Executive Assistant Follow Up

Sally Ann Richards

Email: ******************@*****.***

PROFILE

•Experience as an Executive Assistant working with senior Executives

•Outstanding written, interpersonal communication, problem solving and organization skills

•Agendas, minute taking and follow up on action items and assisted with Board governance

•Multi-tasking and efficient and timely execution of competing priorities

•Manage calendars and mailboxes

•Team player

•Proficient in MS Suite/Outlook/Internet/intranet

•Experience with different software for Expense tracking

RELEVANT WORK EXPERIENCE

Contract assignment - Executive Assistant to President of a AviaPro Consulting 2022-2023

Contract assignment – Architectural Firm as Executive Assistant

Executive Assistant to the President and CEO, The Learning Partnership 06/21- 01/22

•Short-term maternity leave assignment as EA to the President and CEO

•Assisted CFO in preparation of Agenda, Board Packages, interaction with Board of Directors and follow up on action items for Board Meetings, Annual General Meetings and GLC, HRC and FAC meetings

Executive Assistant to the President Quark Expeditions 04/19-09/20

•EA to the President and SVP, Operations and daily interaction with the executive team

•Managed multiple and very busy calendars

•Organized meetings and executive offsite meetings

•Regular weekly/monthly agendas, minutes and follow up on action items

•Travel and expenses for all executives

•Kept the President abreast and informed

Executive Assistant to the Managing Principal - HDR and Associates 06/18-04/19

•Worked for the Managing Principal and 3 other Principals – core business

- Healthcare, Education, Science and Technology and Civic

•Agendas, minute taking and active follow up on action items with

Project Managers and other team members

•Managed multiple calendars, setting up meetings, agendas

•Expenses for all the Principals

•Filled in at reception for an hour a day

ACMO Course at Humber College 01/17 - 04/18

(Association of Condominium Managers of Ontario)

EA to the VP, Human Resources– CIBC Head Office, Toronto, ON 01/10 – 12/16

•EA to the VP-Human Resources in an extremely intensive and busy environment

•Managed a very busy calendar

•Travel, expense reports, invoices, arranging conference calls

•Minute taking and follow up on action items

•Maintained an excellent filing system

•Maintained the vacation schedule for the HR Team

•Utilized HRIS platforms for new hire tracking and onboarding systems to ensure that the new hire experience was seamless and positive

•Updated and maintained organizational charts/distribution lists

•Involved with the Anniversaries Team to acknowledge milestone anniversary dates of employees

•Reporting and analysis of employee data as required and worked with the Senior HR Analyst to analyze requests and prepare ad hoc reports

•Regular interaction with the assistants/senior executives of the bank

•Filled in for the Executive Assistant to the Executive Senior Vice President when on vacation

Executive Assistant to the Chief Executive Officer–

New Horizon Management Consultants 07/08 – 12/09

Worked as an Executive Assistant on an overseas consulting contract in the financial services

Executive Assistant to the Senior Vice President, Direct Banking, BMO, Toronto 01/08 – 06/08

•Provided executive administrative assistance to the Senior Vice President. This involved confidential and complex duties of an executive administrative nature, relating to daily routine and relationship management

•Maintained electronic diary system and calendar and ensured that office routine was maintained in the absence of the Executive, and responded to enquiries in a prompt, efficient and timely manner, using technology to relay information

•Reviewed inbox of the Executive, and handled/referred issues of an urgent matter

•Maintained business and personal correspondence files, Senior Management Team Share Point site and records required by the group, having control over highly confidential material and files

•Managed travel and expenses for the SVP

Executive Assistant to the VP – Investment Industry Association of Canada, Toronto 01/07 – 12/07

•Worked as an Executive Assistant to the Vice President and assisted the Director and Assistant Director

•Responsibilities included setting up appointments and meetings

•Attended several committee meetings on a regular basis and prepared agendas, minutes, and necessary follow up with committee members

•Interacted with internal and external clients

•Assisted with organizing conferences and seminars

•Handled travel arrangements and expense statements for executives

•Filled in for the Executive Assistant to the Chairman as/when needed

•Assisted the VP with Board packages and governance, took minutes and followed up on action items

Team Coordinator, Dubai International Financial Center, Dubai, U.A.E. 08/04 – 12/06

•Senior cross-functional team coordinator in the Strategic Planning Division working for the Chief Strategy Officer

•Responsibilities included participating in meetings, taking minutes and follow up on action items

•Assisted with developing progress reports with team members

•Proactively assisted senior management in carrying out performance planning exercise

EDUCATION

Bachelor of Arts in Economics and English Language, Kanpur University, India

Association of Condominium Managers of Ontario – (personal interest)Humber College

4 courses (Financial Management, Condominium Law, Physical Building Management and HR and Administration)

Attended and completed workshops/seminars on Negotiation Skills, Situational Self Leadership, Communication Skills, Customer Service, HR Seminars

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