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Executive Assistant Personal

Location:
Flower Mound, TX
Salary:
108000
Posted:
January 02, 2022

Contact this candidate

Resume:

Lynn Harris Dunn

469-***-****

adpsun@r.postjobfree.com

Dallas / Fort Worth

WORK EXPERIENCE

Buckner Retirement Services February 2020 – November 2021

Executive Assistant to President and Vice President & COO

Supported President and VP & COO in day-to-day activities. Proactive in calendar management.

Supervised Manager of Program Administration.

Selected to support CEO and train his Executive Assistant. Acted as backup for CEO’s assistant.

Tracked hurricane expense damage for six senior living communities.

Processed Senior Care & Assistance applications for President’s & SCA Committee’s review. Notified applicant of assistance. Send annual renewal letters.

Assisted with preparation of Board documents and communicated with Board of Directors.

Tracked contracts for review.

Collected and consolidated documents for six senior living communities.

Created onboarding schedules for new Executive Directors and Community Administrators.

Anticipated needs and strive to assist others.

Answered and directed calls to BRS Support Center.

Organized off-site meeting logistics and agendas.

Maintained COVID tracking log/ notes.

Prepared and submitted expense reports.

Disseminated announcement material to President’s staff.

Registered attendees for conferences.

Input invoices for payment into PaperSave system.

Received “EXCEPTIONAL” rating on performance review.

Created inspirational “Pop Up” videos.

Dean Foods Company June 2009 – February 2020

Executive Assistant to CEO, EVP & CFO, CAO & SVP Finance, SVP Strategy, SVP Human Resources, Corporate Treasurer, VP FP&A & Real Estate, VP Strategy, VP Corporate Finance, VP Shared Services and VP Investor Relations & External Communications

Provided administrative support to C-Level executives.

Managed 10 plus calendars, setting and maintaining appointments.

Reviewed and responded to emails.

Kept executives on time with their daily schedules.

Made daily bank deposits, approved/released wire requests, researched check & coding requests.

Managed travel/coordinated meeting logistics and managed expenses for several executives.

Onboarded and supported several contractors. Granted WiFi access.

Acted as backup for treasury analyst (entered journal entries and reconciled bank accounts).

First point of contact for financial analysts/shareholders requesting investor relations calls.

Maintained investor database and fulfilled investor material requests.

Coordinated quarterly earnings release calls and managed the communications line during call.

Managed press release process.

Glidepath LLC January 2004 – January 2009

Office Manager/ Administrator

Ensured compliance in human resource and benefit operations.

Recorded maintenance for personnel files, insurance policies and company vehicles.

Administered 401k plan, insurance benefits and FLEX plan.

Maintained travel for 30 plus employees.

Oversaw and performed clerical and administrative support tasks for human resources/ recruitment and payroll functions, office and equipment maintenance/ programming, purchasing and office supply maintenance.

Accounting functions included invoice approval, signing checks, headcount reporting, petty cash reconciliation, coordination of Western Union wires, workers comp audits and claim filing.

Acted as contact/ liaison for several agencies, including JP Morgan Chase, Texas Attorney General, Texas Unemployment Commission, T-Mobile, Federal Express, vending and insurance agencies.

Coordinated corporate apartment leases, as well as outside activities, such as blood drives.

First Southwest Company January 2002 – September 2003

Executive Assistant to Chairman/ CEO & Vice Chairman

Provided executive level support to Chairman/ CEO and Vice Chairman.

Printed daily reports and trade confirmations, verifying information and commissions on client and employee accounts, posting trades, pulling account information and verifying stock positions.

Served as customer contact.

Maintained calendar and files, scheduled meetings and made travel arrangements.

Horizon Health Corporation October 2001 – January 2002

Executive Assistant to Regional Vice President

Provided administrative support to Regional Vice President.

Primary responsibilities included facilitation of communications to each hospital program and daily contact with hospital Program Directors.

Created detailed reference books on each hospital.

Innosync June 2001 – October 2001

Executive/ Personal Assistant to President/ CEO/ Owner

Provided administrative/ personal support to the President and other top executives.

Extensive on-line research and spreadsheet preparation of findings.

Checked invoices for accuracy and processed in a timely manner.

Key interface for vendors/ recruiters/ external parties.

Maintained files and followed through on open items to completion.

Other responsibilities included ordering office supplies, maintenance of office equipment, preparation of expense reports and miscellaneous recruiting and human resource functions.

Fidelity Investments June 1989 – June 2001

Executive Assistant to General Manager/ SVP Offshore

Held various administrative roles at Fidelity Investments over a 12-year period.

Extensive schedule, meeting and travel coordination.

Internal and external daily contact with high level executives.

Created and updated business review presentations for clients.

Forwarded communication to local, domestic and international teams.

Maintained daily and monthly report binders.

Scheduled international and domestic conference calls.

Updated client/ prospect database.

Coordinated mass mailings and handled literature requests.

Maintained awards programs for branch representatives.

Coordinated several client/ prospect golf outings.

Assisted in writing and maintaining the business contingency plan.

Maintained employee suggestion program.

Assembled and distributed monthly Board package, meeting specific deadlines.

Acted as relocation coordinator for migration of credit card group to Salt Lake City.

Periodically backed up the Bank Liaison Officer in the Finance Department.

EDUCATION

North Iowa Area Community College/ Accounting Mason City, Iowa

ADDITIONAL INFO

Notary Public

Owner – Wire Link Network Services, Inc.

PROFICIENCIES

MS Word, Excel, Outlook, PowerPoint, Adobe, Research



Contact this candidate