Megan Zagala
Administrative Service Associate · Wacker Wealth Partners, LLP
Cayucos, CA
In My Own Words
I thrive on challenges and ambitious goals. My greatest strength is the ability to combine my analytical skills with my well-developed interpersonal skills. I can build and maintain high-quality business relationships. I am a committed and enthusiastic candidate seeking to become a member in your company.
Work Experience
Administrative Service Associate
Wacker Wealth Partners, LLP2015 – 2017
• Knowledge of all documentation and effectively shared product knowledge with clients. • Overseeing daily maintenance of corporate funds and client accounts. • Managed corporate QuickBooks and Portfolio Center. • Oversee company website. • Coordinate client quarterly reports. • Daily movement and management of funds. • Analyze accounts for discrepancies and recommend Solutions. • Daily reporting and presentations on all accounts. • Managing processes. • Extensive problem solving. • Perform Notaries. • Maintain all executives’ heavy daily calendars and schedules. • Accurately manage high volume emails, calls, and plan meetings. • Maintained excellent custodian relationships. • Outstanding customer service. • Operational excellence and travel logistics. • Expense reporting. • Coordinating events by conducting research to identify new opportunities for bring about innovation in events.
Document Control Lead/Purchaser/Administrative Assistant
SAES Pure Gas. Inc2011 – 2015
• Supervised all in-house company documents accurately and efficiently. • Overseeing the maintenance of existing records for new projects. • Having an awareness of different cultures and a diplomatic approach to any associated conflict. • Prepare project specifications to support new products concepts. • Innovative and able to clearly and concisely present business proposals. • Verifying and releasing blueprints and schematics. • Responsible for maintaining all Engineers daily calendars and product portfolio forecasts. • Responsible for weekly Engineering Meeting Minutes. • Accurately manage high volume emails and calls. • Driver for delivering and receiving of parts. • Operational excellence and travel logistics. • Managing processes. • Coordinating events by conducting research to identify new opportunities for bring about innovation in events. • Developed strategic plan of action to ensure cost remains under pre-determined budget. • Carried out all functions as per legal guidelines
Assistant Department Manager/ Sales Associate
Gottschalks2007 – 2009
• Establishing and maintaining customer relationships. • Knowledge of all merchandise and effectively shared product knowledge with clients. • Focus on high volume of sales. • Attention to detail. • Problem solving. • Performed monthly reports and presentations of marketing and sales evaluations. • Cost accounting. • Supply management. • Monthly scheduling of part-time associates. • Time management. • Manage display models. • Equipment maintenance.
