Professional Experience

January **** – June ****

Willis Towers Watson

Administrative Assistant to Client Management Leader

Dallas, TX

www.willistowerswatson.com

Previously leveraged three busy executives who are account leaders for some of the major Fortune 500 companies in the west region in Dallas, Oklahoma and northwest Arkansas. Our company’s responsibility is handling risk, maintaining relationships and finding solutions to meet company needs. Within this structure, my ability to relieve administrative tasks from my executives is paramount so that their focus will be on the needs of our clients. Managing calendars, presentation decks, setting appointments, scheduling offsite team meetings, expense report submission, travel (both domestic and internationally), sales pipeline reporting in our CRM database, working with marketing to help manage address lists for upcoming planned events and outings designed for our clients.

July 2017 – November 2017

RAZ Imports, Inc.

Senior Executive Assistant to President

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Arlington, TX

www.razimports.com

Manage two busy executives as well as a high performing production team of 7 by maintaining calendars in Outlook meetings an event set up, travel (both domestic and international), visa and passport documentation, and expense reporting in Concur. Creating administrative processes for improvement and implementation within the business to create better workflow for the finance and administration office. Working with department heads to determine best initiative and ideas for continued successes within our import market, all while providing excellent work ethic, professionalism and a high degree of confidentiality.

October 2014 – July 2017

EY (formerly known as Ernst & Young, LLP)

Executive Assistant

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Dallas, TX

www.ey.com

As a virtual assistant, I leveraged 4 – 8 executives by providing executive administrative support. Heavy travel (both domestic and international) using the AMEX global business travel portal, calendar management in Outlook, visa and consulate support; expense reporting and submission (using proprietary EY programs), accounts payable support for reimbursement purposes, CE tracking, event planning (all while working in a different state), SOW’s and RFP’s creation using company templates, CRM pipeline reporting and entry, all while working in a team environment providing superior executive management and personalization for each executive. Maintain a high level of work ethic and professionalism on a daily basis.

August 2013 – May 2014

Akron Children’s Hospital – Mahoning Valley – Community Outreach, Education and Support Center

Department Secretary

Boardman, OH

www.akronchildrens.org

As department secretary for a non-profit children’s hospital, I supported the Director of our department as well as 11 team members within the department by keeping the diabetes and asthma scheduling in Outlook and the EPIC medical portal system for children that are at-risk of developing diabetes or currently have the disease. Scheduling pertinent time with parents and children to see the nutritionist’s, nurses and respiratory therapists. At times, having social services intervene for the safety of the child. Our goal was to provide services to neighboring communities and schools, free of charge, to educate families on the signs and trigger points for caring for a child or young adult with diabetes and/or asthma. Our services were also extended to school districts to educate school nurses as well. Assisted the director with grant writing.

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Dallas, TX

March 2013 – August 2013

Office Team Personnel Service (Contractor)

Executive Administrative Assistant to CFO/First Place Bank

Warren, OH www.roberthalf.com

Assisted a team of 21 individuals within the Finance and Accounting Department of First Place Bank. Working closely with the CFO and his team members. As a member of this team, some of the responsibilities I held afforded me the opportunity to manage expense reports, process timesheets through Kronos for payroll, file and maintain tax information, set up board meetings and conference calls. Knowledge sharing with the administrative team about processes and procedures as well as providing administrative backup support for other administrative personnel.

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Dallas, TX

March 2012 – March 2013

ConsortiumRx Management

Office Manager/Executive Assistant to COO

Warren, OH

www.crmpharmacy.com

Provided office management support on a day-to-day basis that consisted of reconciling of the POS registers within the pharmacy. Managed payroll through ADP for three stores located in the Ohio area. Presentation building in PPT, bank deposits for previous day sales, accounts payable, accounts receivable, off site event management and set up, assisting with acquisition paperwork of new pharmacy locations by providing training, offering templates to other office managers. Working with little to no supervision on a daily basis.

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Dallas, TX

Professional Experience (cont’d)

July 2008 – October 2010

Insurance Management Administrators, Inc. (IMA)

Executive Administrative Assistant to Vice President of Sales and Marketing

Bossier City, LA

www.imala.com

Previously supported the VP of sales and marketing within a boutique TPA located in Bossier City, LA. With an array of responsibilities, I maintained calendars, ran CRM reports in Sales Force, helped create procedures to follow in Salesforce, provided benefits and claims information in preparation of benefit renewals (supplemental insurance plans, self-funded, fully-funded and 503b cafeteria plans). I coordinated interviews, travel arrangements and expense management.

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Dallas, TX

October 1997 – July 2008

Mercer (formerly known as Mercer Human Resource Consulting)

Executive Administrative Assistant (promoted to Lead Executive Assistant)

Atlanta, GA

www.mercer.com

Assisted retirement account manager and a team of 21 with large client management, to include preparing Executive Benefit Calculations, SERP’s, RFP’s, billing, SOW’s, MSA’s and expense reporting in Concur. Promoted to Lead Executive Assistant in 2004 in the Health and Benefits line of business of Mercer. In this role, I leveraged the H&B business leader as well as 4 other principles that staffed over 70+ benefit professionals. Coordinated interview set up, scheduled travel, hotel and expense management, invoicing and billing. Participated in business development meeting to provide administrative viewpoint and gage additional needs. Conduct quarterly team building meetings as the Admin Team Leader of 5 administrative assistants, providing coaching and problem resolution, served as template and process trainer for the Atlanta office for new hires within our department. Interviewed and vetted new administrative assistants.

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Dallas, TX

Education:

Oglethorpe University, Atlanta, Georgia – 1998 – 1999 Major: Industrial Psychology; Minor: English; GPA: 3.0

Military Service:

United States Army – HHQ 2/43 ADA – Rank: PFC – Service Dates: 1979 – 1986 – Locations: Ft. Bliss, TX and Hanau, West Germany – Patriot Missile Crewmember/Battalion Secretary (16T and 71L)

Computer Skills:

Microsoft Office Suite 2007 – 2010: Word, Excel, PowerPoint, Publisher, One Note, Outlook, MS Skype for Business, Concur Travel Portal, time entry, SharePoint, CRM database management and reporting.

Additional Skills:

Exceptional organization skills, work ethic, technical skills and interpersonal skills. Great follow through, proven ability to balance multiple tasks and commitments. Flexibility to meet client needs. Fred Pryor Seminar: How to deal with difficult people.

Causes that interest me:

Project Angel Food, Los Angeles, CA; LGBTQA Resource Center, Dallas, TX; The Stewpot; Second Chance Café, Dallas, TX

Excellent References Are Available Upon Request

Contact this candidate