Executive Assistant Administrative

Su San

Salt Lake City, Utah ***** 801-***-**** ********@*****.*** https://www.linkedin.com/in/su-san-3b9502208/

Summary of Skills

Dedicated Executive Assistant with proven ability to set priorities and manage multiple tasks in a fast-paced environment.

Exceptional communication and able to successfully build cross-functional relationships.

Proficient in working with C-suite executives while maintaining the highest level of confidentiality.

Software Skills: MS Office, G-Suite, Microsoft Teams, Gusto, Homebase, SurveyMonkey, Slack, Canva, AgencyBloc, Zappier, Trello, Draw.io, SmartSheet, WebEx, Zoom

Experience

Strategic Partnership Processing Assistant 11/2022 to Current

MEDALLION BANK Salt Lake City, Utah

Invited to and participated in job shadowing for multiple C-suites in an Executive Assistant position.

Provided executive support for 2 directors with heavy calendar management, planning meeting agendas/notes, scheduling luncheons, and organizing documents.

Work closely with the assigned Program Manager, Compliance Manager, IT Management, and Accounting for ongoing oversight, program and product testing, complaints, issues management, and monitoring of the Strategic Partnerships.

Continued to administrate over 4 Fintech partners with financials, compliance, IT, audits, and marketing.

Assisted in the preparation and execution of partnership agreements, ensuring accuracy and compliance with company standards.

Performed QA for new Fintech partner’s application’s flow chart ensuring readiness for publication.

Created strategic partnership operational guide checklist, new hire onboarding checklist and maintained SOP’s.

Supported regulatory exams and internal audits as needed.

Executive Assistant/Operational Manager 08/2021 to 11/2022

STRATEGY WEST FINANCIAL/ CAPSTONE/ MASSMUTUAL Lehi, Utah

Managed 3 C-suite executive schedules, high-level meetings, and maintained confidential reports.

Provided high-level administrative support to C-Suite and 10 new employees during an acquisition.

Collaborated closely with 6 directors on issues/projects of a highly confidential nature related to employee payroll, legal matters, and company information.

Managed weekly Lunch and Learn sessions, by organizing spaces, materials, catering, and collaborated with 2-3 executives on content and presentations.

Oversaw 150+ incoming client emails daily & served as the chief liaison for outgoing communications with employees, IT, Marketing, and HR.

Worked with a business streamline consulting firm to identify and enact cost savings through automation and reduction of redundant processes.

Developed and updated Google sheets that pulled data from AgencyBloc to track, analyze, and report on both performance and sales data.

Built Zappier integrations to pull data from AgencyBloc.

Customer Service Representative 01/2021 to 07/2021

TELEPERFORMANCE SLC Salt Lake City, UT

Fully remote call center position averaging 150+ inbound calls per day, addressing USAA insurance customer inquiries, solving problems, and providing product information.

Recognized for providing outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.

Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Assistant Manager 06/2018 to 11/2020

THE GROVE INC Salt Lake City, UT

Directed migration from Concourse A to newly constructed Concourse B at SLC International Airport.

Worked in a matrix management environment with oversight of division level managers, operations, sales, finance, and human resources.

Organized company offsite event including coordinating attendees list, venue selection, budgeting, catering, and decoration.

Established effective communication between unit staff and leadership to resolve employee and maintenance issues.

Carried out on-boarding and training process with 40+ employees across 5 locations.

Partnered with 10+ vendors and suppliers to record inventory sales and invoices into organization’s weekly/monthly income reports.

Monitored daily cash discrepancies, inventory shrinkage, and drive-offs.

Arranged and coordinated spreadsheets of top selling products presented to C-suite executives.

Directed an advertising campaign marketed towards airport employees which saw an increase of 10% in revenue.

Education and Training

A.S: Business Management Expected in 12/2025

SALT LAKE COMMUNITY COLLEGE SLC, Utah

HR Management, Marketing, Accounting, Economics, Business Law, Business Capstone.

Performed as project manager for Big Brothers Big Sisters and Salt Lake Community College fundraiser.

oDuties performed Marketing, Budgeting and IT management.

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