Executive Assistant Administrative Support

SIMONE PAZ

Phoenix, AZ ***** 310-***-**** *******@*****.***

Sr Executive Assistant / Growth Marketing Consultant

(Born in South Africa – Educated in Switzerland)

C-LEVEL ADMINISTRATIVE SUPPORT, PROJECTS, MEETINGS & EVENTS Executive Assistant/Project Coordinator with more than 12 years of experience seeking a new opportunity. Extensive experience providing administrative support to C-Level Executives and overseeing all functional aspects of operations in the financial/wealth management industry. Well-developed skills maintaining executive calendars, preparing confidential correspondence, scheduling and coordinating meetings, making travel arrangements, and creating detailed reports. Dedicated leader with excellent communication skills and a proven track record of success onboarding and supervising employees, creating staff schedules, managing inventory, performing expense reporting, and coordinating/managing projects.

GROWTH MARKETING

Results-driven marketing professional with a proven track record in marketing consulting, growth campaigns, lead generation, and event promotion and management. Skilled at developing and executing data-driven strategies that drive engagement, boost brand visibility, and generate measurable ROI. Adept at tracking key performance metrics to optimize campaigns and ensure success. Excels in building strong relationships with clients and sponsorship partners, ensuring seamless collaboration and impactful results. Recognized for delivering high-impact outcomes, with strong references and outstanding year-end reviews that highlight a commitment to excellence and innovation in Marketing. Dedicated leader with a natural knack for platforms and technology, a passion to succeed, and a proven track record of success in consulting, training and problem solving. EXPERIENCE

Marketing Consulting

Creating Communications

Omnichannel Lead Campaigns

Contract Negotiations

A-Z Event Management

Event Budgets

Tech Platforms

Sales Force Campaigns

Project Management

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AREAS OF EXPERTISE

ADVISOR GROUP / OSAIC, Phoenix, AZ 2017 - Current

A private financial business specializing in serving independent financial advisors. Growth Marketing Consultant

Provided Marketing Strategy to internal business partners to highlight products and services (Created marketing and campaign strategies for Institutions, Recruiting, Employer Plans, Business Coaching and Consulting, and Ladenburg Energy)

Created and managed Omnichannel Marketing Drip Campaigns to prospects and created all comms and content for the campaigns.

Worked with strategic partners to secure sponsorships for events.

Managed virtual and in-person events, including hotel contracts, creating registration pages and all aspects of large meetings and events

Provided many workstream updates and trained other employees on our systems and efficiency Key Accomplishments

Generated over 17’000 leads in a tech campaign to new prospects

Created the Gen(k) program which won a wealthmanagement.com reward

Generated almost 50% of new revenue in 2024 from an Advisor Referral program

Introduced an AI platform to our marketing strategy team LEGENDARY HOME SERVICES,Tempe, AZ

A home services business specializing in a variety of services. 2015 – 2017

Co-Owner (Company was sold in 2017)

Managed Human Resources for the company; posted job advertisements, interviewed and hired employees

Managed all onboarding processes

Monitored and tracked company expenses, budget management, and created financial reports.

Supervised office staff, made daily calls to customers to address concerns.

Accounting and Payments

Omni-Channel marketing campaigns and lead generation.

Employee Activities

Provided Manager Training

Provided Sales Training

Key Accomplishments

Grew the sales of this startup company from $0 to more than $1 Million per year in sales in 2years.

The business was purchased by another large company 2

Senior Executive Assistant to the Chairman and the CEO (Two Executives)

Provided executive-level administrative support directly to both the CEO and Chairman of the company.

Performed a variety of administrative tasks, including managing calendars, creating board books, travel arrangements, IT support, meetings and agendas.

Managed and oversaw 10 assistants in Phoenix, and 17 company-wide. Held monthly admin meetings and created one team among the admins.

Monitored and tracked company expenses, assisted with budget management, and created financial reports for the CEO to review.

Created and managed all the employee events for 360 people. Received a 85K yearly budget to plan employee entertainment and events.

Key Accomplishments

Instrumental in helping grow the profit and number of employees of this company over the past 2 years. Lead the EAC – Employee Activity Committee and lead a team of 16 and introduced many new tools and platforms company wide. Helped develop the service culture training program and developed a training system for all admins US wide. Introduced and trained Board Members on the new digital OnBoard platform. Managed and fixed a major compliance issue and delivered before the due date against all odds. SIMONE PAZ

2012 – 2015

SIMONE PAZ

CATALYST WORLDWIDE, New York City, NY

A software development, application development, and investment fund company for technology startups. Program Manager

Provided executive-level administrative support directly to the Chief ExecutiveOfficer.

Monitored and tracked company expenses, managed a budget, and created financial reports for the CEO to review.

Created a wide variety of documents, spreadsheets, and presentations.

Managed the entrepreneurial program and scouted for new startupcompanies.

Attended Angel Investor meetings and built strong relationships with the company’s biggest clients, including McDonald’s Corporation.

Managed the company’s social media accounts.

Coordinated the preparation, communication, and review of confidential and time-sensitivematerials. Key Accomplishments

Started as EA to the CEO, then took on the role of Program Manager after the Program Manager was let go. Managed all aspects of the Entrepreneurial Program in addition to primary Executive Assistantduties.

Featured in European Forbes Magazine with the CEO and Executive LeadershipTeam.

Served as a delegate on the Board of Pepperdine University DR. LASER, Beverly Hills and Santa Monica, CA 2011 – 2012 A medical spa specializing in facials, laser removal, beauty products, and more. Medical Spa Manager

Managed all aspects of daily operations of the spa, including employee management, sales, reception, reservations, marketing, inventory management, and customerservice.

Managed both the Santa Monica and Beverly Hills locations when needed.

Created staff schedules, supervised staff, and ensured exceptional customerservice.

Implemented policies and procedures for various aspects of operations. Enhanced current policies and created new standards.

Responsible for hiring, training, scheduling, performance reviews, conflict management, business building, skill enhancement, and goal setting.

Ensured spa treatment quality controls, including service, cleanliness, and productusage.

Tracked and ordered inventory of skincare line as well as office supplies.

Developed sales targets and analyzed weekly, monthly, and annual sales revenue. Developed new goals and strategies to increase sales.

Created all marketing content and omni-channel marketing campaigns.

Performed product sales and recommend products and services to customers.

Dealt with guest complaints and resolved problems. FILM FINANCES INC., LosAngeles, CA 2009 – 2010

Provides film production insurance to film production companies. Office Manager

Provided administrative support to Film Agents and in-house Attorneys.

Managed the daily operations of the office.

Answered incoming calls, made reservations, and scheduledmeetings.

Processed outgoing and incoming mail, ordered office supplies, and paid bills.

Assisted with marketing of films, including at Cannes Film Festival. 3

FOREIGN LANGUAGE SKILLS

SIMONE PAZ

SWISS MATURA, Olten, Switzerland

Swiss Matura in Economics, Law, and Psychology, 2005 Microsoft Office, PowerPoint, Excel, QuickBooks, SmartSheet, Cvent, Acruity, Monday, Microsoft Planner, Service Titan, SalesForce, HighSpot Digital Sales Rooms, Eloqua Marketing Cloud German (fluent), Swiss (fluent), French (verbal), Latin (basic) EDUCATION & COMPUTER SKILLS

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