Kristin W.

Experience

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  Actuaries Unlimited, Inc.

  Jul 2011 - Aug 2012

  Administrative Associate
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  Studio City

  Aug 2012 - Dec 2014

  Project Coordinator and Executive Assistant to President
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  Cove Street Capital

  Dec 2014 - Dec 2020

  Partner, Client Services Coordinator, Executive Assistant

  Client Service, Operations and Marketing- DDQ and RFP preparation- Daily, monthly and annual Investor reporting and deliverables- Curating and dispatching online marketing distributions- Completing ad hoc Portfolio Manager and client requests, including asset and performance reports - Database and CRM management, including verifying accuracy, authenticity and relevance with database and SEC requirements- Communicating directly with investors and partners, including managing relationships with new and existing clients to set up and fund accounts- Compiling and organizing statements for both institutional and individual clients- Creating and generating investment presentations for existing and potential clients- Managing and overseeing all proxy voting of over 95 security holdings on behalf of each client- Managing the weekly input and distribution of varying strategy portfolios- Preparation of various detail and summary reports and reconciliation of such reports with source documentation (general ledger, financial statements, Advent reports, etc.) and researching any differences and pursuing corrective action as needed- Providing support for the marketing department to improve digital and in-person marketing avenues. Including: blog posting, strategy letter mailings, financial conferences, etc.Executive Assistant and Office Manager- Assigning and monitoring clerical, administrative and secretarial responsibilities and tasks among office staff- Managing filing systems- Facilitating issues with tech support- Answering and directing all phone calls- Monitoring and maintaining office supplies inventory in conjunction with recording office expenditures- Personal bookings, tasks, and transport for the CIO and President Show less

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  Post Advisory Group

  Dec 2020 - Oct 2021

  Senior Associate, Client Services

  - Create custom, high-level presentations for clients- Utilize Excel to manually create, update and send client reports in a timely manner- Respond to client requests and inquiries in a timely, informative, and professional manner- Participate in the on-boarding of new client accounts- Develop and maintain strong working knowledge of processes and products- Complete DDQs while coordinating with other departments as needed - Relay client feedback to appropriate parties - Assist in completion of RFPs- Coordinate client meetings and calls Show less

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  The Walt Disney Company

  Feb 2022 - now

  Executive Assistant to VP of Creative Marketing DBT & EVP of Creative Marketing Nat Geo

  - Daily collaboration with Directors surrounding high-profile and timely projects- Provided routine and complex administrative support to Executives in a fast-paced work environment while exhibiting a high level of professionalism.- Anticipated the needs of my Executives by initiating written and oral communication while representing the Executive's vision, goals and objectives.- Proactively and independently successfully managed multiple complex and detail-oriented projects that were highly confidential and sensitive in nature.- Managed my Executives daily appointment schedule and coordinated conferences and meetings, as well as travel arrangements and itineraries.- Developed and maintained professional relationships while providing superior support to internal and external teams.Collaborated with and participated in multiple committees and special projects in advocating the overall mission of the company.- Coordinated with multiple levels of management and their administrative staff while utilizing conscientious analytical and decision making skills in achieving necessary high-priority deadlines.- Routinely provided direction and support to other administrative staff by being a role model and setting the tone for overall office professionalism. Show less