Karen Mann
Charlotte, NC 28269 *********@***.***
SUMMARY
Executive Assistant with 18 years’ experience in the financial services industry providing administrative and support services. History of effectively managing confidential time sensitive information and meeting extremely critical deadlines with attention to detail.
PC Skills: Microsoft Word, Excel, PowerPoint, Outlook, Communicator, Visio, Direct Rez, Concur, Taleo, SharePoint, Ariba/eRequest, TechDirect, EWorkplace, Net Meeting, Cisco IP Phone Systems, Internet, Service Now, IRIS Web.
EMPLOYMENT HISTORY
Wells Fargo-Charlotte, NC
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses.
Executive Assistant to Head of Enterprise Risk Identification & Head of Strategic Risk-Strategic Enterprise Risk Management 2018-Present
Support multiple managers with calendar management, travel arrangements, and scheduling of meetings and events.
Manage international and domestic travel arrangements and expense report preparation for leaders and team.
Manage onboarding process for full-time and contractual personnel.
Assist the team in developing and preparing presentation decks, documents and spreadsheets.
Assist with managing departmental SharePoint site.
Assist with the quarterly ERID workshops.
Responsible for facilities support, floor administration and space planning.
Executive Assistant to Head of Capital Management 2017-2018
Manage all aspects of Executive’s calendar to include scheduling meetings, maintaining efficient and streamlined calendar, determining which meetings Executive needs to attend and making decisions about the priority and importance of various calendar and scheduling related topics.
Schedule meetings for Direct Reports and provide calendar assistance as necessary.
Manage all aspects of travel arrangements such as booking, preparing travel itineraries, making changes as needed and preparing expense reports submissions for Executive and Charlotte-based Direct Reports.
Manage Executive’s expenses within established processes, assist with expense accounts, and process expenses of Executive’s direct reports.
Place orders for technology needs and general supplies.
Liaison with tech support for resolving technology issues and needs.
Register visitors with building security, reserve visitor space, and provide general related support.
Handle all personnel and confidential company materials with sensitivity and discretion.
Establish and implement office procedures and controls or coordinate those with other executive assistants.
Coordinate and support logistics around in-person leadership team meetings to include reserving space, ensuring A/V support, ordering food, reserving hotel space for travelers, and managing meeting materials.
Executive Assistant to Senior VP of Network Engineering Services (NES) 2014-2017
Manage the SVP’s complex calendar and proactively schedule and organize by priority, meeting dates and details.
Partner with other SVP directs and executive assistants to coordinate meetings with senior executives and external clients.
Manage event planning to include both in-person and remotely-managed meetings within NES.
Assist with financial tasks such as resolving General Ledger queries and administering reporting hierarchy and signing authority while partnering with finance and other departments appropriately.
Review and process commercial card expenses and accounts payable invoices in a timely manner.
Make both domestic and international travel arrangements for SVP and process expense reports.
Manage Onboarding and Off boarding of new and existing team members including contractors for
NES SVP and direct report managers.
Fifth Third Bank – Charlotte, NC 2013-2014
Fifth Third Bank (5/3 Bank) is a U.S. regional banking corporation, headquartered in Cincinnati, Ohio and is the principal subsidiary of holding company Fifth Third Bancorp.
Executive Assistant to SVP of Commercial Banking and SVP Wealth Management/Investment Advisors
Manage heavy, complex calendaring for both senior level executives including accepting appointments, reading, responding, accepting appointments and answering emails on their behalf.
Prepare travel arrangements and process expense reports for senior level executives.
Coordinate all talent planning meetings and distribution of materials.
Perform Meeting and Event Planner duties for both lines of business (maintain suites, ticket allocation for various sporting and concert events).
Assist President’s executive assistant on various projects.
Bank of America - Charlotte, NC 2010-2013
An American global financial services company, the largest bank holding company in the United States, by assets, and the second largest bank by market capitalization. Bank of America serves clients in more than 150 countries and has a relationship with 99% of the U.S. Fortune 500 companies and 83% of the Fortune Global 500.
Administrative Assistant III to Legacy Asset Servicing/Quality Control Federal Trade Commission & Fees Team. Support (3) SVP’s of the Quality Control FTC & Fees Team. Relieve management of administrative details.
Provide project management support to Legacy Asset Servicing FTC & Fees team.
Coordinate extensive calendar schedules for corporate level executives.
Coordinate all talent planning meetings, distribution and scheduling.
Arrange travel and prepare expense reports for (3) SVP’s.
Coordinate new hire on boarding (workspace, computers, phone, etc.)
First Legacy Investors - Charlotte, NC 2009
Financial holding company providing end-to-end financial advisory and management services to a broad range of clients. Office Manager/Executive Assistant to First Legacy Investors President & CEO Managed Charlotte office daily operations. Evaluated and facilitated consistent business practices throughout company.
Liaison with Bissell Leasing Company for lease agreement with First Legacy Investors.
Point of contact for Atlanta and Birmingham First Legacy offices.
Provide administrative support to the President and CEO of First Legacy Investors.
Central resource point person for Board of Directors meeting preparation, scheduled Board of Directors and Subsidiaries Calendar.
TIAA-CREF – Charlotte, NC, New York, NY 1991–2008
$400 billion financial services company dedicated to academic, medical, cultural, and research fields for 90 years.
Executive Assistant, 2004 – 2008 Selected by the Chairman to be the Executive Assistant for the TIAA-CREF Life Insurance Company. Set-up new hires. Managed and trained a team of (3) Administrative Assistants who supported (7) Senior Vice President’s
Coordinated T-C Life Board meetings in conjunction with Chairman and Corporate Secretary.
Partnered with the Corporate Secretary in preparation of monthly board minutes.
Prepared material for various board books and coordinated copy and distribution with the data center.
Organized departmental quarterly meetings via Video Conference to various sites.
Arranged travel for Chairman and Insurance and Annuity Management Team consisting of (7) managers.
Planned and coordinated the setup for offsite meetings for the Chairman and management team.
Tracked Chairman’s insurance license & registration status and scheduled continuing education classes.
Sr. Administrative Assistant: Life Insurance & Annuity Products, 2000–2004
Supported VP of Insurance Operations and (3) Directors. Coordinated travel, meetings and seminars.
Maintained Regulatory Service Complaint report for Life Insurance Department mandated by TIAA-CREF Compliance area.
Coordinated and provided weekly, quarterly reports for the Long Term Care Department.
Managed processing of invoices, budget reports and expense reports.
Managed process of relocating (50) associates from New York to Charlotte, NC.
Administrative Assistant: Periodicals & Publications, 1998–2000
Supported the VP of Periodicals & Publications and (6) Writers. Tracked budget, including analysis of monthly expenditures and variances. Composed and edited correspondence and memos for area.
Set-up and maintained organization of (1000) administrative records for several teams.
Maintained inventory fulfillment of the (6) publications for entire company.
Processed, and tracked 200+ invoices and expenses per month as a liaison to the external vendors.
Various Secretarial /Administrative Assistant roles including support for Marketing and Benefit Payments at TIAA CREF and Executive Assistant at Citibank/Citicorp.
EDUCATION & PROFESSIONAL AFFILIATIONS
A.A. in Business, Administrative & Secretarial Science - Drake Business School
International Association of Administrative Professionals, Member