Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Joann Newport

Lubbock

Summary

Experienced and proactive Executive Assistant with over 19 years experience of proven success supporting senior executives in the financial service industry. Skilled at managing high-value client transactions, streamlining operations, maintaining executive calendars, and serving as a professional liaison between C-level leaders, clients, and institutions. Highly organized, trustworthy, and adept at handling confidential information with discretion.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Executive Assistant & COO

Caprock Financial Group
Lubbock
11.2021 - Current
  • Support for the CEO and CFO by orchestrating all aspects of new client accounts, totaling approximately $25 million annually, from initial meeting to final plan delivery.
  • Manage the CEO's calendar, prioritize appointments, schedule meetings, and resolve conflicts for efficient use of executive time.
  • Serve as a liaison between executive leadership, clients, financial institutions, insurance carriers, staff, and external contacts.
  • Prepare comprehensive weekly financial transaction and production reports for the CFO's review.
  • Engage with clients weekly via phone, email, and letters regarding pending policies to strengthen relationships.
  • Plan events, including bi-monthly financial seminar dinners, client appreciation events, and industry-specific, invitation-only events, to procure new clients and strengthen current relationships.
  • Maintain detailed spreadsheets and CRM reporting for documenting correspondence in accordance with compliance regulations.
  • Ensure regulatory compliance with SEC and state insurance rules, while building strong industry partnerships.
  • Resolve concerns from clients, prospective clients, and financial companies promptly and efficiently.
  • Cultivate relationships with key personnel at insurance companies to ensure compliance with SEC and state regulations.

Financial Transfer Administrator

The Blair Group LLC
Lubbock
03.2006 - 11.2021
  • Managed and nurtured new client accounts totaling over $17 million annually, overseeing the entire process from initial sale to final implementation.
  • Delivered tailored presentations and comprehensive account reconciliations for new clients, ensuring clarity and understanding of financial outcomes.
  • Cultivated and maintained strong client relationships through regular communication (phone, email, and written correspondence), ensuring timely updates on pending policies, and addressing concerns promptly.
  • Actively resolved inquiries and issues from clients, prospects, and financial partners, ensuring high satisfaction and retention rates.
  • Built and maintained relationships with key stakeholders at insurance companies and financial institutions, ensuring smooth operations and adherence to regulatory standards.
  • Coordinated with internal teams (CEO, CFO) to execute special projects, provide cross-functional support, and streamline operations.
  • Prepared detailed weekly financial transaction reports and production summaries for CFO review, ensuring accuracy and timeliness.
  • Maintained a comprehensive and up-to-date financial database for each client, documenting all relevant interactions, and the current status of pending cases.
  • Utilized advanced Excel to manage and track correspondence, case progress, and client-specific needs, ensuring transparency across departments.

Education

B.S. - Human Development and Family Studies

Texas Tech University
Lubbock, TX
12.2005

Skills

  • Executive Calendar Management
  • Financial & Administrative Reporting
  • Client Relationship Management
  • Microsoft Office (Excel, Outlook, Word, PowerPoint)
  • Google Suites
  • Insurance & Regulatory Compliance
  • Internal Communication & Branding Support
  • Presentation Preparation

Certification

Licensed Life, Annuity and Health insurance Agent

References

References available upon request.

Timeline

Executive Assistant & COO

Caprock Financial Group
11.2021 - Current

Financial Transfer Administrator

The Blair Group LLC
03.2006 - 11.2021

B.S. - Human Development and Family Studies

Texas Tech University

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