UHNW Family Office

-Executive Personal Assistant to Founder, President & CEO to ensure the efficient and smooth day-to-day operations. -Handled all personal matters for the Founder, President & CEO and special projects for the company.-Interacted closely with shareholders and team members. -Helped increase CEO's credit score. -Assisted in growing business by $25 million in value, the addition of over 4,000 employees and five field offices.-Aided in four company acquisitions. -Attended daily upper management/leadership meetings and sent out agendas and notes.-Created and scheduled professional business meetings, board meetings, personal travels, client meetings and other team member's travels. -Traveled for client meetings and to field offices.-Oversaw the conception of five new offices, designed spaces and ordered signage. -Engaged with the entire company to help answer questions, planned meetings and events.-Ordered company promotional products, distributed items to Marketing team and helped create marketing strategies (see Marketing Manager job below). -Designed marketing collateral, facilitated and updated new company website.-Ordered office supplies and research new deals and suppliers.-Wrote and distributed emails, letters, faxes, documents and forms.-Working knowledge of office equipment, like printers and fax machines.-Researched and picked new insurance and 401k policies, payroll companies, programs and software used by team. -Responsible for ordering forms, business cards, access cards, Toll tags, gas cards and car wraps.-Applied to annual award applications and registered trademarks.

-Designed and placed orders for promotional products. -Developed product positioning, created collateral and materials around company's needs. -Collaborated with Marketing team to align positioning and messaging with campaigns.-Provided market feedback, research and insights to the product team to inform roadmap.-Maintained digital marketing by utilizing keywords, and phrases to help appear more in Yelp, Facebook, Instagram, LinkedIn, Glassdoor and Google searches.-Developed product pricing, distributed promotional pieces to team and initiated new product ideas.-Created company logos, color schemes and facilitated new company website. -Provided customer support to both current and prospective clients.-Carried out sales transactions, created reports and filed sales tax with the Texas Comptroller.-Reconciled accounts, created invoices and sent out checks.

-Executive Personal Assistant to Owner & President and Client Coordinator for Bella Flora & sister-company, Bella Acento. -Managed event coordination and booking for internal and external functional events.-Assisted in floral design, event design, wedding planning and setup, corporate & social events, holiday decor setup, private residence floral and hotel & corporate floral.-Screened telephone calls, responded to wedding and event inquiry emails, scheduled and booked appointments, organized company calendar and ran errands.-Organized and designed showroom. -Attended meetings with brides, hotels and prestigious companies to help facilitate their visions. -Handled personal and sensitive matter for Owner & President.

-Personal Assistant to both Owners of the company for their personal and office needs.-Provided superior customer service and developed relationships with high-profile clientele for repeat business. -Responsible for product and image representation while maintaining the company's brand.-Organized and labeled all products in warehouse. -Sufficient in multitasking in an ever-changing fast-paced environment.-Ran errands to serve the requests of both Owners for their busy household and successful company.-Arranged domestic and international travel plans, itineraries, including flight, car service and restaurant reservations.-Maintained up to date filing of personal and professional receipts.-Liaison to household staff, contractors and vendors.

-Accounting for Oil Company and Personal Assistant to Founder & CEO. -Skillfully created invoices for customers, coded invoices, entered invoices into the system, wrote large checks to vendors and clients and entered data. -Digitized and organized all company documents. -Trained new employees on accounting principles and company procedures.-Kept all employees up to date on health and dental insurance.-Paid and maintained all incoming personal and business bills and credit card statements. -Suggested budgetary changes to increase company profits when making expense reports and ordering office supplies.-Facilitated successful internal and external audits through sound and thorough documentation.-Organized family calendar, ran errands for owner, helped with childcare and pet care.

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