P a g e * *

Tawania Sykes

Executive Assistant

ad3lgr@r.postjobfree.com • 832-***-****

LinkedIn• Houston, TX 77014

Summary

Dynamic and seasoned professional with over 20+ years of rich experience in diverse administrative roles across the Oil/Gas and Financial Services sectors. Expert in managing complex calendars, orchestrating organizational logistics, and providing robust team support. Renowned for exceptional communication skills and adept time management, thriving both in team environments and in autonomous roles. Excel at remaining poised under pressure, showcasing an innate ability to rapidly adapt to new challenges. Demonstrated success in event coordination, corporate correspondence, and high-level administrative management. Proven track record in workflow optimization, client relations, and efficient handling of financial documentation and reporting. Committed to fostering growth through meticulous problem-solving and effective team mentorship. Areas of Expertise

Executive Calendar Management

Advanced Organizational Skills

High-Pressure Situations Management

Team Leadership & Support

Efficient Time Management

Rapid Learning & Adaptability

Financial Documentation & Reporting

Corporate Event Planning

Professional Communication

CRM Software Proficiency

Client Relationship Management

Travel & Logistics Coordination

Project Management & Execution

Vendor Management

Contract Administration & Compliance

Microsoft Office Suite Expertise

Financial Accounting & Analysis

Corporate Correspondence Management

Documentation & Filing Systems

Billing & Invoicing Management

Training & Development Initiatives

Career Experience

Redfish Capital Management (Contract) 2021 to 2023 Office Manager

Acted as a pivotal contact for advisors and associated college advising offices, managing communications and relations. Organized and maintained client data and contracts, utilizing CRM tools like Kimberlite, Orion, Smart Vault, and Wealthscape for optimal management. Coordinated event planning and actively participated in customer and corporate events, enhancing company visibility and client engagement. Administered office supplies and budget, ensuring efficient resource utilization and cost-effectiveness. Scheduled regular client updates on investments and tax planning, liaising between Financial Advisors/CPA and clients for seamless service. Managed client complaints, delivering tailored solutions and ensuring satisfactory resolutions.

Enhanced client satisfaction by effectively listening to and addressing their needs, fostering professional relationships.

Boosted operational efficiency by maintaining an organized daily calendar and vacation scheduling.

Streamlined meeting preparation for Advisors and CPA, leading to more focused and productive sessions.

Optimized contract management, overseeing new account statuses and paperwork processing, improving account setup speed.

Transferred over 150 clients from the old broker dealer, establishing a robust client base for the new independent broker dealer.

Expanded investment through document analysis and reporting, clearing over 100 alternative investment accounts. RBC Capital Markets 2006 to 2021

Executive Administrative Assistant

Leveraged internal relationships to meet executive needs, facilitating smooth interdepartmental cooperation. Coordinated comprehensive travel arrangements for various corporate banking levels, including managing directors and associates. Orchestrated over 450 meetings and travel requests (annually), ensuring efficient scheduling and communication. Managed executive schedules, keeping all parties informed of updates, cancellations, and changes. Handled the processing of expense reports and maintenance of corporate documents, including agreements and client files. Coordinated new hire procedures, including resource allocation, HR paperwork, and security measures.

Enhanced operational efficiency by effectively managing hardware contracts and vendor relations.

Conducted thorough research to support legal department activities, improving compliance and record-keeping.

Successfully managed a significant client file base, ensuring accurate and timely retrieval of corporate documents and records.

Developed and prepared pitch books for meetings, contributing to successful presentations and business development efforts. AIM Investments/Invesco 1996 to 2005

Marketing Associate, Senior Administrative Assistant III

Consistently recognized as Administrative Assistant of the Quarter, demonstrating outstanding performance and commitment.

Implemented efficient record-keeping and file management systems, enhancing departmental organization and accessibility.

Successfully coordinated National Sales Conferences, contributing to seamless event management and team collaboration.

Streamlined administrative processes, significantly improving efficiency and productivity in the department.

Contributed to the development of effective marketing materials, aiding in the strengthening of broker and wholesaler relationships.

Successfully managed the preparation and distribution of sales reports, providing valuable insights for marketing strategies. Education

Professional Development Courses: Front-line Leadership, Working Series Trainings, New World New Work Habits, Coaching Mentoring, Effective Stress Management, Telephone Etiquette, Active Listening and Team Conflict. Texas Southern University

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