Summary
Overview
Work History
Education
Skills
Personal Information
Assessments
Timeline
Generic

Maria H. Fortuno

Summary

Highly dependable and efficient multi-tasker prepared to take on Office Manager responsibilities. Maturity and extensive professional project management experience, coupled with years of executive office skills, ensure confidence in excelling in any industry. Possess strong aptitude for quick learning, enabling seamless integration into team environments or independent work with minimal supervision.

Overview

25
25
years of professional experience

Work History

Office Manager | Bookkeeper | Designer

Signographics
01.2009 - Current
  • Company Overview: a sign design studio
  • Provided information to customer inquiries on phone, email, and on the website
  • Greeted walk-in customers
  • Utilized QuickBooks for bookkeeping and Estimate software for bidding on projects and managing projects
  • Created design layouts for signs, business cards, etc
  • Using Adobe Illustrator or Photoshop
  • Coordinated with customers and production staff from the design phase to delivery
  • A sign design studio

Executive Assistant

Callan Associates
01.2005 - 01.2009
  • Gatekeeper to the Founder/Chairman and President/CEO
  • Screened phone calls, emails, and correspondence; drafted/proofread internal and external communications
  • Maintained company shared and private calendars; coordinated meetings internally and out of office
  • Prepared Powerpoint presentations for meetings
  • Made intricate travel arrangements for business and personal
  • Assisted with personal errands (pharmacy, autos, doctor appointments)

Project Manager

Callan Associates
01.2000 - 01.2005
  • Assisted the Senior Vice President and Head of Investment Advisers Group in servicing their investment advisor clients
  • Provided information to inquiry calls and emails; Prepared information packets for interested prospective clients
  • Created client presentations (PowerPoint)
  • Made intricate travel arrangements and maintained busy calendars
  • Updated website dedicated to clients with new information
  • Organized group's attendance at large wealth management, financial advisor conventions nationwide (Schwab, CFA)
  • Planned annual client conferences held in selected client's city/state
  • Surveyed and negotiated with prospective hotels, venues, and restaurants
  • Made sure the event ran smoothly onsite working with hotel and venue staff

Education

Completed Business Courses - Business Administration

Golden Gate University-San Francisco
San Francisco, CA
01.1995

Skills

  • Customer Service
  • Office Management and Administration
  • Organizational Skills
  • Excellent multi-tasking ability
  • Clear oral/written communication
  • Billing
  • Data Entry
  • Customer Relations
  • Scheduling and calendar management
  • Administrative Support
  • Bookkeeping
  • Document Management
  • Mail handling
  • Supply Management
  • Documentation and control
  • Workflow Optimization
  • Expense Reporting
  • Staff Training
  • Report Preparation
  • Event Coordination
  • Meeting planning
  • Facility Management
  • Database Administration
  • Travel Coordination
  • Presentation Design
  • Computer Skills
  • Good Judgment
  • Professional and Courteous
  • Able to work independently
  • Time management
  • Organized
  • Goal-oriented
  • Good work ethic
  • Creative
  • Design skills
  • MS Office
  • Adobe CC
  • Office Management
  • Personal Assistant Experience
  • Accounts Payable
  • Graphic Design
  • Web Design
  • Social Media Management
  • Adobe Acrobat
  • Microsoft Outlook
  • Google Suite
  • Microsoft Excel
  • Microsoft Office
  • Microsoft PowerPoint
  • Microsoft Word

Personal Information

Work Permit: Authorized to work in the US for any employer

Assessments

  • Administrative support professional fit, Proficient, 04/01/21
  • Office manager, Proficient, 04/01/21

Timeline

Office Manager | Bookkeeper | Designer

Signographics
01.2009 - Current

Executive Assistant

Callan Associates
01.2005 - 01.2009

Project Manager

Callan Associates
01.2000 - 01.2005

Completed Business Courses - Business Administration

Golden Gate University-San Francisco
Maria H. Fortuno