Michèle Garza
Selma,CA
Summary
Energetic Office Manager equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows. Focused on attentively assisting customers and identifying additional opportunities.
Overview
25
25
years of professional experience
Work History
Executive Office Manger
Wealth Connection, Inc
Fresno, California
07.2012 - Current
- Provided comprehensive administrative support to Investment Advisors.
- Assisted in the preparation of client presentations, reports, and other documents.
- Performed account maintenance activities such as opening new accounts, transferring funds, processing distributions and withdrawals.
- Maintained records of all client activity including trades and portfolio performance reviews.
- Responded to incoming calls from clients regarding their accounts or general inquiries.
- Communicated regularly with clients via phone or email regarding their accounts.
- Developed, implemented, and monitored employee benefits programs such as health insurance, retirement plans, disability insurance, and other related policies.
- Managed the enrollment process for new hires and existing employees into benefit plans.
- Coordinated open enrollment periods for employees to make changes to their benefits coverage.
- Advised human resources staff on proper procedures for handling various types of employee benefit inquiries or requests.
- Performed cost analyses of different benefit plan options available to employers.
- Maintained up-to-date knowledge of relevant laws and regulations governing employer sponsored health care plans.
- Utilized all systems and processes to increase personal productivity, such as Microsoft 360, Salesforce, Investor 360, DST Vision, Wealthscape and other wealth management and benefit management tools.
- Worked with businesses and Individual investors in commission based, as well as, managed investments.
- California Life & Health licensed
Administrative Assistant/Independent Contractor
John D Werft, CPA, CFP
Fresno
07.2007 - 09.2012
- Provided administrative support as needed within various field of the financial services industry including portfolio management, insurance, trust administration, bookkeeping, client support and communications.
Administrative Assistant
Properity Planning & Management
Fresno
07.2010 - 07.2011
- Provided administrative support to a Financial planning practitioner/Investment manager in all areas of maintaining a financial services and insurance practice.
- Executed daily operations while maintaining client relationships and producing technical and detailed reports.
- Obtained experience with Schwab Performance Technology ranging from daily reports to creating customized quarterly client presentation reporting.
Director of Operations
Plan Financial, Inc
Fresno
11.2001 - 07.2007
- I was quickly and repeatedly promoted during my 7 year tenure with Plan Financial, culminating in many responsibilities for coordinating all office functions while supervising a team of four administrative professionals and a receptionist at a busy growing financial services firm.
- I assisted in the development of efficiency-enhancing workflow/process improvements that made it possible to accommodate increasing responsibilities necessitated by increased workflow.
- I served as the primary liaison to all new business clients, as well as, my advisors' individual clients to ensure a consistently positive client experience. I believe it to have helped drive an increases in client satisfaction allowing each advisor to become more productive, in turn increasing their bottom line goals of building and strengthening their client base and personal revenue.
- Successfully transitioned entire operation from paper based filing to electronic filing systems.
Skills
- Meeting Coordination
- Document Management
- Office Administration
- Operations Management
- Compliance Monitoring
- Customer Service
- Administrative Support
- Database Administration - Salesforce and Investor 360
- Administrative Oversight
- Project Management
- Data retrieval systems
- Report Preparation
- Staff Training
- Scheduling and calendar management
- Multitasking
- Reliability
- Analytical Skills
- Active Listening
- Managing Operations and Efficiency
Timeline
Executive Office Manger
Wealth Connection, Inc
07.2012 - Current
Administrative Assistant
Properity Planning & Management
07.2010 - 07.2011
Administrative Assistant/Independent Contractor
John D Werft, CPA, CFP
07.2007 - 09.2012
Director of Operations
Plan Financial, Inc
11.2001 - 07.2007