Summary
Overview
Work History
Education
Skills
Timeline
Generic

CLIFF HIROSHIMA

Westlake Village,CA

Summary

Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

28
28
years of professional experience

Work History

EXECUTIVE ASSISTANT/CLIENT SERVICE EXECUTIVE

C. E. SKOWRUP & CO.
05.2001 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed all advisor and or client requests through the Fidelity Wealthscape website.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.

Co-Owner

DESIGNED FITNESS CONCEPTS
07.1997 - 04.2001
  • Managed day-to-day operations efficiently, ensuring smooth workflow and timely completion of tasks.
  • Collaborated with co-owner on strategic planning initiatives for long-term business success.
  • Improved customer satisfaction ratings by consistently delivering high-quality products and services.
  • Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
  • Mentored employees to improve work performance, promoting professional development and growth within the company.
  • Established foundational processes for business operations.
  • Developed a strong company culture, fostering teamwork and collaboration among staff members.

Education

Bachelor of Arts - Kinesiology

California State University, Northridge
Northridge, CA
05-1996

Skills

  • Executive support to Investment Advisor/President for smooth client support Scheduled all meetings, travel arrangements, and supported with in person meetings
  • Maintained client relationships and took care of any and all client requests (Distribution requests, tax forms for CPA, Fidelity account information)
  • Processed all client onboarding, maintenance, and client request with Fidelity Wealthscape custodian website
  • Administrative support on all client accounts, record keeping, and client communication updates
  • Maintained all portfolio updates in Advent Axys portfolio software Created quarterly portfolio publication to be sent to the clients
  • Office management of all office billing, accounts receivable/payable, office inventory of supplies, and office equipment maintenance
  • Supported clients and investment advisor with creation of solutions to unforeseen challenges
  • Meticulous attention to detail and high level of integrity with confidentiality of client information

Timeline

EXECUTIVE ASSISTANT/CLIENT SERVICE EXECUTIVE

C. E. SKOWRUP & CO.
05.2001 - Current

Co-Owner

DESIGNED FITNESS CONCEPTS
07.1997 - 04.2001

Bachelor of Arts - Kinesiology

California State University, Northridge

Similar Profiles

CREATE PROFILE