Executive Assistant

KIM FISCHER

Concord, NC Mobile: 704-***-**** ************@*****.***

EXECUTIVE ASSISTANT

Trusted professional with experience supporting senior leaders, teams and projects in financial services and legal industries. Collaborative problem solver with strong attention to detail. Servant Leader skilled at helping leaders, teams and projects meet and surpass their goals, creating a culture of excellence, service, and profitability. SKILLS

Expense Reporting Relationship Management Complex Calendar Management Auditing SAP Concur Adobe Acrobat Microsoft Office 365 Customer Service Analysis Attention to Detail Corporate Travel Planning Problem Solving Written and Verbal Communication MS Teams SharePoint PROFESSIONAL EXPERIENCE

Mecklenburg County LUESA January 13, 2025 – present Sr. Administrative Assistant

Provide administrative support to the Director of Mecklenburg County Code Enforcement

• Maintain Departmental Org Charts and Internal Phone Lists

• Attend Morale Task Force Committee Meeting and LUESA University Planning Meeting

• Take meeting minutes; distribute to Committee members

• Proofread large documents and recreate edited version

• Maintain Departmental SharePoint sites and external government websites

• Liaison between Mecklenburg County and external vendors for contract management Cornerstone Building Brands February 2024 – October 2024 Administrative Assistant (Contractor)

Provided Executive support to 5 Vice Presidents in a large, national Manufacturing Company

• Managed complex calendars for VPs

• Catered large internal and external events

• Planned domestic and foreign travel for VPs using Concur

• Liaison between associates and Wings Travel: monitored and recaptured unused airline tickets

• Coordinated and facilitated weekly Virtual College events

• Created polls in Slido and Microsoft Forms; reported results from college polls and quizzes and maintained in Teams SharePoint site

• Created and maintained contact lists for five Business Organizations within merged companies

• Created and maintained desk manual and updated policies and procedures TIAA - Charlotte, NC

Financial Consultant Training - January 2025

Sr. Administrative Assistant - May 2022 – November 2023 Provided executive support to 7 Managing Directors/VPs in a cross-functional team in Marketing & Communications. I successfully supported both local and remote managers virtually.

• Managed executives’ complex calendars

• proactively monitoring and responding to inquiries received by email and/or phone; resolved issues within delegated scope of authority.

• Arranged travel and accommodations for executives using Bank’s designated travel agency.

• Prepared expense reports, adhering to corporate expense policy.

• Coordinated recruiting and new hire/onboarding processes. Page 2 of 2 ************@*****.***

TIAA - Charlotte, NC May 2021-May 2022

Associate Trust Administrator - Provided administrative and transactional support to Wealth Advisors, Sr. Trust Administrators and Portfolio Managers:

• Managed book of 200+ High-Net-Worth accounts; met face-to-face with clients to review goals, which fostered developing stronger, long-term relationships.

• Maintained accurate client account information in Bank systems.

• Ran daily financial reports and monitored account balances; raised cash to prevent overdrafts.

• Monitored transactions, cash flows and account activity. Proactively monitored accounts and anticipated client’s financial needs.

• Created and distributed reports for clients.

• Accurately processed cash transactions, stock gifts, RMDs and QCDs, within specified deadlines, to ensure compliance with established Trust policies and procedures. eTeam Inc, (Contingent Worker at TIAA, FSB) - Charlotte, NC October 2020-March 2021 Associate Trust Administrator (Paralegal) - Provided support to Sr. Trust Administrators, Portfolio Managers and Wealth Advisors.

• Processed and distributed incoming mail and uploaded in Trident, processed FedEx mailings.

• Prepared financial spreadsheets for clients to illustrate positions, which enabled clients to identify opportunities to grow their wealth by investing in TIAA products.

• Participated in end of year planning strategies for clients by processing stock gifts which minimized tax liabilities and supported client’s favored charities. Katten Muchin Rosenman LLP - Charlotte, NC November 2017 - July 2020 Legal Executive Assistant - Provided executive support for 9 attorneys in Commercial Real Estate Group.

• Opened new client matters: prepared engagement letters and cleared conflicts, which enabled attorneys to proceed with the representation, resulting in preservation of clients’ fees and timely closure of matter.

• Prepared, formatted and blacklined correspondence, documents and contracts.

• Managed leasing projects for large bank; updated project spreadsheet and tracked progress

• Timely entry of attorney time and review of prebills resulted in 25% increase in billable hours. Bank of America – Charlotte, NC December 2011 - February 2016 Sr. Operations Project Analyst - Participated in ad hoc projects in support of Breach Operations that ensured Bank’s compliance with applicable federal, state, and local laws and regulations.

• Participated in ad hoc projects in support of Breach Operations; Audited Bank’s foreclosure processes a

• Identified gaps and trends resulting from internal processes, systems or human errors

• Reviewed collateral documents for accuracy and completed QC checklist

• Conducted reviews to ensure Bank’s procedures were in compliance with applicable regulations, laws, internal & external policies with respect to the production, content and mailing of Notices of Intent

• Certified the accuracy of financial data within required regulatory documents EDUCATION AND TRAINING

Associate’s Certificate in Project Management

George Washington University School of Business

Courses Completed - Education Major

University of North Carolina at Charlotte

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