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Executive Assistant Customer Service

Boynton Beach, Florida, United States
September 10, 2018

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Beth Morris 972-***-****


15+ years providing administrative leadership and supporting C-Level executives

7+ years working with Board of Directors

Bachelor degree in Business Administration and Human Resource Management, graduated with Honors

Proficient in handling diverse responsibilities, which require a high level of confidentiality, tact, and independent judgement

Project and time management, ability to manage an array of projects from concept to completion

Effective presentation, organization, problem resolution and communication skills

Solid track record in providing excellent customer service and building customer relationships


American Intercontinental University

Bachelors - Business Administration and Human Resources Management

GPA 3.85

Graduated with Honors, Magna cum Laude


Academic Partnerships Dallas, TX

Senior Executive Assistant to the CEO 5/16 to 9/18

Provides a high level of administrative support to the CEO, enhancing his effectiveness by understanding the organization's key initiatives and proactively anticipating his needs

Manages daily work flow of CEO and CFO appropriately prioritizing tasks and obligations

Effectively collaborates and communicates with other departments to ensures that supporting materials for organizational deadlines and CEO and CFO's engagements are correct and received in a timely manner

Proactively identifies areas of improvement and partners with the appropriate staff to implement processes and improvements

Manages the New Partner/Program Review process

Compiles and distributes materials for the Board of Directors Quarterly meetings

Prepares expense reports for CEO, CFO and SVP, reviewed and approved expense reports for all staff (Concur) and credit card reconciliations

Women's Foodservice Forum Dallas, TX

Office Manager/Executive Assistant to the CEO Women's Foodservice Forum 5/14 to 5/16

Provided administrative support to the CEO, developed, produced and edited correspondence for the CEO

Performed logistical and administrative support for the Board of Directors meetings.

Accompanied the CEO to Executive Committee and Board meetings as well as WFF’s Annual Conference and Executive Summit

Kept the CEO abreast of any items for which feedback is needed and ensured those items are processed effectively and functional counterparts received the necessary information to move forward their initiatives

Managed an extremely busy calendar and coordinated extensive travel schedules

Prepared presentations and documents with demonstrated expertise in PowerPoint, Word and Excel

Prepared expense reports for CEO and reviewed Senior Management Teams’ reports for CEO's approval

Reviewed Executive Administration general ledger and created monthly budget variance summaries

Beth Morris Page 2

Children’s Dallas, TX

8/11 to 5/14

Executive Assistant to the President - Children’s Medical Center Foundation

Effectively managed and prioritized Foundation President's time, calendar and deliverables

Prepared travel and expense reports, tracked reimbursement and credit card expenditures

Liaison between Foundation staff and hospital Administration

Composed and/or typed letters, reports, memos and other documents, (contracts, proposals, technical documents and charts, etc.)

Assisted with projects that require detailed analysis, organization, research, and the ability to present findings clearly and concisely.

Administrative Coordinator - Children’s Research Institute / UTSW

Institute’s sole administrative staff person on a successful joint venture start up between three organizations. Investigating procedures, implementing processes and multiple company systems

Executive Assistant to Institute Director – coordinated extensive travel (international and domestic) and meeting coordination, prepared executive’s expense reports with multiple entities

Managed all operational activities of the Administrative office including HR, purchasing, credit card reconciliations, and policy implementation ensuring all processes were maximized for efficiency contributing to the overall effectiveness of the Institute

“Go to” person for the Institute for policies, procedures and problem resolution

Coordinated all levels of recruiting for the Institute including scheduling of Faculty and Post Doc Recruiting Agendas

PeopleSoft, HRMS and HCM experience

Buck Consultants Dallas, TX

Executive Assistant 6/08 to 8/11

Executive Assistant to the Western Region Managing Director and the Dallas Market Leader

Provided communications on confidential information and process personnel changes

Project management

Compiled information and created presentations for regional meetings, client proposals and training sessions for both internal and external use

Compiled data and created monthly and quarterly financial reports

Coordinated travel, meeting and event planning

Managed client/prospect database

Catholic Healthcare West – Methodist Hospital Sacramento

Administrative Supervisor 11/01 to 04/08

“Right hand” to the Hospital President and Chief Financial Officer

Managed the Hospital’s Administration Department overseeing the operational functions of the Administrative office including contribution to the overall effectiveness of the hospital as the “go to” person for the hospital management team

Managed contract administration, hospital license renewals and physician payments

Project management

Coordinated extensive calendar management, meeting coordination and event planning for two boards and three committees

Oversaw department budget, purchases, variance reports and timecards/payroll corrections

Supervised Administrative staff

Interacted with persons at all levels and functions within the organization as well as external executives, elected officials and local constituents, providing high level customer service

Hospital Facility Compliance Liaison; CIA, policy distribution, OCEP training 800+ employees

Beth Morris Page 3

MSC.Software San Mateo, CA

Operations Manager 7/98 to 9/01

Managed Palo Alto and San Mateo offices, administration, accounting and facilities operations, implement policies and procedures

Managed all Human Resources (including on-boarding, benefits, open enrollment, Workers Comp, OSHPD paperwork, H1B Visas, unemployment hearings, insurance billings, recruitment, terminations, etc.)

Corporate liaison for Administration and Human Resources throughout the acquisitions of two companies

Supervised administrative staff

Established and maintained vendor relations, oversee all office expenditures, and asset management

Project management, oversaw development and training, meeting/event planning

References available upon request.

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