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Administrative Assistant Insurance

Location:
Monrovia, CA
Salary:
55000
Posted:
November 07, 2016

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Resume:

S T E L L A G O M E Z

Azusa, CA *****

Home: 626-***-**** Cell: 626-***-**** acxeze@r.postjobfree.com

EMPLOYMENT HISTORY

**-** – 07-16 Administrative Assistant Los Angeles, CA

Willis Towers Watson

Duties:

Supported 10 Consultants

Provided editorial review on documentation

Scheduled appointments

Set up Webcast for meetings

Order catering

Arrange travel for associates

Input expense report for associates

Provided support in client billing

Formatted documentation

Managed client information in Client Information System

Drafted PowerPoint presentations

Trained new employees

Run reports in Reporting Portal System

Updated timeline documentations

Follow Professional Excellence Standards

01-08 – 11-12 Senior Administrative Assistant Los Angeles, CA

KPMG LLP

Duties:

Provided full administrative support for the tax practice consisting of 2 Partners, 1 Director, 1 Senior Manager, 4 Managers, and staff.

Prepared invoices to clients bi-weekly

Managed practice’s Work in Process

Assisted personnel with business travel arrangements, including air, car and lodging

Assisted personnel with time reporting

Trained and assisted new employees

Prepared correspondence and spreadsheets

Import documents in programs such as Interaction

Prepared and formatted engagement letters

Prepared and formatted memos

Prepared and updated daily and monthly reports

Maintained and organized document filing system

Maintained inventory and ordered office supplies

Back up administrative assistant for other teams

Scheduled appointments

Maintain calendar for partners

Coordinated team meetings

Arrange catering for internal meetings

Performed full scope of duties related to shipment and delivery time sensitive materials to the firm’s client

Performed occasional client research

Followed all risk management procedures

Trained new employees

Prepared expense reports

Follow up on cancelled or rescheduled appointments

Preformed daily uploads of confidential documentation onto the firm’s internal servers

Attended Meetings and take minute notes

Stella C. Gomez

Page 2

02-06- 11-06 Administrative Assistant Los Angeles, CA

STEVEN HOLTZ INSURANCE COMPANY

Duties:

Assisted the President with preparation of client letters

Prepared daily and monthly reporting regarding insurance claims and client applications

Assisted the President with completion of insurance applications

Provided the clients with insurance updates

Updated and organized client database

Assisted clients with insurance claim complaints

Follow up with insurance companies regarding client applications

01-05 – 01-06 Administrative Assistant Arcadia, CA

CALIFORNIA SENIOR INFORMATION

Duties:

New Business Coordinator

Completed insurance applications

Follow up with insurance companies

Interacted with Broker Dealer, and other insurance companies

Prepared spreadsheets for New Business log

Provided clients with follow up regarding their applications

Coordinator for monthly workshops

Assisted the President of the company in completing life insurance applications

Provided President with updated forms

Assisted clients with life insurance applications, and get information

Organized and Maintain files

SKILLS:

Computer Skills: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Power Point, Word Processing, Data Entry, MAPICS, Volunteer, Interaction, E-Peat (Billing), Orion, Concur (Travel), Team Collaboration Tool (TCT) and Oracle R12.

Office Administrative: Filing faxing, emailing, binding documents and scanning.

Typing: 50 Words-Per-Minute, ten key by touch.

EDUCATION

Associate of Science Degree: Paralegal Studies/Family Law

Mount San Antonio College, Walnut, California Graduation: May 1994

Baldwin Park Adult School: Certificate – Microsoft Word, Excel, and PowerPoint

Baldwin Park, California Certificate date: January, 2008



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