Michelle Orr
Hockley,TX
Summary
Industrious and forward-thinking Senior Executive Assistant with over 30 years of experience in administrative environments. Possesses expertise in strategic planning, operational management, and administrative support. Results-driven and hardworking with a focus on maximizing executive productivity through exceptional service and team coordination.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Executive Assistant to CEO/CFO/Family Office and Office Manager
Wolfcreek Group / U.S. Pipeline
09.2011 - Current
- Provide comprehensive administrative support to CEO, managing complex calendars, scheduling appointments, and coordinating travel arrangements, including private charters
- Arrange all corporate jet travel, maintain and flight logs
- Draft and edit correspondence, presentations, and reports for executive-level distribution
- Manage confidential information with utmost discretion and integrity
- Family office pay personal bills for CEO, manage multiple properties scheduling maintenance, assure insurance coverage is sufficient, maintain personal vehicle registrations, insurance and maintenance, assist with children's tuition, travel. All other needs of family
- Support CFO
- Streamline office processes and implement efficient systems to improve productivity and workflow
- Revise and maintain master calendar to coordinate meetings across multiple time zones
- Set up meeting and event logistics for senior management and updated calendars
- Facilitate board meeting agendas and distribute support materials in advance for successful sessions
- Manage office, responsible for ordering supplies, schedule repairs and liaison with Property Management office
- Plan company events, annual meetings, golf tournaments, company gatherings
- Obtain signatures for financial documents and internal and external invoices
- Serve as General Counsel and Safety Director, including word processing, creating spreadsheets and presentations, and scheduling domestic and international travel arrangements.
Account Assistant /Customer Service
State Farm Insurance – Steve Spencer
01.2010 - 08.2011
- Provide customer support
- Write new policies, take claim information, take payments
- General office assistance.
Account Assistant/Account Manager
Jess Akin Insurance Agency
01.2009 - 01.2010
- Providing support to Account Managers and Producer in servicing clients and maintaining relationships with underwriters by coordinating the flow of information to resolve accounting, audit, or underwriting questions and issues
- Duties include processing and invoicing of policies, endorsements, and audits; preparing and revising draft proposals; checking the accuracy of policy coverages, endorsements, and certificates; issuing binders; maintaining files and inputting policy detail; resolving policy and coverage-related concerns for clients and insurance carriers.
Account Assistant
Carroll Insurance Agency
01.2008 - 01.2009
- Responsible for executing payment and performance bonds and license and permit bonds for contractors
- Providing support to Account Managers and Producers in servicing clients and maintaining relationships with underwriters by coordinating the flow of information to resolve accounting, audit, or underwriting questions and issues
- Duties include processing and invoicing of policies, endorsements, and audits; preparing and revising draft proposals; checking the accuracy of policy coverages, endorsements, and certificates; issuing binders; completing required checklists, maintaining files, and inputting policy detail; resolving policy and coverage related concerns for clients and insurance carriers.
Account Associate
Wells Fargo Insurance Services, Inc
01.2006 - 01.2008
- Responsible for providing support to Account Executive, Account Managers and Producers in servicing clients and maintaining relationships with underwriters by coordinating the flow of information to resolve accounting, audit or underwriting questions and issues
- Duties include processing and invoicing of policies, endorsements, and audits; preparing and revising draft proposals; checking the accuracy of policy coverages, endorsements, and certificates; issuing binders; completing required checklists, maintaining files, and inputting policy detail; resolving policy and coverage related concerns for clients and insurance carriers
- Assist with marketing efforts.
Sales Assistant/Administrator
Amherst Securities Group
01.2001 - 01.2006
- Administrative duties to facilitate timely, accurate, and effective trade details; process trade tickets sent by salesmen to send to the traders with accurate information pertaining to the trade, i.e
- Settlement date, factors, coupons, sales commission, bottom line figures; Prepare paperwork for salesmen to open new customer accounts and coordinate with the compliance director; confirm trades with customers and brokers; post principal and interest payments for bonds; handle any money differences on trades with customers and other broker dealers; enter trades into Bear Stearns database for corporate trades; Review and make sure commissions are correct for salesmen monthly pay.
Branch Administrative Assistant
Mercer Global Advisors
01.1996 - 01.2001
- Prepare required paperwork to open Brokerage, Partnership, Corporate, Trust, Individual Retirement, and Company Retirement Accounts; process liquidation orders for account distributions; prepare required documents to link Mercer's Registered Investment Advisor master account to client's retail Schwab accounts; liaison between Mercer & Charles Schwab & Co.; office manager duties consist of interview, training, processing new hire paperwork; handle petty cash, office maintenance and accounts payables; Directly assist the Regional Sales Manager with potential and new clients; assist in preparation of individual and group proposals; maintaining Regional Sales Managers schedule; reworking of all office forms for better client presentation.
Education
Cy-Fair High School
Cypress, TXSkills
- Software - Microsoft Office Products
- Adobe Professional
- Zoom/Teams Meetings
- Problem Resolution
- Scheduling and Coordinating
- Administration and Reporting
- Onboarding and Orientation
- Complex Problem Solving
- Verbal and Written Communication
- Event Coordination
- Extensive Scheduling and Calendar Management
- Accounts Payable and Receivable
- Expense Reporting
- Banking Operations
- Senior Leadership Support
Certification
- Notary Public, 11/2026, TX
- Texas Insurance License (Life, Property & Casualty), Expired
- Series 6, 63, Expired
Timeline
Executive Assistant to CEO/CFO/Family Office and Office Manager
Wolfcreek Group / U.S. Pipeline
09.2011 - Current
Account Assistant /Customer Service
State Farm Insurance – Steve Spencer
01.2010 - 08.2011
Account Assistant/Account Manager
Jess Akin Insurance Agency
01.2009 - 01.2010
Account Assistant
Carroll Insurance Agency
01.2008 - 01.2009
Account Associate
Wells Fargo Insurance Services, Inc
01.2006 - 01.2008
Sales Assistant/Administrator
Amherst Securities Group
01.2001 - 01.2006
Branch Administrative Assistant
Mercer Global Advisors
01.1996 - 01.2001
Cy-Fair High School
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