Administrative Assistant supporting Regional Office Manager, nine medical only and lost time Adjusters and three claim clerks. First point of contact for phone inquiries, processing all incoming/outgoing mail including claims, legal documents and faxes while determining distribution for swift and efficient. handling. Additionally recognizing referrals and authorizations and distributing them to the assigned adjuster handling that claim.Scan, release and expedite all claims and documents for payment and legal action necessary. Finally filing all claim mail and related documents for future retrieval. Also responsible for entering all received checks and preparing all certified mailings daily. Maintained office equipment involving repair, set up and supplies when necessary. Additionally performed other duties as requested.

Served in rapidly consecutive roles while retaining similar scope and responsibility, supported senior leadership teams and C-level management, starting with Carl Zeiss Meditec, Inc. (2013-2014), ABHOW (d/b/a Human Good) (2015-2016), Kaiser Permanente (2016-2018), Morgan Stanley (2018-2019) and Shaklee Corporation in two different tenures (2017-2018 and 2022).Generated and coded invoices for IT and marketing departments for approval within deadlines. Directly reported to C-level personnel. Supported senior leadership including scheduling, developing local and international travel itineraries, coordinating meetings, and filled in for colleagues in the event of an absence to maintain uninterrupted operations. Reconciled credit card statements. Processed expense reports including international currencies based on current exchange rates.• Partnered with finance, legal, and quality assurance (QA) team members for vendor non-disclosure agreements (NDAs), renewing mutual non-disclosure agreements (NDAs), QA agreements, and tax and monthly accrual reports during initial tenure at Shaklee Corporation.• Took the initiative to review and organize a complex and active schedule for the Senior VP during assistant absence at Kaiser Permanente in 2016.• Updated weekly HR Integration Status Reports and reviewed current employee handbooks; revised and amended policies and procedures to meet current standards at Ab how (d/b/a Human Good).• Traveled to industry conferences as company delegate.

Supported daily operations for a team of five C-level executives across departments.Gathered information from various sources to inform comprehensive daily, weekly, and monthly reporting. Arranged interviews for new hires to support Human Resources (HR) operations; reviewed candidate references and facilitated on-boarding activities. Served as primary point of contact for representatives from state government agencies; submitted license renewals, forms, and applications as needed. Forwarded management changes to state agencies in accordance with established guidelines. Conducted yearly customer satisfaction surveys for submission to the Board of Directors and company investors. • Earned additional responsibilities including managing and negotiating contracts with third-party vendors providing white-label company promotional products, guaranteeing low costs, on-time delivery, and accurate logo representation; continued contracts through relationship building and relationship management skills.

Supported the Senior VP of Business Development, VP of Research and Development (R&D), and a team of six R&D technicians.Developed and led informational seminars for customers; organized customer tours and visits as needed. Drafted summary reports after collecting and reviewing data. Contributed to R&D projects in partnership with technicians in accordance with industry protocols. Created, maintained, and directly oversaw department finances including invoices and budgets; reconciled all monthly statements within deadlines. • Collaborated with the Corporate Chef and technicians after business hours for meal planning for an on-site dinner event, studied the preparation to identify suitable descriptors for customers to answer any questions, and provide a memorable, profitable, and positive event for attendees.

During two-year federal contract, fulfilled administrative duties for company CEO and four partners.Assembled comprehensive reports after gathering information regarding specified water treatment facility infrastructure and potential vulnerabilities for submission to federal agencies. Processed Accounts Payable (AP) and Accounts Receivable (AR) as needed. Held responsibility for office administrative duties including facility management, as well as equipment and supply inventory. Conducted thorough background checks in a private investigator capacity. • In addition to administrative duties, served as Office Manager to locate larger office space to meet operational needs, managed purchases and maintenance contracts for required office equipment.• Regularly traveled to industry conferences and events as company representative.