Handled all aspects of managing the office in a San Diego-based financial services group, including:- Client contact and file maintenance, securing confidential, personal financial information- Budgeting and payables/receivables procedure development, implementation, maintenance- Office communications, software and records data systems upgrades and implementations- Appointment scheduling and travel arrangements for office executives

•Risk Identification: Designed, implemented & monitored safety, loss prevention, employee wellness & claims management programs resulting in cost reduction/expense containment. • Insurance Requirements & Compliance: Consolidated renewal data for underwriting (including developing processes for systematic on-going data gathering, updating, & reporting, assisting in insurance policy renewal, review, procurement, & negotiation). •Contract Review & Evaluation: Ensured compliance with Company’s contractual obligations, including tracking contracts & auditing/analyzing contract-related activities.•Compliance Monitoring: Researched, analyzed & summarized codes & regulations; developed framework to strengthen training & regulatory compliance efforts. •Claims Analysis & Handling: Prepared analyses & recommendations with expertise in claims reporting processes for all lines of coverage (including budgeting, reserving, loss development, forecasting). Coordinated loss control activities of insurance carriers & third party administrators (TPAs) in workers’ compensation /property/ auto/general liability insurance.•Corporate Safety Programs: Monitored safety inspections, oversaw/coordinated responses to regulatory agencies' (i.e., DOL/OSHA, Health Department) visits/inquiries/complaints/ citations. •Litigation Coordination: Worked closely with TPAs & outside defense counsel to monitor case/suit strategy and activity.

Provided confidential administrative support to EVP, Operations and SVP, Business Development.

General office management and confidential executive administrative support.

•Executive Administrative Assistant involved in all areas of company, including general office manager duties.•Liasoned with General Counsel & attorneys during Bankruptcy proceedings. Coordinated legal records maintainance & Court filings.•Initiated general liability policy & procedure, managed case reporting & follow-up.•Lease contract review, summary & compliance tracking.

•Developed inter-departmental information, document-production tracking system and case review procedures for more efficient & effective administration of clients' Employee Benefit Plans & Trusts. •Researched & developed a Client Tax Questionnaire to ensure Plans' compliance with current tax reporting requirements, resulting in annual savings of $250,000+.