Jacinna Castro-Pruitt, Office Manager

About

As an experienced administrative professional, I specialize in keeping teams organized, connected, and running smoothly. With nearly 15 years of experience supporting executives and cross-functional teams, I bring a proactive, detail-driven approach to everything from managing office systems to streamlining communications. I thrive in fast-paced environments where collaboration and adaptability are key, and I take pride in helping teams stay focused on what matters most. Whether it’s coordinating schedules, organizing digital records, or improving day-to-day operations, I’m passionate about creating systems that make work easier — and people’s lives better.

Experience

Archvest Wealth Advisors

Aug 2019 – Nov 2024

Office Manager

- Provided proactive administrative support to executive leadership, including calendar management, meeting coordination, and document preparation. - Fostered strong relationships with high-net-worth clients by delivering personalized service and ensuring long-term satisfaction. - Oversaw office operations and supplies, creating an organized, functional, and welcoming environment that enhanced team collaboration and productivity. - Prioritized and managed multiple tasks in a fast-paced environment, consistently meeting deadlines while maintaining high productivity and service standards. - Monitored and maintained CRM data integrity (Redtail, Levitate), optimizing client data management and improving customer engagement workflows. - Utilized cloud-based platforms (Box.com, Dropbox) for secure document storage, seamless sharing, and efficient collaboration across teams. - Trained and mentored new employees during onboarding, promoting a smooth and confident transition into company operations and culture. - Supported the development and maintenance of Standard Operating Procedures to ensure consistency and efficiency in administrative processes. - Administered office communication systems (Proofpoint, RingCentral, Ruby Virtual Receptionist, Global Relay) to enable seamless internal and external communications. - Partnered with IT specialists to troubleshoot and resolve technical issues, minimizing disruptions and maintaining operational stability. - Implemented process improvements to streamline workflows, enhance administrative efficiency, and support overall business development efforts. - Demonstrated agility and professionalism in dynamic environments, managing shifting priorities without compromising quality or service.

Grossman Financial Management

Jan 2010 – Aug 2019

Assistant Office Administrator

- Delivered comprehensive administrative support to the Office Administrator and company owner, ensuring smooth daily operations. -Scheduled meetings and coordinated basic appointment logistics to support leadership schedules. -Organized and maintained administrative documentation, including internal procedures and employee handbooks. -Drafted, edited, and managed correspondence, memos, reports, and forms using Microsoft Office programs. - Maintained inventory, managed office supply ordering, and coordinated with vendors to support operational needs. - Audited semi-annual investment reports and assisted with quarterly billing, supporting financial reporting and client invoicing processes. - Utilized CRM software (ACT!) to manage client data, streamline communications, and improve record-keeping accuracy. -Partnered with IT specialists to troubleshoot technical issues and recommend workflow improvements, ensuring minimal disruption to operations. - Supported the development and maintenance of office policies and documentation to enhance organization and consistency.

Education

California State University, Stanislaus

Bachelor of Science - BS, Health Science, Concentration in Health Leadership and Administration

Jacinna Castro-Pruitt

Office Manager

Skills

Languages