Office Manager• Oversee the guest experience and ensure a personal, friendly experience for anyone coming into the office, and maintain complete accessibility in both availability and warmth of character• Ensure peak organizational operations and provide preventative measures by identifying issues• Implement established policies and procedures, measure outcomes against standards, and improve operational flow when identified• Coordinate internal and external resources, and cultivate relationships with vendors• Oversee office interactions, responding to requests and questions• Maintain office efficiency by maintaining appearance of common areas, organizing procedures, handling correspondence, managing filing systems, and overseeing supplies and equipment• Oversee the day-to-day activities of the office as the main point of contact in the reception area, keeping management informed of performance with routine and requested reporting• Provide direct administrative supports as needed, including scheduling appointments, meetings, and events, booking travel, maintaining filing system, mailing, and shipping packages, and updating contact database and employee list• Manage all aspects of the office’s space/infrastructure planning (moves, adds, and changes to workstations) and provide answers, resources, and solutions as requested

Responsibilities include providing specific departmental administrative support on a wide range of increasingly complex issues and projects as assigned, reporting to the CEO of the Northern California region. Additional responsibilities included but are not limited to:• Assist in all areas of administrative work including file organization, research, and software contract drafting. Maintain and prioritize daily tasks and projects including drafting of various contracts, preparing business correspondence, scheduling appointments, booking travel, expense reports and general errands. • Standardized department filing system so staff could easily locate information in any filing center• Support multiple executives through personal document management, calendar organization and collateral preparation for meetings• Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols• Managed executive calendar and coordinated weekly project team meetings and assisted in the development of meeting agendas to increase meeting efficiency• Read, researched, and routed correspondence; drafted letters, documents, and reports; collected and analyzed information; initiated telecommunications.• Screened email traffic, phone calls, maintained filing systems, and updated contacts.• Coordinate executive communications, including taking calls, responding to emails, and interfacing with clients• Display a high level of tact, diplomacy, and confidentiality when working on special projects as requested by the CEO• Act as a cultural ambassador to ensure overall Company health and successful culture scaling• Arrange and manage corporate events that occur inside and outside of the workplace, such as fundraising events, staff appreciation events, annual banquets, celebrations, external speaking engagements, team off-sites, and community outreach

▪ Process full-cycle transactions (submissions, quotes, declines, issuance, verifications) while serving as a liaison between insurance agents and the underwriting department to ensure excellent service delivery• Collaborate with team to service insurance and annuity contracts worth up to $5,000,000 and ensure the team is trained on processes• Oversee the tracking, logging, and transfer of annuity funds for all agents and brokers within the Northern California region• Provide timely and professional customer service to agents and brokers and communicate with external companies and partners to facilitate the efficient processing of business

• Answer phones and greet visitors• Schedule appointments and maintain calendars• Schedule and coordinate staff and other meetings• Collate and distribute mail• Prepare communications, such as memos, emails, invoices, reports and other correspondence• Write and edit documents from letters to reports and instructional documents• Create and maintain filing systems, both electronic and physical• Manage accounts and perform bookkeeping