JOAN T.
PENNEY
Cleveland, Ohio 44111
(H) 216-***-**** (C) 216-***-****
**********@*********.***
Career Summary
Highly skilled Executive Assistant with significant experience supporting
senior managers. Known for expertly managing logistics, travel and all
necessary infrastructure for smooth and efficient business operation.
Proactively contributes ideas and shows initiative for reaching excellence.
Worked for large regional financial institution, with exposure in multiple
areas. Models and acknowledges high standards of personal integrity and
promotes appropriate ethical conduct.
Career Accomplishments:
KeyCorp, Cleveland, Ohio
02/2007 - Present
Executive Administrative Assistant II, Integrated Channel Management
Responsible for the support of Senior Vice Presidents in Consumer
Segment of a $ 91 billion regional full service financial corporation
. Maximized manager/team efficiency and effectiveness through high
quality administrative support. Handled sensitive and
confidential material and information guaranteeing a work
environment of both trust and privacy.
. Assisted executive with a corporate imitative "KeyVolution" in
the reduction of expenses by up to $400 million a year.
. Communicated and collaborated with partners and colleagues using
strong organizational savvy and understanding of internal
dynamics
. Arranged corporate jet trips for numerous executives traveling
to west coast market planning meetings and collaborated with
other administrative assistants to ensure flight connections,
hotels, ground transportation and dinner meetings saving
company time and expense
07/1997 - 02/2007
Executive Administrative Assistant I, Key Education Resources
Provided administrative assistance to Senior Vice Presidents
. Invited to relocate to North Carolina and ensure completion in
opening an out of footprint office for the Key Education
Resources Sales team
. Managed calendars for meetings and coordinated
professional flawless events
. Resolved accounts payable and other complex issues,
improving efficiency and ensuring staff satisfaction
. Assigned as the Business Continuity Coordinator of the
department for the development and certification
requirements of the Disaster Recovery Plan
5/1993 - 7/1997
Trust Analyst, Institutional Trust Services
. Performed on-line account set up via the AMTrust in-house
accounting system
. Recognized for outstanding performance in maintaining
high levels of client services while communicating with
clients in resolving distribution or beneficiaries issues
. Balanced and reconciled trust accounts and investment
statements as requested, ensuring specific client
satisfaction
. Secured legal documentation to support new records of
accounts set up increasing overall portfolios within
trust services
4/1985 - 5/1991
Tax Analyst, Employee Benefit Disbursement
. Tax analyst responsible for filing 941E Federal Quarterly Tax
Returns
. Monitored and controlled the daily federal tax payments from
disbursements
. Resolved issues of discrepancies with the Internal Revenue
Service
. Consistently exceeded resolving client issues with 100% approval
. Issued 1099R to pensioners of 401K Plans in compliance with
regulations
Other relevant experience at KeyBank
Administrative Assistant, Personal Trust Assistant
Accounting Clerk, Payroll
Greyhound Lines, Inc., Senior Analyst
EDUCATION
Attended Cuyahoga Community College, Business Administrative Courses
Proficient in Microsoft Office - Word, PowerPoint, Excel, Lotus Notes
OTHER RELEVANT SKILLS
Toastmaster alumni
Continuous education and testing on Fraud and Ethics compliance
United Way Campaign volunteer