Natalie Bean Email & Phone Number

Boerne, Tx, Us

Boerne, Texas, United States

Admin Assistant to Sal Holt, President and OSJ Branch Manager for Texas and Illinois offices. Manage all client files and documents to maintain compliance requirements for FINRA / SIPC. Prepare and submit monthly reports online and oversee the monthly requirements for all reps at the branch offices under our management. Support staff at branch offices in maintaining client files, preparing for audits and navigating the online portal systems. Create/Maintain monthly asset reports. Work directly with clients to open accounts and prepare forms on daily transactions (i.e. Wire Transfers, RMD for IRA accounts, etc.). Manage reports all compliance requirements for annual audits and maintain current and archived files per federal retention requirements. Design Power Point presentations for marketing, website, client meetings, business cards, client mailers and portfolio brochures. Work with clients and other branch offices on technology and encryption issues.

Fredericksburg, Tx

Executive Administrator - Responsible for professional and financial management of LANDTX Corporation as well as Premium Ground, LP, a subsidiary company utilized for purchasing property and financing real estate transactions. Control all aspects of personnel management. Handle A/P, A/R, tax reports, payroll, health insurance, contract employees, invoicing and job costs for listed properties. Collaborate with land magazines on marketing materials and advertising. Maintain current property Listing Agreements and monthly Sellers Reports. Accountable for all deadlines on properties under contract. Maintain client databases and create merge programs for direct mail projects. Manage all reservations and preparations for trade shows (i.e. shipment and setup of booth, logos for advertisers, sponsorships, travel, hotels, etc.). Keep detailed archival information of all files and records and maintain CE records for broker for real estate licenses in 3 states and Texas Auctioneer’s License. Manage all of Mr. Culver’s personal accounts including bank, brokerage, two personal Limited Partnerships and the children’s trusts. Please do not contact my present employer

Boerne, Tx

Legal Assistant - Estate planning, trusts, real estate, land conservation, family law and general litigation. Maintained all current case files. Reorganized inventory of closed files into coordinated system for easy access and retrieval. Met with clients to assemble initial information for estate planning. Prepared documents and discovery. Maintained billing records for client accounts, prepared statements and pursued past due accounts. Managed payroll, prepared 941 deposits and filed quarterly and annual IRS reports. Contact: Bill Jolly, 210.363.6092

San Antonio, Tx

Legal Assistant / Legal Administrator - Medical malpractice, personal injury, civil appellate litigation. Maintained all client files and Case List for 55+ cases including calendaring of all settings and deadlines and tracking discovery. Met with clients, prepared draft discovery responses, managed court deadlines, scheduled hearings and mediations. Supervised secretary(ies), assigned work and monitored progress. As administrator, I managed all business aspects of the firm. Responsible for A/P, A/R, payroll, bank account statements, prepared and filed quarterly IRS reports, prepared monthly, quarterly and annual profit and loss reports and worked with the accountant at the end of the year to prepare tax return, 1099s and W-2s. Responsible for administration of health and life insurance programs for the firm. Prior to the dissolution of our larger firm (Pasqual & Pozza) I performed all the aforementioned administrative duties in addition to working for two senior partners and handling all HR duties for 6 attorneys and all support staff. Member, Association of Legal Administrators. Contact: Dan Pozza, 210.226.8888