Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

JOHN M. HEGNA

Cathedral City,CA

Overview

27
27
years of professional experience
1
1
Certification

Work History

Welcome Desk Assistant - Volunteer

DAP Health
06.2024 - Current
  • Greet individuals and assist with answering questions regarding DAP Health facilities. Direct clients and patients to the appropriate area/department based upon their needs. Ensure guests feel welcome and that their needs are addressed with empathy and clarity.

Registered Client Associate

Merrill Lynch
10.2016 - 03.2018
  • Obtained Series 7 and Series 66 certification. Provide exceptional client service and support to FA teams. Answer phones, provide accounting information to clients, research and resolve complex client issues. Place client trade requests. Open new accounts and process service requests including transfer of funds and securities, issue checks, wire transfers, ACH, and process ACAT transfers from outside firms. Act as liaison between client and Bank of America regarding banking related issues and identify opportunities to provide clients with beneficial banking products. Prepare client investment and other reports for client meetings. Maintain team calendars and assist with marketing events.

Executive Assistant

McKinsey & Company
06.2014 - 04.2016
  • Provide administrative support to mid and senior level consultants including managing a high volume of incoming email, prioritize requests, manage multiple calendars, and schedule internal and client meetings, conferences and workshops within a wide range of international time zones. Make local and international travel arrangements (flights, hotels, ground transport) including obtaining necessary letters of introduction, letters of invitation, work permits and visas. Process and submit client billing timesheets and expense reports for consultants. Process research requests; coordinate events (facilities, video conferences, catering), and other ad hoc projects. Serve as liaison and point of contact with client representatives, vendors and suppliers.

Office Administrator

Roisman Henel LLP
08.2011 - 05.2012
  • Supervise paralegals and support staff. Administer payroll and employee benefits (health and disability insurances, 401(k)/profit sharing, FSA, and PTO). Create and maintain complex timekeeper profitability spreadsheets. Handle all accounting and financial matters including financial statements and coordination of end of year tax returns with CPA. Handle firm insurances including worker’s compensation, general liability, and professional malpractice. Coordinate firm events and meetings.

Office Administrator

Tosdal, Smith, Steiner & Wax
10.2008 - 08.2009
  • Handle financial functions including client billing and accounts receivable, accounts payable, financial statements, profitability reports, and trust transactions. Interview and hire support staff and manage staff workflow. Process employee payroll, complex partner distributions, and related tax deposits and reports. Administer employee benefits. Manage lines of insurance including errors and omissions, general liability and property. Handle firm purchases including office equipment, computers, and supplies. Interface with building management on facilities related issues. Coordinate firm events and meetings.

Office Administrator

Reed, Longyear, Malnati & Ahrens PLLC
02.2006 - 10.2007
  • Manage Human Resources including hiring and training of support staff, systems training, workload allocation, annual reviews, and development of policies and procedures. Responsible for new attorney recruitment and orientation. Restructure and enhance employee benefit package. Implement ongoing firm training programs for case management system and MS Office products. Manage facilities including office space expansion. Serve as network administrator and troubleshooter. Handle firm insurances including general liability, key person, and professional malpractice. Schedule and chair monthly partner meetings.

Firm Administrator

Preg, O’Donnell & Gillett PLLC
06.1998 - 12.2005
  • Perform administrative, computer systems, facilities, and accounting functions for growing insurance defense law firm. Handle Human Resources including recruitment, interviewing, hiring and training of support staff, annual reviews, and workload allocation. Develop and implement firm policies and procedures. Administer employee benefits. Resolve employee workplace disputes and conflicts. Manage firm insurance policies. Handle facilities, office equipment, furniture and computer purchases.

Education

High School Diploma -

Everett Community College
Everett, Washington
01.1978

High School Diploma -

American High School International
03.1977

Skills

  • IBM Notes, Windows XP Professional, Windows Server, WORD, Excel, PowerPoint, Outlook, Timeslips, TABS, ProLaw, PC Law, QuickBooks, Proprietary Wealth Management Software, Salesforce

Affiliations

Association of Legal Administrators Active Member 1998 to 2012

Certification

Passed Series 7 and Series 66 Exams for Securities Registration October 2017

Timeline

Welcome Desk Assistant - Volunteer

DAP Health
06.2024 - Current

Registered Client Associate

Merrill Lynch
10.2016 - 03.2018

Executive Assistant

McKinsey & Company
06.2014 - 04.2016

Office Administrator

Roisman Henel LLP
08.2011 - 05.2012

Office Administrator

Tosdal, Smith, Steiner & Wax
10.2008 - 08.2009

Office Administrator

Reed, Longyear, Malnati & Ahrens PLLC
02.2006 - 10.2007

Firm Administrator

Preg, O’Donnell & Gillett PLLC
06.1998 - 12.2005

High School Diploma -

Everett Community College

High School Diploma -

American High School International

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JOHN M. HEGNA