Affinity TrustsExecutive Assistant / Team Leader
Jan. 2018 - Sep. 2021Los Angeles, California, United StatesI lead a team of four people and delegate all administrative responsibilities. I maintain relationships and coordinate estate planning webinars with fifteen credit unions. I oversee all client relations and communicate with two law firms to ensure clients' trusts are ready on schedule. I handle the President's day to day needs and book all of her travel.