Serves as the treasurer. Chair for Finance Committee.

Inform athletes of NCAA eligibility requirementsAssist athletes in registering for the NCAA ClearinghouseAssist with scheduling of classes for second semesterAssist with scheduling of classes for the following school yearConduct academic counseling of students at 6 week grading period who were failing 1 or 2 classesConduct personal/social counseling with individual students Collaborate and consult with teachers and administrators on concerns and needs of students Participate in Individualized Education Programs Proctor California High School Exit Exam (CAHSEE)Retrieve student data through Aeries NetAssist students in becoming familiar with post-high school education and training opportunitiesCo-lead the SS Grin (Social Skills), Anger Management, Changing Families, Grief Girls GroupsImplement classroom lessons on peer pressure, tattling vs. reporting, bullying vs. teasing, have you filled a bucket latelyConduct individual sessions related to academics, personal, self-esteem, friendships, and conflict resolutionCollaborate and consult with teachers and administrators on concerns and needs of students Participate in Student Success Teams, 504 plans & Individualized Education ProgramsParticipate in parent teacher conferencesMember of the Positive Behavioral Interventions & Supports (PBIS) Team Retrieve student data through Aeries Net

Transcribe dictation, type correspondence, and maintain client case file. File new statements, account forms and other insurance/investment related materials.Maintain financial representative's calendar, schedule follow-up appointments.Direct phone calls to appropriate personnel.Maintain check logs.Send out client birthday cards and schedule birthday and age change appointments for financial representative. Client/Service Support: Non-Securities InsuranceInput data and print proposals and gather information at direction of financial representative in preparation for client/prospect meeting.Prepare/print letter of instruction for client signature. Prepare policies for delivery.Follow-up mailing of forms to clients/prospects over signature of financial representative.Pre-check insurance applications, conversions and policy changes for completeness and accuracy. Arrange medical, paramedical and any exams necessary for underwriting.Monitor Daily Status Report (DSR); expedite any additional underwriting requirements.Handle phone calls providing current status and account values for non-securities related accounts.Contact and advise clients on late payments and other non-securities sales and service related issues.Handle incoming non-securities related insurance service requests from clients Communicate with home office as needed to supply or attain policy information.Meet with clients to complete non-securities insurance related applications.

Handled multifaceted clerical tasks as the contract services specialist and case manager. Prepared various spreadsheets to report status of policies to CEO and Legal Counsel.Prepared contracts for individual clientsManaged policiesTrained personnelDirect phone calls to appropriate personnel

Handled multifaceted clerical tasks as the contracts & licensing specialist and assistant office manager. Obtained applicable state licenses for all affiliated agents. Reconciled various statements (e.g. bank, commission and credit cards)Developed a commission training bookDirect phone calls to appropriate personnel