Gail Oates
(ac7ktc@r.postjobfree.com)
(Cell: 704-***-****)
Supplier Comments:
Gail is an experienced Administrative Assistant supporting high level executives with 5+ years of Bank of America Experience
Performed functions such as preparing correspondence, booking conference calls and client meetings/presentations, receiving guests
Maintained calendar, ensuring appropriate travel time between meetings, and managing meeting requests, changes and appointment cancellations as required
Comes with knowledge of Microsoft Word, Excel, PowerPoint, Outlook, Visio, Concur
BAC Reference: Jeff Allee and Sue Kish
Qualifications Summary:
Results-oriented Executive Assistant with specialized skills in providing administrative support to Senior Executives in the Financial Services industry
Strong work ethic with demonstrated abilities in relationship building, organizational skills and an excellent task manager
Over 18 years of provided administrative support to senior executive leaders
Significant Achievements:
Received certification to use the title of Public Housing Manager from the National Association of Housing and Redevelopment Officials
Proficient in Travel Scheduling and preparing expense reports in Concur
MS Office Suite: Word, Excel, PowerPoint, Outlook, Visio
Knowledge in using SharePoint
Education: Continuing education classes in Word and Excel at Central Piedmont Community College, Charlotte, NC
Experience
Bank of America – Charlotte, NC Oct 2016 to Apr 2017
Administrative Assistant III, GT&O
Manage Senior Executive’s Daily and Weekly Work Flow and executive travel
Manage, review, organize, approve and escalate team expense approvals for Executive ensuring timely and accurate submission
Manage, review, and organize requests for equipment
Track and keep team associate roster
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Bank of America – Charlotte, NC Mar 2016 to Oct 2016
Administrative Assistant III, GT&O (Temp position)
Provide support for the third and sixth floors in the Odell building
Onboarding new hires (ordering or reimaging laptops, phone reassignment, etc)
Scheduling phone screens for candidates applying for positions with the bank
Off boarding contractor and associates leaving the bank (collecting equipment, removing building access)
Assisting Band 3 executives with scheduling meetings and ordering food for those meetings
Assisting Band 3 executives by preparing expense reports
Order office supplies and break room supplies for both floors
MetLife Securities, Inc – Charlotte, NC Oct 2015 – Dec 2015
Administrative Assistant – Intermediate (Temp position)
Supported the Product and Advisory Teams with daily work flow
Organized files and records
Updated contact information for current partners
Created Morningstar reports for advisors
Bank of America – Charlotte, NC Aug 2014 – Jun 2015
Administrative Assistant III, GWBT
Manage 2 Executives, one with Daily and Weekly Work Flow and the other with more project related work
Providing all administrative services for one Executive’s (eg, word processing, printing delivering, organizing, and a workflow)
Manage Executive’s calendar
Ensure Executive stuck to challenging schedule
Receive and manage Executive’s Distribution Groups
“Traffic Cop” day-to-day activity from team, stakeholders and external sources in a firm but professional manner
Ensure Confidential information is handled in accordance with Bank Policy
Manage, review, organize, approve and escalate team expense approvals for both Executives ensuring timely and accurate submission
Manage bi-weekly risk Point of Contact meetings
Preparing Agendas and Materials for Meetings, updating our SharePoint site in a timely manner
Granting others SharePoint access
Sending bi-weekly reminders out to data leak violators to get the violation closed in a timely manner
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Bank of America – Client Fulfillment and Services – Charlotte, NC May 2014 – Aug 2014
Administrative Assistant III (Temp position)
Manage 3 Executives’ Daily and Weekly Work Flow
Providing all administrative services for Executives (eg, word processing, printing delivering, organizing, and workflow)
Manage Executives’ calendar
Ensure Executives stick to challenging schedule
Receive and manage Executives’ Distribution Groups
“Traffic Cop” day-to-day activity from team, stakeholders and external sources in a firm but professional manner
Ensure CONFIDENTIAL information is handled in accordance with Bank Policy
Manage, review, organize, approve and escalate team expense approvals for Executives ensuring timely and accurate submission
Manage weekly SLT meetings
Preparing Agendas and Materials for Meetings and circulating in a timely manner
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Wells Fargo Advisors – Charlotte, NC Aug 2013 – Sep 2013
Administrative Assistant III
Manage 2 Executives’ Daily and Weekly workflow:
Providing all administrative services for Executive (eg, word processing, printing delivering, organizing, and workflow)
Manage Executives’ Travel and Expenses
Bank of America – Charlotte, NC Jul 2010 – Mar 2012
Executive Assistant, Corporate Operational Risk
Manage Senior Executive’s Daily and Weekly Work Flow and executive travel
Manage, review, organize, approve and escalate team expense approvals for Executive ensuring timely and accurate submission
Manage, review, and organize requests for equipment
Track and keep team associate roster
Manage SLT meetings and Risk Meetings
Preparing Agendas and Materials for Meetings and circulating in a timely manner
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Bank of America
Global AML and Economic Sanctions Nov 2006 – Jun 2010
Executive Assistant
Manage Senior Executive’s Daily and Weekly Work Flow and executive travel
Manage, review, organize, approve and escalate team expense approvals for Executive ensuring timely and accurate submission
Manage, review, and organize requests for equipment
Track and keep team associate roster
Manage bi-weekly SLT meetings and bi-weekly AML & ES Risk Meetings
Preparing Agendas and Materials for Meetings and circulating in a timely manner
Informal leadership of administrative support staff for Global AML and ES Team, ensuring proper coverage, formatting of materials, and leveraging for efficiency and effectiveness when appropriate
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Bank of America
Regulatory Conflicts May 2006 – Nov 2006
Executive Assistant
Manage Band 2 Executive’s Daily and Weekly Work Flow and executive travel
Manage, review, organize, approve and escalate team expense approvals for Executive ensuring timely and accurate submission
Manage, review, and organize requests for equipment
Informal leadership of administrative support staff for Regulatory Conflicts, ensuring proper coverage, formatting of materials, and leveraging for efficiency and effectiveness when appropriate
Assist visiting executives with administrative services: building, tech, workstation accesses, etc
Office Team – Charlotte, NC Jan 2006 – May 2006
Administrative Assistant/Field Clerk, Midwest Mechanical Contractors
Manage General Managers’ Daily and Weekly workflow:
Manage, review, organize and escalate team time sheet approvals for Superintendent ensuring timely and accurate submission
Manage, review, and organize purchase orders for equipment
Bank of America – Charlotte, NC Nov 1996 – Jun 2005
Executive Assistant, Global Wealth Investment Management, Risk Management Jul 2004 – Jun 2005
Administrative Assistant III, Banc of America Capital Management, LLC, Legal Team Jan 2000 – Jul 2004
Administrative Assistant III, Personnel Department, Staffing Practices Feb 1999 – Dec 1999
Personnel Services Representative III, Personnel Center Nov 1997 – Feb 1999
Administrative Assistant III, Global Financial Technology Nov 1996 – Nov 1997