Kellie Briesach

Pacifica, CA ***** 650-***-**** ad3v42@r.postjobfree.com

EXECUTIVE ASSISTANT

Organized, detail-oriented, results-driven executive assistant offering expertise in supporting C-suite executives, managing schedules, travel arrangements, and confidential information. Innovative, strategic business partner, effective communicator, and problem-solving project manager known for cultivating and maintaining positive, productive relationships to streamline office operations, improve productivity, and facilitate seamless executive decision-making processes. Collaborative leader and resourceful team contributor with demonstrated success in directing diverse, cross-functional teams to handle complex tasks with discretion and professionalism, contributing to the overall success of executive leadership and company initiatives.

CORE COMPETENCIES

Calendaring Travel Arrangements Expense Report Processing Event Coordination Negotiations Project Management Reporting / Presentations Office Operations / Logistics Documentation Best Practices Continuous Process Improvements Vendor Management

TECHNICAL PROFICIENCIES

Spreadsheets Website Maintenance / Administration Data Entry Data Collection / Analyses Requirements Assessments Troubleshooting Quality Assurance Risk Identification / Mitigation Compliance Analytics Metrics Legal / Regulatory Guidelines

LICENSES

FINRA: Series 7 Series 63

EXPERIENCE

CHARLES SCHWAB January 2003 – January 2024

Executive Administrative Assistant

Supported the Senior Vice President of Schwab Operations, demonstrating efficiency in meeting deadlines, determining priorities, and managing projects with minimal supervision. Collaborated closely with high-level executives, supporting them in a variety of different projects. Completed a yearlong project leading the technology and facilities teams in relocating the office to another building.

• Created spreadsheets and conducted analyses.

• Scheduled meetings and appointments.

• Communicated with facilities to retain floor maintenance.

• Collected, analyzed, and reported a variety of market data.

• Orchestrated computer maintenance and repair.

• Administered the department’s Business Resumption Plan.

• Processed highly confidential information to executives.

• Developed and coordinated internal and external multi-media presentations.

• Examined the department’s cost center report.

• Arranged travel logistics.

• Crafted and preserved internal documentation and procedures.

• Updated the department’s internal website daily.

• Executed other general office duties including ordering food and supplies. EDUCATION

Bachelor of Arts, Technical and Professional Writing San Francisco State University

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