Experience

The Penso Agency

• United States
• Insurance
• 1 - 100 Employee

• Director of Operations

  • Mar 2023 - Present



Outsourced Administrative Services

• Virtual Office Assistant

  • May 2022 - Present

  Greater Asheville Providing an array of virtual administrative and operational support to clientele. Tasks and qualifications include but not limited to, bookkeeping, scheduling, license and compliance, booking travel, data entry, organization and management of email and phone communication, employee onboarding, and payroll.



The Newsom Agency- Symmetry Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Sep 2019 - Present

  Asheville, North Carolina Area Recruitment of staff (W2 office employees) and agents (1099); assist in their onboarding, training, and integration into the vast world of insurance. Maintain the records, and licensure for the Agency Owners and Entity ensure all compliance requirements are met. Keep minutes for meetings and act as liaison between the Agency Owner and clients, vendors, employees, agents, and corporate staff. Developing & updating job descriptions as needed Post job openings as… Show more Recruitment of staff (W2 office employees) and agents (1099); assist in their onboarding, training, and integration into the vast world of insurance. Maintain the records, and licensure for the Agency Owners and Entity ensure all compliance requirements are met. Keep minutes for meetings and act as liaison between the Agency Owner and clients, vendors, employees, agents, and corporate staff. Developing & updating job descriptions as needed Post job openings as required, Proactively support recruiting efforts for various positions in the company. Develop and send offer letters to new potential employees Act as a liaison for the company with the building landlord, corporate attorney’s and any outside services. Monitor and order office and janitorial supplies, monitor billing on office equipment and related leases, etc. Manage the bookkeeping (recategorization of chart of accounts, weekly categorization of all business purchases, monthly reconciliation of accounts, monthly P&L reporting, payroll operations, ensure all employees receive W2s in proper time, gather all necessary 1099s and forms to process business yearly taxes). Plan and coordinate company related activities such as employee events, travel, booking of venues and hotels, etc. Handle all general operations of the agency while juggling all personal assistant duties to the agency owners.

• Executive Assistant

  • Sep 2019 - Present

  Asheville, North Carolina Area



SHEWARD/SON/SONS INC

• United States
• 1 - 100 Employee

• Human Resources & Office Manager

  • Jun 2018 - Jun 2019

  Tustin, CA Ensuring a smooth running administrative function and organizational efficiencies in multiple administrative areas including Human Resources and safety. I provide administrative operational support to the President as well as organize and coordinate office operations and procedures, while counselling supervisors on handling employee relation issued and ensure proper documentation is completed. Time spent includes keeping up to date information on changes in HR laws and regulations while… Show more Ensuring a smooth running administrative function and organizational efficiencies in multiple administrative areas including Human Resources and safety. I provide administrative operational support to the President as well as organize and coordinate office operations and procedures, while counselling supervisors on handling employee relation issued and ensure proper documentation is completed. Time spent includes keeping up to date information on changes in HR laws and regulations while working with outside HR resources to ensure the company is in compliance and coordinating required HR training for managers. I confidently complete full cycle recruiting for various positions within the company and conduct professional guidance and disciplinary actions for all staff, while also upholding a full spectrum of leadership management for the entire office staff. Show less



Geriatric Practice Management

• Administrative Coordinator

  • Sep 2017 - Apr 2018

  Asheville, North Carolina Area ● Help in recruit for new hires by developing job postings, screening applicant resumes, performing external resume sourcing, processing background checks, extending offers, and managing complete on-boarding process ● Setting up and organizing video and on-site interviews with the use of Microsoft Outlook ● Entering and maintaining employee information in Zenefits (Human Resource software) ● Organizing staff activities and coordinating team building events ● Organizing… Show more ● Help in recruit for new hires by developing job postings, screening applicant resumes, performing external resume sourcing, processing background checks, extending offers, and managing complete on-boarding process ● Setting up and organizing video and on-site interviews with the use of Microsoft Outlook ● Entering and maintaining employee information in Zenefits (Human Resource software) ● Organizing staff activities and coordinating team building events ● Organizing conferences with high-level clients, purchasing all necessary items for office and employees and executive staff ● Providing support for company accountant by reconciling all credit card statements and using Intacct ● Recommend Human Resource solutions to formulate productivity ● Work with managers and employees to build strong, positive relationships and enhance overall morale Show less



History Boutique Films

• Personal Assistant and Office Manager

  • May 2015 - Aug 2017

  Asheville, North Carolina Area ● Performing many different duties and taking on multiple rolls to insure whatever needs at hand were taken care of and achieved. ● Working on set (running errands, providing any and all support for producer and director, attending to performers between scenes). ● Answering emails, searching for grant opportunities, and returning phone calls. ● Scheduling appointments and paying staff. ● Attending to travel needs (booking flights, reserving rental cars and hotel rooms).



Johnson and Dilworth Family

• Personal Assistant

  • Jan 2013 - Aug 2017

  Asheville, North Carolina Area Duties included household cleaning (dishes, laundry, etc), cooking, grocery shopping, helping with homework, helping with bath/bed time. Once he went to school I then took on the duties of office manager helping his mother and aunt open a horse farm. These tasks included but were not limited to ●Acquiring LLC and EIN ● Calculating payroll, writing checks ● Setting up MindBody scheduling portal ● Answering emails, billing students and boarding customers. I also took on the roll… Show more Duties included household cleaning (dishes, laundry, etc), cooking, grocery shopping, helping with homework, helping with bath/bed time. Once he went to school I then took on the duties of office manager helping his mother and aunt open a horse farm. These tasks included but were not limited to ●Acquiring LLC and EIN ● Calculating payroll, writing checks ● Setting up MindBody scheduling portal ● Answering emails, billing students and boarding customers. I also took on the roll of assistant to the sister’s mother, who was diagnosed with dementia. I organized years of piled up paperwork and unpaid bills, settled outstanding bills, check her email and set up doctors appts, etc. Show less