Experience

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  Diamond concessions

  Jun 2012 - Aug 2013

  Cashier

  CashierCustomer ServiceFood Preparation

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  Smith college

  Aug 2012 - May 2013

  Student worker

  I helped to prepare dining room food arrangements, washed dishes, and maintained a clean dining environment.

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  Girl scouts of san gorgonio council

  May 2013 - Aug 2013

  Membership paid-intern

  I was a paid-intern for the Membership and Community Development Department. I helped to pioneer the internship program. I also helped develop a council welcome packet template for beginning troop leaders. I co-lead an entire GS Series, helped with Girl Scout meetings, prepared supplies for other Girl Scout programs and trained new employees.

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  Smith college computer store

  Oct 2013 - May 2016

  As a manager, I was responsible for monitoring the building, opening and closing the building and managing large event set ups. Similar to my position as an Associate, I helped to set up business conferences, lectures, and school wide events in the campus center. I helped to welcome and guide visitors around the campus. I maintained the first point of contact for most students and visitors. I was responsible to maintaining a clean and bright environment as well as acting as a information resource. Show less

  • Sales Consultant

    Aug 2015 - May 2016

  • Office of Student Engagement Student Manager

    Jun 2015 - Aug 2015

  • Office of Student Engagement Service Associate

    Aug 2013 - May 2015

  • East Asian Language and Literature Department Korean Student Liaison

    Oct 2013 - Dec 2014
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  The mcglothlin group

  Aug 2016 - Nov 2018

  Assistant to rodney mcglothlin, financial advisor with planmember securities corporation

  • Coordinating multiple office activities in a fast paced office environment• Creating spreadsheets and presentations utilizing extensive software skills, Internet research abilities and strong communication skills. • Works directly with a Financial Advisor of the Corporation helping to administrate and file client’s information.• Preparing Stock, Mutual Fund, Variable Annuity, and ETF research for the Financial Advisor’s review.• Helping to promote healthy client relationships and rapport development• Receiving and recording incoming phone calls, all incoming signed contracts, and paperwork from current clients / prospects• On behalf of the Financial Advisor, corresponding with clients to set up yearly account reviews. • On behalf of the Financial Advisor, corresponding with Fund Companies and Third Party Administrators to follow up on the progress of Registrations, Applications, Distributions, Rollovers, Transfers and Exchanges. • Controlling the access of client’s sensitive personal information into database of over 600 clients, consistently updating database Advisor’s Assistant, managing customer and product database to ensure efficiency and easy access for the Financial Advisor. Show less

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  Bevmo!

  Dec 2017 - Apr 2021

  Sales associate and bevmologist

  Cashiering. Stocking inventory, greeting guests with a smile, and providing great customer service.

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  A. jay munoz

  Feb 2019 - Aug 2019

  Executive assistant to a. jay munoz & dena mcsherry, financial advisors with planmember securities

  • Answered phones and Managed itineraries for multiple Financial Advisors. • Corresponded with multiple Investment Companies, Insurance Companies and Third-Party Administrators with concise written communication. • Spearheaded the transferring of entire client databases from three retired Financial Advisors into the office database under their corresponding new Financial Advisors. • Streamlined and organized the existing database for future additions and improvements. • Converted old paper filing and client documents into digitized records for a database over 1,000 clients. • Collaborated with PlanMember Securities’ Service Center on solutions to improve the accessibility and functionality of the website and document submission process. • Demonstrated an ability to work efficiently and preserve strict confidentiality in a fast-paced environment servicing over 1,000 clients.• Acted as the First Point of Contact for all clients and potential clients and consistently used my customer service skills. • Prepared financial spreadsheet reporting, stock, mutual fund, variable annuity, and ETF research for presentations • Converted the office to electronic submission of documents, checks, and signatures for accessibility and speed. • Received, Re-directed and Recorded incoming phone calls, all incoming signed contracts, and paperwork from current clients /prospects.• Routinely Assisted the Financial Advisors in reaching a $250,000 new business sales goal every quarter.• Worked independently, as a Skilled Multi-Tasker and Self-Starter with an ability to anticipate the needs of the day.• Received Communication Training and Followed strict compliance protocols consistently. • Coordinated logistics for travel and accommodation for the Financial Advisors. • Planned a large retirement Party with responsibilities including food planning,scheduling, transportation, décor, entertainment, photography, organization, created gift bags, crowd control, and marketing. Show less

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  Jeff grotke attorney

  Feb 2019 - Jul 2019

  Paralegal internship

  Consolidated exhibits and corresponded with other Law offices.Supplied case organization and legal research.Prepared deposition and appeal paperwork.Worked independently and as a team to brainstorm on case details.Utilized computer skills and data base research to assist the office.Organized and Maintained a pristine working environment.Greeted and Demonstrated Customer Service Skills to new and existing clients.Maintained follow-up log on outstanding matters and draft follow-up letters for attorney signature. Produced, Revised, Scanned and/or Photocopied internal and external correspondence, evidence, evidence lists, memoranda, reports, contracts, schedules, labels.Answered telephone calls for attorney and covered phones for attorney, logged calls, and assisted or re-direct callers as appropriate. Tactfully communicated with clients in-person and on the phone even during high stress or high-pressure times. Always maintained confidentiality. Demonstrated an ability to prioritize and to follow through on multiple tasks. Show less

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  San manuel band of mission indians

  Apr 2021 - now

  Executive Assistant to Multiple Attorneys including a Chief Legal & Compliance Officer, a Deputy General Counsel, and VP Associate General Counsels.• Provides typical professional-level administrative support to an in-house legal department in a confidential, professional manner, including: preparing and finalizing contracts, memoranda, legislation, presentations, PowerPoints based on exemplar templates; copying, printing, scanning, assembling documents; comparing documents, proofreading and correcting prepared documents. • Conducts document management functions; coordinates and organizes detailed calendars, events, reports, agenda planning and presentations. • Makes approved purchases, processes invoices for payment.• Handles calls, mailing, guest visits and new hire onboarding; conducts court filings to support active caseloads, including acquiring working knowledge of Tribal Court rules and procedures.• Makes travel and Minimum Continuing Legal Education (MCLE) arrangements, expense reports.• Assists in the drafting and revision of legal documents in accordance with attorneys’ specific requests and including but not limited to scheduling document revisions and other priority items.• Accurately files correspondence and legal documents in electronic document management system, including but not limited to the contract lifecycle management system. • Actively participates in key legal projects as assigned for process improvements and system implementation including but not limited to document management system (DMS) and legal entity management system.• Interacts with internal and external business associates, with professionalism, discretion and confidentiality.• Reviews and ensures accuracy of vendor invoices, including outside counsel invoices; prepares accurate check requests, and timely submits invoices for payment. • Leads as the main System Administrator for multiple systems. Show less

  • Legal Operations Specialist

    Jan 2024 - now

  • Executive Assistant to the Chief Legal and Compliance Officer

    Dec 2022 - Dec 2023

  • Executive Assistant the Legal Department

    Apr 2021 - Dec 2022