Executive Assistant Customer Service

LELA MCDANIEL

Executive Assistant

*** ****** ****, #**** ******, Texas 77380 213-***-**** *********@*****.***

Qualifications Summary

Accomplished executive assistant offering 15 years of administrative experience reporting to

top executives.

Consummate professional dedicated to making the lives of busy executives easier. Serve as an effective gatekeeper; prepare well-researched and accurate documents; manage busy calendars; and efficiently handle daily office tasks.

Proficient user of MS Office (Word, Excel, PowerPoint, Access and Outlook). Type 75 WPM.

Professional Experience

Administrative Assistant III, August 2005 to December 2014 Bank of America Los Angeles, CA

Primary responsibility assistant to Managing Director/Head of Distribution

Office Management

Coordinating appointments/meetings

Interacting with board members

Make travel arrangements (domestic/international)

Managing incoming phone calls and inquiries

Preparing business/financial budget reports

Prepare PowerPoint presentations

General data management/maintenance

Assisting with personnel/new hire matters, and training other staff as necessary

Prepare and review expense reports and submit to accounting

General purchasing for the department

Invoice processing for department

Provide customer service to clients

Open/close client accounts

Prepare monthly/annual customized reports for clients

Paraprofessional, August 2003 to Sept. 2004 PricewaterhouseCoopers LLP Los Angeles, CA

Primary responsibility is to assist professional staff with compliance projects.

Preparation/review of administrative correspondence related to extension preparation.

Perform miscellaneous special projects involving technology/spreadsheets (i.e. prepare spreadsheets for tax adjustments which involve manual input, generating status reports)

Preparation of federal and state income tax and excise tax extension forms

Preparation of engagement letters and billing.

Executive Assistant, June 2001 to August 2003 PricewaterhouseCoopers LLP Los Angeles, CA

Administrative Support to Partner and Senior Management of International Tax Group

Scheduling/coordinating meetings and conference calls

Make travel arrangements (domestic/international)

Answering phone calls

Preparing tax reports

Prepare PowerPoint presentations

General data management/maintenance

Assisting with personnel/new hire matters, and training other staff as necessary

Prepare and review expense reports

General purchasing for the department

Invoice processing for department

Maintain client tax files

Executive Assistant, April 1997 to February 2001 Office Team Employment Houston, TX &

Pro Staff Employment Agency Houston, TX

Various Long-Term Assignments

Provide general administrative support

Executive Assistant/Office Manager, Dec. 1986 to Nov.1996 Bank of America Los Angeles, CA

Provide Administrative Support to Vice Chairman, GEVP and SVP

Take minute notes

Interact with board members

Human Resources Coordinator

Billing Coordinator

Education

Education: UCLA Extension Los Angeles, CA

Accounting Courses

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