Heather Tate

Atlanta, Georgia

770-***-**** ac7xbr@r.postjobfree.com

CAREER SUMMARY

Detail-oriented Office Manager/Administrative Support professional with expertise in corporate organization, building management, project management, business communications, and travel arrangements. Self-starter, strong organizational and planning skills, able to maintain the highest level of confidentiality. Develops plans that balance details and the "big picture"; adapts the level of detail required for a given audience and the purpose; audits available information for inconsistencies; maintains documentation that support the completion of work and retention of details/decisions. Demonstrates a working knowledge of techniques for soliciting and gathering information; identifies appropriate sources of information. Demonstrates success by communicating and liaising across all department levels, comfortable presenting information to high-level executives and large groups; discretely handles confidential information, and managing multiple priorities Ability to anticipate client’s needs and proactively find solutions. Effectively works independently or with a team to complete projects on schedule.

●Calendar Management

●Business Tool Development

●Meeting and Event Coordination

●Travel Planning /International/Domestic

●Expense Reporting and Reconciliation

●Project Management / File Management

●Business Writing / Document Creation

●Project Coordination

PROFESSIONAL EXPERIENCE

Morehouse College, Atlanta GA Executive Assistant/Board of Trustees Liaison/Office Manager 01/2017 – Current

●Legal Department. Supports: 6 Executives, President, President’s leadership team, General Counsel/Chief Compliance Officer, Associate General Counsel, Title IX Coordinator, and Paralegal roles. Supervise the Summer Legal Interns. Assistant on the New Presidential Transition Committee. Assists with the day-to-day operations of the Office of the President, including reserve meeting rooms, order meals.

●Relieves the General Counsel and Chief Compliance Officer of administrative-type functions in order to increase the time the General Counsel and Chief Compliance Officer has available for responsibilities: including maintaining calendar, screen incoming phone calls, prepare and submit expense reports, schedule all meetings, prepare routine and advanced legal correspondence including letters, memoranda, and excel driven legal reports, order meals, prepare, process, submit and file all legal invoices, prepare, process, submit and file all HR Legal forms.

●Correspond with the Board of Trustees for all Board related items. Schedule meetings for the Board of Trustees, oversee lodging/transportation, coordinate room accommodations for out of town Board members, maintain the Board calendar, maintain and update the board committees documents and reports, coordinate with IT regarding supplies needed at the Board meetings, maintain BoardMax/BoardEffect Board portal, prepare board agenda items and documents in the board web portal; including develop agendas, maintain minutes, plan special events for Board meetings as necessary.

TJX Companies, Atlanta, GA Regional Administrative Assistant/Project Manager 11/2016 – 01/2017

●Supported: 5 Executives, Vice President, Regional Manager and 3 Executives. Provided first level Salesforce end-user support, such as access issues, data issues, and system functionality questions. Managed user license profiles and roles, customize objects, fields, record types, page layouts and validation rules.

●Scheduled and maintained all the executives’ calendars, meetings, travel itineraries and coordinated travel arrangements.

●Organized and maintained office filing system, record keeping systems, office layout and budgetary and personnel requirements. Ensured project deadlines are met.

Spelman College, Atlanta, GA Administrative Assistant/Project Manager 10/2016 – 11/2016

●Economics Department. Supported: 6 Executives, Department Chair and 5 professors. Served as point of first contact for the Department. Welcomed students, faculty, staff and visitors. Answered general inquiries, and answered direct telephone calls.

●Attended and recorded minutes for all departmental faculty meetings. Coordinated with the faculty chair final minutes, and disseminated approved minutes to departmental faculty members.

●Arranged travel for faculty/staff and students: Coordinated travel reservations (air plane, hotel) with the College travel agent. Processed registrations, expense reports, van/car rentals, student travel forms. Handled purchases, check requests: Prepared purchase requisitions and check requests. Kept running budget worksheet up to date; Maintained inventory of supplies, including printer cartridges, paper, and other items for the departmental office, faculty offices, and laboratories.

●Ensured projects adhered to frameworks and all documentation is maintained appropriately for each project.

Heather Tate Page Two

THREE RIVERS YOUTH, Pittsburgh, PA 5/2014– 9/2016

Executive Assistant to the President and CEO

●Supported: 8 Executives, President/CEO, Vice President of HR, Controller, 5 Directors and support to the Board of Directors. Managed the day-to-day administrative affairs of the president’s office, scheduling all appointments, conferences and speaking engagements and other commitments; handles changes or cancellations as deemed necessary and/or appropriate.

●Served as the President’s administrative liaison to the Board of Directors and manages Board activities, which included coordinating semi-annual Board meetings and dinners; semi-annual Board staff lunches/receptions/new Board member orientations; arranging hotel accommodations for out-of-town Board members; processing travel reimbursement requests; and compiling, assembling, and distributing Board meeting materials. Researched potential Board members for the Nomination Committee. Coordinated Executive, Finance, Governance & Nominating, and Audit Committee meetings, maintained confidential files and contact information; coordinated meetings, conferences, and committees both on and off site to support the President’s agenda.

●Administratively supported the VP of HR (recruiting support, documents formatting, surveys set up and other administrative tasks), drafted emails and other correspondence as directed.

THE BANK OF NEW YORK MELLON, Pittsburgh, PA 9/2008 – 4/2014

ESO Operations Analyst III/Project Manager, Corporate Credit Card

Received, researched and responded to inquiries from corporate card customers and cardholders both internally and externally. Consulted with customers on product / services and best practices. Ensured all assigned work requests were authorized, dated and initialed.

●Ensured operational functions were process driven and reviewed by given deadline.

●Prioritized projects to meet deadlines established by requestor.

●Implemented alternative processes to streamline and improve Corporate Card agent’s workflow.

●Ensured effective troubleshooting and intervention to minimize customer impact. Assessed project risks and issues and provide solutions where applicable.

Assistant Officer, Best Practices/Project Manager, Best Practices – Asset Servicing

Provided support in opening new client accounts in various countries and maintained those accounts. Duties included the oversight, definition and execution of Client Service Best Practices, the development, and support of Management Control/Tracking mechanisms and the dissemination of information throughout the Client Service organization and to business partners.

●Implemented Client Service Best Practices involving less complex and of limited scope (e.g., including responsibility for supporting the effort to address the low risk / complexity initiatives / issues).

●Responded to business partners to support and enhance management practices and controls by standardizing relevant business processes, executing associated process flows consistently and managing / monitoring activities to ensure quality and accuracy.

●Supported CSO Teams/Clients and multiple business partners on a consultative / direct basis.

PRITHVI INFORMATION SOLUTIONS, Greentree, PA 2007 – 2008

Office Manager/Project Manager, Information Technology

Managed an office comprised of 25 employees. Duties included managing travel arrangements for consultant and executives / managers, ordering office supplies, managing shipping and receiving, planning corporate functions and coordinating conference rooms. Also, handled Pittsburgh office phone and front desk issues and various building management issues.

●Reduced department supply costs by finding vendors with lower priced office supplies.

●Improved cell phone usage tracking process by creating a new tracking procedure and setting up a spreadsheet with engineers’ names, titles, cell phone numbers & assigned jobs.

●Designed and implemented office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments.

●Developed project strategies, and determined project changes.

Heather Tate Page Three

MELLON FINANCIAL, Pittsburgh, PA 1999 – 2007

ESO Operations Analyst III Supervisor/Project Manager, Corporate Credit Card 2005-2007

Supervised, managed and trained 10-person staff and completed performance management reviews on all new employees. Assisted manager in day-to-day projects and assisted with new client set-ups.

●Reviewed and determined if customer service and maintenance requests were complete and accurate and in compliance with the department policy and procedures.

●Conducted monthly audits to ensure area was maintaining procedures and processes correctly.

●Mentored and developed staff to advance in their career and held weekly staff and management meetings.

●Created weekly maintenance schedules for the staff and created a database to keep track of maintenance / attendance / statistics.

●Created a project management calendar for fulfilling each goal and objective and documented the results.

EDUCATION

●AS, Business Management, Bradford Business School, Pittsburgh, PA

PROFESSIONAL DEVELOPMENT & AWARDS

●Interaction Management: Tactics and Strategies for Effective Leadership, Diversity, Human Resources and Management

●Recipient of two Mellon Bank Top (Total Outstanding Performance) awards for customer satisfaction and extra effort in 2003 and 2005

●Recipient of a Premier Achievement Award for outstanding effort which led to receiving numerous customer appreciation communications from customers 2003, 2004, 2005 and 2006

SKILLS / TECHNICAL, GENERAL

TECHNICAL; Microsoft Word, Excel (Charts, Graphs, Formulas, Pivot Tables, V-look up), Access, PowerPoint, Publisher and Outlook; Microsoft Project; Adobe Illustrator; Adobe Acrobat; SAP, SERVICENOW, CONCUR-Expense Reporting, BoardMax/BoardEffect, Business Writing; Microsoft Office; Quick Books, Google Scheduling / GENERAL; organization skills, leadership, time management, event planning and coordination, public relations, fundraising, networking, problem solving, strategic planning and project leadership, development planning, team building

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