Experience

Community HousingWorks
• United States
• Civic and Social Organizations
• 1 - 100 Employee
• Administrative Assistant

  • Mar 2022 - Present


FMG Suite

• Customer Success | Project Coordinator

  • Oct 2017 - Jan 2022

  FMG Suite offers a powerful inbound marketing solution for financial advisors, with tools that work together to create a digital marketing department. It all starts with a great-looking website loaded with snazzy content (like videos, slideshows and info graphics) that draws visitors back for more. This becomes a marketing hub connected to social media posts, online presentations and email campaigns to drive more traffic back to the website and into your office. Finally, we help you reach clients with custom advisor videos and on-the-go with your own personalized mobile app. At FMG, we strive to help financial professionals build lasting relationships with existing clients and create strong impressions on new prospects. - Efficiently and successfully manage over 30 projects at a time. - Set timelines, objectives, scope, constraints, and deliverables. - Manage the design of websites and content on a proprietary SaaS platform. - Offer guidance on design, functionality, and creativity, as well as working as a liaison between the web developers and customers. - Utilize HTML and CSS to enhance web pages on a daily basis and consult with clients about incorporating financial tools, advertisements, and other forms of social media. - Expertise with problem solving, and handling difficult situations by decreasing client apprehensions, and increasing value in consulting different marketing packages. - Serve as client point-of-contact cross functionally with Account Representatives, Technical Support, --Development, Designers, Content Writers, and Marketing Coaches. - Proficient in: Salesforce, SaaS CRMs, Google Suite. Show less



Care1st Health Plan - Yes, its all about you.

• Administrative Assistant

  • Oct 2016 - Sep 2017

  - Provide administrative support for the UM Department, including generating correspondence, coordinating mass mailings, filing, and scheduling meetings. - Assist the VP of Medical Services with data preparation, reports, and presentations for Board of Directors and other Medical Services meetings. - Maintain and manage calendars for the VP of Medical Services and the Medical Director. - Coordinate logistics for meetings, including arrange for a room and meal when required, set up conference calls and web meetings as needed, notify members, and prepare meeting packets and take minutes. - Maintain all office equipment, assist users of office equipment on routine tasks as needed and engage external vendors for service needs. - Order, receive and maintain office supplies and proactively ensure office supplies are available when needed. - Sort, distribute, and post incoming/outgoing mail including certified correspondence, FedEx, and couriers. - Provide phone coverage for the Front Desk Receptionist. - Other duties as assigned by the VP of Medical Services. Show less



University of California San Diego

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Administrative Assistant

  • Jul 2015 - Jun 2016

  - Schedule and coordinate meetings, conferences and appointments for assigned administrator and manage administrator's calendar and schedule.- Coordinate with travel agencies to fulfill required travel agendas, researching and utilizing most effective and economical options, and coordinating reimbursement procedures.- Prepare and process travel reimbursement requests and purchase requisitions.- Prepare financial reports and financial projections for sponsored research and various departmental funds. - Analyze and reconcile expenditures with UCSD general ledgers.- Establish and maintain a variety of records, logs and files related to assigned functions; obtain and provide information from records and files as requested. - Perform accurate data entry with fluctuating heavy workloads.- Serve as a key resource to the department, interacting with senior leaders, faculty, staff, students, and community and governmental organizations.- Order office supplies and maintain inventory. Show less

• Administrative Assistant

  • Jul 2011 - Jun 2015

  - Perform a variety of skilled, clerical, and manual duties, such as distributing incoming mail to corresponding staff, scanning and indexing travel documents, and answering incoming phone calls.- Prepare documents for copying, scanning, and indexing via iDocs image system.- Process and update travel accounts in university’s Integrated Financial Information System (IFIS) to maintain customer information accurate, organized, and confidential according to proper UC policies and procedures. - Audit mileage expense vouchers and key enter travel and entertainment vouchers.- Interacted and cooperated with UC office personnel and academics to resolve problems.- Independently set priorities, organize workload, and manage conflicting goals and agendas in a fast-paced environment to meet deadlines and changing priorities. - Provide responsive and high quality customer service by responding to requests from staff, vendors, and business account representatives.- Provide any additional assistance to staff and take on special projects to help ensure the success of the team.- Train new student employees. Show less