Executive Assistant Legal

THERESA LACROIX

Bradenton, FL (Cell) 561-***-****

************@*****.*** www.linkedin.com/in/theresawyler

Professional Summary

Resourceful Administrative Assistant adept at providing exceptional detail oriented Administrative Support. Expert in maintaining executive calendars and coordinating travel, organizing large scale meetings, and managing third-party vendors and contractors. Professional and superior communication skills with commitment to meeting client and company needs while ensuring the successful operation of keeping the office running smoothly for major productivity gains.

Skills

Microsoft Office – MS Kronos Presentation & Reports

Word, Excel, Outlook, PowerPoint Concur, AMX, SAP Billing & Expenses

Skype, Zoom Calendar & Contacts Dictation & Transcription

SharePoint Travel Logistics Corporate Minutes

Adobe-Acrobat Iron Mountain Customer Services

Experience

PEPSICO, INC. - TROPICANA, Bradenton, FL Nov 2018 – Mar 2020

Supply Chain Accounting Associate

Provided large volume financial reporting systems and assist Senior Supply Chain Manager with financial reporting requirements. Successfully meet aggressive corporate deadlines and process company transactions efficiently and accurately.

Processed and categorized company account purchase orders and invoices in SAP

Balanced and reconciled monthly accounts and research unusual activity

Performed month-end closing duties and analyze accounts

Proofread and performed due diligence to confirm invoice accuracy

Scanned and archived large volume documents/ invoices to on and offsite storage

Implemented Asset Audit Report to accurately track department technical assets (laptops, printers, etc.) to identify assets that are no longer assigned to department and significantly reduced costs related to asset budget

JOHN HANCOCK, Boston, MA 2017- May 2018

Executive Assistant

Directly responsible for carrying out administrative and technical duties of the office. Exercised considerable judgment, initiative, and discretion. Provided administrative and legal support to Assistant Vice President and Associate Vice Presidents / Attorneys to facilitate the efficient use of time and resources.

Acted as gatekeeper to executives; monitored visitors, emails, incoming-outgoing mail, meeting requests and interfacing with clients and multiple departments

Answered / screened phones, provided information to callers or routed calls to appropriate parties. Independently responded to requests using discretion and judgment

Organized and maintained executives master calendar of activities and key dates and prepared agendas

Coordinated complex travel, meetings, appointments, and details related to professional training, routine and special events.

Developed and maintained alert system for upcoming deadlines on incoming requests, projects, and events

Improved process and procedures for massive record file inventory by developing and upgrading to new database systems to eliminate duplicate files and reduce onsite & offsite storage costs

OFFICE DEPOT, INC., Boca Raton, FL 2013 - 2017

Document Management Specialist / Legal Assistant

Maintained extensive corporate contracts within various areas of legal, business and procurement department. Championed top-tier documentation standards and efficient records management, databases and research program.

Provided administrative and legal support and review of contracts to Business Sales, Client Services, Licensing, Marketing and Procurement departments including Supply Purchasing Agreements, Master Services Agreements, Proposals, SOWs, Trade Vendor Agreements, IP (Intellectual Property Agreements) and NDAs (Nondisclosure Agreements)

Collaborated with the Compliance Team and assembled updated process and procedure guidelines.

Routinely performed in-depth research and generated daily and quarterly reports relating to legal contract matters, finance, audit matters, and litigation holds

Trained end users of the new process and procedures of Legal and Administrative staff for the handling of executed wet/ink original contracts in headquarters and field offices. Optimized paper/electronic file integrity and significantly reduced errors.

Implemented and coordinated with the Information Technology Team (IT) and worked in conjunction with IT to create secure streamlined databases and specific search queries. Successfully achieved elimination of database corruption.

XACTI GLOBAL, LLC, Boca Raton, FL 2010 – 2013

Executive & Legal Assistant

Provided detailed executive administrative, personal, and legal support to Executive Vice President, Vice President and Corporate Counsel with a high level of professionalism, timeliness and discretion.

Received incoming calls answered/screened callers, determined urgency and responded to routine inquires or transferred as needed using discretion and judgment.

Coordinated executive communications, including responding to emails, contacts list, greeting customers / clients, and interacting with multiple departments

Organized and maintained master calendar of activities and key dates, prepared presentations, agendas and itineraries

Prepared business correspondence, documents and reports from draft and dictation

Arranged complex travel, meetings, appointments, and details related to routine and special events. Processed and reconciled travel and office expenses and resolved discrepancies.

Monitored employee policy and procedure manual, PTO, training courses, seminars, and memberships

Coordinated documents for portfolio review and credit committee including appraisal packages rent rolls, operating expenses, budgets, environmental & engineering reports, and lease agreements.

Prepared Mortgage Satisfactions, electronic wires for the disbursement of funds; obtained required authorizations and signatures.

Performed UCC filings and research investigations related to due diligence, certificates of legal existence, certificate of good standing, and Equifax and Dunn & Bradstreet reports.

Maintained Corporate Secretary books and transcribed Board Minutes and Resolutions

Developed and maintained alert system for upcoming deadlines on incoming requests, projects, and events across domestic and international offices resulting in improved office operations.

Streamlined office operations, created standardized documents and highly accessible filing system resulted in more efficient and accurate operation.

Education

Florida Atlantic University, Boca Raton, FL

Legal Studies, Elms College, Chicopee, MA

Associate of Arts & Science (AA), Holyoke Community College, Holyoke, MA

Notary Public, State of Florida, Bonded through National Notary Association, and Certificate of RON

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