Executive Assistant

Cherie Beaumont

***** ** ********* **

Sherwood, OR 97140

Phone: 503-***-****

***************@*****.***

Skills Set: Microsoft Office (Outlook, Word, Excel, Power Point), Lotus Notes, ShareFile, ProFx, CCH/XCM, Caseware, OneNote, Dropbox, Multi Line Phones, General Office Equipment, Event Planning. Expense Reporting, Travel Arrangement, Complex Reporting, Meeting Coordination/Agenda/Minutes, Project Management, Document Preparation and Retention, Multi Calendar Scheduling, Transcription

EXPERIENCE:

Delap LLP December 2013 – April 2017

Executive Assistant, Tax

Administered executive support for CEO and 8 tax partners including calendar management, expenses, billing support, extensive reporting, client phone calls and meeting hospitality

Supported production team in tax return assembly, processing 1040s, 8879s and preparing 1099s

Provided task tracking for 55 accountants through tax season, utilizing detailed reporting from firm task tracking program, maintaining detailed follow up information to ensure consistently accurate reporting

Managed outgoing accountant transitions sending client notification and tracking records transfer authorizations as well as post transition client revenue payments

Coordinated workflow for processing of new engagement letters for all existing clients (~2500), ensuring proper retention and completion of firm specific task tracking

Facilitated the transition of ~85 office spaces into sit/stand work stations, coordinating purchases, installations and associated office moves

Generated presentations for firm wide trainings with an audience of 60 ranging from tax staff to firm partners

Scheduled annual Tax Update with national presenter, coordinating offsite meeting location and catering, arranging the production of teaching materials and ensuring appropriate CPE resources

Organized special events ranging in scope from a partner retreat for 12 to a firm wide holiday party for 200, coordinating with venue managers to schedule dates, plan décor, review and select menus, working with vendors and planning activities, all within budget

Proficient in Microsoft Office Suite, ProFX, CCH/XCM, Sharefile, Caseware

The Northern Trust Company July 2010 – December 2013

Wealth Strategies Sales Associate

Executed superb new business reporting, activity tracking, pipeline management, calendar management, new account opening, funding oversight, call report entries, new business and sales credit audit reviews to 4 Wealth Strategists, 2 of which were consistent $1MM first year fee producers

Awarded organizational Quality Medallion Award, resulting in the following excerpt “…consistently provides superior support to Dallas Wealth Strategists…leveraging their productivity to focus on clients…one example involved facilitating the funding of a $30 million client account under a tight timeframe…as a result of Cherie’s efforts, Dallas continues to rank highly in the West region new business results…”

Customized client preparation presentations, initial portfolio reviews, sample pricings and allocations using Power Point, WealthBench, and a proprietary Share Point tool

Prepared accurate expense reports

Coordinated air travel, rental cars and hotel stays for executives for out of town business trips

Facilitated high net worth client meetings to execute well prepared and heavily monitored hedge fund documents, all with extreme accuracy, ensuring consistent acceptance in a dual acceptance legal process

Collaborated with Marketing Director in arranging invitation lists, catering, parking services, entertainment and an agenda for the local executives presentation for the opening of new offices in downtown Dallas where all high net worth clients and all high profile associates of regional leadership were in attendance

Tracked revenue of all of Dallas County sales team to provide additional support to the Dallas County President. and local Managing Directors

Coached and trained two top executives, from a competing banking system brought on board to open new offices in our sister city, in systems, procedures and culture resulting in a request to join them in the new offices

Coordinated with a national and local teams to concurrently facilitate 2 office remodels and one new office opening, coordinating communications between team leaders, local executives and local employees regarding timelines, scheduling and temporary work spaces

M Holdings Securities December 2006 – May 2010

Broker Dealer/Trading Services Specialist

Executed trade desk operations using NetEx for trade executions, asset movement and new account set up

Facilitated back office support for clearing company (Pershing), investment advisers and clients

Supervised 6 team members using team meetings, goal setting, and performance reviews, both midyear and year end, focusing on organizational core values

Developed and transitioned entry level Document Processing department of 2 to a Case Management team of 6 with increased comprehensive responsibility in first level supervisory/compliance review of new accounts

Participated with IT director and multi member team to facilitate transition to a Web based document submission program (eCase), attaining initial mastery and actively leading the training and support for both internal staff and member firm associates nationwide

Oversaw the accurate and timely periodic 300-26,000 piece mass mailings

Reviewed all commission holds, researching causes, training staff in how to avoid future holds and resolving conflict in difficult situations

Participated in the Anti Money Laundering Committee, keeping up to date on all regulations ensuring local compliance to ensure successful periodic regulatory audits

Provided initial training and ongoing coaching in all systems and processes and procedures for temporary staff, new employees and scholar program associates

Developed and wrote department procedure manuals

Provided excellent customer service through high volume of phone and email communications

Obtained Series 7 and 63 licenses within one year of being hired as an entry level document processor

Shriners Hospital for Children April 2001 – December 2006

Administrative Assistant III

Executed administrative duties for the Directors of both Rehab and Gait Lab departments providing detailed and timely reports, meeting prep and minutes, event planning, annual budget prep

Scheduled inpatient and outpatient appointments for >20 therapists using Outlook

Provided coordination of services with outside duramedical equipment vendors, translators and schools

Maintained access database information for 1500 patients used for research and the production of reports and mailings

Transcribed full medical reports with great accuracy and within tight deadlines

Member of initial implementation team for system wide computer scheduling program change, providing initial mastery followed by the training of hospital scheduling staff

Provided extensive and positive public interface with patients and families

Organized departmental participation in the annual Junior Rose Parade, providing coordination of t-shirt design and ordering, food and beverage needs, patient participation rsvp’s, and parade day participation

EDUCATION:

Southwestern Adventist University, Keene TX

Completed 2 years of Social Work studies

Chisholm Trail Academy, Keene TX

Graduated with High School Diploma

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