Executive Assistant

E-Mail: *************@*****.***

Experience

Executive Assistant, Patriot Wealth Management, Houston, TX

Jun 13 - Aug 14

Performed diverse secretarial and clerical work of an administrative nature

that requires discretion and confidentiality. Specific responsibilities

included practical daily interaction with clients and the administration of

confidential client journal entries and wire transfers. Trained new

Executive Assistants on office operations and Fidelity platform.

Management of logistical aspects of office operations including

arrangements for domestic travel and expense reporting leveraging networked

tools and services.

Client Associate, Merrill Lynch, Coral Gables, FL

Jun 11 - April 13

Provided executive assistant functionality to Financial Advisors, Partners

and Clients including management of extensive records for client

financials. Specific responsibilities included practical daily interaction

with a large client base and the administration of confidential client

financial reporting signifying short and long term performance, in addition

to preparing journal entries and wire transfers. Management of all

logistical aspects of office operations including arrangements for

intricate domestic and international travel and expense reporting

leveraging networked tools and services.

Executive Assistant, Styles Holdings, LLC, Miami, FL

Jul 07 - Jun 11

Provided personal assistance to the President of a real estate holdings

company to include Administration of top management's personal and business

accounts and effective scheduling of travel arrangements within the US and

abroad. Responsible for positive daily interaction with clients and the

management of Due-Diligence reporting for sales and acquisitions,

preparation and distribution of Sales Packages, in addition to managing all

logistical aspects of office operations.

Executive Assistant, Ubiquity Brands, Chicago, IL

Nov 06 - Jul 07

Provided personal and business assistance to the CEO. Provided congenial

daily interaction with the management team, customers and clients, in

addition to maintaining confidential employee documentation and

administration of invoicing (AP). Specifically responsible for the

Administration support for top management's personal and business

accounting, in addition to effective scheduling of all travel arrangements.

Additional responsibilities included internal business reporting, final

report preparation and distribution.

Office Manager, Michael Walters Advertising, Chicago, IL

Jul 06 - Nov 06

Answered, screened and routed incoming calls to appropriate personnel and

departments. Managed logistical and structure of front office operations

and appearance, in addition to administration of office supplies and mail

services. Regularly provided assistance to the Account Managers, Directors

and the President related to research projects, clerical and client

presentations.

Human Resources Coordinator, FIMC, Sarasota, FL

Oct 04 - Feb 05

Primary responsibilities included the processing of ADP payroll bi-weekly,

in addition to documentation and reporting of all employee leave of

absences, vacation and the management of confidential personnel files.

Consistently provided Assistant to the VP of Human Resources, in addition

to other department management, assistance in all aspects of the recruiting

process, which included screening resumes, conducting phone and in-person

interviews and distribution of New Employee Folders.

Executive Assistant, Willis Stein & Partners, Chicago, IL

Feb 03 - Aug 04

Provided executive and personal assistance to the CAO. Highly proficient

in scheduling, document preparation, travel arrangements and client

interaction, while consistently maintaining confidentiality.

Assisted in the recruiting of Associates and Administrative Staff, directly

responsible for contacting recruitment agencies, screening resumes and

correspondence with candidates. Provided H.R. assistance to all new hires,

existing personnel, terminations and the Accounting Department with

Quarterly distribution statements and K1's. Handled event planning for all

internal events such as the company picnic, holiday party and farewell

luncheons.

Education

Bachelor of Science, Northern Illinois University, DeKalb, IL

May 2000

Major: Human Resource Management

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