QUALIFICATION SUMMARY
Skilled and dedicated Executive Assistant adept at successfully supporting
the organization's operations with minimal guidance where planning,
attention to detail, follow-through and collaboration are essential.
. Demonstrated ability to provide comprehensive support to senior
executive-level staff; proficiency at meeting scheduling, travel
coordination and related essential task management
. Wealth of Experience developing and maintaining administrative
processes which eliminate redundancy, improve accuracy and efficiently
achieves organizational objectives
EXPERIENCE
SUPERVALU, Eden Prairie, Minnesota Nov 2007 to April 2013
Executive Assistant
Primary responsibilities included heavy calendar management, meeting and
event coordination, and conference call set up. Onboarded new associates,
which entailed sending requests for laptops and associated software as well
as security access to network drives and building access.
. Prepared presentations, Excel spreadsheets and Word documents for
support materials for Vice President and Finance Director Meetings.
. As Zone Captain for the Finance Department, managed allocated space
and seating assignment for new associates and contractors on different
teams within the finance area.
. Served as the Functional Coordinator in Finance for the Workforce
Empowerment (WE) transformation. Primary responsibility was to help
transition all associates in the Finance department to a more open,
flexible and mobile work setting. Provided information to associates
on WE transition dates, compiled information on how having a more
mobile workforce would impact teams and provided feedback to WE
Project Managers. Functioned as main liaison between Finance Executive
Leadership, WE Project Managers and Associates to answer questions,
provide information, and meeting coordination.
. Handled departmental vacation scheduling, reporting and absentee
tracking and reporting.
. Served as primary backup for the assistant to the CFO.
. Singled out by the CFO to become Zone Captain in Finance in order to
streamline and make the process of associate placement more cost
effective.
RLI, Inc, Peoria, Illinois Jan 2007 to Nov 2007 Executive
Assistant to the CFO
Provided primary administrative support to the CFO and part-time support to
other senior management as required. Provided interdepartmental support
for special projects as required or where my skills could be of significant
value.
. All CFO Scheduling, Travel Arrangements, Expense Reporting and
Correspondence
. Preparation of Presentation and background material supporting monthly
corporate budget meetings, early reconciliation of discrepancies,
proofreading and assembling of related materials from a myriad of
sources
. Timely preparation of Employee Expense Reports summaries for Senior
Management
. Organize on/off-site meetings for senior management, Board of
Directors and visiting clients
. Conference call scheduling and facilitation
. Office supply management and cost control
. Departmental vacation scheduling, reporting and absentee reporting
. General technical and administrative support to other departments as
needed or requested
. Successfully organized and facilitated the annual Golf outing
involving all corporate level executives and Board of Directors.
Involved creation of numerous "promotional" materials, itineraries,
assistance with dignitary travel arrangements, dinner arrangements,
entertainment, logistics and general event preparation and
coordination. Net Result: A successful event - $10,000 under budget.
Smith Barney, Peoria, Illinois Aug 2002 to Jan 2007 Client
Service Associate
Administrative Assistant providing support to 3-5 Financial Advisers in a
highly regulated, highly competitive industry.
Reviewing and routing incoming queries from clients as well as supporting
client communications with relevant background and/or account information
to facilitate effective Financial Adviser response. Ensuring that
regulatory and corporate policy was effectively applied in all
communications directed towards clients in a timely and accurate manner
. Maintenance and currency of client contact and account files
. Building and maintaining a professional rapport with both clients and
Financial Advisers
. Ensuring that professional staff was abreast of current product
offerings, corporate and regulatory requirements in addition to
relevant market news
. Training newly hired support personnel
. Lead and facilitate training programs and events for new/existing
support personnel
. At the request of Senior Management, served on and contributed to the
office's Branch Council for improvement in training, compliance and
efficiency.
. Conceived, developed and implemented the branch office's internet web
site pursuant to corporate guidelines and policies
. At the request of Regional Management, asked to go to New York for a
week to help train employees in a newly added division to the Smith
Barney mutual fund
ADDITIONAL RELATED EXPERIENCE
State Farm, Bloomington, Il Jul 2001 to Jul 2002 Microsoft
Specialist/Business Travel Agent
Daily & Associates, Engineers Apr 1995 to May 2001 Administrative
Assistant/Receptionist
COMPUTER SKILLS
High proficiency with Microsoft Word, Excel, Outlook, and PowerPoint
Adept with Access and Visio