Administrative Assistant To Executive Chairman
Houston, Texas, United States
● Supported one of the Executive Chairmen of World Financial Group, overseeing a vast hierarchy that includes approximately 800 Senior Marketing Directors, 4,700 life-licensed agents, and 450 securities-licensed agents.● Organized on-site meetings for bi-annual conferences with about 700-900 members, including room reservations, catering, and AV requirement● Organized annual team award trips for about the top 200 members of the entire executive team, which includes exclusive training from leadership, team building with Founders, and traveling in luxurious cities across the world● Organized weekly new member virtual training which includes license training, financial education, and communicating with managers to ensure a smooth start for all new members● Managed smaller individualized team-building activities, which included elite circle training with breakout sessions for about 300 members● Coordinated sponsorships and events with multiple providers, such as Nationwide, Transamerica, Pacific Life● Managed license renewals across 50 states in America on behalf of the Executive Chairman● Liaised with headquarters regarding critical team-related matters● Managed local office, including securing office space, ordering and stocking office supplies, updating floor plans, submitting facilities and maintenance requests● Acted as a security guard ensuring the safety and smooth training of the local office
