NATHALIE MENDOZA Executive Assistant

Plano, TX 214-***-**** adz7mk@r.postjobfree.com

Project Management Enthusiast Bilingual Yogi

PROFESSIONAL SUMMARY

Self-driven assistant with a passion for contributing high performance, building relationships with clientele and most of all working with executives, with 5+ years of experience related to this job. Strong leadership and confident in ability to quickly learn new ropes in a fast-paced environment.

KEY SKILLS

Time Management

Process Mapping

Recruitment & Hiring

Strategic Planning

Scheduling

Team Management

Attention to detail

Budget Management

Client Retention & Acquisition

TECHNICAL PROFICIENCIES

Hubspot Drake ZOHO Microsoft Office Suite Quickbooks ClickUps Slack ProSeries Google Workspace Outlook

RELEVANT PROFESSIONAL EXPERIENCE

Executive Assistant, Joseph Giangiulio Financial, CPA/PFS, CFP Dallas, TX March 2023- Current

Prepared individual and business tax returns for 2022.

Managed accurate and timely processing of multiple invoices per month.

Prepared and filing annuity applications for clients.

Carefully allocated executive tasks and managed complex calendar to better suit the owner’s personal and business responsibilities.

Communicating sensitive information in a timely manner to ensure accurate files, applications and reports were produced for clients.

Office Manager, Gramstad, CPA Allen, TX June 2021- January 2023

Generated a 25% increase in client satisfaction by offering comprehensive calls over the status of their accounts, this included translating to them in Spanish.

Built and launched a training program for new hires including review guides for staff to maximize quality of work and reduced scheduling mistakes.

Eliminated 50% of time required for owners to follow up with employees and customer inquiries by handling escalations and VIP clients.

Assisted in the company operations, this improved company productivity by consistently mentoring, delegating and cross training the admin, data entry and remote teams. This task included gathering and sending a EOD report daily, this ultimately improved company culture by promoting communication between team members.

Worked closely with owners to launch a new sales business which ended up being a highly profitable business. This project included networking, coordinating travel arrangements for the team, including: flight, car and stay bookings.

Property Manager Assistant, AJ Estates (Same owners of Gramstad CPA) Allen, TX October 2021- January 2023

Screened, determined potential tenants, and drafted leases for approved tenants.

Provided excellent customer service and communication to tenants and prospects to enhance customer satisfaction, this increased renewals, revenue and profitability by 10%.

Ensure that regular maintenance procedures were scheduled to stay in accordance with both state and city regulations.

Assisted with administrating tenant occupant including providing new tenants with a introduction guide regarding emergency contacts, insurance requirements, rent collection instructions and maintenance request procedures.

Maximized repairs by 20% between contractors and tenants by creating a system that allowed the property management team and contractors to input repairs needed/status updates in real time, this eliminated repairs and updates from falling in between the cracks.

Review and approve all bills and invoices for assigned contractors.

Executive Assistant, TTS Services Allen, TX January 2021- June 2021

Planned both personal and business events/travel arrangements while maintaining them within budget guidelines.

Enhanced CEO’s productivity by consistently taking things off her plate while she focused on her new business ventures.

Recorded and organized all emails, phone and text messages with 98% accuracy.

Increased sales by 10% by overseeing their Airbnb and VRBO properties, this included scheduling cleaners, listing properties and dealing with guest inquires.

Operations Assistant, Uptrade Allen, TX December 2020 – October 2020

Assisted cofounder lead day-to-day operations.

Ensured employees had all necessary tools and supplies.

Strategically set goals to please investor relations and most importantly that we had employees in the right positions to ensure high productivity.

IT & Marketing Associate, Sylvian Brood Frisco, TX March 2019- November 2019

Coordinated calendars between executives, scheduled, hosted and attended lunch-ins.

Generated an increase in 15% referral rate by introducing and developing relationships with physicians.

Created marketing merchandise and stayed within budget range 100% of the time.

Enhanced online presentation and managed social media accounts.

Assisted clients with inquiries through emails, texts and phone calls with a 96% resolution rate.

Tracked, recorded and sent monthly reports to clients to ensure client satisfaction.

EDUCATION

Bachelors of Science in International Business

University of North Texas Denton, TX

HS Diploma

Plano East Plano, TX

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