Executive Administrator Office Manager

• Aug 2021 - Present

Senior Administrative Associate

• Jun 2021 - Aug 2021

While at Altec Air I served as Senior Administrator for our Service Division. I quickly learned the ERP system and perform data entry tasks for billing and invoicing. I managed all Service and Sales invoices through all stages of the purchase process. While at Altec Air I served as Senior Administrator for our Service Division. I quickly learned the ERP system and perform data entry tasks for billing and invoicing. I managed all Service and Sales invoices through all stages of the purchase process.

Senior Associate Branch Operations & Controls

• Jul 2015 - Jun 2021

I perform a full range of administrative and clerical support operations including but not limited to management and distribution of all checks, mail/correspondence, audit documentation, files, weekly RAFs/TAFs, scheduling, calendaring, catering, supply ordering, coordinating the internal communications, and other ad hoc projects as needed. I oversee all the logistics and coordination for the weekly, biweekly, and monthly meetings including senior callouts, district, vendor, partner, prospecting, wholesaler, and marketing meetings. I manage the Equitable Advisors social media presence, quality assurance, and compliance with all the organizational regulatory policies and practices. I also orchestrate all the conference room calendars, develop and integrate visual presentations, and maintain the staff security/clearance and reporting system. ♦ Collaborated closely with Compliance Department across variety of cross-functional operations and projects—earning promotion. Show less