficient in all phases of organizing, coordinating projects and meeting deadlines. Efficiently maintain schedule/rescheduled appointments for very busy calendar and promptly respond to inquiries via email and telephone. Processing any follow-up letters, actions, etc. Update company marketing materials. Assist in implementing new policies and revise processes as needed to improve operational efficiencies. Mass mailings. Implemented new format for prospects that streamlined reporting function and represented 100% improvements. Training new personnel. Develop detailed spreadsheets to identify trends and develop forecasts. Create presentations. Serve as point of contact for clients. Serve as a calming influence in a fast-paced office environment.

    • Administrative Assistant / Office Manager
      • Jun 2008 - Present

      Provide exceptional administrative support to peers and senior management. Success streamlining office processes to increase efficiency and improve service. Develop new client file cases, tracking and reporting data. Outstanding communication skills; continuously projecting a highly polished professional image. Proficient in all phases of organizing, coordinating projects and meeting deadlines. Answer multi-line telephone system, screening and directing to correct personnel. Efficiently maintain schedule/rescheduled appointments for very busy calendar and promptly respond to inquiries via email and telephone. Processing any follow-up letters, actions, etc. Update company marketing materials. Assist in implementing new policies and revise processes as needed to improve operational efficiencies. Mass mailings. Implemented new format for prospects that streamlined reporting function and represented 100% improvements. Training new personnel. Develop detailed spreadsheets to identify trends and develop forecasts. Create presentations. Serve as point of contact for clients. Serve as a calming influence in a fast-paced office environment.

    • Licenses Administrator ( Import/Export ) / Office Manager
      • Jan 1991 - Present

      Supported out of State Headquarters and three subsidiaries, as well as two Washington area Directors; coordinated frequent domestic/international travel; maintained department files; scheduled appointments; took/transcribed dictation; draft/finalized correspondence; processed department invoices; prepared briefing charts; floater for other off-site departments; processed foreign Visas and US/Foreign Passport requests; secretarial support for program milestone/review meetings (two months-Florida); prepared all import/export license requests; coordinated international traffic of defense industry commodities and technical data to allow export of transit shipment to/from Foreign countries; liaison with US State Dept, ATF, Commerce, and Customs for status reports, regulation changes and licensing matters pertaining to shipping and handling in the defense trade industry; interacted with US Government agencies and military services; attended meetings to support licenses requests; generated/updated database reports of licenses/status; coordinated demonstrations of defense products; assistant to GM

    • Executive Assistant / Administrative Officer
      • Sep 2007 - Jun 2008

      Management and direction of all administrative functions of the Chief Information Officer (CIO), including staffing, classification, training, employee benefits, performance, awards, payroll, procurement, IT equipment, office space, supplies, security, as well as guidance to team. Monitored internal administrative policies and procedures for the purpose of streamlining functions. Served as the in-house technical expert on administrative matters. Participated in or lead formal/informal internal management meetings and provided advice, guidance, etc. Served as principal advisor to organization management relative to human resources management functions. Implemented and administered other assigned functions (such as travel, procurement, budget, etc.) to meet the ongoing needs of the organization. Daily executive support to the CIO; busy email/calendar/appointment scheduling; answered phones. Served as member of the ONR Corporate Administrative Advisory Group, which addressed administrative issues and problems from ONR-wide perspective.

    • Executive Assistant / Administrative Officer
      • Sep 2007 - Jun 2008

      Management and direction of all administrative functions of the Chief Information Officer (CIO), including staffing, classification, training, employee benefits, performance, awards, payroll, procurement, IT equipment, office space, supplies, security, as well as guidance to team. Monitored internal administrative policies and procedures for the purpose of streamlining functions. Served as the in-house technical expert on administrative matters. Participated in or lead formal/informal internal management meetings and provided advice, guidance, etc. Served as principal advisor to organization management relative to human resources management functions. Implemented and administered other assigned functions (such as travel, procurement, budget, etc.) to meet the ongoing needs of the organization. Daily executive support to the CIO; busy email/calendar/appointment scheduling; answered phones. Served as member of the ONR Corporate Administrative Advisory Group, which addressed administrative issues and problems from ONR-wide perspective. [ HELD : TS/SCI - Last Investigation AUG2002 and SECRET - MAY2008.

    • Operations Manager / Executive Assistant / Property Manager / Loan Processing Specialist
      • Mar 2006 - Sep 2007

      Executive support to Certified Mortgage Planner (CMP), which includes busy email/calendar/appointment scheduling; develop/maintain professional working rapport with real estate and mortgage industry professionals--demonstrated ability to network; verifies, compiles and types applicant information for mortgage loans (refinance, purchase, credit rescore); assemble all required documentation for processing and underwriting on each transaction; prepare and present all related deal points to CMP when required; processed pre/post closing audit reviews; worked/verified the three-day disclosures; processed denial letters; ordered appraisals, flood certificates, credit and title reports and received in a timely manner; communicated with mortgage reps and members via verbal and written/email communications as needed; supervised administrative support personnel; produce marketing materials, as well as distribution/tracking. maintain confidential files and client contact databases; supplies/equipment facilitator; open/close processing files; ensure team is meeting client's expectations; participate in industry-affiliated and client meetings; build effective internal/external relationships that lead to new and recurring business; responsible for daily operations and financial performance of multiple residential properties including administration, leasing, and maintenance; solidify contacts with local contractors and other referral sources; meet potential borrowers; successful completion of the Loan Officer School Course.

    • Sr. Project Control Coordinator / Executive Secretary / Executive Assistant to Vice President
      • Feb 1994 - Mar 2006

      Point person for daily functional and administrative tasks; maintained confidential files/records to ensure effective retrieval; routinely communicated (orally and writing) with all levels of the government staff, including those at the GS-15 and SES/SIS levels-exercising a very high degree of independent discretion and judgment, diplomacy and tact; provided orientation, guidance, development insight for project initiation and execution; prepared briefings to support government technical/programmatic meetings; general office duties (frequent domestic/international travel, reporting, timekeeping, budget, etc.); logistical coordinator for on/offsite (domestic/international) visits (travel, meals, clearances, presentations, etc.); finalized correspondence; special activities included management/tracking/research/statistical work. In addition to above, provided backup support to CEO; focal point for distribution of information; graphics/briefings; processed clearance requests; coordinated use of conference and video facilities; kept multiple calendars; visitor control; meeting logistics coordinator/TDY (Corporate Office

    • Administrative Secretary
      • Sep 1995 - Nov 1995

    • Secretarial support to Office Administrator and Director
      • Mar 1989 - Feb 1994

      as well as six professional staff members; typed draft/final forms of department correspondence; logistical meeting planner; developed/wrote/implemented internal office policies and procedures; screened incoming calls; established/maintained office file systems; collected/deposited outgoing mail for office in appropriate locations; accepted deliveries ordered on/off campus; received visitors; maintained mailing lists; prepared material for mass mailings; performed research and basic statistical work in the compilation of reports involving academic, professional or technical activities of the unit.

    • Executive Secretary
      • Sep 1988 - Mar 1989

      Support to Executive VPs of Operations, Human Resources, and Public Relations; dictation/Dictaphone; scheduled appointments; updated union correspondence; maintained confidential personnel files; coordinated weekly sales figures; processed incoming mail; facilities equipment coordinator.

    • Sr. Secretary II, Advocate Unit
      • Apr 1988 - Aug 1988

      Responsible for all administrative duties of four Advocates; took/transcribed dictation; proofread draft/final forms of correspondence for employee cases; processed incoming documentation; maintained confidential personnel files; timekeeper; facilities manager; answered department phones; provided as needed support to other departments.

    • Sr. Secretary II and III
      • Jul 1984 - Apr 1988

      Secretarial support to WMD section head; finalized correspondence; maintained/updated the LAC Solid & Hazard Waste Management Plans, which included all mass mailing logistics (database, correspondence, registered mail); focal point coordinator for public hearings and committee/sub meetings; agenda/minutes management; maintained section files; as needed support to other departments. In addition, supported MPMD's stenographer pool; finalized documentation (deeds, leases, land descriptions); maintained legal database log; answered phones.

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