Aurora J. Email & Phone Number

Portland, OR, US

Portland, Oregon, United States

Portland, Oregon, United States

• Projects Manager, Regional Marketing Department
• Developed metrics tracking spreadsheets for salary, lease, and fixed asset allocations for Northwest region
• Compiled content and data from region-wide team members to produce RFI/RFP responses; responsible for content and data editing, document layout and formatting, and on-time delivery of RFI/RFP responses
• Collaborated with inter-company task force to develop region- and company-wide contract staff training programs including user guides and supporting collateral materials/brochures
• Formatted layout and edited content for corporate-wide rollout of in-house employee handbook

Portland, Oregon, United States

• Executive Assistant to Senior Vice President
• Made travel arrangements for executive and senior management; coordinated calendars and setup reminder notices
• Trained regional assistants on template use, formatting, and material development in accordance with corporate branding guidelines
• Regional resource/librarian for proposals, user guides, job descriptions, and MS PowerPoint presentation templates
• Responsible for corporate event logistics; scouted off-site meeting locations, negotiated hotel/venue rates, booked guest accommodations, sourced caterers and approved menus; coordinated calendar invitations

Portland, Oregon, United States

• Executive Assistant to Senior Vice President
• Responsible for setting client appointments and maintaining executive’s calendar; documented all contact with clients, investment companies, and health insurance carriers; drafted and edited correspondence for executive
• Audited clients’ financial statements from investment companies and corrected any errors; compiled clients’ financial portfolios for presentations and verified accuracy of trade requests before submission
• Held an Oregon small health insurance license and assisted clients with employee health insurance enrollments, benefits and claims questions, and gathered employee census data for rate quotes
• Compiled quotes to create rate comparison spreadsheets and proposals for employer health insurance plans; reviewed all documents submitted for group enrollments
• Maintained office equipment, ordered supplies, trained reception staff, and coordinated office repairs with building engineer; A/P and A/R for company; tracked commissions for 6 agents