JOAN M. MC GRATH

*** ****** ******, ******** ** *0441· 708-***-****

Email ado0ne@r.postjobfree.com

PROFESSONAL SUMMARY

Dedicated administrative professional with proven skills in managing administrative teams and delegating tasks to accomplish set goals. Methodical and highly organized with good prioritization and planning abilities.

EXPERIENCE

2018 – JUNE 2019

FINANCIAL SERVICES ASSOCIATE FOR MIDWEST REGION, SEGAL GROUP

Review detailed billing reports, complete and mail detailed invoices to clients

Create new projects in the billing system

Fulfill requests from consultants regarding billing for their clients

Follow up with clients regarding late payments

2000 – JUNE 2019

PROJECT COORDINATOR FOR NATIONAL COMMUNICATIONS, SEGAL GROUP

Project management for new projects

Organize and work with open enrollment groups, including coordination and hosting open enrollment events

Present and reconcile billing statements and detailed financial reports for Communication

Write and proof proposals, announcement letters and Summary Plan Descriptions

Request estimates from designers and printers and coordinate and follow-up on payments 1995 – 2000

EXECUTIVE ASSISTANT FOR EXECUTIVE VICE PRESIDENT OF FIRM, SEGAL GROUP

Type confidential and general letters and memos

Design presentations for client and office regional meetings

Organize and schedule seminars for Executive staff (hotel, airlines, dates, etc.)

Prepare expense reports for Executive Vice President

Make travel arrangements for Executive Vice President and Senior Vice President 1993 – 1995

ADMINISTRATIVE MANAGER AND EXECUTIVE SECRETARY FOR PRESIDENT, BUCKLEY DEMENT, L.P. CHICAGO, IL

Manage secretarial staff and receptionist

Compose and type confidential and general letters for the President

Compile and input monthly sales budget on Excel spreadsheet

Compose and complete presentations for sales staff

Make general travel arrangements for sales staff

Coordinate office seminars

COORDINATE OFFICE SEMINARS

REFERENCES UPON REQUEST

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