Experience

Prime Capital Investment Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Office Administrator

  • May 2021 - Present



20/20 Financial Advisers of San Diego

• San Diego

• Administrative Assistant

  • May 2013 - Present

  Administrative Assistant to Principal Financial Adviser. Assemble all materials and spreadsheets for presentation of client portfolios for meetings using Microsoft Excel. Write letters and correspondence to clients and vendors regarding client policies and accounts using Microsoft Office. Prepare new brokerage account and life insurance policy applications and supervise status until completion. Plan and organize out of town meetings, including booking of hotel rooms, conference rooms, internet access, meals and entertainment. Manage appointment calendar for financial adviser, schedule client appointments, meetings, conference calls, business and personal travel using Redtail CRM. Maintain QuickBooks and accounting for office, including but not limited to: accounts receivable, accounts payable, payroll, and commissions. Assist in organizing and submitting marketing material out to new and potential clients. Handle general office duties: filing, answering phones, confirming appointments, mass mailing, and ordering office supplies. Meet independently with clients to obtain personal financial information and complete paperowrk. Attend seminars and conference calls to stay educated on current insurance, annuity, and securities products. Take on various projects as assigned by Principal Financial Adviser. Show less



Validation Technologies Inc

• Administrative Assistant

  • Sep 2011 - May 2013

  Working as an Administrative Assistant gave me the opportunity to assist several different departments within the company. I reviewed and approved all employee expense reports and entered contractor and vendor invoices into QuickBooks for payment. I created a bi-weekly collections report using Microsoft Excel and followed up with clients who had past due invoices. I also assisted the Bookkeeper with posting deposits and running checks in QuickBooks. My additional responsibilities included: managing the office calendar and setting up meetings on Microsoft Outlook, shipping equipment via FedEx, ordering office supplies, answering all phone calls and directing them to respective departments as well as assisting with various projects for accounting and human resources as needed. Show less



Pelican Windows & Remodeling

• Vista, Ca

• Inside Sales Representative

  • May 2010 - Mar 2011

  As an Inside Sales Representative my primary duty was to serve as the liaison between customers, sales executives and vendors. I was the Administrator for any client based issues or questions that needed immediate responses. A typical day consisted of scheduling appointments for the sales team, preparing proposals for homeowners and contractors, presenting showroom and providing information to customers, submitting window orders to various vendors and updating sales spreadsheets with Microsoft Excel. Show less



Starbucks Coffee

• Barista

  • May 2008 - Feb 2011

  As a Barista in a fast-paced environment, my goal was to ensure that the customers received exemplary customer service. At Starbucks I received recognition from my Management Team for the dedication I put forth for the customer’s experience. My responsibilities consisted of simultaneously taking drink orders, ringing up transactions, preparing desired beverages and maintaining a clean store. My success also gave me other opportunities within the company to be accountable for training new employees and earned the Fall 2008 Partner of the Quarter award. Show less



San Diego Mirror & Window

• Administrative Assistant

  • Jan 2005 - Feb 2008

  San Diego Mirror & Window Working as an Administrative Assistant gave me the opportunity to take on many responsibilities in the Customer Service and Production departments. Using blueprints provided by Builders I created window orders for newly constructed residential communities. I was accountable for the accuracy of these orders from the first Excel spreadsheet until the windows were delivered to our warehouse. I also followed up with homeowners who had any warranty issues and scheduled appointments for necessary repairs. My duties also consisted of answering the phones for the receptionist on her lunch breaks and any miscellaneous office tasks that arose. Show less



Lowe’s Home Improvement Co

• Customer Service Cashier

  • Dec 2003 - Jan 2005

  My primary duty as a Customer Service Cashier was to assist customers with any general question or complaint. I rang up purchases, returned faulty merchandise and supervised the check-out of rental equipment. In addition to assisting Customers in the store I was also responsible for answering the multi-line telephone and directing calls to their respective departments. My primary duty as a Customer Service Cashier was to assist customers with any general question or complaint. I rang up purchases, returned faulty merchandise and supervised the check-out of rental equipment. In addition to assisting Customers in the store I was also responsible for answering the multi-line telephone and directing calls to their respective departments.