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Executive Assistant

Kansas City, Missouri, United States
January 16, 2017

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**** *.*. ********* *****, Grain Valley, MO 64029 C: 816-***-****

Professional Summary

Organized and efficient Executive Assistant with 20 plus years’ experience supporting top-tier executives in finance, legal and construction combined with a positive, high energy, goal driven, self-motivated individual who works well under pressure and possesses strong interpersonal and communication skills.


Advanced MS Office Suite

Accurate and Detailed


Dedicated Team Player

Conference Planning

Composing Reports

Schedule Management


Excellent Planner and Coordinator

Results Oriented



Microsoft Word




Redtail (CRM Database)




Quickbooks Pro


Adobe PDF Writer


Executive Wealth Management Assistant, 01/2008 to 11/2016

Lincoln Financial Advisors - Sagemark Consulting

A leading Financial Services Company throughout the United States located in Overland Park, KS

Managed external contacts for Planners and kept track of periodic communication needed for priority contacts including

annual planning meetings, distributions and fee invoicing

Developed and maintained an alert system for upcoming deadliness

Created and implemented a Procedure Manual

Created a “How To” design for a Term Insurance Book of Business Report that was used by Insurance Committee

Assisted with team building initiatives and overall support for maintenance of organization

Managed planners complex and frequently changing travel arrangements and calendars

Conducted research to prepare meeting materials including any compliance changes and requirements of managed accounts

Greeted clients

Completed all service requests, including distributions, premium alerts, new client paperwork, paperwork for existing accounts, deposits and changes to client’s information such as address, divorce, etc.

Complied financial information and data of client accounts held outside of Lincoln for entry as manual accounts in DesignIt and Planner Online Reports for planning meetings

Run Quarterly Planner Reports for meetings and client purposes

Update annual financial information for clients to provide to their financial institutions

Created Groups in Outlook for mass emailing distributions of weekly market updates, team newsletter and quarterly reports

Prioritized weekly work load and general office details


2121 N.W. Hedgewood Drive, Grain Valley, MO 64029 C: (816) ***-****

Page 2

Office Manager, 01/2004 to 01/2008

Thompson Brothers Construction

Family Owned Construction Company located in Eastern Jackson County.

Daily Office Operations

AR/AP, bank reconciliation, employee records and insurance

Weekly Payroll

Creating and delivering bids for all jobs

Provide updated balance sheets and financial statements to Banks and Contractors

Employee Time Management

Scheduled all contractors and materials deliveries

Attend quarterly meetings with Banks and Financial Providers

Legal Executive Assistant Paralegal, 01/1996 to 01/2004

Blackwell, Sanders, Peper Martin – Kansas City, MO

Supported Corporate Senior Partner, Estate Of Counsel, Tax Partner, Corporate Sr. Associate and Paralegal

Screened all emails and phone calls for Sr. Partner and prioritize schedule

Maintained calendar and tickler system for managing partner, associate attorney and senior paralegal

Managed and scheduled Sr. Partner’s travel arrangements

Assisted attorneys with court filings, preparation of corporate documentation, tax documentation and client requests

Weekly time entries for billing

Coordinated conference room scheduling and setting up of conference room for meetings

Attend corporate meetings with Sr. Partner to assist with notes and requests


High School Diploma:

Kansas City College of Legal Studies - Kansas City, MO

Coursework in Paralegal Studies

Coursework in Legal Transcription

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