Priya Shah

June 7, 2026

Dear Ms. Holloway,

A leader's day rarely goes as planned — the work is making sure it still ends on time. For the past five years I've owned the calendars of a COO and two VPs at Lumen Health Group, coordinating 40+ meetings a week across four time zones with zero double-bookings. When I read that Heritage Oak Capital Group is hiring an Executive Assistant to support its principals, it sounded like exactly the kind of high-trust, fast-moving office where I do my best work.

I tend to be measured by the things that don't go wrong. I book and reconcile all executive travel through Concur — roughly $180K in annual travel and expense volume with under 1% rework — and I plan the logistics behind quarterly leadership offsites and a 220-person all-hands, owning venue, catering, AV, and travel on budget. Earlier, supporting twelve advisors at Brightway Financial Partners, I built shared filing and naming conventions that cut document retrieval time by an estimated 30% and processed 60+ expense reports a month ahead of every close.

As a Certified Administrative Professional and Microsoft Office Specialist Expert — and a commissioned Texas Notary Public — I'm fluent across Microsoft Office, Google Workspace, Concur, Slack, Zoom, and DocuSign, and discreet with the confidential matters that cross an executive's desk. A financial-services office demands precision and absolute discretion, and after years screening communications and serving as a trusted gatekeeper, both feel like second nature.

I'd welcome the chance to talk about how I can keep Heritage Oak's principals organized, prepared, and a step ahead. Thank you for considering my application; my resume is enclosed, and I'd be glad to share references whenever it's helpful.