Katie Farrell
Vista
Summary
Detail-oriented administrative professional with 12 years of experience optimizing business operations and enhancing client relationships in financial services and beauty industries. Expertise in agent onboarding, contracting coordination, calendar management, and customer service. Committed to streamlining workflows and ensuring superior client experiences while managing multiple priorities.
Overview
12
12
years of professional experience
Work History
Administrative Assistant
Founders Financial Group
09.2024 - Current
- Acted as primary contact for insurance agents in national life insurance marketing organization, facilitating effective communication.
- Coordinate agent onboarding and contracting with multiple life insurance carriers.
- Assist agents with licensing, contracting documentation, and onboarding procedures.
- Coordinated communication between agents and insurance carriers, ensuring timely submissions and approvals.
- Addressed agent inquiries and resolved onboarding or contracting issues, enhancing agent satisfaction.
- Maintain organized records of agent licensing status and contracting progress.
Personal Assistant / CEO Assistant
Gabriella Abutbol
Escondido
12.2021 - 09.2024
- Managed personal and professional calendars, scheduling meetings and events to optimize executive time.
- Handled correspondence and communications on behalf of the executive.
- Coordinated events and logistics, ensuring seamless execution and positive attendee experience.
- Organized documentation while maintaining strict confidentiality.
- Oversaw updates to company website and social media platforms to enhance online presence.
Salon Manager
Bryli Hair Lounge
Carlsbad
03.2020 - 10.2021
- Oversaw budgeting, payroll support, and financial tracking to enhance operational efficiency.
- Managed day-to-day operations and client scheduling to ensure timely service delivery.
- Resolved customer concerns and fostered strong client relationships.
- Managed inventory and executed supply ordering to maintain optimal stock levels.
- Supported team development initiatives to enhance workplace positivity.
Server
Decoy Dockside Dining
San Marcos
01.2017 - 01.2020
- Delivered high-quality customer service in fast-paced restaurant environment.
- Managed multiple tables, ensuring timely service and positive guest experiences.
- Processed orders and payments using POS systems efficiently.
- Collaborated with team members to streamline service processes, improving overall guest satisfaction.
Assistant Salon Director
iTAN Sun Spray Spa
San Marcos
01.2014 - 01.2017
- Implemented sales goals and performance initiatives to enhance team accountability.
- Coordinated operational management and staff schedules to support salon director.
- Oversaw inventory control and ordering processes to ensure optimal product availability.
- Implemented safety protocols to ensure compliance with health regulations.
Education
Bachelor of Science - Communications
California State University
San Marcos, CA06-2028
Skills
- Administrative support
- Calendar management
- Documentation management
- Data entry
- CRM systems expertise
- Onboarding agents
- Process coordination
- Client relations
- Communication and correspondence
- Team collaboration
- Customer service
- Multitasking
- Document organization
- Problem solving
- Conflict resolution
- Slack communication
Timeline
Administrative Assistant
Founders Financial Group
09.2024 - Current
Personal Assistant / CEO Assistant
Gabriella Abutbol
12.2021 - 09.2024
Salon Manager
Bryli Hair Lounge
03.2020 - 10.2021
Server
Decoy Dockside Dining
01.2017 - 01.2020
Assistant Salon Director
iTAN Sun Spray Spa
01.2014 - 01.2017
Bachelor of Science - Communications
California State University