Lori L. Hagerty
***** ******* **** ***. ****, Avon, Ohio 44011
415-***-**** t ********@*****.***
Executive Assistant/Administrative Assistant/
Office Coordinator/Receptionist
Energetic, performance focused office professional with an extensive foundation in all aspects of administrative and operational management. Unwavering commitment to internal relations, with proven ability to build productive relationships, resolve complex issues and promote team engagement. Detail-oriented with a passion for contributing administrative expertise to introduce and implement internal improvements in support of overall organizational growth. Strong commitment to customer service.
AREAS OF EXPERTISE
t Microsoft Word, Excel, Outlook, PowerPoint t SharePoint t Office Management and Organization t Program Management and Implementation t Meeting & Event Management t Cost Reduction t Resource Management t Report Preparation and Writing t Database Creation & Management t Team Leadership t Promotional Materials Design t WIN LAN Administrator t Accounts Payable Processing t Compliance Management
PROFESSIONAL EXPERIENCE
TEMPORARY POSITIONS 2016
Transdigm Corporation (via OfficeTeam)
Completed various assignments for CEO and CFO including updating client databases, client correspondence, telephonic support, calendar management, meeting coordination, both internal and external, and screen and prioritize emails for senior executives.
Hyland Software (via Employer’s Choice)
Greeted, registered and announced high volume of visitors, processed and logged incoming/outgoing mail and package deliveries. Worked with schedules for the Wellness Center and special services offered to all team members. Created and commended for unique personalized approach to repetitive email communications.
WELLS FARGO BANK, San Francisco, CA 2000 to 2015
Sr. Administrative Assistant/Office Manager – Education & Nonprofit Banking, 2009-2015
Oversaw comprehensive administrative support to numerous department staff members, which included management of travel arrangements, expenses, scheduling, general reporting and compliance liaising. Ensured all meetings, travel, and logistics were meticulously coordinated on behalf of the Executive Vice President, Senior Vice President, and multiple Vice Presidents.
Established a sponsorship and fundraising matrix that detailed the department’s response to specific client needs.
Contributed IT support with administration of LAN, and oversaw orientation of new hires to internal computer systems and corporate protocols.
Spearheaded organization of all off-site events on behalf of group team members.
Recognized for improving internal efficiency through introduction of the Outlook Department Calendar, which allowed staff to better track meetings and appointments.
Guided four projects that centered on relocation of staff to different areas, and was appointed by the senior management team to a Corporate Properties Task Force.
Project Coordinator – WF Securities Investment Group, 2008-2009
Successfully advanced Securities Investment Group (SIG) projects critical to internal departments and sub-groups. Appointed to serve as the Meeting Planner charged with leading training sessions within the Financial Products Sales Group. Responsible for communicating both project information and updates.
WELLS FARGO BANK, Project Coordinator, continued
Minimized the overall training budget by 45%, while enhancing overall training quality.
Proactively determined training needs in order to establish procedural protocols, resulting in a 50% reduction in training time.
Designed and delivered an event which grew giving to the annual Community Support Campaign with the United Way by 100%.
Utilized SharePoint to direct a communication program, which provided 400 SIG traders and operations team members to better understand individual skill sets of team members.
Launched customized career development programs, and guided the mandatory training for 400 cross-functional team members.
Greatly reduced the research time of individuals pursuing job information through departmental postings on the internal website using Documentum.
Administrative Assistant/Relationship Associate, Government, Education, and Labor Banking, 2000-2008
Providing administrative support within the Government, Education, and Labor department, which included oversight of soft purchasing and inventory control. Responsible for system administration in role as Technical Specialist and WIN LAN Administrator for 22 department team members.
Reduced departmental supply costs through the precise preparation of credit card reports and accounts payable processing.
Developed more than 40 documents and presentations on behalf of eight internal Relationship Managers, which required expertise in using Microsoft PowerPoint.
Introduced and implemented plan for PTO calendar and appointment calendar tracking.
Seamlessly negotiated vendor contracts, resulting in optimal computer, printer, cell phone, and supply pricing.
Orchestrated the annual Community Support Campaign for four years, and was recognized for achieving the highest donation numbers in the unit’s campaign history.
PREVIOUS CAREER IN MEETING AND EVENT PLANNING
CALIFORNIA BANKERS ASSOCIATION, San Francisco, CA
Department Manager – Meetings & Conferences
Organized all aspects of seminars, meetings and conferences from 15-200 people including vendor hall, speakers, instructors and entertainment.
EDUCATION AND CREDENTIALS
Bachelor of Arts, Communication/Media Studies, Cleveland State University, Cleveland, OH
Associate of Arts, Fine Art, Lorain County Community College, Elyria, OH
Certificate, Dale Carnegie Public Speaking Course, San Francisco, CA
Professional Affiliations, Meeting Professionals International