Jacquelyn Walker Email & Phone Number

Greater San Diego Area

Daily operations and office management Estate ProcessingRetirement Planning and Financial Goal ReportsMaintains compliance files and necessary documents in preparation for auditsPrepares all types of paperwork needed for various accounts and responsible for keeping documentation up to date and compliant Prepares new client packets, annual review reports and meeting materialsOrder Entry

Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirementsPerform clerical and administrative duties: setting appointments, following up with clients Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that ariseAbility to stay on task and produce results in fast paced/high stress… Show more Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirementsPerform clerical and administrative duties: setting appointments, following up with clients Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that ariseAbility to stay on task and produce results in fast paced/high stress environmentCreates schedules for upcoming events Show less

Lead sales for golf tournaments Facilitate new hire process and conduct new employee orientation for department Responsible for training newly hired staff on procedures, safety, company policy, and basic everyday tasksPrepare and review operational reports, inventory control, and schedules to ensure accuracy and efficiencyAnalyze internal processes to improve operations, such as procedural changes and labor costAbility to work proactively within a team… Show more Lead sales for golf tournaments Facilitate new hire process and conduct new employee orientation for department Responsible for training newly hired staff on procedures, safety, company policy, and basic everyday tasksPrepare and review operational reports, inventory control, and schedules to ensure accuracy and efficiencyAnalyze internal processes to improve operations, such as procedural changes and labor costAbility to work proactively within a team and on own initiative Show less