Jo Ann F. Roberts

***** ******* *** * ■ Noblesville, IN 46062 ■ Phone: 317-***-**** ■ Email: ac5uoc@r.postjobfree.com PROFESSIONAL SUMMARY / OBJECTIVE

Seeking a permanent executive level assistant position with a professional top-notch firm providing me with a career path using my experience and extensive skill set. Well-organized and highly self-motivated administrative professional with a broad experience in support of accounting, human resources, marketing, and operations on both high level executive and administrative levels. Consistently demonstrates accountability, discretion, and sound judgment. Forges strong business relationships both locally and long distance, with both company personnel, clients, and vendor base. Recognized for exceptional work ethic and ability to prioritize/manage projects/tasks with minimal direction, completing work on time and with a high degree of accuracy; multi-tasks with ease. Operates with highest integrity and loyalty; thrives in team-focused and fast-paced work environments. TECHNICAL SKILLS

Proficient in Microsoft Office products including Word, Excel, PowerPoint, Outlook, PeopleSoft, Concur, Sharepoint, and Salesforce. Typing 75+ WPM with excellent verbal and written communications. ADMINISTRATION AND ORGANIZATION

Highly sensitive to confidential issues. Demonstrates strong problem solving skills; anticipates well; excellent interpersonal skills; highly professional and gives 100% in all work efforts including high stress environments; consistently meets/exceeds goals and deadlines; trains/mentors others; and adapts well to all situations and people. Exceptional meeting coordination and negotiation skills.

WORK EXPERIENCE

J.P.Morgan Chase, Indianapolis, IN 46204

Executive Assistant to Regional Director & Market Director 5/15 – Present

• Local execution of all events with Marketing • Prepared reports/spreadsheets/presentations

• Managed sports and entertainment tickets for venues • Support national driven projects at the market level

• Expense management/Concur • Facilities and real estate updates/maintenance

• Travel arrangements/Calendar/Meeting planning • Client/advisor meeting preparation

• Monitor staff for office compliance and floor security • Database management

• Gatekeeper for Executives • Adhoc projects

Oxford Financial Group, Ltd., Carmel, IN 46032

Executive Assistant to two Managing Directors/Partners & Client Service Manager 7/11 – 12/14

• Correspondence, spreadsheets, and presentations • Client and advisor relations

• Coordinates all client meeting preparation • Maintain organized client data/file system

• Expenses/Mileage reports • Internal systems updates

• Travel arrangements/Calendar/Meeting planning • Marketing materials

• Transcription • Gatekeeper for Executives

• Webinars/Conferences • Top rating performance reviews St. Vincent Health, Indianapolis, IN 46290

Sr. Administrative Assistant to Director CDI/CM/HIM/Coding/Compliance & Director Training/Development 12/09 – 7/11

• Daily personal task assistance to Directors/Managers • Correspondence, Spreadsheets, Reports, & Presentations

• Calendar/meeting arrangements and travel • Expenses

• Timekeeping/Payroll for 25 employees

Energy Management Systems, Indianapolis, IN 46268

Executive Assistant to the President & Sales Manager 11/05 – 3/09

• Daily personal task assistance to President & Sales Manager • Correspondence, spreadsheets, and presentations

• Travel and meeting arrangements • Monthly company sales reports

• Client and vendor relations • Database management

• Daily sales and marketing operations • Personal tasks non-related to office

• Daily operations and facilities management

Standard Management Corporation, Indianapolis, IN 46280 Personal Executive Assistant to Chairman, President & CEO 6/05 – 9/05

• Managed daily schedule of Chairman prioritizing needs • Data research

• Successfully handled requests from other executives • Calendar Management

• Functioned as liaison with internal and external contacts • Correspondence, spreadsheets, and presentations

• Meeting planning and event coordinator • Personal tasks non-related to office

• Weekly bill pay and expenses

Crowe Chizek and Company LLC, Indianapolis, IN 46240 Personal Executive Assistant to two Partners / Operations Sr. Staff 11/04 – 6/05

• Calendar and meeting planning • Daily personal task assistance to Partners

• Travel arrangements • Approved/monitored time and expenses for 40 associates

• Committee meeting agenda/minutes • Involved in coordinating large corporate meetings

• Client and advisor relations • Event and promotional planning

• Monthly company budget & financial report prep • Involved in ongoing CareerLink & Coaching program Oxford Financial Group, Ltd., Carmel, IN 46032

Personal Executive Assistant to Managing Partner / Owner 3/97 – 4/04

• Correspondence, spreadsheets, and presentations • Client and advisor relations

• Board meeting agenda/minutes • Maintain organized client data/file system

• Expenses/Mileage reports • Strict confidentiality required

• Travel arrangements • Top rating performance reviews

• Transcription • Personal tasks non-related to office

• Calendar and meeting planning

EDUCATION

International Business College, Indianapolis, IN

Secretarial Science, June 1991

VOLUNTEER

Weekly elementary education tutor – online and in-classroom studies for a local east side school Northview Christian Church

REFERENCES

Professional and Personal References are available upon request

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