Seasoned Executive Administrative Assistant
Resume:
JUDY L. WAGNER
Weston, FL 33332
*******@*****.***
PROFILE
Customer focused, high energy, Corporate Executive Assistant with more than 15 years’ experience providing a full range of administrative support to senior level executives. Proven ability to anticipate needs, manage office workloads and maintain exceptional levels of quality in fast paced environments. Proactive in seeking methods to improve situations and resolve problems faster. Confident, dependable, trustworthy, and able to build productive relationships and influence people and outcomes. Highly organized, detail oriented with excellent follow through. Extremely proficient using Microsoft Office Suite.
PROFESSIONAL EXPERIENCE
AMERICAN EXPRESS TECHNOLOGIES, Weston, FL 2004–2009
Executive Administrative Assistant I
Provided administrative support to the Vice President, Technologies, and staff. Coordinated calendars, meetings, conference calls, and managed payroll and Lotus Notes email. Interacted extensively and collaborated with peers across various American Express Technologies organizations.
• Extensive involvement in obtaining high security system ID’s required for onshore and offshore vendor partner resources complying with the Sarbanes Oxley Compliance mandate.
• Administrator of the Business Continuation Plan (BCP Plan) in South Florida.
• Reconciled department corporate card with purchases on a monthly basis.
• Planned, coordinated, and arranged logistics for offsite team meetings and department town halls.
• Prepared complex travel arrangements and processed expense reports using American Express web based applications, ensuring accuracy and timeliness within corporate policy.
• Utilized in depth knowledge of Buyer System to purchase office supplies, equipment, and licenses, adhering to policy and obtaining quotes when necessary.
• Used experience and good judgment to meet and exceed quarterly and yearly customer and leadership goals.
• Member of Employee Engagement Team.
LADD CAPITAL MANAGEMENT, LLC, New Haven, CT 1996–2004
Office Manager
Office Manager for a private Investment Advisory firm with assets under management in excess of $86M for high net-worth individuals, trusts, estates, charitable organizations and pension plans. Constant interaction with brokerage houses and banking institutions.
• Skillfully managed fast paced office environment, balancing priorities that included all accounts payable, receivable, payroll, bookkeeping, and monthly, quarterly and yearly tax documentation and reporting.
• Assisted with securities transactions; verified transactions downloaded through automated custodial and bank interfaces; reconciled client portfolios and provided clients with portfolio reviews monthly, quarterly, and annually.
• Provided accurate and timely execution of daily client requests.
• Updated and maintained compliance files for the Securities and Exchange Commission.
• Managed office budget including supplies, office equipment, utilities, and payroll.
ANN TAYLOR, INC. 1991–1996
Executive Secretary
Provided administrative and secretarial assistance to the Vice President of Credit Services and ensured the smooth daily operation of the Credit/Collection function. Interacted constantly with other key departments within the company.
• Inputted, tracked, and calculated reports for timely distribution internally and to senior executives.
• Updated address changes for Ann Taylor charge card customers in the Credit System on a daily basis.
• Maintained and updated Practices and Procedures Manual that included all policies and procedures of the company.
• Provided back-up assistance for the executive financial offices and Human Resources.
EDUCATION & PROFESSIONAL DEVELOPMENT
Shorthand I, Marion Technical College, Marion, Ohio
Introduction to Materials Management, Highland Community College, Freeport, Illinois
Axys Portfolio Management Certification, New Haven, Connecticut
Notary Public, State of Connecticut
COMPUTER SKILLS: Microsoft Word, Excel Spreadsheets, PowerPoint, Peachtree Accounting, Microsoft Publisher, Axys Portfolio Management, strong internet research skills.
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