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Executive Assistant Client Services

Location:
Bloomington, MN
Posted:
November 16, 2023

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Resume:

MICHALINA RAINS

HTTPS://WWW.LINKEDIN.COM/IN/MICHALINARAINS

CURRENT WORK

C- Suite Executive Assistant to President 06/2023 -Present SilverOak Wealth Management

(HYBRID)

Support to the President

● Schedule and confirm client meetings.

● Schedule and coordinate ad hoc meetings.

● Maintaining the President and another high level executive advisor calendar.

● Schedule and coordinate out-of-town business travel.

● Compile expense reports.

Client Services

● Mail welcome letters and packages to clients.

● Assist in preparation of materials for client meetings (as assigned).

● Net worth statements.

● Updating Junxure with outside assets.

● Snapshot reports.

● Prepare meeting materials (i.e. binding, copying, etc.)

● Create client agenda templates

● Run performance Snapshot reports.

● Assist with updating net worth statements.

● Update Portfolio Analysis reports.

● Other materials and/or reports, as needed.

● Complete follow-up meeting agenda notes and email the client.

● Send out and track client transition surveys.

● Assist with the compilation of client paperwork.

● Assist with entering outside assets into CRM/Junxure.

● Assist with compiling and delivering tax returns to clients. Administrative and Other Office Duties

● Assist in design and development of PowerPoint presentations.

● Monitor incoming and outgoing mail.

● Maintain Professional Associates contact list.

● Scan and file client files.

● Copy, fax, type and mail documents as needed.

● Assist with projects, as needed.

● Coordinate Company lunch-n-learns.

● Coordinate Company community service projects, including write-up for the company website. WORK HISTORY

C- Suite Executive Assistant to CEO & VP 11/2021 - 06/2023 African Community & Conservation Foundation

(REMOTE)

● Providing administrative and personal support to CEO & VP, as well as Board of Directors' requests

● Scheduling and notetaking for various remote meetings

● Performing general in-office duties such as ordering supplies, maintaining management database systems, and finance

● Making private travel accommodations and arrangements for board members, family, and celebrities.

● Handled project logistics, management, reporting, and fulfillment.

● Learned and adapted quickly to new technology and software applications.(G- suite, Mailchimp, Canva, CRM/eTapestry)

● Demonstrated respect, friendliness, and willingness to help wherever needed.

● Volunteered at local community organizations, helping with day-to-day operations.

● Managed administrative logistics of events planning, event booking, and event promotions.

● Performed event coordination for larger parties and gatherings.

● Communicated with catering, lighting, and sound companies to obtain price quotes.

● Reviewed event bills to confirm the accuracy and approve the payment.

● Developed post-event reports to determine the effectiveness of each event.

● Hired, trained, and supervised volunteers and support staff required for events.

● Acquired contracts and agreements to finalize negotiations and obtain approval signatures.

● Exercised appropriate cost control to meet budget restrictions and maximize profitability.

● Worked closely with organizational leadership and Board of directors to guide operational strategy.

● Established and maintained strong relationships with customers, vendors, and strategic partners.

● Advocated for organization and company mission to raise awareness and support.

● Monitored compliance with laws and regulations to protect organizations from legal liabilities

● Processed travel expenses and reimbursements for the executive team and senior management group.

● Organized and coordinated conferences and PowerPoint demonstrations C- Suite Executive Assistant Personal Assistant to CEO 04/2019 - 11/2021 ZINPRO CORP

(HYBRID)

● Oversaw personal and professional calendars and coordinated appointments for future events.

● Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.

● Displayed absolute discretion in handling confidential information.

● Responded to emails and other correspondence to facilitate communication and enhance business processes.

● Maintained appropriate filing of personal and professional documentation.

● Kept detailed track of household and maintenance inventory and schedules.

● Maintained the entire family's schedule and organized events.

● Provided general administrative support including scheduling meetings, making travel arrangements

● Coordinated appointments with medical professionals.

● Handled incoming mail, bills and invoices and completed appropriate actions.

● Entrusted to handle confidential and sensitive situations in professional matters.

● Identified needs and coordinated plans for travel and out-of-town functions. Organizing Business Owner 06/2006 - 06/2018

THE LADYBUGSPOT LLC

Organizing kitchens & closets based on specific needs and updates.

● Coaching and closely working with people who struggle with organization, particularly in their personal lives and homes.

● Effectively designing and creating closet organization systems for sustainability.

● Various duties each depend on the specific job at hand. Celebrity Multi Household Manager Personal Assistant 06/2015 - 04/2018 CPHOLDINGS

● Demonstrated strong organizational and time management skills while managing multiple projects.

● Resolved problems, improved operations, and provided exceptional service.

● Organized and detail-oriented with a strong work ethic.

● Paid attention to detail while completing assignments.

● Oversaw personal and professional calendars and coordinated appointments for future events.

● Responded to emails and other correspondence to facilitate communication and enhance business processes.

● Kept detailed track of household and maintenance inventory and schedules.

● Maintained appropriate filing of personal and professional documentation.

● Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.

● Coordinated appointments with medical professionals.

● Entrusted to handle confidential and sensitive situations with professionalism.

● Handled incoming mail, bills and invoices and completed appropriate actions. EDUCATION

● DeVry University, Chicago - Bachelor’s of Science Business Administration Degree

● Normandale Community College - Scrum Master Certification

● St.Paul Technical College - American Sign Language

● Landmark Education Curriculum

CERTIFICATIONS

● Notary Public Commission State of Minnesota

Issued Jun 2019 · Expires Jan 2029

Issued Jun 2019 · Expires Jan 2029

Credential ID 109**********

● Certified ScrumMaster (CSM)

Scrum Alliance

Issued Jun 2018 · Expires Jan 2025

Credential ID 000796761



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