Abby Chajon Email & Phone Number

Santa Barbara, California, United States

Santa Barbara, California Area

Santa Barbara, California Area

Greater Los Angeles Area

Provide executive-level support to Partners and Senior Managers specializing in corporate and non-profit taxationCoordinate executive calendars using MS Outlook for heavy-scheduling between Partners, Managers, and ClientsPrepare a variety of internal and external communiqués while ensuring approved formatting and verbiage are in usePrepare executive expense reports, billable timekeeping reports, and asset-under-management reportsGenerate and complete new client intake forms during the onboarding processRespond to facility-related requests and provide office support typically entrusted to a traditional office managerSchedule and prepare meeting spaces; setup conference technical needs including phones, computers, and projectorsProvide support for the receptionist during scheduled and unscheduled absences

Santa Barbara, California Area

Provide administrative support to the Business Development and Property Management Division Deliver excellent customer service to all callers and visitors to the administration building Collect rent payments from tenants, prepare treasury receipts for the Finance Dept. and process remote bank deposits Process vendor invoices for payment on established purchase orders, contracts or professional services agreementsManage City routing and tracking of the department’s commercial, general aviation lease agreements and contractsCoordinate and maintain insurance documentation for all new and existing tenants Maintain tenant records and files and track the workflow of various projects and requestsManage conference room requests and set up equipment and catering arrangements when neededPrepare credit card reconciliations and business travel for Business Development ManagerFacilitate monthly Airport Commission meeting through preparation of vital documents and conference spaces

Woodland Hills, Ca

Provide administrative support for team of four wealth advisorsDeliver excellent customer service to all new and existing clientele Respond to inquiries in a professional, efficient, and timely mannerManage logistics, appointments, resources, and travel expenses for my advisor teamMaintain and track client and advisor forms to ensure efficacy, accuracy and thoroughnessEnsure stringent and persistent compliance with all SEC regulations

Glendale, Ca

Provide excellent customer service, administrative support, and trades support to Fund Managers Manage financial account services for high net worth clientsTrading desk support- Handled trading activity using institutional trading platforms like Schwab and FidelityCompile various daily, monthly, and quarterly administrative reports and investor statementsAct as liaison between Pacific Global investors and various financial institutions and affiliatesAdminister account transactions, money transfers, distributions, and reconciliations