Executive Assistant Administrative Support

Suzanne Scocci Roomian

**** ******* ******

Saint Helena, CA 94574

One College Avenue

San Francisco, CA 94112

Cell: 707-***-****

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

Professional Objective

Continue to provide excellent administrative and secretarial services to Attorneys, C-Level Executives and Business Owners in the SF Bay Area.

June 2023 – Present

Hanna Center, Sonoma, CA

Executive Assistant to CEO/Director, Senior Leadership Team Executive Assistant to Board of Directors, Regents/Regents Emeritus As EA to CEO and director, provide a wide range of administrative support relating to board meetings, inter-departmental meetings, coordination of office functions – all with extensive use of Outlook. Experienced with Board presentation tasks, creation of PowerPoint presentations, the transcription of minutes (voice or using otter.ai/Zoom record) and dissemination of same. Also act as receptionist for all visitors including families, youths, law enforcement, social workers, and other guests. Also provide administrative support to the Senior Leadership Team for specific projects as available.

April 2022 – April 2023

Morrison Funeral Chapel – Saint Helena

Office Assistant 1

Working under the direction of the funeral director, provided funeral arrangement support such as: data entry for death certificates, assistance at family meetings, act as front-desk receptionist for walk-ins. Also assisted at services, arranged for flowers, notecards and other tasks related to the funeral industry. February 2013 – December 2021

Bryan Cave Leighton Paisner LLP – San Francisco

Legal Secretary / Assistant to Office Managing Partner Working across multiple practices, provided secretarial and administrative support for up to 6 attorneys including the Office Managing Partner and Senior Partner/Fintech Team Leader. Duties include:

• Extensive use of Microsoft Office 365 to prepare legal documents for real estate, corporate, banking, and litigation groups’ filings.

• Coordination regarding client intake and management of invoicing for clients by working closely with timekeepers and the firm’s accounting department to manage and track payments using Paperless Proforma (in training).

• Daily Outlook calendar management across multiple time zones with domestic and overseas colleagues and clients including updating CRM as appropriate.

• Coordinate events, conferences and CLE including catering services, and budgeting.

• Assist Office Manager as requested with staffing issues, calendar management for Office Managing Partner.

• Extensive experience in client onboarding using Intapp Open, engagement letters (Docusign), billing and collection issues.

• ECF Filing for litigation attorneys, Fax Filing with local courts 2

• Manage travel and travel-related accounting using Chrome River October 2006 – January 2013

Valley Architects LLP – Saint Helena

Office Manager

Served as Office Manager for one of Napa Valley’s premier boutique architecture firms, founded by Tom Faherty

(ret. 2019) and Bill Bylund (ret. 2018). Duties included:

• Project Management – from initial client meetings to preparing contracts and managing payments and non-payments

• Coordination of vendors and subcontractors per partners

• Billing

• Human Resources

• Coordination with Partners’ investment partners and tax preparers regarding short- and long- term planning with respect to partner compensation/draw, retirement, employee benefits, etc.

• Staffing

Graduate: Heald College of Business, San Francisco Immaculate Conception High School, San Francisco

Member: Sons of Italy, Saint Helena Lodge

Le Donne d’Italia, San Francisco

Saint Helena Library Board of Trustees

Personal and Professional Referrals Available Upon Request

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