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Cristina Lloyd

Cristina Lloyd

San Diego, CA

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ATS Financial

Administrative Assistant

As an Administrative Assistant to Financial Advisors I was responsible for taking notes while meeting with clients, assembling client review folders, tracking new client business, arranging meetings with prospective clients and following up with them, as well as managing company events and seminars.

Career medium 04
Career
Career medium 01

Bentson & Vuona, LLP

Administrative Assistant

I was in charge of assembling client files, tax returns, and paperwork. I managed the back office which included but was not limited to ordering office supplies, filing, e-mailing clients on the Executives behalf, organizing company events, and managing the companies client base.

Career

Nursetemp

Office Manager

While working for Nursetemp I managed the office, ordered supplies, organized and filed client and employee folders, submitted payroll, managed company's income and expenses with Quickbooks and assembled and mailed invoices.

Career medium 04
Career

Orange Coast College

Business Administration

Laguna Beach High School

High School Diploma