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Executive Assistant Administrative

Rancho Mirage, CA, 92270
June 14, 2019

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***** ******** ****

Rancho Mirage, CA 92270



Operations management, budgeting, and inventory management

Effective analytical, problem solving & communication skills

Responsive customer service and public relations

Proficient in Microsoft Office 2000; Word, Excel, Outlook, Lotus 1-2-3, Redtail CRM financial database, Daylite 4, Virtual Advisor financial software

Notary Public, State of California, 2007

General Securities Registered Representative Examination (Series 7), 2000


Bachelor of the Arts in Economics, Magna Cum Laude, 1992

Wake Forest University - Winston-Salem, North Carolina


Client Relations Specialist

Praxis Wealth Management, Inc.- Palm Desert, CA

October 2017-January 2018

Responsible for servicing all client accounts; processing new account paperwork, scheduling client/prospect meetings and reviews; preparing all relevant reports & documents.

Updated & organized filing system; uploaded all client documents; account statements, financial & estate planning documents to CRM Redtail database.

Perform administrative tasks as answering phone, distributing mail, scheduling appointments, & maintaining equipment and office supply inventory,

Special projects as designated.

Administrative Assistant

Ponder Financial & Retirement Firm, Inc.- Palm Desert, CA

June 2017 – September 2017

Performed administrative duties as follows: greeted visitors & clients, answered/screened phone calls, scheduled and confirmed appointments, managed executive calendar & coordinated with Ontario office, maintained & updated comprehensive filing system, monitored financial brochure inventory and general office supplies.

Responsible for assembly & presentation of financial documents for client appointments; ensured appointments were thoroughly prepared for and followed through from start to finish.

Assisted with event planning and client workshops.

Gathered & assembled information for weekly business sales and status reports.

Administrative Assistant

College of the Desert- Palm Desert, CA

Kinesiology & Athletics Department

October 2014-February 2016

Provided administrative support to department Dean, Director and Faculty for efficient office operations: answered telephones, greeted visitors, received & resolved complaints, opened/screened/routed mail, composed memos, reports, & other correspondence, scheduled meetings & appointments, updated calendars, arranged for meeting facilities, attended meetings & recorded minutes, maintained office supplies & department specific forms.

Assisted coaches and sports teams with schedule compilation & distribution, arranged travel including lodging & meal expenses, prepared purchase orders for equipment & uniform purchases.

Prepared financial and statistical reports to monitor department budget & expenses; researched & compiled data for department specific reports/projects as requested.

Maintained & organized confidential faculty class records as follows: course syllabi, attendance & final grading;

prepared & administered faculty course evaluations to students in selected classes.

Administrative Assistant

Law Office of Kimberly T. Lee- Indian Wells, CA

October 2013- January 2014

Handled wide range of administrative support: answered 4 phone lines & directed calls promptly and efficiently,

greeted & assisted incoming clients and walk-ins, scheduled meetings for prospective & existing clients, managed daily

calendar, responded to client inquiries & requests, completed special projects as assigned by supervisor.

Assisted in the preparation, organization & assembly of estate planning documents and portfolios.

Organized client seminars and special events from preliminary preparation to completion, ensuring for an efficient and

orderly flow of events.

Prioritized & managed multiple tasks and projects simultaneously.

Assistant to Financial Planner, Brian M. Levy

M. Clark Financial- Indian Wells, CA

August 2011- March 2013

Prepared & assembled agendas, illustrations & financial statements for client reviews and prospect meetings.

Completed new account paperwork for diverse investments including: annuities, REIT’s, and life insurance; followed

through from processing to establishment of accounts.

Scheduled meetings, phone conferences & webinars with prospective and existing clients.

Serviced existing client account requests for all brokerage accounts and investments.

Special projects as directed: verified & obtained state licenses, tracked commissions, ran Morningstar reports for

analysis, updated broker of record on client policies.

Project Coordinator

Hofmann Land Development - Indio, CA

June 2007-January 2011

Worked closely with city and county officials throughout project planning process through completion of construction.

Managed administrative tasks and files; prepared bid packages and contracts; tracked/logged invoices; assembled

applications for building permits and entitlements; prepared reports for agency approval.

Assisted in rental property management at Plantation at Polo residential development.

Executive Assistant

Fedderly & Associates, Inc. – Palm Desert, CA

June 2006-May 2007

Organized job files, proposals and quotes for construction and interior design projects.

Compiled and submitted contracts; maintained project logs, contract logs and insurance certification through project


Completed purchase orders for designers and arranged for delivery of merchandise.

Executive Assistant

Westmount Properties, LLC – Palm Desert, CA

October 2005-April 2006

Assisted with preparation of documents including contracts, agreements, reports, correspondences and transmittals.

Prepared and updated progress reports from initial planning stage through project completion.

Worked closely with supervisor in special project implementation.

Executive Director

Unicorn Foundation, Inc. – Stuart, Florida

July 2003-July 2005

Coordinated and implemented fund-raising activities, musical productions, benefit auctions, and conferences.

Created brochures, newsletters and posters for fund-raising activities.

Maintained retail accounts, reconciling service, account or project discrepancies.

Administrative/Sales Assistant

Merrill Lynch – Palm Beach, Florida

September 1999-July 2000

Assisted financial advisors with administrative, customer service and marketing functions.

Assisted in designing and presenting account performance reviews.

Organized quarterly seminars/lectures for existing clients and prospects.

Executive Assistant/Office Manager

The Khader Group– Mt. Kisco, New York

Nutrition Consultancy & Manufacturer of Nutritional Supplements

January 1995-May 1999

Performed all administrative, marketing and customer service functions necessary to support operational growth and to

maintain all standards in service delivery.

Worked closely with client base in providing nutritional guidance and assistance in product selection.


St. Louis Church, Cathedral City, CA; May 2017 to July 2017.

Mission Hills Senior Living, Rancho Mirage, CA; April 2016 to October 2018.

Birth Choice of the Desert, La Quinta, CA: January 2017 – March 2017.

The Braille Institute, Rancho Mirage, CA: May 2014 – August 2014.

Eisenhower Medical Center, Rancho Mirage, CA; January 2014- June 2014.

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