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Executive Assistant Personal

Philadelphia, Pennsylvania, United States
March 15, 2019

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Penn Valley, PA ***** 610-***-****

Summary of Qualifications

Skillful and dedicated Executive/Personal Assistant with expertise in providing high level support to senior leadership teams while operating in fast-paced environments. Extensive experience in the coordination, planning and support of daily operational, executive-administrative and personal functions. Capable of working productively under pressure and multi-tasking with ever-changing priorities. Demonstrates professionalism, maintains confidentiality and consistently meets deadlines. Motivated self-starter, known for being highly dedicated, accountable and enthusiastic.

Key Strengths

Attention to Detail

Event Planning & Execution

Verbal & Written Communication


Creative Problem Solving

Superior Relationship Building

Project Management

Sound Decision Making

Expense Report Processing

Positive Can-do Attitude



Int’l & Domestic Travel

Property Management

Customer Service

Strong Independent Work Ethic

Heavy Calendar Management


Professional Experience

Colliers International Conshohocken/Allentown/Philadelphia 10/1/18-present

Executive/Personal Assistant

Manage the logistics of CEO’s daily activities, including maintenance of calendar, travel arrangements, event planning and maintenance of residence(s). This position also serves as project manager for events and special projects; coordinating resources and managing costs, while ensuring timelines are adhered to. Act as the liaison between clients, employees and Company to coordinate the efficient use of the CEO’s time.

Remain available and responsive to CEO’s needs and requests throughout the business day; anticipate needs and requests whenever possible and respond proactively.

Maintain CEO’s calendar, schedules, itineraries and appointments on client preferred hardware; contact and update appropriate parties as needed.

Make travel and accommodation arrangements. Maintain travel itineraries and reserve activities as requested. Coordinate with travel agents, or other travel providers, and ensure passports are valid, with appropriate visas, and other travel documents as necessary.

Organize and maintain records through filing, retrieval, retention, storage, compilation, coding, updating and destruction.

Open, sort and screen email, receive and retrieve mail and packages and forward as need. Respond to invitations. Organize requests for gifts, appearances, meetings, etc. Prepare correspondence as directed.

Serve as project manager for special projects and events for CEO; coordinating timelines, vendors, resources and participants’ needs, as well as negotiating costs to obtain the best value, to ensure CEO’s objectives are met.

Private Clients Greater Philadelphia Area/Palm Beach, FL 3/12/18-present

Executive/Personal Assistant

Offering executive/personal assistant services designed to take care of the routine details in your life so that you have the time to do the things that are really important to you; service that is professional, dependable, and confidential.


DSC, LLC King of Prussia, PA 10/27/14-3/5/18

Executive/Personal Assistant

Supported the CEO and Principal (founder) of a small, private family wealth investment office. The responsibilities were diverse and comprised of traditional support responsibilities, with the talent to assist with projects, handle very confidential, private materials, manage all details related to activities, and technical competency, plus work closely with the Principal on personal and business matters on a highly professional and confidential level.

Organized and expedited flow of work through CEO’s office. Initiated follow-up action.

Frequently communicated on sensitive issues exercising high level of judgment and discretion.

Helped organize all matters associated with Board Meetings/pivotal meetings, kept minute books up to date.

Handled all building needs; i.e., repair, landscaping, snow removal, equipment purchasing and repair.

Provided administrative, clerical and organizational support for personal concerns and activities. Maintained spreadsheets of all insurances and artwork loaned for exhibition. Made sure household staff and security guard staff received weekly pay, and all household bills were paid in a timely manner.

Managed the logistics of the family’s daily activities, including maintenance of calendars, event planning, maintenance of residences, travel arrangements, which included domestic and international travel accommodations including flights, with airlines and private airplane personnel, car service, hotel, and amenities. Travelling with the family to handle special events at their various homes.

Served as project manager for events and special projects; coordinating resources and managing costs, while ensuring timelines are adhered to. Acted as the liaison between the family and the Company to coordinate the flow of financial information.

Remained available and responsive to family needs and requests throughout the business day; anticipated needs and requests whenever possible and responded proactively.

Opened, sorted and screened email, received and retrieved mail and packages and forwarded as need. Responded to invitations. Organized requests for gifts, appearances, meetings, etc. Prepared correspondence as directed by family.

Maintained ongoing awareness of current family concerns, projects and goals in order to provide timely and strategic support.

David’s Bridal, Conshohocken, PA 10/17/05 to 10/24/14

Executive Assistant to CIO (2010-2014)

Provided high-level executive administrative support to CIO. Performed a number of duties to ensure that all employees have full access to the computer systems 24/7. The availability of providing support after normal working hours (including weekends) is essential either via e-mails, via phone or as needed remotely for the daily functioning of the IT department. Proven ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality.

Manager, Group Sales (2009-2010)

Promoted to management position to a start-up division of new division within David’s Bridal.

Executive Assistant to President/CEO (2005-2009)

Assisted the CEO in daily duties. Handled highly responsible and confidential matters. Managed and maintained a complex executive calendar. Scheduled appointments, arranged meetings, conferences and all travel needs. Personal errands/duties.

Frankford Candy & Chocolate Company, Philadelphia, PA 11/11/02 to 10/14/05

Directed day-to-day office operations, providing Executive support to company CEO


EPL Technologies, Inc., Philadelphia, PA 1/20/92 11/8/02

Served as Executive Assistant for Chairman of next generation packaging Technology Company involved in research, development and deployment of 21st century packaging solutions for the food products industry. (Business ceased operations.)

Assisted the Founder and Chairman in all business start-up activities.

Executed transactions and arrangements with foreign and domestic banks, attorneys, advisors, consultants. Coordinated activities between multi-national offices.

Additional Professional Experience

Deb Shops, Inc., Philadelphia, PA

Served as Executive Assistant for CEO in this nationwide retail clothing operation.

Silo, Inc., Philadelphia, PA

Served as Executive Assistant for CEO in this successful electronics operation.

SpectaGuard, Inc., Wynnewood, PA

Served as Executive Assistant for CEO/President in this security company, a division of Spectacor.

Technology / Systems Knowledge

Microsoft Office Suite: Word, Excel, PowerPoint, Visio Quicken Quickbooks Adobe Acrobat SharePoint MAC Axus Travel Trend Landvision Bright MLS Co-Star Paperflow

Social Organizations

Member of the Variety Club (children’s charity) - Ad-Book Committee Co-Chairwoman, Mercedes Raffle Co-Chairwoman, Albert Taxin Golf Tournament Committee, Simon’s Heart, Peggy Adams Animal Rescue Foundation

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