Executive Assistant Personal

Krista McLean

**** ******** *****, ******** ** L*M 0T9 – 905-***-****, ***************@*****.***

QUALIFICATION SUMMARY

Demonstrated capacity to provide support for executive-level staff; excel at scheduling meetings, coordinating travel, and managing all essential tasks

Adept at developing and maintaining administrative processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives

Highly focused and results-oriented in supporting complex, dead-line driven operations; able to indentify goals and priorities and resolve issues in initial stages

Excellent written and verbal communication skills

Extremely enthusiastic, dependable, thrives in corporate environment

Able to efficiently manage a multi-task environment and ensure deadlines are met

Polished and professional demeanor

Provide an optimal level of customer service and professionalism for clients

Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Quickbooks, Dicta, Microsoft Teams, Type 70 WPM

PROFESSIONAL RELATED EXPERIENCE

Aptum Technologies Inc. – Executive Assistant – February 2020 – December 2020

Executive Assistant to CRO & CIO

Extensive calendar management – prioritizing appointments and conference calls

Booked local and international travel for both executives (before COVID)

Complied presentations & updated CRO and CIO Org charts

Coordinated Sales contests and President’s Club rewards & trips

Submitted all expense reports for all Aptum Executive Team

Entrusted with highly confidential information

Organized client and corporate events

Front line screening for contracts to be signed to ensure they were approved by legal and finance

Bond Family Office – Executive/Personal Assistant - February 2018 – February 2020

Assistant to Owner/Executive

Heavy calendar management; ever changing, complex and personal matters

Event planning and execution

Financial management, both personal and business

Fielding heavy phone call volume and maintain contact information

Creating detailed and organized travel itineraries, booking flights for business and personal purposes

Conducting research

Drafting and responding to correspondences

Overseeing a large team of household staff

Acting as a gatekeeper and liaison for principal

Dealt with confidential matters and ensured white glove treatment

Personal shopping, executing special requests, running errands and related duties as needed

FFM Capital Inc. – Office Manager/Executive Assistant – September 2013 – February 2018

Office Manager and Executive Assistant to President

Successfully coordinated and hosted numerous client events and seminars, creating invitations, promotional materials, presentations, booking venues and selecting guest speakers

Coordinated opening two new office locations

Entered and processed all client orders for various agents

Assembled and audited investor packages

Created marketing material

Assist with team building initiatives and overall support of maintenance of organizational culture and employee morale

Extensive calendar management with frequent changes

Basic accounting duties, including expense reports and commission cheques

Vector Aerospace – Executive Assistant to CFO – June 2010 – September 2013

Provided high-level administrative support to Chief Executive Officer

Managed CFO’s complex and frequently changing international travel schedule

Create expense reports, budgets and filing systems

Fulfilled all executive assistant duties for four top executives in an international firm

Tasked with saving time for top-level executives

Supported executives with project support, data tracking and administrative tasks

Distribute company-wide announcements, book conference rooms, coordinate catering for executive meetings, board meetings and corporate events

Planned corporate retreats and seminars

Assembled Board material, meetings and dinners

Extensive calendar management with different time zones

Lawrence Asset Management - Personal/Executive Assistant – February 2007 – February 2010

Personal and Executive Assistant to Jack Lawrence, Chairman & CEO

Initiated all phone calls on behalf of executive and screened all calls

Organized and prioritized emails ensuring all requests are dealt with and relayed to executive

Coordinated hectic business and personal travel including arrangements for private travel

Handled all aspects of business and personal scheduling

Coordinated housekeeping staff for three residences and upkeep for vacation home and

Personal shopping and errands

Attended to personal banking, and bookkeeping

Communicated daily with lawyers and accounts with respect to ongoing personal and business items

Prepared memos, letters and reports and dealt with highly confidential matters

On-call for urgent matters

Helped family with estate matters – converting bank accounts, organizing investments, sale of properties, bills and ongoing issues

PI Securities Inc. Vancouver – Executive Assistant – August 2002 - October 2005

Executive Assistant to Vice President and Managing Director

Maintained and organized hectic calendar, including travel schedule

Anticipated issues and initiated appropriate action

Managed all incoming emails and phone calls

Composed correspondences, including highly confidential items

Prepared and edited spreadsheets for high level use

Organized and planned regional sales conferences, corporate parties and incentive trips

Planned and coordinated Board Meetings and conference calls and meeting binders

Created board level presentations on Power Point

Handled invoices, reviewed monthly expense reports

Assisted in personal matters when requires

EDUCATION & PROFFESSIONAL DEVELOPMENT

2000 Conduct & Practices Handbook (CPH)

1999 Canadian Securities Course (CSC)

1997 Legal Secretary Diploma Program – Compu College

1995 University of British Columbia – English (completed 3 years)

1991 Salmon Arm Senior Secondary School – Academic Diploma

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