Executive Assistant Administrative Support

Joanna Ramos

Murrieta, CA • 951-***-**** • **.*******@*****.***

www.linkedin.com/in/joanna-ramos-196

C-Level Executive Assistant

Office Management • Financial Administration • Event Planning & Coordination

Expertise in coordinating, planning, and providing high-level administrative support to C-level executives

Performance-driven professional with extensive experience managing complex calendars, arranging travel logistics, and coordinating high-level meetings and events. Proven track record in building and leading high-performing teams in fast-paced office environments. Trusted confidant with strong interpersonal skills, able to build and maintain positive relationships with internal and external contacts. Ability to identify the root cause of issues and translate complex processes into clear, understandable, and actionable steps. Skillfully coordinate cost-effective travel arrangements, minimizing expenses while maximizing convenience and comfort for executives. Exceptionally organized with proven abilities in maintaining personnel records with utmost confidentiality.

Core Competencies:

Leadership & Development Cost-Effective Travel Management Calendar Management Expense Management

Budgeting & Forecasting Project/Action Item Management Supervision Conflict Resolution Vendor Management & Agreements Excellent Written/Verbal Communication On/Offsite Meeting Coordination Medical/Legal Terminology

Team Leadership Policy Compliance Executive Reporting Typing 60 wpm Shorthand 180 wpm Supervision

Working remotely Stakeholder Engagement Superior Customer Service Task Prioritization Accurate Data Entry

Board Minutes/Agendas Calendar Management Email/File Management Software Integration

Technical Proficiencies:

Microsoft Word, Excel, Teams, Outlook, PowerPoint and Windows, Google Apps, Adobe Acrobat, Zoom (On Mac or PC)

Professional Experience

Index Fresh, Corona, CA (Remote) 2019 – 2022

Executive Assistant to CEO & 3 VPs

Delivered top-tier executive-level administrative support to the CEO and 3 VPs. Crafted precise and clear minutes for executive board meetings, ensuring optimal communication between stakeholders. Coordinated the annual board of director elections event, managing logistics and accommodations for high-profile attendees. Ensured smooth, compliant stock transactions by generating stock certificates and preserving rigorous records.

Highlights

Played a pivotal role in vendor negotiations, contributing to cost savings and enhancing supplier relationships.

Enhanced organizational communication and transparency through well-crafted correspondence and reports.

Streamlined all types of travel arrangements for executives and staff using Egencia, maximizing executive schedules and reducing expenses.

Planned and delivered seminars/webinars for vendors to educate them on best practices in product production.

Conducted weekly project status meetings with executives to review progress, identify bottlenecks, and provide solutions, decreasing project delays.

Ameriprise Financial, Riverside, CA 2016 – 2019

Financial Planning Assistant

Provided professional administrative support to the CFP/Owner and staff, managing daily operations and client services. Oversaw a complex office calendar and completed high-leverage projects independently and in teams.

Highlights

Achieved 100% accuracy rate on transactions, including placing electronic stock market trades for clients regularly.

Led initial account opening processes for clients, securing investment accounts, life insurance, and financial plans.

Managed daily marketing plans for key accounts, ensuring effective promotion and client engagement.

Enhanced client satisfaction and loyalty with superior customer service.

Anderson Financial Management Group, Redlands, CA (Equivalent Job Experience) 2004 – 2015

Administrative Manager

Provided executive-level administrative support to the Certified Financial Planner and staff, ensuring seamless operations and the delivery of exceptional client services. Cultivated a culture of supportive accountability, adeptly delegating workflow, and nurturing teamwork for consistent daily execution. Managed office operations, guaranteeing precise client account openings and transactions for the investment advisor’s practice. Spearheaded the development and implementation of efficient workflow processes to enhance overall efficiency and productivity.

Highlights

Created a streamlined onboarding program, guiding 25 new employees through seamless transitions into their roles.

Planned and delivered large-scale client events, elevating client retention rates and driving an influx of referrals.

Delivered top-tier customer service and planned events, resulting in notable increases in client satisfaction/loyalty.

Collaborated with owner to develop effective marketing plans to drive revenue.

Education

Associate of Arts (AA), Court Reporting (Business Communications)

Cerritos College, Norwalk, CA

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