Executive Assistant Office Manager

Isabell Eva Jones Senior Executive Assistant Office Manager Administrator ***************@*****.*** 262-***-**** Grafton, WI 53024-2720 LinkedIn Website: www.nwvirtualsupport.com

PROFESSIONAL SUMMARY

Dynamic professional with substantial experience delivering administrative support to C-suite executives as well as streamlining office functions. Adept at planning and managing operational and administrative functions, fostering a productive work environment to optimize overall office efficiency. Effective communication, interpersonal, organizational, time management, diligence, multitasking, and critical thinking skills, committed to building robust relationships with stakeholders, senior executives, vendors, and clients.

CORE COMPETENCIES

Office Administration

Executive Support

Project Management

Budgeting & Forecasting

CRM Software Evaluation

Vendor Relation Management

Recruitment Support

Document Management

Legal Support

Financial Management

Event Coordination

Strategic Planning

TECHNICAL SKILLS

PC Based Applications (IBM, Dell)

Microsoft Office 365 (Word, Excel, SharePoint, Outlook)

Smartsheet, Adobe Creative Cloud, ZoomInfo

Salesforce, CRM_APTO

Intuit QuickBooks (Online & Desktop Premier 2024)

Google Chrome, Google Workspace, Google Sheets

CERTIFICATIONS & AFFILIATIONS

Notary Public - State of Wisconsin (Commissioned 2000- Current)

Virtual Assistant Networking Association (Member 2003-Current)

National Notary Association (Member 2000-Current)

Isabell Eva Jones

EDUCATION

QuickBooks Desktop Pro, Managerial Accounting, Adv. Micro Excel: Udemy Business Online

Associates Justice Studies Business Law: Rasmussen College, Rockford, IL

Privacy and Bank Trust Compliance: ICBA Bankers Compliance and Regulatory Certification, Lisle, IL

A.A.S. Business Management: MBTI, Milwaukee, WI

EXPERIENCE

Cushman & Wakefield The Boerke Company, Milwaukee, WI

Office Administrator - (July 2022 – Aug 2024)

Call Management:

Answer and route calls to brokers.

Take messages and send emails to brokers regarding caller inquiries.

Periodic Heavy Call Volume

Send informational brochures to prospective clients regarding CRE property inquiries.

Office Supplies Management:

Ensure stock of office supplies such as legal pads, pens, printer paper, envelopes, and shipping supplies.

Worked with marketing vendors to improve and reorder branding materials.

Technology Troubleshooting:

Multi-Function Scanner/Printer

Postal Scale and Shipping Machines

Notary Public:

Perform notarization of documents and signatures as needed by brokers and transaction managers

Template Design and Implementation:

Created and implemented fillable form(s) for contract execution.

Marketing Research:

Conduct ZoomInfo research to find requested business contacts using various sources.

Export data into APTO CRM.

Administer APTO by creating groups and adding them to the reference list.

Enter property info for commissions to be paid out.

Vendor Relations:

Maintained the best practices by requesting quotes from multiple office suppliers and catering providers to fine-tune contract pricing.

Manage parking relations with vendor owners, including reviewing monthly invoices, special arrangements, and discounted client pricing.

Finance:

Create cash receipts for monthly payments received in person.

Contract Tracking:

Created Database for Centralized storage, Key Dates, Compliance Monitoring

OTHER EXPERIENCE

Isabell Eva Jones

Styles & Pumpian Attorneys at Law, Mequon, WI (2021)

Office Manager Legal Assistant-Probate

Transcribed tapes for Probate and Guardian of Estate Attorneys

Created and edited various documents, including correspondence, memos, time slips, and emails.

E-Filed WI probate court documents, managing petitions and motions for estates.

Balanced and maintained Guardian Ward’s checking accounts, handling invoices and bills.

Birdsall Obear & Associates, LLC, Milwaukee, WI

Legal Intake Assistant -Criminal Defense/ Office Administrator (2020)

Resolved incoming inquiries for legal defense representation, overseeing intake process, booking consultations, and facilitating attorney referrals.

Maintained attorney calendars critical to consult bookings, including potential new client interactions and fee agreements.

Leave of Absence – Family Career Development Travel (2014-2020)

US Fiduciary Services, Milwaukee, WI / Lisle, IL

Executive Assistant to CEO / Office Administrator (2003-2013)

Fluid Power Society, Wauwatosa, WI

Office Administrator (May 2000 – Aug 2003)

NW Secretarial Services NW Virtual Support, Milwaukee, WI

Managing Owner Independent Contractor (1993 – Current)

Contact this candidate