CEO Office Manager / Executive Secretary / Personal Assistant
Resume:
CV updated, October ****
İLVER TAŞ
CONTACTS
(966-**-***-**** *****@*****.***
*********@*****.***
CEO Office Manager
Executive Secretary / Personal Assistant
PERSONAL INFO
Date of Birth : 27/12/1980
Nationality : Turkish
Social Status : Married (one minor son)
Current Residence : Jeddah, Kingdom of Saudi Arabia QUALIFICATION
WASHINGTON INTERNATIONAL UNIVERSITY – King of Prussia, PA, USA Bachelor of Business Administration, 2006 (distance learning) TURKISH HIGH SCHOOL – Ankara, Turkey
High School Diploma, 2001
SKILLS
Stress and time management
Disciplined
Detail oriented
Good communication skills
Office Management
Executive Support
Personal Assistant
EXPERIENCES
2010 to Present
CEO Office Manager (Office Manager/Personal Assistant to the CEO and Executive Director ED)
Assist the Executive Director and CEO with his daily schedule and duties, to include managing his calendar, commitments, and travel arrangements (planning itineraries, meeting materials and reporting expenses, events, forums, etc.)
Manage and maintain ED & CEO’s calendar including scheduling appointments, internal/external meetings and conference calls.
Coordinate ED & CEO’s travel itineraries, flights, hotel accommodation, rental car and other travel needs.
Draft and edit correspondence, communications, presentations and other documents on behalf of ED & CEO.
Complete monthly expense reconciliation for ED & CEO’s corporate credit card and out of pocket expenses.
Secure appropriate signatures and track documents through the approval process on behalf of ED & CEO.
Corporate Communications
Product Positioning & Branding
Web & Print Content Development
MS Outlook and MS Office
Tradex (Customer Data System)
Calendaring
Good Arabic & English Language Keyboard
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Serve as a liaison with internal staff at all levels.
Provide general executive administrative support to the Executive Director and CEO
Receiving and interacting with visitors;
Answering and managing incoming calls;
Arranging meetings and conference calls (including coordinating all meeting logistics, meeting materials, etc.);
Coordinate annual international meetings and other domestic meetings as needed, with duties that include planning accommodations, coordinating local transportation, and managing audio/visual requirements;
Coordinate logistics and prepare meeting materials for Board of Directors and Committee Meetings.
Maintain office files and records as well as update Outlook contacts central database.
Perform general office/facilities management duties to include: o Managing the inventory of office supplies, ordering additional supplies as needed and ensuring that costs are appropriately managed;
o Maintaining office facilities and equipment by assisting with procurement and routine maintenance and upkeep.
Assist with entering and processing approved payments;
Developing and maintaining files;
Establish highly effective relationships with Managing Directors and staff members that support and execute the business goals and objectives.
Ensure consistency with the organization’s vision, mission, and values.
Responsible for ensuring all tasks designated by the ED & CEO are implemented by the designated officer(s).
Support other Senior Management as needed.
Making necessary follow ups with the Senior Management to meeting deadlines.
Provide administrative support to ED & CEO in order to increase his availability for executive level responsibilities.
Working closely with the ED & CEO to ensure all personal accounts are balanced and arranging necessary payments.
Responsible for arranging the ED & CEO calendar for meetings.
Segregate all personal expenses of ED & CEO from company related expenses.
Efficiently managing the ED & CEO office.
Register Log.
2016 to Present
Manager, Customer Services, Business Development and Placement ALKHABEER CAPITAL – Jeddah, Saudi Arabia
A leading Saudi investment firm offering innovative Shari’a compliant financial solutions.
Carry out back office operations relating to Business Development and Placement.
Interacting with sales force team to provide services relating to documentation for all placement deals vis à vis PPMs, Subscription Agreements, Transfer Forms, NDAs and/or any other support documents.
Performing customer services in the areas of setting up of customer accounts, maintaining customer transactions, handling subscription and redemption requests, managing regular customer statements and looking after customer queries and complaints.
Review all the Account Opening Documents against the Account Opening Checklist before submission for process.
Inputting all client information on Tradex System and scanning, uploading copies of all supporting documents received from client for Account Opening process. Page 3 of 4
Enter all the information of the new client in Tradex system as stated in the Account Opening documents.
Enter all the information included in the Subscription Private Funds/Transfer Secondary Buy/Redemption forms in the system and attach on Tradex any supporting documents.
Make sure the client’s status on the Tradex is active and up to date on monthly basis in order to avoid inactivating on Tradex (due to ID expiration, etc.).
Providing adequate support to sales team relating to customer services.
Ensuring that all CMA regulations relating to customer support are carried out efficiently.
Circulate quarterly, biannually and annually client’s statements, as and when required.
Send and receive on regular basis client related correspondence such as confirmations, statements, reports, etc.
Arrange for initial screening process for prospective clients as required by Compliance Department.
Ensure completeness of client documents, such as; Account Opening Form/Know Your Customer (KYC), Private Placement Memorandum (PPM) Disclosure, and other support documents.
Follow up with Fund Administration Custody and Operations Department on the flow of money from the client to the company’s account.
Coordinate with relevant departments to ensure smooth handover of the client transactions in timely process.
2008 – 2010
Senior Officer Corporate Communications
Managing various agencies, i.e. web designers, printers, translation firms.
Responsible for assisting the Corporate Communication Officer in monitoring the Corporate Communication’s budget on a weekly and monthly basis.
Working closely with all departments to ensure all reports are delivered on time.
Assisting the PR Manager in organizing events throughout the year.
Ensure all requested corporate material related to Al Khabeer’s corporate identity are delivered on time.
Identify appropriate channels of communication.
Ensure the flow of information and changes are updated regularly on the website.
Coordinate and follow up with external translators.
Assist in editing (especially document’s translations) when needed.
Assisting the CCO (Corporate Communications Officer) in executing all PR campaigns.
Manage with the team and agencies to build and design Al Khabeer’s Corporate Brochure and website in 2009.
Assisting in creating and designing Al Khabeer’s first Private Fund’s Fact Sheet in 2008 (English and Arabic).
2004 – 2007
AL BASSAM CPAs & CONSULTANTS (RSM MIDDLE EAST) – Jeddah, Saudi Arabia A financial firm providing financial services in the MENA region. Executive Secretary to the Managing Partner
Establish highly effective relationships with Managing Director and staff members that support and execute the business goals and objectives.
Ensure the consistency with the organization’s vision, mission, and values.
Assist in firm’s activities, e.g. forums, conferences, events, etc.
Petty cash custodian.
Responsible for ensuring all payments are received on time.
Key person and team player.
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1995 – 2003
SAUDI AMERICAN BANK – Jeddah, Saudi Arabia
Western Region Transaction Banking Services Division (Speedcash) Customer Service Assistant
Assist on all client remittance requirements.
Opening remittance accounts/files for clients.
Assisting clients on their money transfer requests.
Verifying all remittance information entries.
Making necessary follow ups for all remittance inquiries. Assistant to the Regional Services and Compliance Officer
Assist the Regional Compliance Officer in the daily implementation of the tasks.
Assist and auditing all Western Region Transaction Banking Services (Speedcash) centers.
Assist in preparing the necessary reports in compliance with Saudi Arabian Monetary Agency and Saudi American Bank to the Region Head.
A representative for the cash transportation process i.e. from Speedcash main branch to Saudi American Bank main branch.
Make sure that the cash transported is received and counted according to compliance requirements.
Monitoring the Speedcash money remittance transactions in accordance with Anti Money Laundering process and/or course of action.
Conduct Surprise cash counts for TBS Western Region (Speedcash) centers.
Operations Department Processor of Transaction Banking Services Western Region.
Processing all financial entries for Western Region Speedcash centers on daily basis.
Verifying all Microfilming process for the region.
Daily proofing of all general ledger accounts.
Monitoring Sundries account entries of all Transaction Banking Services (Speedcash) Western Region Centers on daily basis for proper disposal.
Review teller difference accounts.
Review the surprise cash count process conducted by the branch auditors in the region. LANGUAGES
Turkish (mother language).
English (Fluent Reading & Writing).
Arabic (Fluent Reading & Writing).
TRAININGS
The Senior Secretary Development Programme, Balanced Score Center (BSC Training Center) – Dubai, July 2012
Executive Office Management and Executive Secretarial Administration, Izdihar Training Center – Jeddah, June 2010
Winning with Customers, Center of Banking & Finance, Saudi American Bank – Jeddah, October 2000
Detection of Forgery in Banking, The Institute of Banking, Saudi Arabian Monetary Agency – Riyadh, April 1999
Introducing SAMBA Quality (ISQ), Emergency Market Quality Office, Saudi American Bank – Riyadh, March 1999
Service Excellence, Center of Banking & Finance, Saudi American Bank – Riyadh, November 1997
DBASE III Plus Programming, Computer Applications Center – Jeddah, November 1993 – January 1994
MS DOS/Word Processing, Computer Applications Center – Jeddah, August 1993 – October 1993 REFERENCES
Available upon request.
Contact this candidate