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Administrative Assistant Executive

Location:
Charlotte, NC
Posted:
November 01, 2018

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Resume:

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



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