Luann Bonifanti
**** ****** **** *-****: *********@*****.***
Plymouth Meeting, PA 19462 Telephone: 610-***-****, 267-***-****
PROFESSIONAL SUMMARY
Professional Executive Assistant who has provided support to senior level executives. Responsibilities have included correspondence, travel arrangements, scheduling, project work, calendaring, greeting visitors, communicating with clients and vendors, handling highly confidential information. Possesses superior communication skills, solid technical skills, strong work ethic, builds client relationships, committed to excellence. Dedicated, loyal team player who is a strong contributor.
PROFESSIONAL EXPERIENCE
U.S. Bank, Horsham, PA via RussellTobin and Associates, LLC, NY, NY July 2022 to December 2022
Executive Assistant (contract position)
Provide administrative support to 4 Senior Vice Presidents in the Integrated Marketing Department
Coordinate/schedule meetings and appointments for Senior VPs, compile/create Outlook distribution lists, assemble/edit organizational charts, interface with property management and vendors
Assist with new hires and exiting employees, ship returned computer equipment to warehouse, process invoices
Order supplies, sort/distribute mail/deliveries, problem-solve credit card issues, utilize DocuSign to obtain signatures
Vanguard, Malvern, PA via Randstad Technologies, Atlanta, GA August 2021 to July 2022
Enrollment Coordinator (Contract Position)
Process enterprise-wide enrollments at an international investment advisor
Ensure clients are receiving appropriate level of care and benefits through Personal Advisor Services
Retirement Advisory Services Corp, Ft. Washington, PA March 2008 to May 2020
Assistant Office Manager/Executive Assistant
In addition to duties noted in Administrative Assistant below:
Schedule all client appointments for financial advisors; coordinate employee 401k enrollment/education meetings for managed plans
Collect, assemble, bind needed documents/reports and driving directions for all client meetings
Assist in lease negotiation of various office equipment
Prepare and submit advertising submissions for compliance and perform related record-keeping in Salesforce
Ensure operation of office equipment and services/troubleshoot malfunctions/call for repairs
Liaison with various vendors for upkeep of building/phone/alarm system/and other equipment
Coordinate annual Phillies outing
Assist in new employee orientation
Administrative Assistant/Executive Assistant September 2001 to March 2008
Provided Executive Assistance to CEO and COO
Assist owners with travel arrangements
Manage front desk, receive visitors, route calls
Create, disseminate, instruct in office procedures, i.e. phone and fax services
Distribute incoming mail and deliveries
Prepare outgoing mail/packages, scan and save
Create/update/maintain mailing lists/database in Constant Contact, Advisors Assistant
Execute marketing mailings such as newsletters and firm updates utilizing mail merge function
Order office supplies/stationary and monitor inventory
Create/type/process Word, Excel, Publisher, Power Point, Adobe documents, including
employee handbook, company brochures, letterheads, forms with company logo/formatting, holiday greeting to customers, correspondence and product comparisons
Set up annual employee holiday and anniversary celebrations
Order all promotional items for the company
Other duties as required
Luann Bonifanti
PREVIOUS EXPERIENCE
Avnet/Bell Microproducts Inc., Langhorne, PA
Product Marketing Assistant (Contract Position)
Assist purchasing managers at a computer product distributorship
Place drop ship orders, create PO’s
Expedite/track shipments, obtain vendor invoices
Request order billing/enter new part numbers/make changes to product database
VIR Linear Switch, Southampton, PA
Sales Coordinator (Contract Position)
Prepare product quotes for customers
Enter 500+ products to WWW catalogue
Create new layouts and contact reports for customer database
Expedite orders, execute mailing
Liaison with distributors
Merck via C3i/Telerx, Horsham, PA
Customer Service Specialist, Sales (Contract Position)
Process inbound call requests from health care professionals seeking drug samples and sales representatives
Yuasa Battery, Inc., Ivyland, PA
Sales/Service Coordinator (Contract Position)
Prepare bills of lading
Manage inventory, monitor shipping
Input data
Assist customers with product reservation, problem resolution, and order status
Prepare payroll/sales/service reports
Correlate engineers’ data
Operate plotter
Reset filing system
Execute mailing to 2,000 recipients
Greenwich Services, Inc., Adult Training Facility, Philadelphia, PA
Program Supervisor/Program Specialist
Ensure the smooth running of the daily program at an adult training facility serving medical fragile individuals with developmental and physical disabilities
Barber Resources for Delaware Valley, Philadelphia, PA
Qualified Mental Retardation Professional (QMRP)
Programmatic and supervisory monitoring of 24-hour community residences for adults with developmental disabilities.
COMPUTER SKILLLS
Microsoft Word, Excel, PowerPoint, Publisher, Outlook, Teams; Adobe; Salesforce; DocuSign; Constant Contact; Advisors Assistant; ACT
EDUCATION
Bachelor of Science cum laude earned at the University of Scranton, Scranton, PA
Major: Human Services