Jun 2017 – Present · 9 yrs

• Responsible for office management, business operations, and vendor relations.
• Human Resources Lead, Safety Officer, AP/AR Administrator.
• Create and maintain reports to track and analyze multimillion-dollar budgets with strict timelines.
• Identify inefficient processes and programs, research solutions, implement corrections, and train.
• Onboard/offboard associates and consultants, maintain personnel records, benefits, contracts and riders, ongoing training, regulatory compliance, availability, and utilization.
• Facilitate large scale corporate events to include national conferences, client appreciation events, and company workshops.

Jan 2010 – Jun 2017 · 7 yrs 5 mos · Colorado Springs, Colorado Area

• Administration in Financial Planning products and services, including Life Insurance, Investments, Annuities and Property and Casualty. Ensure strict compliance with regulatory requirements.
• Responsibility of office management, network administration, business operations, personnel hiring/training, marketing plan, team building, and compliance.
• Maintain budget, commission, sales, production, and conservation records, inter-office billing, and employee payroll.
• Full execution of contract maintenance, purchase orders, AP/AR, and general ledger.
• Advisor and office liaison with various business partners and Home Office.
• Facilitate inter-office meetings and district-level activities such as seminars and client appreciation events.
• Prepare necessary Insurance, Investment, Annuity, and Compliance paperwork prior to client appointments.