Executive Assistant Senior

CHRISTY DE LA CRUZ

**** ********* ***** ******* ***** 75088

972-***-**** ***************@*****.***

CAREER SUMMARY

METICULOUS, TASK DRIVEN SENIOR EXECUTIVE ASSISTANT WITH YEARS OF ADMINISTRATIVE EXPERIENCE IN MANAGING CLIENT-CENTRIC OFFICE OPERATIONS. PROVEN TALENT FOR ALIGNING BUSINESS OBJECTIVES WITH COMPREHENSIVE ADMINISTRATIVE KNOWLEDGE TO ACHIEVE MAXIMUM OPERATIONAL IMPACTS, CONSERVE TIME AND BOOST EFFICIENCY. SUMMARY OF QUALIFICATIONS

• Excellent interpersonal and communication skills, confident and poised in interactions with individuals of all levels while developing trusting and respectful relationships.

• Progressively responsible duties resulting from exceptional performance and strong commitment. Ability to work independently.

• Detail oriented and resourceful in the completion of projects with the ability to multitask effectively and work in a fast paced environment meeting strict deadlines.

• Committed to building a high-performance organization.

• Developed and maintained strong business relationships, with internal and external customers.

• Investigate and identify discrepancies and determine appropriate solutions.

• Proven ability to lead high-performing, cross-functional teams and to manage multiple projects simultaneously.

PROFESSIONAL EXPERIENCE

De La Cruz Investment Properties July 2023 – June 2025 Owner/Office Manager/Assistant Project Manager

• Prepared weekly accountability reports.

• Answers telephones and provides all information to sellers regarding purchased properties.

• Handles all incoming mail, faxes and computer issues.

• Responsible for credit checks, collecting deposits and verifying financial records for tenants.

• Maintained tenant records and documents.

• Prepared legal documents, promoting properties and showing prospective tenant’s homes.

• Uploads documents/disclosures to current listings.

• Coordinate and track rent collection, maintenance and repairs.

• Support Company related to planning, directing and operational activities for all projects.

• Serves as the primary point of contact and liaison with other offices, individuals, and external institutions on a range of specific issues while coordinating the finalization of the goal.

• Overseeing all project activities both on-site and off-site and making sure they are completed as per the schedule.

• Performing daily inspection of any construction activity to ensure it conforms to the approved plans set in action.

• Obtaining approvals and any required permits for new projects.

• Approving invoices from subcontractors and vendors.

• Skilled in Budgeting, Risk Management, Strategic Planning and Business Process Improvement.

• Expense Reports

2

Bessemer Trust September 2019 – October 2023

Senior Executive Assistant/Office Administrator

• Prepared over twenty timely monthly expense reports for Managing Directors, Principals and Fiduciary Council through Concur.

• Handled all incoming mail, faxes and computer issues.

• Supported the West and Central Region Head, Senior Client Advisors and Associate Client Advisors, acting with little supervision, anticipating needs while managing the day to day workflow and prioritizing various projects, which includes scheduling, contact management and preparing materials client books) for internal and external meetings.

• Preparing financial statements, reports, memos, invoices letters, and other documents to high profile clientele.

• Answering phones and routing calls to the correct teams and handling new prospects.

• Skilled in Budgeting, Risk Management, Strategic Planning and Business Process Improvement.

• Filing and retrieving corporate records, documents, and confidential reports that were immediately placed in the company vault.

• Effectively prioritizes calendars with color coordination and making travel arrangements under direction of the West and Central Region Director, Fiduciary Council, Senior and Associate Client Advisors daily.

• Client-focused specialized in acting as a liaison between management and colleagues.

• 25 years as a notary and responsible for notarizing all documents over 100k.

• Responsible for heavy calendaring spanning various time zones and locations.

• Greeting high profile clients with professionalism and strict confidentiality.

• Proficient in Microsoft, PowerPoint, CMS, Excel, Vizio, Salesforce, Atlas & Concur. Pelitas January 2019 – September 2019

Executive Administrative Assistant/HR Support

• Prepared weekly accountability reports.

• Handles all incoming mail, faxes, and computer issues.

• Support the CEO and COO, acting with little supervision, anticipating needs while managing the day to day workflow and prioritizing various projects,which includes scheduling, contact management and preparing materials for meetings.

• Preparing financial statements, reports, memos, invoices letters, and other documents.

• Answering phones and routing calls to the correct person or taking messages.

• Handling basic bookkeeping tasks.

• Filing and retrieving corporate records, documents, and reports.

• Effectively prioritizes calendars and makes travel arrangements under direction of the Executive and Project Management team.

• Prepare bi-monthly payroll for the company.

• Using various software, including word processing, spreadsheets, databases, and presentation software.

• Provide general administrative support.

• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.

• Greeting visitors and deciding if they should be able to meet with executives.

• Using various software, including word processing, spreadsheets, databases, and presentation software.

• Performing office duties that include ordering supplies and managing a records database.

• Acted as the HR contact for new, current, and former employees.

• AP/AR support to the account management executive. 3

MDJ Investment Properties June 2011 – December 2018 Office Manager/Assistant Project Manager

• Prepared weekly accountability reports.

• Handled all travel arrangements for the entire company.

• Answered telephones and provided all information to sellers regarding purchased properties.

• Handles all incoming mail, faxes and computer issues.

• Responsible for credit checks, collecting deposits and verifying financial records for tenants.

• Maintained tenant records and documents.

• Prepared legal documents, promoting properties and showing prospective tenants homes.

• Uploads documents/disclosures to current listings.

• Coordinate and track rent collection, maintenance and repairs.

• Support Company related to planning, directing and operational activities for all projects.

• Serves as the primary point of contact and liaison with other offices, individuals, and external institutions on a range of specific issues while coordinating the finalization of the goal.

• Overseeing all project activities both on-site and off-site and making sure they are completed as per the schedule.

• Performing daily inspection of any construction activity to ensure it conforms to the approved plans set in action.

• Obtaining approvals and any required permits for new projects.

• Approving invoices from subcontractors and vendors.

• Delegated work according to skill set to ensure on-time, on-target construction; established a solid team capable of exceeding organizational expectations.

• Opens and closes the office and ensures the site’s appearance is kept in stellar condition and functional.

• Handles final documentation for sold and purchased properties.

• Set up dates and times for open houses and showings.

• Maintains office and breakroom supplies.

• Prepares all weekly and monthly reports. Creates reports on contracts, listings and sold properties.

• Handled all closing locations and closing dates. J. Brock O'Leary & Associates, Inc.January 1996 – May 2011 Office Manager / Human Resources

Expertise in office administration,health insurance,and benefits management and administration. Excellentorganizationalandleadershipskills,withstrongabilitytoworkindependently.Provenability to lead high-performing,cross-functional teams and to manage multiple projects simultaneously. Demonstrated skill in managing COBRA eligibility and regulations,FMLA applications,and benefits enrollment management.

Client Relations • Customer Service • Human Resources • Loss / Prevention Control Office Administration •Policy / Procedure Development • Research • Research / Development Start-Up Operations •Team Facilitation / Development

• Transmitted directives, instructions, and assignments from executives to subordinates.

• Followed up on status of assignments, serving as liaison between executives and subordinates.

• Maintained office budget and handled travel arrangements for company president and vice president.

• Set up and maintained office files and kept correspondence and reports available for reference.

• Prepared agenda and collected data / materials for meetings, speeches, and conferences.

• Acted as the HR contact for all clients / employees of each subsidiary under the company’s direction.

• Plan, organize and manage the work of all subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements. 4

• Collaborate with other managers and staff members in order to formulate and implement policies, procedures, goals, and objectives.

• Ensures 100% compliance with employment laws and regulatory mandates.

• Process all new-hire, benefits, leave, terminations, and payroll paperwork.

• Personnel file management and confidential record keeping.

• HR policy development and Labor/ Employee relations.

• Assures full compliance with all DOT, EPA and OSHA regulations.

• Ensures an emphasis on continual improvement of service, management of revenue and cost control. Selected Accomplishments

Helped the company save money and reduce costs.

Implemented processes that saved time and increased work productivity.

Enhanced corporate image and contributed to building the company's reputation in the industry. CAREER ACHEIVEMENTS

Achieved a $1500.00 monthly savings for O’Leary within 6 months of hire by training and then operating the detailed prescription software used to maintain employee /dependent eligibility and overrides for all clients. This also included monthly report audits from the client's payroll system compared to the eligibility prescription detail reports from my software system.

Achieved a $2500.00 monthly saving within 6 months of hire through training and operation of benefits software used to maintain employee /dependents eligibility for all clients, including monthly report audits from the clients’ payrolls system compared to the health benefits system detail reports from my software system.

Referred hundreds of individuals to the president and vice president for individual and small business group(s) for medical, dental and life insurance benefits, resulting in monthly commissions for the executives.

Maintained knowledge of all COBRA federal regulations, including leaves of absence, short-term and long-term disability.

EDUCATION

August 2010-May 2012 Dallas Colleges Dallas, Texas Associate of Science

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