Executive Assistant To Chief Executive Officer/President, and V.P. Of Operations

• Oct 2019 - Present

Executive Administrative Assistant/ Office Manager

• Jan 2011 - Jan 2022

Our firm assists small businesses (executives, and/or all employees) and individuals in providing employee retirement/pension plans and life insurance. www.holtbenefits.com -Proficient in MS, Office Suite (Outlook, Excel, PowerPoint, Word) -Strong attention to detail -Able to analyze documentation to determine priority and action needed -Excelent interpersonal skills and ability to professionally interface comfortably with all levels of internal management and staff as well… Show more Our firm assists small businesses (executives, and/or all employees) and individuals in providing employee retirement/pension plans and life insurance. www.holtbenefits.com -Proficient in MS, Office Suite (Outlook, Excel, PowerPoint, Word) -Strong attention to detail -Able to analyze documentation to determine priority and action needed -Excelent interpersonal skills and ability to professionally interface comfortably with all levels of internal management and staff as well as clients with high level of tact and integrity -Able to maintain confidentiality and discretion related to client paperwork (medical history and financial documents) and personal maters -Answer the telephone, take and relay messages, and/or assist directly with clients regarding all customer service requests -Set up and maintain manual and electronic filing systems for document retention -Coordinate and schedule all business to business meetings and conferences -Maintain office supplies and other needed marketing materials for presentations -Directly manage and/or modify schedule of Owner/President thru Outlook and personal calendar -Create, run and compile all custom proposal illustration packets for every potential individual client as needed -Provide Admin. assistance to owner (MGA) and oversee 5 independent agents in our agency -Extensive knowledge of life insurance & annuities for retirement, buy-sell agreements, financial planning, etc. -Provide all AR duties including vendor procurement Show less Our firm assists small businesses (executives, and/or all employees) and individuals in providing employee retirement/pension plans and life insurance. www.holtbenefits.com -Proficient in MS, Office Suite (Outlook, Excel, PowerPoint, Word) -Strong attention to detail -Able to analyze documentation to determine priority and action needed -Excelent interpersonal skills and ability to professionally interface comfortably with all levels of internal management and staff as well… Show more Our firm assists small businesses (executives, and/or all employees) and individuals in providing employee retirement/pension plans and life insurance. www.holtbenefits.com -Proficient in MS, Office Suite (Outlook, Excel, PowerPoint, Word) -Strong attention to detail -Able to analyze documentation to determine priority and action needed -Excelent interpersonal skills and ability to professionally interface comfortably with all levels of internal management and staff as well as clients with high level of tact and integrity -Able to maintain confidentiality and discretion related to client paperwork (medical history and financial documents) and personal maters -Answer the telephone, take and relay messages, and/or assist directly with clients regarding all customer service requests -Set up and maintain manual and electronic filing systems for document retention -Coordinate and schedule all business to business meetings and conferences -Maintain office supplies and other needed marketing materials for presentations -Directly manage and/or modify schedule of Owner/President thru Outlook and personal calendar -Create, run and compile all custom proposal illustration packets for every potential individual client as needed -Provide Admin. assistance to owner (MGA) and oversee 5 independent agents in our agency -Extensive knowledge of life insurance & annuities for retirement, buy-sell agreements, financial planning, etc. -Provide all AR duties including vendor procurement Show less

Wedding/Events Coordinator

• Mar 2003 - Jan 2022

Www.schwartzwoodward.com -Attend and assist with vendor visits when requested -Facilitate family and guests to adhere to detailed timeline designed by host -Oversee all vendors are executing contract details as requested by host per EO/diagram -Going above and beyond normal duties to insure that host and family are happy -Handle "hickups" with poise and eloquence, while quickly solving to avoid unwanted attention as if "that was the way it was planned originally" Www.schwartzwoodward.com -Attend and assist with vendor visits when requested -Facilitate family and guests to adhere to detailed timeline designed by host -Oversee all vendors are executing contract details as requested by host per EO/diagram -Going above and beyond normal duties to insure that host and family are happy -Handle "hickups" with poise and eloquence, while quickly solving to avoid unwanted attention as if "that was the way it was planned originally"

Events Coordinator

• 2006 - 2007

-Tour with potential clients regarding The Lodge and the unique offerings for their event -Prepare contracts for each client per event -Locate and secure needed vendors required per event (chairs, linens, decorations, etc.) -Oversee and manage event staff and insure they stick to timeline and details per contract -Maintain constant correspondence with clients and vendors -Tour with potential clients regarding The Lodge and the unique offerings for their event -Prepare contracts for each client per event -Locate and secure needed vendors required per event (chairs, linens, decorations, etc.) -Oversee and manage event staff and insure they stick to timeline and details per contract -Maintain constant correspondence with clients and vendors

Communications and Product Training Coordinator

• 2001 - 2006

-Train all new clients on the use of their new business phone and voicemail system -Coordinate and execute group training sessions on site for clients as needed -Prepare and provide all training material for each employee of client -Design and record client's company auto attendant greetings -Maintain computer database of each client's specifics -Act as Project Coordinator with sales team and new client executive for each installation -Assist with Service Line phone calls and… Show more -Train all new clients on the use of their new business phone and voicemail system -Coordinate and execute group training sessions on site for clients as needed -Prepare and provide all training material for each employee of client -Design and record client's company auto attendant greetings -Maintain computer database of each client's specifics -Act as Project Coordinator with sales team and new client executive for each installation -Assist with Service Line phone calls and dispatch repair technicians if necessary Show less -Train all new clients on the use of their new business phone and voicemail system -Coordinate and execute group training sessions on site for clients as needed -Prepare and provide all training material for each employee of client -Design and record client's company auto attendant greetings -Maintain computer database of each client's specifics -Act as Project Coordinator with sales team and new client executive for each installation -Assist with Service Line phone calls and… Show more -Train all new clients on the use of their new business phone and voicemail system -Coordinate and execute group training sessions on site for clients as needed -Prepare and provide all training material for each employee of client -Design and record client's company auto attendant greetings -Maintain computer database of each client's specifics -Act as Project Coordinator with sales team and new client executive for each installation -Assist with Service Line phone calls and dispatch repair technicians if necessary Show less