Executive Assistant and Administrative Specialist

Michaela Horn Woodrome

Executive Assistant

******************@*****.*** Santa Rosa, 95404 817-***-**** Summary

Highly organized and detail-oriented professional with 5+ years of experience in administrative support and client service, including roles as Investment Administrator and Senior Subpoena Processing Specialist. Proven ability to manage complex schedules, coordinate travel, process transactions, and maintain accurate records. Adept at utilizing Mac OS, Microsoft Office Suite, and Google Workspace, with a strong aptitude for financial administration, grant documentation, and expense tracking. Committed to providing exceptional support and ensuring operational efficiency.

Work Experience

Investment Administrator, Holt Capital Partners, Fort Worth 04/2025 – 06/2026

Maintained accurate client records and investment account documentation. Supported advisors in servicing client accounts.

Coordinated investment paperwork, secured necessary signatures, and managed follow-up requirements.

Monitored account activity and ensured timely processing of all transactions. Prepared client reports, meeting materials, and documentation for portfolio reviews. Addressed client inquiries regarding account status, transactions, and administrative matters.

Ensured adherence to firm policies, industry regulations, and confidentiality standards. Assisted with special projects and operational initiatives as assigned. Senior National Subpoena Processing Specialist, JPMorgan Chase Bank N.A., Fort Worth 06/2020 – 04/2025

Served as the primary liaison between JPMorgan Chase and issuing parties for all subpoena matters.

Ensured compliance with all incoming subpoenas, IRS summons, and criminal/civil requests. Managed all legal correspondence served to JPMC.

Produced documents and information as requested in subpoenas. Applied legal requirements to the negotiation of complex documentation. Collaborated with various State and Federal agencies, as well as in-house legal counsel. Accessed and utilized multiple on-line mainframe and web-based systems for information retrieval.

Followed up directly with agencies regarding deficient documentation. Reviewed documents for accuracy and completeness.

Senior Special Credits Specialist - National Bankruptcy, JPMorgan Chase Bank N.A., Fort Worth

06/2020 – 04/2025

Prepared and filed legal documents, and managed bankruptcy correspondence. Communicated effectively with bankruptcy courts, trustees, and attorneys. Provided exceptional customer service to bankruptcy customers inquiring about their account status.

Resolved complex inquiries for both active and inactive bankruptcy cases affected by Chapter 7, 11, 12, or 13 bankruptcies.

Demonstrated a strong work ethic and experience operating within a fast-paced environment.

Associate Bank/Customer Service Representative, JPMorgan Chase Bank N.A., Southlake 09/2018 – 06/2020

Maintained high levels of customer satisfaction through proactive strategies focused on addressing needs and resolving concerns.

Cultivated customer loyalty, encouraged repeat business, and enhanced customer retention. Responded to customer requests for products, services, and company information. Provided informed advice and assistance to customers, paying close attention to their specific needs and preferences.

Senior Personal Banker, Community Bank, Fort Worth 01/2010 – 01/2014

Educated clients on diverse financial matters and offered professional recommendations for investment opportunities, products, and services tailored to individual needs. Strengthened relationships with new clients by executing a comprehensive onboarding process.

Developed an exceptional attendance record, demonstrating punctuality and preparedness. Negotiated agreements between parties to clarify directions and resolve conflicts impacting performance.

Education

Sonoma State University, N/A, Business, Rohnert Park 2000 – 2022

Skills

Executive Assistant Administrative Support Calendar Management Travel Arrangements Expense Tracking Project Follow-up Record Maintenance Stakeholder Communication Mac OS Apple Calendar Apple Mail Microsoft Office Suite Google Workspace Organizational Skills Communication Skills Time Management Prioritization Confidentiality Follow-through Attention to Detail Grants Funding Expense Tracking Funding Tracking Budgeting Expense Management

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