Aimee DeFord
Irvine,California
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investor Relations Associate
Clear Capital, LLC
02.2022 - Current
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Kept client financial plans optimized for current market trends and economic conditions.
- Collaborated with Accounting department to send quarterly distributions and reports,
- Managed and oversaw the website
- sent K-1s to our investors
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Maintained energy and enthusiasm in fast-paced environment.
- prepared legal transfer assignments with our in house counsel.
Administrative Assistant
Clarion Management, Inc.
01.2020 - 02.2022
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Generated reports and typed letters in Word and prepared PowerPoint presentations.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Handled client correspondence and tracked records to foster office efficiency.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Coached new employees on administrative procedures, company policies and performance standards.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
Assistant Manager
Greystar Property Management
01.2017 - 02.2020
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Toured property with prospective tenants and provided wealth of information in regards to its key features.
- Handled tenant communications by quickly responding to requests for maintenance and answering any questions or concerns.
- Performed background, reference and credit checks as part of screening process of prospective tenants.
- Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
- Distributed and followed up on tenant renewal notices.
- Resolved conflicts between tenants regarding noise, encroachments and parking.
- Invited prospects to fill out application upon completion of property tour.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.
- Escalated major issues to property manager for immediate remediation.
- Scheduled various contractors to complete needed work on vacant and occupied units.
- Used Yardi to keep record of financial transactions and rental applications.
Education
Bachelor of Arts - Real Estate
University of California, Irvine
Irvine, CASkills
- Investor Relations
- Business Operations
- Client Needs Assessment
- Electronic Systems
- Office Support
- Customer Accounts Management
- Microsoft Office
- Customer Support
Certification
- CNP - Certified Notary Public
Timeline
Investor Relations Associate
Clear Capital, LLC
02.2022 - Current
Administrative Assistant
Clarion Management, Inc.
01.2020 - 02.2022
Assistant Manager
Greystar Property Management
01.2017 - 02.2020
Bachelor of Arts - Real Estate
University of California, Irvine
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