Esther Brunner
Carson
Summary
Extensive Executive Assistant and Family Office Operations Manager work experience in diverse and international office settings. Interface well with others at all levels. Hardworking self-starter with excellent interpersonal communication, customer service, full cycle accounting, financial, banking, and real estate investment skills. Computer savvy (Microsoft Office Suite, QuickBooks, Appfolio, etc.), type 65 wpm, highly efficient and organized. California Notary Public. Fluent in German.
Overview
35
35
years of professional experience
Work History
Executive Assistant/Family Office Operations
Palos Verdes Investments, Inc.
Palos Verdes Estates, CA
01.2008 - Current
- Overseeing real estate transactions (Multifamily Properties) for busy Real Estate and Property Management Company and being in charge of the Family Office. Job duties include, but are not limited to property research, setting up legal entities, coordinate purchases and financing of new acquisitions, property research, full cycle accounting of the Family Trust accounts, manage property accounting, maintaining database, communicating by phone/email with agents, brokers and investors. Domestic and international travel arrangements for the President and his family as well as spearheading the end-to-end planning and execution of the annual, sometimes international, 5 day company retreat for 50+ employees, coordinating complex travel itineraries, accommodations, and ground transportation
Office Manager/Operations Manager
Johnston and Company
Culver City, CA
01.2000 - 01.2008
- Assisting the President and Consultants with candidate development for busy Executive Search Company. Managing the office in terms of setting up appointments, candidate Internet research, maintaining database and website, preparing presentation folders for candidate interviews with clients, communicating by phone and email with clients and candidates, AP/AR, expense reports, travel arrangements and payroll.
Associate Director, Investment Advisor
UBS AG
Zurich, Switzerland
01.1997 - 01.1999
- Cultivated and managed 500+ clients (retail) with mutual funds, stocks and bond investments.
Administrative Assistant, Private Banking & Internal Audit Departments
Bank Julius Baer
Zurich, Switzerland
01.1994 - 01.1997
- Supported two investment advisors in the Private Banking Department by preparing client visit package, answering phones and taking care of client requests in writing or by phone.
Administrative Assistant, Marketing Department
Castrol
Zurich, Switzerland
01.1992 - 01.1994
- Supported the Director of Marketing by answering phones, assisting in direct mailings and developing new marketing strategies.
Education
B.A. - Finance and Accounting
Business School
Aarau, Switzerland01-1991
Skills
- Executive support
- Office management
- Strong problem solver
- Meeting planning
- QuickBooks expert
- Project management
Accomplishments
- Started position as an executive assistant, where I gained a deep understanding of the multi-family real estate business. Over time, I took on more ownership of real estate transactions, and I now independently manage the entire acquisition, legal entity setup, and financing process.
Languages
German
Native or Bilingual
Timeline
Executive Assistant/Family Office Operations
Palos Verdes Investments, Inc.
01.2008 - Current
Office Manager/Operations Manager
Johnston and Company
01.2000 - 01.2008
Associate Director, Investment Advisor
UBS AG
01.1997 - 01.1999
Administrative Assistant, Private Banking & Internal Audit Departments
Bank Julius Baer
01.1994 - 01.1997
Administrative Assistant, Marketing Department
Castrol
01.1992 - 01.1994
B.A. - Finance and Accounting
Business School