Executive Assistant Project Management

MICHELLE K. GREY

770-***-**** ************@*****.***

*** *********** ***** ** ******, GA 30082

SYNOPSIS

Searching for a new role as an executive assistant to senior leadership that requires strong organizational and software skills with the ability to communicate effectively with internal and external stakeholders. Skilled in travel planning, calendaring, prioritization, and project management. Dedicated, accountable and thorough.

PROFESSIONAL EXPERIENCE

Capstone Financial, Atlanta, GA 2022 - Present

Director of Recruiting (July 2022 – Present)

Manage recruiting for financial advisors

Utilize LinkedIn Recruiter to find experienced hires

Attended several career fairs to identify inexperienced hires

Created new 8-week summer intern program

Updated recruiting efforts for summer interns

Met aggressive hiring numbers in 2022

Utilized customized online platform to share candidates’ information

Attended “Induction” training required for new financial advisors

Coordinated interview schedules for 3 sales managers and the CEO/President

Assist with employee onboarding

Executive Assistant (January 2022 – July 2022) (Promoted into recruiting position when CEO resigned)

Served CEO/President of firm

Managed CEO/President’s calendar

Managed incoming and outgoing mail and packages

Managed incoming calls for main line

Assisted with updating CEO/President’s annual licensing in multiple states

Updated customized online platform content as needed

Researched and forwarded “orphan” calls to appropriate managers

Brookwood Associates, Atlanta, GA 2013 - 2021

Executive Assistant

Served Founder/Managing Director of boutique investment bank

Managed personal and professional calendars

Arranged all aspects of business travel

Reconciled monthly corporate and personal credit card statements

Recorded business expenses

Provided additional administrative support for participation on several Boards of Directors

Worked closely with IT and Telecom vendors to ensure optimal office-wide performance

Managed incoming correspondence/deliveries and route information in a timely and proficient manner

Received and greeted all guests

Maintained the appearance of conference rooms, supply room and kitchen

Ordered supplies and refreshments

Maintained paper and electronic files

Assisted with internal and building safety procedures

Managed annual corporate holiday gifting needs

Coordinated annual 2-day holiday celebration and meetings

Managed logistics for annual Analyst recruiting

Onboarded new hires

Assisted with special projects, as assigned

Provided ad hoc administrative support to the office at large

Provided administrative support to Executive Director (Founder’s wife) of a non-profit organization

Managed all non-profit correspondence

Managed board meeting logistics, catering and follow-up

Attended all board meetings as acting Secretary

Wrote grant applications

Prepared and sent donation acknowledgement letters

Made bank deposits

Maintained financial records and generated QuickBooks and Excel reports

Conducted fundraising efforts through annual social event and periodic communications

Processed donation requests to charitable organizations

Provided all aspects of personal support to the Founder/Managing Director’s large family

Made intricate travel arrangements

Scheduled appointments and maintained personal calendars

Paid household bills including four children’s college tuition and rent

Ran errands

Assisted with children’s full time and summer job searches

Assisted with transportation

AIP Organizing Solutions, Smyrna, GA 2003 - 2013

Owner

Assessed residential and corporate clients’ living and work environments

Designed and implemented new systems for clients’ increased productivity and ease

Led seminars in Time Management

Spoke on various organizing topics

Attended ten annual national conference for professional organizers since 2003

Earned inaugural year’s Certification for Professional Organizers in 2007

President, NAPO (National Association of Professional Organizers) Georgia, 2012 - 2014

Professional Development Director, NAPO Georgia, 2011 - 2012

NAPO national coordinator for Professional Development, 2011 - 2013

EDUCATION

Columbia University

Master of Arts, Organizational Psychology

Carnegie Mellon University

Bachelor of Science, Information Systems and Business

Certified Professional Organizer

National Association of Productivity and Organizing Professionals

SKILLS

Proficient in Microsoft Outlook, Word, Excel, PowerPoint, Teams, SharePoint, Zoom, QuickBooks, Salesforce, RingCentral, Advisor 360, and Capital IQ

Excellent oral and written communication skills

Excellent organizational skills; extremely detail oriented

Ability to react quickly to change and adjust priorities accordingly

Ability to maintain effective working relationships with other employees, work independently or as part of a team

Excellent event planning experience including off-site strategic planning sessions, special events, and conferences.

ADDITIONAL INFORMATION

Served on several committees and boards at NAPO, schools, synagogue, non-profits, and community centers

Love to learn

Proud parent of two “grown and flown” children

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