Office Manager/Assistant to the President
Pacific American Securities, LLC
San Diego, California
01.2002 - 01.2011
- Managed office operations for Pacific American Securities, LLC, supporting securities administration and staff needs
- Maintained confidential records, files, and compliance paperwork for securities office procedures
- Organized vendor relations, supply orders, and facility maintenance for daily office readiness
- Processed invoices, expense records, and payment follow-up for administrative and accounting support
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed office inventory and placed new supply orders.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Supervised staff members, organized schedules and delegated tasks.
- Responded to customer issues to provide immediate resolution and improve retention.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.