• Performed duties as senior executive assistant to the CEO; maintained calendar, email, and correspondence for the executive team; approved, reviewed, and paid all company expenses according to established polices. • Coordinated travel arrangements and prepared itineraries for international and domestic travel; prepared monthly reports on budget vs actual for ongoing jobs; and continually created office procedures/processes. • Reviewed cash flow with the owner on a weekly basis; executed sound judgement and prioritization; applied strong skills in QB, processed A/P, A/R, and reviewed book reconciliations- ensured complete accuracy.

• Served a licensed financial professional to include CLTC, FIC, licensed health, life, and Series 6 & 66; contacted existing clients to review needs; and developed new relations- contributed to growing the business.• Identified and implemented new marketing strategies which increased awareness of the company; fostered and maintained relationships while guiding clients in recommending personal financial decisions. • Provided vital education through seminars and one-on-one meetings, including providing exceptional client experience- gained multiple referrals.

• Conducted A/P and A/R for small office; managed calendar and travel arrangements; developed and coordinated marketing events; and processed internal paperwork for client account set up.• Set goals and followed up with sales team; reviewed and replied emails/correspondence for sales manager to include screening all calls for the sales manager.• Prepared both external and internal communication, organized and maintained all filing systems, and prepared/tracked expense reports- ensured 100% accuracy.

• Oversaw daily activities of receptionist and accounting staff personnel; collaborated with outside vendors to order and maintain required material. • Planned and coordinated events for employees and customers; monitored and responded to CEO emails to include scheduling personal appointments and travel/calendars for the CEO and multiple executives. • Managed all new hire onboarding paperwork, CEO/attorney expense reports; scheduled personal appointments/correspondence; and managed all expenses for personal and professional accounts.