Executive Assistant skilled at offering high-level administrative support to c-suite and senior-level staff with excellent experience in industry. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational that is dependable and a quick-learning team player. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality.
Overview
16
16
years of professional experience
Work History
Executive Assistant to CEO & President
Knight Aerospace Medical Systems
02.2023 - Current
Responded to emails and other correspondence to facilitate communication and enhance business processes
Managed complex calendar scheduling with focus on proper allocation of executive availability
Contributed to smooth business operations by planning and organizing meetings and conferences
Screened calls and emails and initiated actions to respond or direct messages for managers
Used advanced software to prepare documents, reports, and presentations
Supported business and hospitality needs of corporate partners and staff during meetings and company events
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
Handled confidential and sensitive information with discretion and tact
Processed travel expenses and reimbursements for executive team and senior management group
Prepared meeting agendas and briefing papers for members of board of directors and executive team
Created expense reports, budgets, and filing systems for management team.
Executive Administrative Assistant to CMO
WHATABRANDS LLC
02.2022 - 02.2023
Creates and develops visual presentations for department, including charts, tables, and graphs
Prepares correspondence and other necessary communication, including word-processing, spreadsheets, and generation of reports for internal and external customer requests in timely manner
Inspects all papers, documents, and calculations to ensure accuracy and/or consistency of information flowing through department
Assists Business Manager with all department policy and procedure documents, working closely with process owners of each document and helping ensure accuracy to renewal schedule
Keeps informed and up to date on Company policies and practices relating to functions of assigned department in order to make administrative decisions within limits of approved programs
Handles confidential and non-routine information in professional manner and demonstrates integrity and trustworthiness
Ensures strict confidentiality with all records, documents, and related information pertaining to high level plans and decisions affecting Company operations
Provides administrative support for department to include telephone coverage, copier projects, mail handling, supplies control, fulfilling corporate coupon requests, and merchandise requests, as needed
Planned appointments, meetings, and travel arrangements and maintained accurate calendar of appointments for Chief Marketing Officer
Assisted Department in management of schedules
Acts as “backup” to fellow Home Office Executive Assistants and Field Marketing Admins during vacations/absences
Codes and processes expense account charges and vendor invoices, including researching discrepancies and working with vendors until problem resolution is achieved
Assumes additional responsibilities as assigned.
Executive Administrative Assistant to Clergy
ST. LUKE'S EPISCOPAL CHURCH
05.2018 - 02.2022
Answer phone calls and direct calls to appropriate parties or take messages
Prepare reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software
Greet visitors and determine whether access should be given to specific individuals
Read and analyze incoming memos, submissions, and reports to determine significance and plan distribution
Perform general office duties, such as maintaining parish records management database systems and journals
File, maintain and retrieve parish documents, records, and reports
Make travel arrangements for clergy, office staff or vestry
Prepare responses to correspondence containing routine inquiries
Prepare agendas and make arrangements, such as coordinating meetings, conferences, and catering for luncheons, for staff, vestry and other meetings
Provide clerical support to other departments
Manage and maintain clergy schedules
Train staff and arrange for employee training by scheduling training or organizing training material
Set up and maintain paper and electronic filing systems for records, correspondence, and other material
Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
Learn to operate new office technologies as soon as developed and implemented
Maintain church/parish scheduling and event calendars
Schedule and confirm appointments for clients, customers, or supervisors.
Responded to emails and other correspondence to facilitate communication and enhance business processes
Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips
Office Manager/Executive Assistant
Office Of DR, MARY ANN FLATLEY
06.2017 - 06.2018
Answer telephones and direct calls to doctor
Schedule and confirm patient diagnostic appointments or medical consultations
Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records
Interview patients to complete documents, case histories, or forms, such as intake forms
Compile and record medical charts, reports, or correspondence, using typewriter or personal computer
Transmit correspondence or medical records by mail, e-mail, or fax
Maintain medical records, technical library, or correspondence files
Perform various clerical or administrative functions, such as ordering and maintaining inventory of supplies
Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
Created, maintained and updated filing systems for paper and electronic documents
Contract Service Coordinator
RESONANT TECHNOLOGY PARTNERS
01.2017 - 06.2017
Resolve customer complaints or answer customers' questions regarding policies and procedures
Supervise work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes
Interpret and communicate work procedures and company policies to staff
Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff
Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance
Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules
Monitor inventory levels and requisition or purchase supplies as needed
Participate in work of subordinates to facilitate productivity or to overcome difficult aspects of work.
Office Manager/Executive Administrative Assistant
ALAMO HEIGHTS INDEPENDENT SCHOOL DISTRICT
03.2014 - 10.2016
Oversaw daily office operations for staff of 8 employees
Prepared and process purchase orders and sends copies to departments originating requests
Responds to customer and supplier inquiries about order status, changes or cancellations
Worked closely with vendors
Tracks status of requisitions, contracts and orders
Determines if inventory quantities are sufficient for needs, ordering more materials when necessary
Planned and coordinated logistics and materials for board meetings, committee meetings and staff events to include scheduling and coordinating on-site meetings in adjacent meeting area
Ordered and distributed district technology purchases as well as office supplies while adhering to fixed office budget
Managed, received and distributed district technology inventory
Provided excellent customer service for district staff as well as associated clientele'.
Maintained computer and physical filing systems
Fraud Analyst II
USAA
09.2007 - 10.2013
Analyze financial and non-monetary transactions data to detect and prevent member and 3rd party fraud utilizing financial products, systems and process knowledge relating to multiple lines of business to include consumer lending to include reviewing auto dealers to mitigate loss, money movement activities for all types of deposit accounts
Initiated contact with members to review suspicious activity; took appropriate actions to mitigate risk and protect member's assets
Ensuring compliance with Federal banking regulation by researching/identifying when additional documentation may be necessary received and recorded
Independently performs business analysis and problem resolution by gathering information and analyzing data trends
Proactively acquire/ applies maturing knowledge of products and processes to identify, recommend solutions and improvements
Identify trends of suspicious financial activities by monitoring and researching financial transactions, members, and third parties, when applicable by utilizing multi-product systems Experian, Lexis Nexus, and other applications
Received Fraud prevention and mitigation awards Co-collaborator and winner on Innovation challenge for process improvements for unit.
Counselor
BANK ORIGINATION, USAA
09.2007 - 10.2013
Provide excellent member service and resolution to challenges through various channels: telephone, e-mail and video conferencing
Received inbound calls to process, complete, and fund loan applications for members as well as process loan maintenance and loan perfection documentation on existing loans
Effectively cross-sell applicable products and services to members based on personalized need assessment
Nominated and Received President's Club Award February 2010
Maintained strict confidentiality of bank records and client information
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC
USA Patriot Act, Privacy Act and Community Reinvestment Act
Originated, reviewed, processed, closed and administered customer loan proposals
Reviewed and edited loan agreements to ensure accuracy
Maintained friendly and professional customer interactions.
Maintained confidentiality of records relating to clients' treatment
Education
Bachelor of Science - Psychology/Project
University Of The Incarnate Word
San Antonio, TX
05.2024
Skills
Technology minded/adaptable
Adobe Acrobat/InDesign
Training facilitator
Various office equipment
Problem Resolution
Conflict Management
Executive Management Support
Schedule Management
Self Starter
Office Administration
Advanced MS Office Suite Proficiency
Travel Accommodations
Timeline
Executive Assistant to CEO & President
Knight Aerospace Medical Systems
02.2023 - Current
Executive Administrative Assistant to CMO
WHATABRANDS LLC
02.2022 - 02.2023
Executive Administrative Assistant to Clergy
ST. LUKE'S EPISCOPAL CHURCH
05.2018 - 02.2022
Office Manager/Executive Assistant
Office Of DR, MARY ANN FLATLEY
06.2017 - 06.2018
Contract Service Coordinator
RESONANT TECHNOLOGY PARTNERS
01.2017 - 06.2017
Office Manager/Executive Administrative Assistant
ALAMO HEIGHTS INDEPENDENT SCHOOL DISTRICT
03.2014 - 10.2016
Fraud Analyst II
USAA
09.2007 - 10.2013
Counselor
BANK ORIGINATION, USAA
09.2007 - 10.2013
Bachelor of Science - Psychology/Project
University Of The Incarnate Word
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