Executive Assistant Client Service

DIANE SHIPTA

Cleveland, OH ● *******@*****.*** ● 216-***-**** ● linkedin.com/in/shiptad

EXECUTIVE ADMINISTRATOR

Accomplished Executive Assistant bringing stability and professionalism to an executive leader or team. Drives organizational efficiencies through technical literacy, collaborative aptitude, and zeal for working effectively with all levels of an organization, both internally and externally. Competencies include: Collaboration Teamwork Policy Procedures Client Service Organization Multitasking Adaptability Prioritization SKILLS: Microsoft Office: Word, Excel, Outlook, PowerPoint edits, Teams, and Slack Messenger, Zoom, Google Suite Office Dynamics CRM, ShareFile, Concur, Survey Monkey, SalesForce, Constant Contact, Multiple Corporate Specific Database Programs.

PROFESSIONAL EXPERIENCE

PEOPLE ARCHITECTS/IMPACT ARCHITECTS, Cleveland, Ohio March 2022 to June 2024 Executive Assistant for the Managing Director-Business owner of People Architects

● Calendar Management: Managed calendars, including scheduling appointments, meetings, and conference calls. Coordinate and prioritize appointments based on objectives and commitments.

● Travel Arrangements: Proactively arranged travel itineraries, including flights, accommodations, and ground transportation in advance of travel. Ensured all travel plans aligned with the manager's schedule and preferences.

● Expense Management: Tracked and organized expenses for multiple clients. Accurately reported and filed expenses weekly.

● Email Management: Organized/filed, screened, prioritized, and escalated emails across multiple inboxes.

● Assisted with special projects and initiatives as assigned. Tracked inventory and supplies for Independence Learning Center. Created vendor relationships for office maintenance.

● EOS Coaching Client Support: Scheduled session days for the calendar year and coordinated with coaching clients on logistics (location, catering, and set-up). Attended all on site session days at the ILC, Independence Learning Center, welcoming clients, arranging continental breakfast, lunch, making coffee, ensuring a hospitable environment.

GREAT LAKES FINANCING, Cleveland, Ohio Temporary July 2021 to March 2022 Office Administrator/Interim Executive Assistant for the President

● Provided support to the President’s workload demands and personal projects.

● Calendar management, virtual and on-site meetings. Boardroom meeting set-up and clean-up.

● Office Administrator/Receptionist providing overall support to the Administration team; liaison to Accounting and Operations Department

● In charge of office maintenance and equipment, mail, and postage. Vendor relationships, employee onboarding/benefits enrollment, licensing and registration, calendaring, office furniture, supplies, snacks, beverages, and collateral materials.

NESTLE, Solon, Ohio Temporary March to July 2021

Administrative Assistant - Supported Directors of Modern Health and Taste Team Division.

● Organized director’s time, taking into consideration priorities, available time, and other variables. Managed director’s calendar, proactively addressed scheduling conflicts, set, and maintained schedule of virtual appointments and meetings.

● Served as liaison with direct reports, employees, and vendors. Maintained confidential nature of communications.

● Kept the director on schedule and practiced speed and agility with reprioritization due to any conflicts.

● Ordered office supplies, office equipment, and marketing materials. Maintained inventory of marketing materials disbursed. Ordered Nestle sample products as requested for shipping to vendors.

● Other projects and duties as assigned. Scheduled and managed arrangements for meetings and events including rooms, ordering meals, refreshments, travel coordination, revised departmental org charts and PowerPoint decks.

OHIO AEROSPACE INSTITUTE, Brook Park, Ohio September 2019 to June 2020 Administrative Assistant - Supported the Director of Events and Memberships

● Assisted with all OAI programs, provided primary administrative support to the operations team.

● Assisted in the production of OAI Member newsletter; maintained member data systems, revised, and improved membership marketing materials.

● Utilized SalesForce, Constant Contact, and social media for memberships and marketing.

● Coordinated, marketed, and assisted with OAI relevant trade shows, industry conferences and special interest group meetings on and off site.

● Traveled to relevant meetings and conferences required by the director of memberships. ERCHEALTH/OSWALD, Cleveland, Ohio August 2011 to June 2019 Administrative Coordinator - Provided dedicated support to the Vice President of ERChealth.

● Downloaded, processed/compiled and audited program participant data obtained from carriers, vendor partners, brokers, and clients.

● Collaborated with multiple departments, brokers, and carriers to improve efficiency.

● Assisted with expense reports, team meetings, conference room scheduling, prospect, client, broker, and vendor meeting preparation that included: catering, agendas, presentations, and collateral materials.

● Performed data entry and managed duties in a HIPAA compliant and highly confidential manner; efficiently and collaboratively responded to requests for assistance meeting all deadlines.

● Identified and researched data discrepancies with related internal consultant, external vendor partner or individual client.

PREVIOUS EMPLOYMENT

AON – GLOBAL CAPTIVE CLAIMS SERVICES: 2000 to 2010 Executive Account Assistant - Assistant to the Vice President/Assistant Vice President/Office Manager PLANCORP, INC./VANTAGE FINANCIAL: New-Business Assistant – Securities KEYCORP: Administrative Assistant II/Annuity Data Entry Clerk PRUDENTIAL FINANCIAL SERVICES: Senior Service Coordinator EDUCATION

Graduate of Parma Senior High, Parma, Ohio

VOLUNTEER / SUPPORT

Friends of Cuyahoga County Animal Shelter – FCCAS

Junior Diabetes Research Foundation - JDRF

The Leukemia & Lymphoma Society - LLS, Man/Woman of the Year Campaign