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.

·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.

·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.

·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.

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.

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