Executive Assistant Manager
Resume:
Kristi Swaim
adijtj@r.postjobfree.com
PROFESSIONAL EXPERIENCE
Sr. Executive Assistant to CTO/Project Manager
February 2019 – Present
Egon Zehnder International
Dallas, TX
Executive assistance - Maintain calendar and correspondence for CTO in Outlook, gatekeeping, make travel arrangements, process expense reports, maintain internal website with departmental information, prepare committee reports and presentations.
Project management – Coordinate teams to analyze, select, and implement software solutions used globally within the company.
Vendor management – Point of contact for IT vendors, verify invoice accuracy, assist in contract renewal process.
Contract management – Assist in contract negotiation, maintain current version database, maintain terms and conditions information.
Budget accounting and analysis – Prepare $24M departmental budget, assign all costs associated with budget, perform variance analysis and create reports for Executive Committee.
Executive Assistant to President/Office Manager
October 2008 – June 2020
Szafran Capital Management
Rowlett, TX
Executive assistance - Maintain calendar and correspondence for President in Outlook, gatekeeping, make travel arrangements, process expense reports, create financial management reports and presentations in PowerPoint for client and executive use, assist in client presentations.
Project management - Assisted in the start-up of a state regulated financial advisory firm. Established the LLC, researched and created the required procedures, policies, and forms to register the firm with the State of Texas. Created and update standard operating procedures for client account management. Researched, purchased, installed and input 7 years’ worth of data into client account management software (Morningstar Office).
Customer service - Main point of contact for clients, collect new client data, open client accounts, maintain CRM in MS Access.
Office management - Purchase supplies, basic IT maintenance, create and maintain filing systems (both electronic cloud and hard copy).
Event/Meeting planning – Coordinate event/meeting spaces, catering and dining reservations, agenda creation, material preparation.
Accounting - Accounts payable, accounts receivable, bookkeeping, budgeting, bank and holdings reconciliations, financial statement preparation.
Compliance - Maintain state filings (including ADV Part I and Part II), monitor and update regulatory record management, provide audit material to the Texas State Securities Board each audit period.
Travel Agent
June 2001 – March 2006
All World Travel
Commerce, TX
Domestic and International travel arrangements - Worked independently to research and book corporate and personal travel including hotels, flights, transfers, ground transportation, cruises.
Event planning - Event spaces, entertainment, travel arrangements, lodging coordination for groups up to 75 people.
Administrative Assistant/Receptionist
October 2001 - June 2002
Scott, Bench and Littlefield, Attny at Law
Commerce, TX
Administrative assistance – Managed attorney calendar, updated client and case files, maintained filing system, prepared legal documents using Word templates.
Reception - Greeted clients, answered multi-line phones. Executive Assistant to COO/Compliance Officer
March 2000 - June 2001
Peoples National Bank
Paris, TX
Executive Assistance - Assisted COO in implementation of incentive programs and new bank operations, gatekeeping, point of contact for bank employees and customers, assisted in resolution of operational issues including IT, staffing and procedural changes.
Compliance Officer – Updated compliance program for nationally regulated bank with 3 locations. Regulated, audited, and trained staff in all areas of bank compliance. Point of contact for external auditors and federal regulators (Comptroller of Currency). EDUCATION AND CERTIFICATION
University of Phoenix Phoenix, Arizona
Business Management with Emphasis in Accounting
Some College Coursework Completed
January 2007 - March 2009
Western International University Phoenix, Arizona Business Management
Some College Coursework Completed
August 2005 - December 2006
Texas A & M University-Commerce Commerce, Texas
Some College Coursework Completed
September 1994 - May 1995
Sheshunoff Regulatory Compliance Certification Program Bank Operations Certification
May 2001
SOFTWARE KNOWLEDGE
MS Excel
MS Word
MS PowerPoint
MS Access
MS Outlook
MS OneNote
MS OneDrive
MS Teams
Morningstar Office
QuickBooks
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