Meticulously detailed and highly organized Estate Manager/Personal Assistant well versed in providing personal and administrative support duties efficiently and effortlessly.
Overview
9
9
years of professional experience
Work History
Personal Assistant
Private Couple
02.2022 - Current
Responsible for weekly/monthly bill payments and expenditures
Maintain current insurance coverage records for tangible assets
Organize and maintain schedules and contacts
Work parallel with financial advisors and accountants to organize and maintain financial accounts
Provide expenditures reports and spreadsheets
Maintain financial records for involvement in various charities
Maintain financial historical records, quarterly/yearly tax payments and trust accounts
Organize and prepare itinerary for domestic and extensive international travel for principals and staff – including flights, car service, hotel, entertainment, restaurants
Manage maintenance, repairs, and renovation projects for all residences
Liaison for property vendors and contractors – Florida, New York, and Massachusetts
Responsible for a various range of support duties.
Estate Manager
Wilomar Corporation
09.2017 - Current
Responsible for weekly/monthly bill payments and expenditures, including payroll, credit card itemization, petty cash logs, bank accounts for personal and business
Maintain current insurance coverage records for tangible assets
Organize and maintain principal’s schedule, emails, and contacts
Work parallel with financial advisors, accountants, and attorneys to organize and maintain financial accounts
Facilitate quarterly financial meetings and monitor principal’s budget
Provide expenditures reports and spreadsheets
Oversee principal’s charitable organization to continue active involvement in various charities
Maintain financial historical records, quarterly/yearly tax payments and trust accounts
Organize and prepare itinerary for domestic and international travel for principal and family – including flights, car service, hotel, babysitters, entertainment
Manage large domestic staff among three residences – Florida, New York, and Idaho
As well as business office and associated tasks for the corporation
Manage maintenance, repairs, and renovation projects for all principal’s residences
Liaison for property vendors and contractors
Responsible for a various range of support duties.
Credentialing Coordinator
TeamHealth Anesthesia
08.2014 - 05.2017
Assisted Anesthesiologists, CRNAs, and Physicians Assistants with credentialing and reappointment applications at healthcare facilities nationally
Prepared monthly reports of assigned hospitals and surgery centers to superiors for review
Maintained all medical license, Drug Administration, certifications and malpractice insurance for physicians and mid-level providers nationally
Ensured compliance with national standards of quality organizations
Audited, data entered, and preformed primary and secondary source verifications in accordance with various departmental policies for credentialing, recredentialing, and delegated accounts including Locum agencies
Resolved practitioner concerns in a timely manner.