Customer Service Executive Assistant
Resume:
Jeannine Roy LeBel
North Andover, MA 01845
978-***-**** (H); 978-***-**** (C)
Email: *********@*******.***
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
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