Katie Arrant Email & Phone Number

• Perform calendar/email management, business travel coordination, and office ordering for the CEO.• Host weekly team meetings; organize annual reviews and quarterly meetings; obtain necessary materials and documents; take minutes to record topics discussed and remaining action items.• Generate reports reflecting client service work, billing, and insurance production on a weekly/monthly/quarterly/annual or per-project/ad-hoc basis.• Engage with insurance clients as the primary point of contact to resolve inquiries and enforce institutional policies.• Direct the onboarding of insurance clients from application, underwriting, and delivery documentation. • Conduct research to acquire up-to-date knowledge of relevant insurance laws and processes in outside states, including upcoming changes and anticipated impacts.

New York, Ny, Us

• Delivered comprehensive support for five partners across the Research and Legal/Compliance teams. • Coordinated domestic and international travel details, including transportation, lodging, and the acquisition of visas and COVID medical requirements/vaccinations.• Documented and tracked expenses for all partners through Concur, comparing forecasted demands to actual resource allocation and noting discrepancies.• Edited/revised, redacted, and notarized documents for the Legal team; filed K-1s and documents for the Corporate and Fund Accounting teams. • Assembled decks for the Client Relations team and board materials for quarterly meetings.• Appointed as the primary Facilities contact for all four floors, engaging with vendors regarding deliveries and maintenance.

Western United States, Us

• Provided leadership and motivation to administrative and audit support staff in completing day-to-day tasks in a fast-paced, deadline-motivated environment.• Sustained high efficiency and accuracy while processing a large volume of client documents. • Bridged communication between tax, audit, and administrative departments to align objectives, share knowledge, and collaboratively resolve arising challenges. • Assessed whether the company database was running smoothly; produced daily income and progress reports for submission to the company principal.• Participated in trial balance entry, bank statement verification, invoice vouching and e-file tax statement compilation and organization.• Orchestrated the logistics associated with calendaring, travel, and expenses for the company CEO and Principal.

• Introduced an efficient client onboarding system that simplified current procedures and saved significant time. • Defined and enforced adherence to processes associated with payroll, multi-state sales tax, QuickBooks Online account creation, and bank/credit card connection based on industry regulations and best practices. • Guided clients in organizing business accounts and creating a detailed chart of accounts.• Liaised with bank and credit card companies to promptly investigate and remediate account connection errors on the behalf of clients.• Prepared and filed statements of information; supported clients in dissolving LLCs.

Carlsbad, California, Us

• Interfaced with guests to resolve their inquiries and fulfill requests while exhibiting dedication and professionalism as a representative of this Forbes Five-Star rated resort.• Supervised a team of servers for IRD, as well as the Private Bar staff.• Completed employee bank balancing and transferred daily cash earnings to accounting department.• Maintained oversight of departmental billing for amenities, private bar, and in-room dining for all 435 rooms.