Bobbi Malanowski
********@*******.***
www.linkedin.com/in/bobbimalanowski
Office Administrator
Professional Executive Assistant with extensive organizational skills. Skilled at relationship development with clients, board members, staff and other stakeholders. Organized multi-tasker performing to highest standards with a focus on accuracy, efficiency and consistency. Strong desire to learn and grow personally and professionally. Possess excellent foresight and responsiveness abilities. Excellent verbal and written skills.
Ronnie McClure, PhD, CPA, Lewisville, Texas 2015 to 2016
Administrative Assistant
Data management of client wealth and estate management documentation, tax return preparation documents, partnership agreements, corporate organization files, estate planning documents, and trusts
Ensured past and current client documentation maintained to meet retention, retrieval and legal purposes
Electronic data capture and storage of all supporting documentation, creating electronic retention files
Prepared finalized tax returns for transmission to clients
Performed various administrative and organizational support tasks as needed
Prothro Clark Company, Dallas, Texas 2011 to 2014
Family wealth investment company
Executive Assistant
Executive Assistant to the President, CFO, Vice President and Senior Analyst
Proactively coordinated daily schedule, calendar, contacts, and travel arrangements
Procured restaurant reservations, tickets for theater, or entertainment events
Managed a variety of special projects for the company President
Worked closely with executive management to ensure they were well informed of all upcoming commitments and responsibilities
Proven ability to handle confidential information with discretion by performing Internet research as directed using Bloomberg for company specific financial stocks
Successfully planned, organized and managed internal and external meetings and events
RET Properties, Dallas, Texas 2011 to 2013
Residential and commercial rental property owner
Administrative Assistant
Composed correspondence to tenants, city officials, and property owners
Managed various accounting functions including coding accounts payable and receivable entries as well as administering accounts receivables coding for entry into Access database
Organized and entered tax information into database for tax associate
Bobbi Malanowski Page 2
Private Business Owner and Philanthropist, Dallas, Texas 2007 – 2011
(Confidential – name provided upon request)
Personal Assistant
Prioritized conflicting requirements, handled matters expeditiously, proactively, and followed through on projects to successful completion
Managed maintenance requisitions for three properties
Acted as liaison for property Homeowner’s Association contacts, personal shoppers, and vendors
Managed calendar appointments and travel arrangements
Organized and coordinated event planning, personal and business errands
Pam Kelley & Associates, Dallas, Texas 1998 – 2007
Interior design firm
Office Manager
Demonstrated ability to meet executive goals set by the President, being adaptable to various competing and conflicting demands while demonstrating a high level of customer service and responsiveness
Acted as liaison between clients, workrooms, vendors, and showrooms
Demonstrated strong problem-solving skills and ability to achieve high performance goals all while meeting deadlines in a fast-paced environment
Organized and attended client informational meetings demonstrating a high degree of integrity dealing with confidential and sensitive information
Updated clients on regular basis with pertinent information on job status and budget
Provided research for clients’ budgets on pricing and vendor issues
Created and updated contracts, budgets, letters, and proposals
Analyzed, created, recommended, and maintained office procedures and processes to ensure consistent office operations
Computer Software Skills
Microsoft Word, Excel, Outlook, PowerPoint, Access, QuickBooks
Professional Skills
Office Administration, Calendar Management, Travel Planning, Event Planning, Project Management, Database Management, Records Maintenance, Customer Service, Collaborative Relationship Building