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Customer Service Administrative Assistant

Location:
San Antonio, TX, 78248
Salary:
$58,000
Posted:
July 28, 2023

Contact this candidate

Resume:

Resume of: JEANNE MICHALEC, MBA

***** *********

San Antonio, Texas 78248

Email: adyksm@r.postjobfree.com

Home Phone: 210-***-****

Cell Phone: 210-***-****

SUMMARY OF EXPERIENCE

Executive Assistant with over twenty-five years of extensive experience in the coordination, planning, and support of daily operational and administrative business functions.

Demonstrates a high level of administrative support for the executive branch, including scheduling meetings, handling of sensitive and confidential information, directing and handling of telephone requests, developing reports and presentations, coordinating travel, expense accounts, contract negotiations, client and member customer service, and effectively managing all assigned tasks.

Proven track record of accurately completing research, reporting, information management, marketing, and business-development efforts within budget requirements.

Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives. Excellent writing and editing abilities in contract work, reports, and client files.

Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues.

Development of policy manuals, training manuals, and legal documentation for securing patents, stock portfolios, and human resource departments, along with producing legal contracts for clients and customers stating retainer fees, legal fees, and payment plans.

Highly Proficient in Microsoft Office Systems, Microsoft Windows® operating system, and various software products and programs including Word, Excel, PowerPoint, Outlook, Skype, and Zoom.

Excellent working relationship with vendors, partners, and third-party associates.

Knowledgeable about business and compliance processes and requirements.

Expert knowledge working with Concur, Archibus, SharePoint, Slack, etc.

Administrative experience in financial services, product management, medical professional services, human resources, and real estate. Experience in Accounts payable to include payment transactions to the company along with company accounts payable and receivable due to client base. Experience with lease agreements regarding company office equipment and usage.

Excellent interpersonal skills, takes initiative, and extremely focused with high attention to detail. Customer service experience working with attorneys, medical personnel, real estate, along with various clientele.

Professional and personal integrity, loyal, trustworthy, and can work independently and extremely well with others.

PROFESSIONAL EXPERIENCE

Law Offices of Jon R. Disrud, Legal Executive Assistant April 29, 2022, to FEB 4, 2023

Duties include E-Fling with the Bexar County Court Systems, and other counties in Texas, handling client questions and concerns, building client files, ordering supplies, QuickBooks client accounting systems, answering and directing calls, preparing documentation and letters, accounts payable and receivable, scheduling client meetings and hearing, and preparing and sending billing statements to clients, along with preparing contracts for payment of services and payment schedules.

Recent Contract Positions

Capital Group, Administrative Assistant II to 5 Managers in Digital Marketing FEB-APRIL 2022

Calendars, emails, travel, Concur Expense Reports, etc.

Gambrinus Company, Executive Assistant to the CEO, COO, and President of the Company 11/2021-12/2022

Supported the CEO, COO, and the President of the company in their Outlook calendars, phones, emails, expense reports, presentations, research, accounts payable and receivable, company meetings, and providing customer service to various company sponsored resources and clientele.

USAA, Contractor/Senior Administrative Assistant-Governance AUG 2021-OCT 2021

Supported team managers and executives in Governance requirements for all platforms. Worked with Salesforce, Asana, SharePoint, and Slack and recorded all requirements processes and sending to team members.

USAA, Contractor/Executive Assistant-Senior Administrative Assistant, Audit Services Jan 2020 – Dec. 2020

Supported Vice President, two Assistant Vice Presidents, and Executive Director in Issue Validation, Audit Services. Provided Customer Service to all agencies within USAA to obtain necessary information on Audit Reporting.

Heavy Outlook, emails, Concur, and Issue Validation reports, and other tasks as required.

USAA, Contractor/Sr. Administrative Assistant, Retail Banking and Risk Dec 13, 2019 – Jan 27, 2020

Supported Vice President and Assistant Vice President in Retail Banking and Risk

Heavy Outlook, emails, Concur, Bank Training Schedule, Customer Service, and other tasks as required.

USAA, Contractor/Sr. Administrative Assistant, Business Risk and Controls Jul 2019 – Dec 13, 2019

Supported Assistant Vice President, and four Executive Directors.

Heavy Outlooks, emails, Concur, PowerPoint, Excel, monthly reports for distribution, planning events, ordering of supplies, and provided customer service to all areas of company departments and members.

USAA, Contractor/Consultant-Chief Legal Office, Strategic Planning Dec 2018-Feb 2019

Supported Vice President’s office and Executive Director

Heavy Outlooks, emails, Concur, PowerPoint, Excel, planning events, and Coordinator of BOX for Contracts and Legal Documentation.

IBC, Contractor, Senior Administrative Assistant, Audit Department 08/2018

Supported several Vice Presidents

Phone calls, preparing reports for distribution, ordered supplies, and Outlook.

DNT Construction, Contractor, Administrative (flexible time and dates) 2018

Supported ten engineers

Heavy walk-in customer service, phones, team meetings, preparation for mailouts, and preparations for conference meetings.

USAA San Antonio, TX 07/1998 – 04/2014

Executive Associate, Insurance Product Management

Provided high-level executive support to the Vice President, Assistant Vice Presidents, and Executive Directors of one of the leading insurance companies dealing with insurance, investment, banking, and mortgage facilities, and with offices throughout the United States, London, and Germany.

Performed a variety of key functions to include addressing inquiries by phone, mail, email, and direct customer service for current company divisions and clients.

Prepared meeting agendas and carefully monitored all action items. Planned, scheduled, and secured meeting and conference rooms, along with media and video equipment.

Assisted Product Directors and Managers with daily data collection and information gathering to prepare reports and briefings for MBM, SPC, and OPC.

Produced department weekly activity reports, presentations, and informational literature.

Coordinated events, creating invitations and promotional material, and booking venues and following company contract specifications with International Contracted companies.

Assisted Senior Vice Presidents and other Executive Officers with assigned tasks.

Monitored systems, offices, and materials for confidential and security issues.

Coordinated and secured new department employee workstations including access to operating systems, phones, and security logons.

Coordination of correspondence, telephone calls, calendars, meetings, travel preparation, and accounts payable and receivable to include expense reports and supply demand.

Planned team activities, conferences, and special events.

Proficient in all Microsoft Software Products to include Excel, PowerPoint, Access, and Word Documents, along with other software programs such as Concur, Archibus, SharePoint, Zoom, etc.

Ordered supplies, maintain confidential filing system, and coordinates multiple calendars with various company vendors.

Texas Human Services, San Antonio, TX 1995 – 1997

Office Manager and Executive Assistant to Vice President of Texas Office

Helped to establish Texas branch office of Human Services Associates.

Developed policy manuals, licensure documentation, and records for the State of Texas for licensed therapeutic foster care providers and the placement of foster care children, along with contracts and contract stipulations for foster care.

Coordinated area events, creating invitations and promotional materials, and booking venues for conferences.

Functioned as liaison and provided customer services to the court system, health care workers, social workers, therapist, and legal (attorneys) system in the placement of abused and neglected children.

Ordered supplies, maintained records, files, and correspondence for executive management.

Maintained confidentiality and secured privacy of files.

Set-up and maintained office accounts, accounts payable to customer base, employee records, procedure manuals, policy manuals, and maintenance files for office equipment.

Editor of Texas company newsletter.

Developed and maintained all contracts within guidelines of company structure and with the State of Texas.

Managed staff of 3 Social Workers, and 12 Foster Care Provider Families.

EDUCATION

Saint Leo’s University, Tampa, FL Mar 2012

Master's Degree in Business, 3.8 GPA

Saint Leo’s University, Tampa, FL Sep 2008

Bachelor of Arts Degree in Business with a Specialization in Management, 3.4 GPA

AFFILIATIONS

Member of American Society for Training & Development (ASTD)

International Society for Performance Improvement

AWARDS

USAA Bronze Eagle Award

Administrative Professional Workshop Certificate

AMA Certificate in Training

Senn-Delaney Leadership “Be Here Now”

USAA “Going Above”

PROFESSIONAL DEVELOPMENT

SkillSoft classes in Microsoft Excel, PowerPoint, Word, and Outlook

Power Listening

Goals: Set Them and Achieve Them

Assertively Speaking

Giving a Briefing

Managing Your Boss

Stress Management

Making the Most of Team Differences

Compliance Management

Communicating Effectively

Time Management

Raising Difficult Issues

Building a Foundation of Trust

Negotiations, Coaching, Working with Outcome Directed Thinking

Business Grammar & Writing Review

Annual Security Awareness

SPECIAL INTERESTS

United Way

Seasons of Sharing

Pen Pal Program

Homeowners Board Member

St. Jude’s

Wounded Warriors

REFERENCES

Diana Weidman, Executive Assistant, USAA

Phone: 210-***-****

Scott McCreless, Captain, San Antonio Fire Department

Phone: 210-***-****



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