Executive Assistant

Julia A. Rastelli

Riverside, IL

**********@*****.***

Cell phone: 708-***-****

SUMMARY:

Executive Assistant with over 10 years of experience supporting a complex, deadline-driven busy firm. Team player with outstanding skills in planning, database/calendar management, and rigorous research for CEO. Managed multiple workstreams to ensure high-quality, on-time client deliverables for the CEO, excellent organizational skills, proficient in Microsoft Word, Excel, PowerPoint and Outlook, strong work ethic with the ability to work under pressure and maintain a positive mental attitude while always willing to assist after hours.

EXPERIENCE:

WIGHT & COMPANY

Executive Assistant to the CEO

August 2021 to August 2022

Responsibilities:

•Daily interaction with high level associates and their assistants. Acted as liaison between the CEO and leadership team while cultivating relationships with board members, clients, community and national leaders.

•Acted as “gatekeeper” managing calendar, schedule, email, and extensive network of contacts on a daily basis. Read all correspondences to keep CEO abreast of important and priority obligations and meetings, knowing when to move items on calendar at the last minute with no guidance.

•Prepared agendas for meetings along with reports and pertinent background information for the CEO prior the meeting.

•Coordinated conference/ Zoom calls, arranged for company lunches as needed. Organized all board meetings including hotels, conference rooms, AV set up for meeting along with organizing group dinners for the evening.

•Coordinated all travel including airfare, cars, hotels, visas and documents for both the CEO and his family. Providing a clear itinerary to follow and backup plan should schedule change.

•Oversaw the completion of projects on behalf of the CEO.

•Tracked and maintain multiple professional licenses and company memberships.

•Monitored continuing education requirements for the company.

•Worked with Human Resource Director to ensure company complied with guidelines.

•Performed confidential tasks for both the company and the CEO’s personal life.

•Provided excellent verbal and written communication with strong writing, editing and grammar skills.

•Reviewed and update reports submitted by multiple members of the group providing the CEO with synopsis of reports.

•Coordinated various office support tasks among different departments.

•Monitored the department’s budget activities, paying invoices in a timely manner.

•Managed the CEOs personal credit cards making sure all balances were paid on time.

•Processed all invoices and reimbursement expenses.

JAMES H. LOWRY & ASSOCIATES. (JHLA)

Executive Assistant to the President & CEO

April 2012 to March 2021

Responsibilities:

•Managed master calendar for James Lowry, who is both the President & CEO of JHLA & Associates, and Senior Advisor at The Boston Consulting Group (BCG).

•Oversaw special event calendars for JHLA/BCG group, factoring in availability and expected operational demands to keep workloads in balance.

•Type all internal/external memos, emails, proposals, and RFPs.

•Arranged appropriate travel, airfare, rental cars, hotels, visas, agendas, necessary contacts, and other information for executive travel.

•Organized and planned all JHLA events, virtual book tours, and fundraisers, assisted in organizing the yearly NMSDC/Kellogg Advanced Management Educational Program, as well as BCG events taking place with James H. Lowry.

•Researched topics of interest and culled gathered information before delivering to the CEO to produce concise reports.

•Assisted in the research and publishing of the book, Change Agent: A Life Dedicated to Creating Wealth for Minorities, written by James H. Lowry.

•Maintained executive/company's certifications, license renewals, and membership renewals.

•Coordinated client webinars, including developing relationships with clients, and post-webinar follow-up.

•Manage all invoices and expenses for James H. Lowry and submit on his behalf to various clients.

•Assisted CEO with all and any personal requests for both he and his family.

EDUCATION:

•St Mary’s University

San Antonio, Texas

•Clarke College

Dubuque, Iowa

Contact this candidate