Perform a wide variety of administrative tasks for the executive officer involving Sentinel and the military. Coordinated calendar and prioritize functions and appointments. Arranged travel schedules, itineraries, agendas, and reservations. Created expense reports within Concur and managed time within ADP. Responded to incoming calls and visitors determining which are priority matters. Planned and coordinated corporate events. Maintained the accuracy of external contacts, proofread written work and corporate materials. Updated on status of issues ensuring applicable information before scheduled meetings. Set appropriate boundaries to help the executive focus on priorities and use time effectively. Coordinated events and developed a knowledge base of, and discern connectivity among various centers of influence, which includes military, political, and religious leaders. Addressed challenging situations and resolved complex issues. Maintained a sensitivity towards firm’s need for confidentiality. Coordinated holiday and tax season gifts for clients. Coordinated monthly West Point luncheons; including presentations and materials. Assisted with front desk switchboard coverage on an as-needed basis. Maintained prospect marketing reports for board meetings. Created marketing materials for Sentinel and various military organizations. Researched prospects and ran Wealth-X reports verifying their wealth.

Provided administrative support to C-Suite Executives. Provided superior aide to C-Suite Executives, including the President, Vice President, CFO and COO. Coordinated and set up high-level conference calls, seminars, meetings, luncheons, and special events with over 900 invited guests. Prepared legal documents, contracts, policy correspondence, and time sensitive material meeting deadlines. Excellent relationship-building skills to ensure office is well presented to clients, attorneys, and joint venture partners. Maintained confidential files for the CEO, including personal passwords to bank accounts, credit cards, and investments accounts. Balanced personal checkbook, handle accounts payable / receivable, bank deposits for the CEO. Assisted sales team and management executives with special projects exercising proper communication and precise attention to detail and accuracy. Coordinated travel arrangements for all employees and schedule high-importance appointments. Compiled expense reports, credit card reconciliations, PowerPoint presentations, Excel spreadsheets, and memos. Coordinated with vendors and handle all purchasing requirements for the office, including print supplies, equipment, and furniture; maintain an accurate inventory count at all times. Effectively managed and renewed licenses for all 50 states for Insgroup and employees. Organized payment / distribution of season tickets for Houston Rockets, Texans, Astros and Houston Rodeo. Assistd CEO with research of various investment endeavors. Scheduled appointments with vendors for maintenance at the CEO’s personal residence. Maintained relationship with the CEO’s accountant, attorney, friends, and family. Processed notary bond applications for clients and employees. Coordinated vehicle maintenance for the CEO and his wife. Corresponded with captain of CEO’s yacht for billing, maintenance, dockage slip, fishing guide, vacations, calendar for clients renting yacht.

Excelled within a demanding environment providing high-level administrative support to the Vice President of the sales and marketing department. Developed the company brochure, and assisted in designing of the company uniform. Collected information and prepared quarterly reports for board meeting. Compiled reports for the corporate and Fort Worth offices, and Railroad Commission. Interfaced with attorneys, bankers, joint venture partners, and oil & gas operators. Coordinated travel and hotel arrangements. Prepared expense reports, drafted memos, Excel spreadsheets for executive managers, meeting deadlines. Assisted the Human Resource Manager with various administrative duties

Offered dedicated support to three partners and 20 auditors. Successfully balanced the needs of over 200 non-profit client organizations regarding reports and legal documents with proper communication. Reviewed and edited reports for grammatical, footing and cross referencing numbers, and formatting errors with accuracy and precision. Printed and bound final audit reports. Developed PowerPoint presentations to enhance visual support, created memos, and generated accounts payable / receivable reports. Coordinated travel and hotel arrangements for all employees. Interacted with contract vendors maintain a positive and professional relationship. Responsible for finalizing the hiring process for all new employees

Aided in special projects and managed expense reports for the Vice President. Operations manager, and Loan Officers. Created PowerPoint presentations, special even flyers, and Excel spreadsheets. Paid invoices, bank deposits, and approved and maintained insurance check endorsements, exercising high attention to detail and accuracy. Coordinated seminars in Hispanic communities and arranged numerous special events; collaborating with the community development officer on all efforts. Arranged travel and meeting itineraries for the Vice President and Loan Officers. Reconciled production reports and maintained office supplies. Excelled at training and assisting employees with IT issues

Assistant to Office Manager – 05/2002 to 03/2003Managed a 10-line phone system in a fast-paced office, while providing support to over 200 employees. Prioritized and delegated tasks, provided motivation and direction to create a positive work environment and ensure accurate, on-time completion. Processed incoming mail, maintained postage meter, and Fed Ex Power Ship. Maintained inventory and purchased all office, computer, fax, copier, and food/beverage supplies. Handled special projects, updated office procedures, issued insurance certificates, & time sensitive material.Cash Management – 12/2001 to 02/2002Processed confidential wire transfers, bills to borrower, and draws. Records Retention Representative – 10/2001 to 12/2001Processed file requests and returns; filed loan servicing documents. Assisted the operations department and maintained file tracking system. Imaged funding packages and prepared document shipments to imaging vendor. Administrative Assistant to Vice President – 08/2001 to 10/2001Created Excel spreadsheets and PowerPoint presentations. Coordinated and arranged all travel itineraries; assisted in coordinating office relocation. Aided Vice President in completion of time-sensitive projects and prepared items for auditors