Highly experienced, organized and detail-oriented administrative professional with experience providing executive-level support. Skilled in developing and maintaining efficient office operations and streamlining administrative processes. Adept at leveraging strong organizational and communication skills to manage projects, coordinate meetings, and facilitate communication between teams. Seeking to leverage expertise to take on new challenges within a professional environment.
Overview
21
21
years of professional experience
Work History
Senior Administrative Assistant to Senior Vice President, HL Business Insights & Analytics
WELLS FARGO BANK
07.2019 - 09.2023
Served as liaison between internal departments as well as external vendors for various projects
Assisted with onboarding new hires by creating employee files and entering employee information into HR systems as well as maintaining confidential records relating to personnel files, payroll information, benefits administration, contracts and other sensitive documentation
Prepared expense reports with accuracy and attention to detail
Tracked budget expenditures on a regular basis to ensure adherence to allocated funds
Organized meetings and conferences, including preparing agendas, materials, scheduling rooms, catering services
Managed complex calendars and travel arrangements for senior leadership team members
Established professional and collaborative working relationships with company associates and external parties
Successfully maintained three departments Business Continuity Plans (BCP) and kept within compliance.
Administrative Assistant to Senior Vice President, Head of Commercial Capital Operations
WELLS FARGO BANK
01.2018 - 07.2019
Coordinated and managed all administrative functions during the reorganization/creation of the Commercial Capital Operations line of business
Maintained and coordinated daily, weekly and monthly workflow for SVP including heavy domestic and international travel
Managed expense accounts, reconciling monthly expenses for senior vice president (SVP) using Concur system
Developed and maintain organizational charts using MSViso
Maintained SharePoint site monthly for the CC Operations line of business
Lead special projects as needed by the SVP
Coordinated quarterly Town Hall meetings with team members across the US and multiple international locations
Assisted in the preparation of presentations using Microsoft Office Suite applications such as Word, Excel, PowerPoint
Compiled and entered data into various databases to ensure accuracy and completeness.
Administrative Assistant to Senior Vice President, Customer & Branch Experience
WELLS FARGO BANK
07.2012 - 01.2017
Charged with responsibility of managing daily and weekly workflow, maintaining calendar, planning meetings, coordinating travel, filtering calls, and resolving last minute demands
Managed expense accounts, reconciling monthly expenses for senior vice president (SVP) and three direct reports to SVP using Concur system
Developed PowerPoint decks for presentations by SVP to management teams across footprint
Prepared and distribute weekly administrative reports using MS Access and Excel
Improved operational efficiency, restructuring process workflows to improve accuracy using MS Visio
Served as primary point of contact for all onboarding and off-boarding team members of Customer and Branch Experience department
Cultivated internal and external stakeholder relationships to benefit needs and goals of SVP.
Administrative Assistant to Regional Bank Area President, Senior Vice President
WELLS FARGO BANK
01.2005 - 07.2012
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Coordinated quarterly and annual employee recognition events for 200+ Team Members.
Administrative Assistant, Two District Managers, Vice Presidents
WELLS FARGO BANK
07.2002 - 01.2005
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Scheduled office meetings and client appointments for staff teams.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Education
Associate of Science in Business Administration - Business Administration
Hallmark Institute of Technology
San Antonio
11.1998
Skills
Event Planning
Database Development
Operational Efficiency
Microsoft Office Suite
IOS Systems
Project Management
Event Coordination
Customer Satisfaction
Scheduling and calendar management
Meeting & Travel Support
Budget Management
Research and Analysis Capabilities
Timeline
Senior Administrative Assistant to Senior Vice President, HL Business Insights & Analytics
WELLS FARGO BANK
07.2019 - 09.2023
Administrative Assistant to Senior Vice President, Head of Commercial Capital Operations
WELLS FARGO BANK
01.2018 - 07.2019
Administrative Assistant to Senior Vice President, Customer & Branch Experience
WELLS FARGO BANK
07.2012 - 01.2017
Administrative Assistant to Regional Bank Area President, Senior Vice President
WELLS FARGO BANK
01.2005 - 07.2012
Administrative Assistant, Two District Managers, Vice Presidents
WELLS FARGO BANK
07.2002 - 01.2005
Associate of Science in Business Administration - Business Administration
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)