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.