Summary
Overview
Work History
Skills
Certification
Timeline
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Jessica Mason

San Diego,CA

Summary

Dedicated and detail-oriented professional with 12+ years of experience at FortuneBuilders Inc., excelling as an Executive Assistant to support executives with diverse operational needs. Skilled in accounting and legal functions. Recognized for adaptability and providing reliable support, while consistently maintaining confidentiality to enhance organizational efficiency.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Executive Assistant to CEO, CFO & COO

Fortune Builders, Inc. / Equity Street Capital, LLC
San Diego, CA
01.2016 - Current
  • Demonstrated expertise in anticipating executive needs, maintaining confidentiality, and optimizing workflow; promoted to Executive Assistant for all C-suite executives
  • Oversaw multiple calendars, coordinated meetings, and travel arrangements; developed a streamlined filing system for financial and life insurance documents, as well as created tracking system for tax purposes
  • Proven track record of handling both business and personal tasks for all executive
  • Organized executive holidays events, managing venue, catering, and entertainment
  • Legal Assistant
  • Organize 80+ corporate and LLC documentations and collect various signatures needed from owners
  • Transitioned into handling all 80+ entity requirements that include annual renewal fees, statements of Information, business state and city licenses to ensure legal compliance
  • Building Maintenance Manager / Office Manager
  • Handled all administrative functions and day-to-day operations for an office of 200+ employees
  • Oversees the maintenance and upkeep and safety of commercial building at 3033 Bunker Hill

Executive Assistant to CFO

Fortune Builders, Inc.
San Diego, CA
01.2012 - 12.2015
  • Supported CFO with administrative tasks, as created a filing system for various documents such as numerous statements, asset protection, tax returns, and IDs
  • Account Manager
  • Manage QuickBooks for 5+ entity accounts through financials
  • Managed multiple rental properties from residential and commercial
  • Accounts Payable
  • Managed accounts payable for FortuneBuilders Inc; a multimillion-dollar enterprise

Skills

  • Document handling
  • Office Management
  • Administrative Support
  • Meeting planning
  • Travel administration
  • Technical Support
  • Spreadsheet tracking
  • Executive Support
  • Proficient in Microsoft, QuickBooks, Adobe, and Google Workspace

Certification

  • Certified Notary Public (2015- current)

Timeline

Executive Assistant to CEO, CFO & COO

Fortune Builders, Inc. / Equity Street Capital, LLC
01.2016 - Current

Executive Assistant to CFO

Fortune Builders, Inc.
01.2012 - 12.2015

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Jessica Mason