Executive Assistant Grand Rapids

JoAnne Locatis

*** ******* ****** ** ***** Center MI 49315

616-***-**** (Residence) 616-***-**** (Mobile)

BDO August 2005 to January 2010

** ****** ***., ** ***** Rapids MI 616-***-****

Accounting firm providing tax, audit, consulting, private wealth management, and cost segregation

services globally.

File Administrator:

Created and established a database and more efficient record tracking system

Managed all aspects of record control and retention for tax, audit and private wealth clients

(approximately 12,000+ records onsite and 50,000+ records offsite)

Researched and established on-line system for Certified mail reducing expense and manhours

Executive Assistant, Word Processing:

Created and established a system of packaging that generated savings in shipping and material

costs

Prepared financial statements, audit reports, client correspondence and assembled tax returns

Gill Industries September 2003 to June 2005

5271 Plainfield Ave., NE Grand Rapids MI 616-***-****

Global supplier of engineered, mechanical assemblies for automotive, furniture and multi-use vehicle

markets. Headquartered in Grand Rapids with plants in Trenton GA and Naucalpan de MX.

Executive Assistant, Product Engineering:

Controlled the release of tooling, automotive stamping, and furniture build master prints

Created and established a system for control of highly confidential Engineering Specifications

and Standards

Assisted Program Director and four Program Managers in product design and development

Ameriwood Industries July 1996 to March 1997

Grand Rapids, MI

Multi-million dollar “ready to assemble” furniture manufacturer headquartered in Grand Rapids with

plants in Dowagiac, Michigan and Tiffin, Ohio. Company has since been acquired and dissolved.

Executive Assistant to Chief Executive Officer:

Managed CEO’s calendar

Facilitated communication between CEO, Board of Directors, and department supervisors

Arranged and orchestrated quarterly board meetings held in Grand Rapids and Chicago including

travel and accommodations for CEO and Board members

JoAnne Locatis

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Council for Interior Design Accreditation January 1995 to July 1996

145 Monroe Center, Grand Rapids MI 616-***-****

Specialized non-profit accrediting agency for interior design programs at colleges and universities in

North America.

Executive Assistant to Executive Director:

Designed, sent to press and distributed two bi-annual publications for college, university and

accreditation research team use

Coordinated all transportation, accommodation and meal arrangements for Executive Director,

Board of Directors and accreditation research team members

Facilitated communication between agency and donors and maintained contribution records

G.A. Burns & Associates, Inc. February 1992 to January 1995

Grand Rapids, MI

An Outplacement International Company. Company has since been acquired and dissolved.

Executive Assistant:

Managed scheduling of facilities, resources and administrative assistance for program candidates

Composed and prepared correspondence for candidates

Managed switchboard and message center for approximately 60 individuals

Guyot, Hicks, Anderson Insurance August 1986 to January 1992

Traverse City, MI

A multi-line insurance agency, providing services throughout the Continental United States.

Executive Assistant to President:

Managed Presidents’ calendar

Coordinated President’s travel and accommodation arrangements

Served as Presidents’ liaison to clients and managed all claim activity associated with Presidents’

commercial portfolio

Organized and facilitated monthly Board of Director meetings

Education:

Davenport University, Grand Rapids MI 2008

Northwestern MI University, Traverse City MI 1985

Forest Area High School, Fife Lake, MI 1984

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