Post Job Free

Resume

Sign in

Customer Service Executive Assistant

Location:
Derry, NH
Posted:
November 20, 2023

Contact this candidate

Resume:

Jeannine Roy LeBel

** ******** ******

North Andover, MA 01845

978-***-**** (H); 978-***-**** (C)

Email: ad1bfx@r.postjobfree.com

LinkedIn: https://www.linkedin.com/in/jeannineroy/

Highlights: Positive attitude, self-starter, highly motivated with a finesse for details; common sense/good judgment; ability to work independently and make key decisions and follow-up; excellent written and oral communication skills.

Skills:

Microsoft Office Suite (Outlook, Microsoft Word, Excel), Calendar Management, Complex Scheduling; Client/Customer Service, Office Management, Event Planning, Notary Public, Gregg Shorthand, Type: 70 wpm accurately

EXPERIENCE:

Ardito, Toscano & McCollum, P.C. 1/16 to Present

Certified Public Accounting firm

Executive Assistant

Provide administrative support to three partners

Heavy calendar management/schedule client appointments

Compose detailed client correspondence to IRS, Mass D.O.R. and other agencies

Process quarterly client billing

Process and mail finalized tax returns

Supervise administrative staff

Merrill Lynch, Andover, MA 5/12 to 11/15

Financial Services firm

Client Associate

Schedule client appointments/manage complex and frequently changing calendar for three Financial Advisors. Set up WebEx calls with clients as needed

Prepare detailed documentation for client meetings

Provide personal attention/customer service to clients seeking assistance with accounts

Handle all incoming client calls/delegate appropriately

Communicate and coordinate with two other CAs to prioritize daily work-flow

Organize weekly staff meetings; prepare meeting documents

Process expenses as requested; process all incoming checks for deposit

Answer all incoming phone calls and serve as back-up for other CAs

Clear Channel Media and Entertainment, Medford, MA 05/11 to 05/12

Own and operate 850 radio stations throughout US

Executive Assistant (Northeast Region – 31 markets)

Heavy calendar management/extensive travel arrangements for SVPO and SVPP

Frequent scheduling of conference calls; take minutes

Handle all travel requirements for SVPO

Edit and upload daily/weekly financial and ratings reports to website; distribute reports to managers

Compile field and staff listings; Have ownership of distribution lists/make edits

Frequently initiate communication with all Market Managers via email on behalf of SVPO

Prepare detailed expense report

Serve as host to weekly EA call; Order catering for corporate meetings

Latitude Sport Clubs, Andover, MA (part-time) 8/09 to 05/11

Fitness and Health Club

Sales and Membership Counselor

Responsible for selling single and multi-club memberships to four (4) franchise locations

Resolve member issues/provide extensive customer service;

Handle monthly billing and invoicing

Supervise Front Desk Staff (6)

Jeannine Roy Page Two

Richards Barry Joyce & Partners, LLC, Boston, MA 8/08 to 6/09

Commercial real estate brokerage and advisory firm

Executive Assistant

Provide executive support for President and two senior partners:

Extensive calendar management and scheduling

Compose correspondence, prepare proposals, letters of intent, RFPs

Proofread and edit documentation and presentations for partners and brokers as requested

Handle all travel arrangements

Provide tenant status reports for landlords; Prepare commission invoice billing

Prepare and assemble marketing packages to prospective clients/tenants

Coordinate ad sponsorships and donations of two company-supported annual RETT Syndrome fundraising events, including wine tasting/celebrity chef reception and charity golf event; work with printer on ad deadlines

Point person for all charitable donation requests; coordinate artwork details with marketing staff

Supervise office renovation/expansion; served as liaison with architect, contractors and building facilities staff working within budget

VistaPrint, Lexington, MA 8/07 to 8/08

Online graphic design/custom printing/website development company

Executive Assistant to CFO

Assist and support CFO of major public company plus three direct reports with daily operations:

Heavy / frequently changing calendar management

Organize and schedule investor phone calls with CFO

Oversee and manage company T & E policy; Enforce staff compliance

Coordinate complex domestic and international travel for finance staff

Prioritize workflow for Sr. VP Finance / Legal Counsel / VP of Business Planning

Organize quarterly internal auditing meetings/conference calls with Board of Directors

Schedule and coordinate ongoing and multiple internal and external meetings with international offices using WebEx link and Cisco video conferencing systems

Oversee distribution of monthly financial reports to Executive team and multiple staff members

Organize and update legal document log

Coordinate details and arrangements for department-sponsored off-site employee functions and social activities/event planning; work with catering staff

Eastern Development, LLC, Woburn, MA 7/01 to 6/07

Commercial real estate development firm

Executive Assistant

Provide executive support to three principals in all aspects of daily operations:

Coordinate multiple busy schedules via Microsoft Outlook calendar

Compose correspondence; prepare and distribute Letters of Intent, including exhibits

Coordinate all details for national real estate conferences in NV and NY, including scheduling on-site appointments and making complex and detailed travel arrangements

Prepare, assemble and distribute marketing packages to prospective new tenants

Coordinate with leasing agents for tenant meetings and site inspections

Assist Engineering and Construction managers and Leasing agent with printing of large scale site plans

Organize details for all event planning, corporate dinners, off-site social functions

Volunteered time to assist with company supported charity fundraising events; coordinate details for silent auction items, liaison with hotel and catering staff, assist with mailings

Carpenter and Company / The Latessa Corporation, Cambridge, MA 8/98 to 7/01

Commercial real estate development company and retail leasing

Executive Assistant to President/

Assistant to Sr. Project Manager

Four Seasons Hotel, Boston, MA 9/96 to 10/97

Executive Administrative Assistant

Assist General Manager of five-star, 288- room hotel with daily operations, handle all guest/customer service issues

EDUCATION:

Quinsigamond Community College, Worcester, MA Florida Culinary Institute, West Palm Beach, FL

A.S. Executive Secretarial Specialized Associates Degree: Culinary Arts Technology



Contact this candidate