Sonja Lockhart Email & Phone Number

Scottsdale, Arizona, United States

7333 E Doubletree Ranch Road, Ste 120, Scottsdale, Az 85301

7333 E Doubletree Ranch Rd, Scottsdale, Az 85258

United Planners In Scottsdale, Az

Tempe, Az

Operations Specialist II with the EDJ Advisory Solutions program.

·Supported managing Senior VP in New Orleans and team of 8, Sales Executive VP in San Francisco, 2 Relationship Managers in Phoenix, and 5 team members in Dallas. Provided reports, expense reimbursements, and travel arrangements while effectively prioritizing, organizing, and managing time. ·Created and maintained business continuity plans for New Orleans, Phoenix, Dallas and Houston ensuring business as usual in New Orleans after Hurricane Katrina and Hurricane Ike. ·Planned events for client entertainment and product education sessions in collaboration with other partners. Enabled officers to strengthen relationships with clients and provide solid prospective leads for sales executives.·Selected by management to train and mentor new administrative assistants in the New Orleans and Dallas markets, increasing confidence, efficiency and productivity.

·Compiled, researched and finalized client ready quarterly investment review presentation books enabling management to take on a group of new clients and contribute to the regional sales goal.·Managed office of 6 people that covered 3 lines of business ensuring an efficient work environment complete with marketing materials, supplies and good running equipment.·Continued to provide great client service while taking on a new role.

·Consulted and coordinated deliverables with service partners and researched historical account issues, maintaining client satisfaction and retention. Coordinated client entertainment events and meetings.·Prepared quarterly and annual presentation books for relationship managers to take to clients and discuss account retirement plan and investments.·Provided proactive communication and information to clients on investment related topics building better relationships.·Managed production of customized 401(k) retirement plan enrollment books for participant meetings in English and Spanish enabling relationship mangers to provide a cutting edge service.·Coordinated business continuity plan for the western region; maintaining system, training users, and conducting table-top testing. Resulted in a well communicated business resiliency plan with established roles and expectations.·Maintained and tracked legal document files for ERISA client accounts.

·Coordinated client meeting dates, locations, travel arrangements, meeting materials and participated in the relationship review meetings. Utilized strengthened relationship management skills from the Quality Relationship Management Process Principles by the Cannon Financial Institute. ·Monitored, screened and facilitated client calls and orchestrated timely responses, as part of special task force during a large conversion project. Resulted in satisfying and retaining business and preventing almost $1,000,000 in potential losses through a huge team effort.·Accomplished client service daily processing activities while setting and delivering service expectations that resulted in 90% or more client retention for the southwest region for 3 consecutive years.·Assessed and facilitated signature ready IRS 5500 filings for ERISA plans that enabled clients to file an appropriate return or extension request by the annual deadline.

Completed temporary secretarial assignments through Valley Staffing Services (VSS). I was placed in the last assignment for 6 months with the Bank One Investment Management & Trust Services group before accepting a full-time position. I received the Employee of the Month from VSS for November 1995.

Ensure efficient, smooth running front office by hiring and supervising receptionist, order office supplies and office equipment.

Assisted accounting director in developing allowance money/receipt tracking system, payroll summary system and FY 95-96 files. Responsible for dispersment and reconciliation of petty cash vouchers, prepare and disperse weekly manual checks and process account receivable deposits.

Support several departments utilizing skills with word processing and Fund-Master 6.0 (record keeping system). Type 80 WPM pulling together fund raising proposals, contracts, policy and procedure manual(s), editor/typeset internal and external newsletters, treatment plans, court reports, flyers, memos, etc. Member of the Quality Circle committee, Revenue Development committee, support/volunteer coordination of fundraising events and other special projects as assigned. Fund-Master included input/maintain accounts and their activity, cash and pledge entry, statistical reports, extractions, generate mailing labels, thank you letters to donors, media codes, memorial/tribute accounts and interact account data with Word Perfect. Coordinate all bulk mailings.

Answer multi-line phone system, run front desk, filing, bulk mailings, word processing and special projects. Daily bookkeeping/back-up payroll when necessary.

General secretarial duties for the Governing Board office. Operated DEC Mate II word processing equipment, phones and filing while attending college.

My first job was through the Office Work Experience (OWE) program coordinated by the high school I attended. I received High School credits while working a part-time job for the district office in the Special Services and Communications division. My general receptionist duties included phones, bulk mailing and word processing.

Business Administration

Education record

Education record

Education record