Wealth Strategies GroupExecutive Assistant
Sep. 2015 - Mar. 2017As an executive assistant, I am trusted with high-end, complex duties. In addition to handling incoming and outgoing communication, filing and clerical work, I am also in charge of scheduling meetings, maintaining complex filing systems and databases, and document review and preparation. I am the first line of communication between my boss and the outside world, speaking with clients and brokers regularly on the phone as well as various communication forms such as: writing emails, transcribing notes, faxing, copying, creating spreadsheets, and mailing pertinent documents.