Grace A. Thompson
**** *. ******** ***** 480-***-****
Phoenix, AZ 85045 ***************@*****.***
Summary of Qualifications
• •
Extensive High Level Executive Light bookkeeping including A/P
Assistance Experience and A/R
• •
Strong Organizational and Time Direct Executive/Client Liaison
•
Management skills Maintain Strict Confidentiality
• •
Effectively Maintain Calendar(s) Outstanding Communication
• Manage Travel Arrangements Skills, both Verbal and Written
•
both Domestic as well as Ability to Prioritize & Multitask
International
Professional Experience
La Jolla Wealth Management, LLC 2006 – 2009
Phoenix, AZ
Executive Assistant
• Provide full assistance to Founder/CEO
• Perform a high range of secretarial and administrative duties
• Initiating personnel action paperwork, trace actions, processed and safeguarded
classified documents, and edited publications.
• Direct client service and interaction
• Participate in new client production by participating in presentations
• Daily advanced Excel activities, including, but not limited to designing and
updating excel reports and/or worksheets, pivot tables, charts and pies, filtering
data, data validation, formatting, formulas, obtain values, mathematical and
automatic calculations
• Frequently prepare presentations with PowerPoint for meetings and/or seminars.
Tasks include, but not limited to: designing and updating presentations with
linking, graphics, text effects, apply themes, looping, animations and
transparency. Transfer PowerPoint to DVD and Video
Koch Reiss & Company (now Goldstein Schechter Koch CPAs) 2003 –
2006
Hollywood, FL
Executive Assistant
• Provide full assistance to Executive Partners (3 out of 5)
• Perform a high range of secretarial and administrative duties
• Initiating personnel action paperwork, trace actions, processed and safeguarded
classified documents, and edited publications
• Daily advanced Excel activities, including, but not limited to designing and
updating excel reports and/or worksheets, pivot tables, charts and pies, filtering
9dOEX 02/2009
data, data validation, formatting, formulas, obtain values, mathematical and
automatic calculations
Resume
Grace A. Thompson
- Continued –
Gurland & Goldberg, P.A. 1994 – 2003
Hallandale Beach, FL
Executive Assistant
• Provide full assistance to Executive Partner
• Perform a high range of secretarial and administrative duties
• Initiating personnel action paperwork, trace actions, processed and safeguarded
classified documents, and edited publications
Skills
• Detail oriented
• Strong interpersonal skills
• Highly proficient computer skills – Microsoft Office (Excel, Word, PowerPoint,
Outlook and Access), QuickBooks, financial transactions log and software
(Albridge Solutions, NetExchange Pro), financial database software (Junxure,
ACT)
• Very ethical and professional in work environment
• Great team player
• Multilingual – fluent in English, Dutch and German
• Never afraid to take on new tasks/challenges
• Quick learner
Education
• Van Binsbergen Institute, Netherlands
Completed Extensive Professional Executive Assistant training
• Utrecht Vocation, The Netherlands
Completed Public Relations & Marketing Course
• Catherijne College, The Netherlands
Bachelor’s Degree in Business Administration
9dOEX 02/2009