Customer Service Administrative Assistant

KENNETH DAVID SCRUGGS, JR.

**** ***** ***** ****** #***

CHICAGO, ILLINOIS 60619

* 773-***-**** *

****************@*****.***

PROFESSIONAL EXPERIENCE

Deutsche Bank Securities, Inc. (Temporary) 6/2013 to Present

Senior Executive Assistant to Managing Directors

• Processes time and expense submissions and generates trip reports for client service staff (approx. 30 staff)

• Assists with extensive and complex travel arrangements and monitored firms’ travel and compliance policies

• Manages day-to-day operations of the office and interacts with various departments and follow-up

• Schedules and plans meetings, caterings and various appointments; provides quality customer service

• Manages projects and conducts research regarding stocks and company financial profiles

• Generates financial reports via financial databases using pivot tables and filtering

• Prepares presentation slides for internal and client meetings

• Interacts with clients regarding hotel, travel and limo arrangements

• Interacts with global research analysts regarding stocks, models, and investor meetings

• Uses an array of various databases and applications for sales and trading staff requests

• Interacts with global professional and administrative staff on a variety of tasks, issues and various requests

• Provides administrative support to Prime Global staff; Fixed Income and Equity Sales teams

• Acts as Gatekeeper on behalf of Managing Directors, with various projects/external committees and organizations

• Routinely creates and implements cost-saving administrative processes.

PricewaterhouseCoopers LLP 5/2008 to 12/2012

Tax Executive Team Assistant (SALT - State & Local Tax Practice)

• Processed heavy time and expense submissions and generates trip reports for professional staff

• Assisted with extensive and detailed travel arrangements and monitored firms’ travel and compliance policies

• Submitted direct reports’ CPE internal and external trainings; tracked and monitored credits for state requirements

• Assisted with client project code requests for client billing, reporting and submitted adjustments as requested

• Created invoice generation and produced bi-monthly financial statements and other reports as requested

• Maintained an extensive filing system using PwC's Records Management database system

• Created presentation slides for client and internal staff meetings and copied other related meeting hand-outs

• Prepared written communications (Engagement Letters and Statements of Work) for client delivery

• Coordinated client and staff (on and off-site) meetings and various activities as directed by Partner/Director

• Accepted, pick-up and delivered mail and notified recipient via e-mail or instant message for further instruction

• Transcribed detailed phones messages and meeting notes from clients and staff meeting and filed electronically

• Served as back-up to other Tax sub-groups as needed/requested during vacation and absences

Humana Insurance Company 9/2006 to 4/2008

Administrative Assistant

• Provided full administrative support to the Director of Medicare Department and staff

• Prepared agenda and notes for weekly staff meetings

• Assisted with Accounts Payable and Receivables and various check requests

• Assisted Medical Coders and Billers with travel arrangements and various reports regarding weekly sales

• Handled the inventory and requisitioning of supplies and other materials adhering to a limited budget

• Assisted with presentation slides, correspondence and spreadsheet projects requiring extensive detailed editing

• Assisted other departments as needed, including back up support to various management staff

Kenneth Scruggs’ Resume

Page -2-

Deloitte LLP 9/2001 to 7/2005

Tax Administrative Assistant

• Coordinated travel arrangements and processed time and travel expense trip reports

• Generated bi-weekly client activity reports for distribution to direct reports and submitted change requests

• Coordinated internal and external client and staff meetings; and coordinated Tax Busy Season catering

• Prepared general correspondence on behalf of direct reports and processed delivery method

• Handled multiple billing requests and mailed accordingly. Requested service authorization codes for client work

• Performed other related duties as requested for the Core Tax Group

EDUCATION

North Lake Community College, Irving, TX, Microsoft Certified Systems Engineers Program 1997

CERTIFICATION & COMPUTER SKILLS

Received Microsoft WORD Certification March 2012; Visio; Adobe Professional; Microsoft Office Suite;

PwC Applications-Document Management System (DMS); InterAction Client Meeting Recording Database;

Records Management System (RMS); MyEngage (Meeting Reporting System /GFS (Billing

and Financial Reporting System).

AFFILIATIONS

Toastmaster's International PwC #8249, Vice-President of Membership;

International Association of Administrative Professionals -

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