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Executive Assistant / Office Manager

Location:
Farmington, UT
Posted:
March 19, 2018

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Resume:

To Whom It May Concern:

I am writing you this Cover Letter about the job you have posted. As you will find detailed further in my resume, I have spent nearly all my professional career working directly with people in various capacities (Sales & Executive Assistant / Management) for my different employers. Additionally, I have a strong passion for organization which is what has made me such a valuable Executive Assistant for the last 6+ years. I am a very quick study, & I take pride in my ability for attention to detail, organization, & communication. I am optimistic, outgoing & excited to help others, as well as myself, achieve their full potential. Please read further for more detail on my experiences that certainly qualify me for a role with your company. Here are just a few of the responsibilities, talents

& roles I have gained & used over the years.

In my current position at Rococo Modish, as the Executive Assistant to the Owner & CEO, I have the day to day responsibility for supporting the schedule & all the business needs of the CEO. I handled many in & outbound calls, drafted emails, & returned many questions with answers. I kept all meeting minutes with vendors & organized all the materials that were needed to keep on hand for production. I interviewed, hired & trained the employees, as well as follow up & with their progress & quality of work. I scheduled all the travel activity & accommodations for the owner. It is imperative that I am efficient & well spoken. It is a very rewarding job in a different & fun environment. I have learned much from being there. As the Executive Assistant & Office Manager for Summit Capital, I aided the owner in managing

$60 Million of client’s investments at our firm. I worked directly with clients & financial institutions to collaborate on their financial goals. I did this through face to face meetings, via phone calls & through email, so my communication skills had to be above par to do this. I was their gateway for information about their accounts & any changes that they wished to be done. I handled all contracts that might need to be completed & oversaw the entire follow up process to open new accounts. I would continue the process & review of client’s 529’s and Annuities etc. I handled all daily follow-up requests via phone or email with many financial institutions (Pacific Life, American Funds etc.) I am organized & extremely detail oriented! Nothing occurred without the client working through me. I managed all calls, emails & meetings between the client & the Financial Advisor with great accuracy & efficiency while also developing an excellent relationship of trust & collaboration with our clients. These things are some of my most prized accomplishments. I also disbursed mail, while sending & receiving all packages via Fed Ex. I managed the day to day executive & office management responsibilities & took care of all travel & personal tasks for my employer.

As an F&I Manager (Finance & Sales) for 6 years at Galpin Motors in Los Angeles, CA (they are the

#1 Ford dealership in the world), I worked intimately with customers (as well as many high profile celebrities & clients) to solidify the details of their auto purchases, including completing all the legal contracts, understanding & resolving concerns, wants, & needs while addressing them accordingly. I would also work with the banks in securing their payments & financial options while most importantly, reviewing, thoroughly explaining in detail & getting all the signatures on the legal paperwork that goes into buying a new car. That is why my strong attention to detail, organization & communication skills are extremely important. In conclusion, I am excited & eager for the opportunity to contribute my strong leadership, organization & communication skills, work ethic, love for learning, & positive fun attitude with you,

& help ensure further success for myself as an individual, & most importantly the future of your company. I look forward to hearing from you soon!

Sincerely,

Jamie Bradshaw

ac4u6r@r.postjobfree.com 801-***-****

6 - Years Office Manager

6 Years Executive Assistant

6 Years Finance & Sales Manager

• Strong Organizational Skills

• High-Level Multitasker

• Customer Service & Relations Expert

• Critical Thinker/Problem Resolution

• Excellent Communicator

• Proficient in Conflict Management

EXECUTIVE ASSISTANT / OFFICE MANAGER

Rococo Modish – Woods Cross, UT 2016-Present

Executive Assistant to Owner/CEO & Customer Relations Manager (Upscale Women’s Online Clothing company)

Executive Assistant to the Owner & CEO as well as Established & Maintained Customer Relations with our Vendors. Scheduled & gave help in the new hire process or the office staff needed, as well as overseeing their quality of work. Created, executed & kept all new & existing employee & Vendor/Client paperwork. Prepare, organize, & kept important documents needed & I have an extraordinary attention to detail (i.e. Perfectionist/OCD). Followed up daily & answered all corporate, employee, or Vendor/Client requests & Questions & or emails. Scheduled office appointments & travel accommodations for CEO/Owner (professional & personal) as well as with Vendors, employees or any other type of meeting or event that needs to be organized. Maintained phone, email, or face to face correspondence with our Clothing Vendors, Operating personnel, & Employee relationships. Willing & able to be flexible with the needs of Corporate & give the utmost professional aid & help where needed.

SUMMIT CAPITAL INVESTMENT GROUP - Clearfield, UT 2012-2016

Office Manager & Executive Assistant (Financial Advising Company Managing $60M in Client Assets) First & last point of contact for all clients, new & existing. Created & processed all new & existing client paperwork. Open & continue to process & review Indexed & Variable Annuities, 529’s, accounts etc. Followed up daily via phone, email, or face to face with client & financial institutions (Pacific Life, American Funds etc.) requests. Scheduled office appointments for all clients, other advisors, prospects, etc. Oversaw & scheduled all office physical maintenance & any office services as needed. Inventoried & stocked all office supplies. Maintained a very detailed CRM. Responsible for all Office IT & technology (computers, phones, internet, fax & whatever stopped working etc.) Transitioned entire CRM system from old to new. Trained new hires & oversaw their quality of work. Extremely Organized as well as Respected & Regarded by all clients.

REGUS EXECUTIVE OFFICE SUITES - SLC, UT 2011-2012

Office Manager & Executive Assistant to Sales Manager (Providing executive office suites to temporary & long-term tenants, while assistant to the Sales Manager) Oversaw, Managed & Key player in the Opening of 222 MAIN ST. - SLC Downtown location. Verified & confirmed construction schedule, process & completion, including ensuring that construction met the high- quality finish expectations of corporate. First, middle & last point of contact for all tenants that came through the Executive Suites as potential Tenant/Clients. Coordinated the schedules for new Tenant appointments beginning to end. Managed tenant billing, administrative needs & questions. I managed & trained all new office staff. Responsible for giving all and every administrative help to tenants. I had to learn and be proficient in many different computer applications.

DEBORAH FALK – San Diego, CA 2010-2011

Personal & Executive Assistant & Management (Owner & CEO of an Infiniti Dealership)

Scheduled, managed & supported her entire day to day calendar & meetings (not limited to just in the office or office hours). Aided in all duties of opening & running a brand-new Infiniti Dealership where she was the Owner & CEO of the dealership. Did a lot of problem-solving daily with the many challenges that come with owning & operating a new dealership. Helped in the Finance department with processing all the vehicle paperwork. Very Organized & detailed with a drive for success! Advised & Prepared all paperwork for the hiring process for our Sales team. Maintained detailed records of commissions & performance.

GALPIN FORD, LINCOLN, JAGUAR, ASTIN MARTIN - Van Nuys, CA 2001-2007 Finance & Sales Manager (#1 Ford Dealer in the World for 28+ years) Worked intimately with customers (as well as many high-profile celebrities & clients) to solidify the details of their auto purchases, including completing all the legal contracts, understanding & resolving concerns, wants,

& needs while addressing them so. I met & exceeded monthly financial goals, allowing me to make $100K a year for all 6 years I was there. I was a “Top Performer” in my department regularly. I processed & reviewed extremely important documents like client credit applications, new car buying paperwork, DMV documents & I worked directly with the banks in securing their payments & financial options while most importantly, reviewing, thoroughly explaining in detail, & getting all the signatures on the legal documents that go into buying a new car. I Excelled in a very high paced, extremely detailed oriented work environment and respected by supervisors & peers.

ADDITIONAL SKILLS:

I can relate to people at once, so I perform extremely well in Sales positions. I am proficient with iOS operating systems, but also knowledgeable in Word, Outlook, Excel, & different CRM’s. I thrive in high paced, detail oriented & challenging environments while keeping a positive, professional & outgoing personality! I am extremely relatable, approachable & encouraging with employees, management & peers displaying outstanding communication skills & teamwork. I am a very quick study & have a huge passion for constant learning of all things & I am kind of a “nerd” for technology... I love it!

REFERENCES:

Amy Tarkanian – 702-***-**** (CEO of Non-Profit Organization - & Personal Reference)

Neda Vega – 818-***-**** (HR Customer Relations Manager at Galpin Motors)

Brianne Bingham – 801-***-**** (Work & Management Colleague)

Jennifer Clark – 801-***-**** (Personal Reference)

Deborah Falk – 858-***-**** (Owner/CEO of Perry Auto Group & Previous Boss)



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