Jessamyn Lim
Woodinville,WA
Summary
Senior Administrative Assistant knowledgeable about scheduling, calendar maintenance, event planning and customer service. Maintain high level of professionalism and efficiently handle appointment coordination.
Overview
19
19
years of professional experience
Work History
Senior Administrative Assistant
Integrity Wealth Advisors
04.2012 - Current
- Coordinated travel arrangements by booking conferences, airfare, hotel, ground transportation, and itineraries
- Responded to client inquiries and transactions to facilitate communication and support advisors
- Organized and maintained insurance, licenses, bills, and leases
- Managed administrative logistics of event planning, including contract signing, invitations, event booking, budgeting, and compliance
- Supported advisors by organizing and preparing documentation for each meeting
- Created notes and email summaries of client meetings
- Kept files and records in content management systems such as CRM
- Maintained professional calendar, and individual appointments for senior staff members
- Facilitated successful events, including conferences and workshops, through meticulous planning, coordination, and execution of logistics.
- Created and updated records and files to maintain document compliance.
- Increased accuracy of financial records with diligent tracking of expenses, budget management, and invoice processing.
- Managed sensitive information with utmost discretion to maintain confidentiality at all times.
- Boosted client satisfaction by providing exceptional customer service through timely responses to inquiries and resolving issues efficiently.
Server
Victoria Pub And Grill
11.2005 - 04.2012
- Carried out opening, closing and shift change duties to keep restaurant working efficiently.
Education
FPQP - Five Disciplines of Financial Planning
Kaplan Financial
02.2018
High School Diploma -
Buena High School
Ventura, CA06.1998
Skills
- Coordinated travel arrangements by booking conferences, airfare, hotel, ground transportation, and itineraries
- Responded to client inquiries and transactions to facilitate communication and support advisors
- Managed office meetings and client appointments
- Organized and maintained insurance, licenses, bills, and leases
- Managed administrative logistics of event planning, including contract signing, invitations, event booking, budgeting, and compliance
- Supported advisors by organizing and preparing documentation for each meeting
- Created notes and email summaries of client meetings
- Maintained CRM and financial planning database
- Carried out opening, closing and shift change duties to keep restaurant working efficiently
- Reliable and Responsible
- CRM Management
- Clear Verbal and Written Communication
- Travel Arrangement Coordination
- Calendar and Scheduling Management
- Meeting Agenda Preparation
- Detail-Oriented
- Team Coordination
- Meeting transcription
Timeline
Senior Administrative Assistant
Integrity Wealth Advisors
04.2012 - Current
Server
Victoria Pub And Grill
11.2005 - 04.2012
High School Diploma -
Buena High School
FPQP - Five Disciplines of Financial Planning
Kaplan Financial
Similar Profiles
Jared OyolaJared Oyola
Associate Accountant at Clifton Larson Allen (CPAs, Consultants Wealth Advisors)Associate Accountant at Clifton Larson Allen (CPAs, Consultants Wealth Advisors)
Ava BurkeAva Burke
Insurance Broker at RBF Wealth AdvisorsInsurance Broker at RBF Wealth Advisors
Daniel NunezDaniel Nunez
Onboarding Specialist at Guerra Wealth AdvisorsOnboarding Specialist at Guerra Wealth Advisors
Shannon McKinneyShannon McKinney
Dean of Students at Mariner High SchoolDean of Students at Mariner High School
Arielle YaoArielle Yao
Nursing Home Complaint Investigator at Washington State Department of Social and Health ServicesNursing Home Complaint Investigator at Washington State Department of Social and Health Services