Kate Munoz Email & Phone Number

Denver, Colorado, United States

• Preparing consultant agreements, change orders, and processing insurance paperwork and related contractual items• Processing consultant invoices and associate expense reports• Preparing correspondence, reports, meeting minutes, and memos for departmental staff• Creating and maintaining databases and spreadsheet files• Preparing presentations by collecting information and presenting thems in an organized manner using PowerPoint• Managing the Denver regional office of 25 employees• Regional Philanthropy Lead• National Urban League Regional Lead

San Jose, California, United States

Los Gatos, Ca

• Opening and managing client accounts• Maintaining client records• Executing asset and money movement requests• Preparing holdings reports• Notary Public• Client services

Los Gatos, Ca

• Heavy scheduling for financial advisors, including coordinating travel arrangements• Client services, including answering and routing all phone calls, scheduling appointments, corresponding with clients via email, greeting guests, and creating and mailing new client paperwork• General facilities management, including ordering supplies and corresponding with building maintenance personnel such as janitors• General administrative duties, including sorting incoming mail, data entry, office supply management, and filing

Long Beach, Ca

• Creating, updating, and archiving client files• Client services, including answering and routing calls, scheduling appointments, processing payments, and corresponding with clients via email• Spanish translation• Preparing clients for their signing appointment with attorneys• General administrative duties, including data entry, filing, and copying • Calendaring court hearings and maintaining constant communication with appearance attorney• Preparing and filing legal documents