MORGAN BRISTOW

**** ***** **** **, ******, TX *7379 Cell: 575-***-**** Email: ad0pjy@r.postjobfree.com

SUMMARY: High-level administrative support in both the legal and professional services environments. Excellent organizational and time management skills partnered with the ability to manage multiple tasks.

EXPERIENCE: AppleOne, Houston, TX 05/19 – present

Client Associate

Temporary assignment with Wells Fargo The Private Bank assisting private bankers, investment managers, trust officers, financial consultants and private client advisors with administrative support to multiple people and balancing multiple priorities;

Provide proactive client services and address client inquiries;

Assist in administration of accounts by interacting with clients to resolve issues;

Works to execute daily transactions for bankers in sales, systems and credit support;

Research and resolve routine operational issues;

Prepare preliminary client correspondence;

Assist in preparation of presentation material to clients.

The HollyFrontier Companies, Artesia, NM 05/14 – 02/18

Senior Administrative Assistant

Assisted the VP of Engineering and ten engineers

Preparation of work authorizations, requisitions, receiving invoices, closing reports, unit asset reports, daily activity planner logs, contractor weekly look ahead reports and man-hour reports

Entered equipment into DataStream

Maintained ERF log books

Attended weekly Refinery Engineering and Tech Services meetings

Obtain bidding quotes, W-9 forms, etc. from outside vendors

Took notes and transcribing meeting minutes

Book travel

Expense reporting

Jones Witt & Ragsdale Law Firm, Roswell, NM 03/10 – 05/14

Legal Assistant

Assisted attorneys in Personal Injury and Criminal areas of practice

Prepared correspondence and legal documents

Copied and distributed correspondence/legal documents

Scanned and filed legal documents with the court

Made travel arrangements

Interacted daily with clients and other legal counsel

Maintained filing system

Preparation of attorney timesheets

PricewaterhouseCoopers LLP, Houston, TX 10/01 – 11/07

Executive Assistant

Assisted three Partners and seven Managers

Prepared and distributed correspondence

Prepared PowerPoint presentations

Prepared expense reports

Made travel arrangements and handled post trip issue resolution

Arranged meeting rooms and provisions for the meetings

Performed request specific internet research

PricewaterhouseCoopers Securities LLP, Chicago, IL 10/99 – 08/01

Senior Executive Assistant

Assisted a client service staff of 12 (two Managing Directors, three Directors, three Vice Presidents and five Managers)

Liaison between clients, legal counsel and client serving professionals

Prepared and distributed correspondence with clients and the legal system

Prepared PowerPoint proposals and presentations

Prepared expense reports

Made extensive travel arrangements and handled post trip issue resolution

EXPERIENCE: Kirkland & Ellis, Chicago, IL 07/98 – 10/99

Legal Secretary

Assisted a Senior Partner and an Associate in the Corporate Law Department

Prepared and distributed correspondence

Prepared PowerPoint presentations

Prepared attorney time and expense reports

Made travel arrangements and handled post trip issue resolution

Interacted daily with clients and other legal counsel

Arranged meeting rooms and provisions for the meetings

Maintained filing system

Jenner & Block, Chicago, IL 08/97 – 07/98

Legal Secretary

Assisted a Senior Partner, Partner and an Associate

Prepared and distributed correspondence with clients, including case matters

Prepared attorney time and expense reports

Made travel arrangements and handled post trip issue resolution

Arranged meeting rooms and provisions for the meetings

Maintained filing system

Prepared billing and invoiced clients

Arranged meeting rooms and provisions for the meetings

SKILLS: Proficient in Microsoft Word, Excel, PowerPoint, Project, DataStream, Ariba, Concur, QuickBooks, Visio, SAP and a variety of other software.

EDUCATION: Lovelady High School.

Sam Houston State University. Attended college full-time – Required and Business course focused.

Houston Community College. Attended college part-time while working full-time.

REFERENCES: References available upon request.

Texas Notary

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