Executive Assistant to C-Suite Leader
Resume:
Lucienda Baxter
Hercules, CA *****
*******@*****.***
Qualifications Summary
• Driven Director’s/Executive Assistant adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy, and achieve organizational objectives.
• Highly accomplished with over 20 years of experience supporting C-suite executives, senior leadership, and high-performing teams across banking, investment, higher education, public service, and corporate environments.
• Expert in managing complex calendars, coordinating domestic and international travel, preparing budgets, and streamlining administrative operations to increase efficiency.
• Adept at building strong relationships with stakeholders, managing confidential information with discretion, and delivering results in fast-paced, high-pressure settings.
• Proficient in Salesforce, PeopleSoft, Lightning, Concur, Microsoft Office Suite, and SAP, with a proven track record of enhancing organizational effectiveness and executive productivity. Skills
• Certified Director’s/Executive/Office Assistant
• AP/AR
• Advanced MS Office Suite knowledge
• Business Writing
• Benefits Retirement/Health Insurance
• Accurate and Detailed
• Advanced clerical knowledge
• Excellent communication skills
• Multi-line Cisco phone proficiency
• Results-oriented
• Quick books expert
• Dedicated team player
• Conference planning
• HIPPA Qualified
• Report development
• Travel arrangement
• Schedule management
• Report Writing
• Filing and data archiving
• Employee Event Planning
• Employee training and development
• Daily Calendar Management
• Microsoft Excel Certified
• Proofreading
• Concur/HRG
• Team Development
• Diversity and Inclusion
• IQ Navigator
• Accounts Payable/SSA Invoicing
• Invoices
• On-Boarding and Off-Boarding
• IP Communicator/Soft Phones
• Event coordinator
• Move Coordinator
• BCA Coordinator
Education & Training
• AA in Criminalistics, Contra Costa College San Pablo, CA
• BA in Business Finance, San Francisco State University San Francisco, CA
• AAS in Business Management, San Francisco State University, San Francisco, CA
• Business Certificate in Business Administration, San Francisco School Of
• Business and Commerce, San Francisco, CA
Professional Experience
Varies Temporary Assignments through Agencies:
• California State University Bar Exam - Proctor
• BMO- Senior Executive Administrative Assistant to C-Suite Level VP and Team in Trading.
• Handle Lightening, Salesforce, People Soft, AmexGlobal, Teams, International Travel, Domestic travel, Meetings set-up with Clients.
Nov 2015 - Oct 2024
Wells Fargo & Co
Senior Executive Assistant
• Provide administrative and secretarial support to EVP, SVP and VPs.
• Maintain multiple ever-changing calendars to accommodate priorities and avoid conflict.
• Perform mass meeting scheduling with internal and external invitees.
• Arrange domestic and international travel accommodations and process expense reports per company policy.
• Daily phone monitoring on behalf of executives, handling all calls with dignity and integrity.
• Assist with logistics for onsite, offsite and video meetings and conferences.
• Coordinate team building events and employee engagement driven efforts.
• Assist with group budget control and timely processing of invoices.
• Maintain department records, filing systems and the inventory and ordering of office supplies.
• Assist with deliveries and visitor logistics.
• Assist with implementation and communication of group policy and procedures.
• Assist with space management and moving logistics.
• On-boarding and Off-boarding new hires and managed resources.
• Provide back up support to other Executive Assistants as needed.
• Effectively builds relationships with business partners and other assistants. Jun 2015 – Oct 2015
J.P. Morgan Technology, Securities, Investment Banking LLC Executive Assistant (contract)
• Full Executive Administrative Assistant support and duties.
• Dailey calendar management of Group Head/Managing Director and team.
• Handle all Corporate expenses using Concur
• Managed heavy call volume from clients and vendors, ensuring proper protocol and delegation
• Arranged all domestic and international travel using Carlson Wagon Lit Travel.
• Us of Advances MS Outlook and strong MS Word, Excel and Power Point
• Arranged onsite and offsite meetings.
• Arranged closing dinners, assisted in designing Lucite’s and other giveaways. Feb 2011 – Apr 2015
People’s Enterprise Accounting Firm and Payroll
Executive Assistant to CEO & CFO
• Arranged closing dinners, assisted in designing Lucite’s and other giveaways.
• Supported the CEO and CFO as well as the Human Resources Department in the annual employee review process to manage performance merit increases.
• Daily calendar management of CEO and CFO and entire staff, with Microsoft Office.
• Handled accounts payable and receivable, prepared bank deposits, controlled inventory, and maintained equipment and technology.
• Planned and coordinated PR initiatives, business development events, partner retreats, holiday parties and more, worked with SAP for ordering equipment, and maintaining invoices, etc.
• Completed staff orientation seminars for CEO and CFO, managers, union representatives, secretaries and support staff.
• Managed the CEO's complex and frequently changing travel arrangements
• Directed administrative functions for the directors, principals, consultants and key managers.
• Developed and maintained an internal client filing system. Oct 1991 – Sep 2010
United States Postal Service
Executive Assistant & Specialist to Labor Relations Human Resource Department
• Daily data entry and daily calendar management for Senior Human Resource Manager of Labor Relations and entire office staff.
• Ad-Hoc
• Working with Retirement and Health Insurance Benefit’s, assisting employees on retirement plans and Open Season Enrollment of Health Insurance.
• Creating and issuing employee badges.
• Agility and Responsiveness: Allows the USPS HR department to react quickly to unforeseen events or opportunities.
• Problem-Solving: Provides a mechanism for addressing specific, emergent issues that require immediate attention.
• Improved Efficiency: By tracking and analyzing ad hoc projects, the USPS can identify patterns and improve future processes.
• Resource Strain: Ad hoc projects can divert resources from planned initiatives so I worked one on one with Team Members.
• Workflow Disruption: Unplanned work can disrupt the regular flow of tasks and projects were closely watched.
• Tracking and Measurement Difficulties: The lack of a predefined structure can make it challenging to track and evaluate the success of ad hoc projects.
• Provide administrative and business support to HR mangers and supervisor's and supports other members of the executive management team.
• Assessment and Definition: Clearly define the project's goal, scope, and required resources, even though the project is unplanned.
• Resource Allocation: Allocate necessary staff, budget, and materials while minimizing disruptions to other planned projects.
• Clear Communication: Establish strong communication channels within the project team and with relevant stakeholders to ensure everyone is on the same page and to avoid misunderstandings.
• Tracking and Monitoring: Track the project's progress, even if it's outside of the regular workflow. This helps to identify delays or problems early and provides insights for future planning.
• Flexibility and Adaptability: Be prepared to adjust the project plan as new information or challenges arise.
• Managed external contacts for Manager and kept track of periodic communication needed for priority contacts, planned and schedule meetings, teleconferences and travel.
• Negotiated favorable terms and pricing agreements with resorts, vendors, caterers and other providers for service at special events.
• Improved office efficiency by building a functional and chronological color-coded filing system and introducing additional time-saving measures.
• Enhanced communication between HR department and executive team, fostering a sense of team work
• Compiled and analyzed congressional reports, budget and fiscal reports.
• Working with third parties to coordinate annual auditing activities.
• Assisted with team building and morale building.
• Located and attached appropriate files to incoming correspondence requiring replies.
• Developed and maintained an internal client filing system.
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