Samantha George
Cypress,TX
Summary
Strategic Executive Assistant with over 15 years of total professional experience, including 5+ years supporting C-suite leadership. Expert in high-volume calendar management, complex travel logistics, and cross-departmental coordination. Proven ability to handle sensitive regulatory documentation (FINRA, ADV) and streamline executive workflows. Eager to leverage a decade of corporate expertise and recent experience managing a high-functioning household to drive operational success for executive leadership.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Family Caregiver & Household Manager
George Household
04.2018 - Current
- Operations Management: Directing complex daily schedules and transportation logistics for a high-functioning household.
- Financial Administration: Managing comprehensive household budgets and vendor relationships, mirroring executive-level expense tracking.
- Project Management: Coordinating multi-stakeholder activities and educational requirements with high attention to detail.
Compliance Assistant
Invesco
05.2013 - 04.2018
- C-Suite Support: Provided high-level administrative support to executive leadership, managing complex domestic and international travel via Axiom.
- Regulatory Compliance: Managed sensitive FINRA filings and ADV brochures, ensuring 100% accuracy and regulatory adherence.
- Financial Reporting: Processed executive expense reports and payroll documentation using ADP and NetSuite.
Agency Servicing Assistant
State Farm Mutual Automobile Insurance Company
09.2009 - 02.2013
- Utilized Salesforce and Siebel for managing large client portfolio, focusing on high-value retention and claims coordination.
- Streamlined agency administrative workflows, achieving faster document processing and improved client satisfaction scores.
- Coordinated client communications, ensuring timely and accurate information dissemination.
- Assisted in processing insurance claims, maintaining compliance with company policies.
- Managed scheduling for team meetings to optimize workflow efficiency and enhance collaboration.
- Organized files and updated records systematically to support documentation efforts.
Personal Lines Insurance Sales Agent
Brown & Associates Allstate Broker
04.2006 - 09.2009
- Developed personalized insurance plans based on client assessments and risk evaluations.
- Cultivated strong client relationships through effective communication and trust-building techniques.
- Streamlined policy review processes, ensuring compliance with regulatory standards and company guidelines.
- Mentored junior agents, enhancing team performance and knowledge sharing within the agency.
Education
High School Diploma -
Central Texas Home School Coalition
Cedar Park05.2004
Skills
EXECUTIVE SUPPORT
C-Suite Support
Complex Calendar Mgmt
Axiom Travel Procurement
ADP Expense Reporting
Board & Meeting Prep
Vendor Relations
SOFTWARE & CRM
Salesforce
NetSuite
Siebel
Microsoft Office (Expert)
SharePoint
Google Workspace
COMPLIANCE & LEGAL
FINRA & ADV Filings
Regulatory Documentation
Confidential Records Mgmt
Contract Administration
Insurance Claims Handling
Certification
Certified Business Relationship Manager (CBRM)
Timeline
Family Caregiver & Household Manager
George Household
04.2018 - Current
Compliance Assistant
Invesco
05.2013 - 04.2018
Agency Servicing Assistant
State Farm Mutual Automobile Insurance Company
09.2009 - 02.2013
Personal Lines Insurance Sales Agent
Brown & Associates Allstate Broker
04.2006 - 09.2009
High School Diploma -
Central Texas Home School Coalition