Summary
Overview
Work History
Education
Skills
Interests
Timeline
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ADRIANNE GARCIA-AZPEITIA

TAMPA,FLORIDA

Summary

Experienced Senior Executive Assistant - Supporting high-level executives for over 28 years within several industries including, Credit Unions, Financial, Real Estate & Property Management and Print & Web Media. Proficient in Microsoft Office, Diligent Boards (Board portal website), Certify, OSI, have worked with Great Plains, Brainworks. Equipped to multitask in extremely high volume, fast-paced work environments with very strict deadlines. Strong organizational and analytical skills while providing research, preparing statistical reports, and handling sensitive information requests. Performs with total engagement, positivity, and dedicated, dependable and trustworthy attitude.

Experienced with high-level administrative support, ensuring seamless daily operations for executives. Utilizes advanced organizational skills and meticulous attention to detail to manage schedules, travel arrangements, and correspondence. Track record of leveraging strong interpersonal skills and discretion to build trust and maintain confidentiality.

Organized professional with solid experience in executive support, ready to contribute to fast-paced environment. Proven ability to enhance workflow and increase productivity by anticipating needs and managing complex calendars. Known for strong team collaboration, adaptability to changing priorities, and proficiency in communication and project management.

Professional with extensive experience in executive support and office management. Adept at coordinating schedules, managing communications, and handling confidential information with discretion. Strong focus on team collaboration and achieving high-impact results. Known for adaptability, reliability, and exceptional organizational and multitasking skills. Proficient in calendar management, travel arrangements, and project coordination, ensuring seamless operations in fast-paced environments.

Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.

Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills.

Proven track record of maintaining efficient office operations. Expertise in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.

Resourceful and experienced worker offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

31
31
years of professional experience

Work History

Sr. Executive Assistant to Chief Executives

GTE Financial
01.2012 - Current
  • Report directly to CFO and Chief of Staff and provide support to all Executive Team, Supervisory Committee and Board of Directors
  • Work alongside with Chief of Staff to CEO & BOD to arrange two annual off site BOD and Executive Staff Strategic & Budget events to include researching locations, RFP’s request, planning with venue, all logistics for event (space, menus, a/v needs, travel arrangements, ground travel arrangements, goodie bags for board, research for spouse activities, and billing post event) work closely with Marketing and Facilitator
  • Responsible for annual AVP and Up event, research for locations, RFP’s from options, planning with venue, all logistics for event (space, menus, a/v needs, supplies needed) work closely with Facilitator
  • Responsible for compiling monthly reports for Supervisory Committee and Asset Policy Committee meetings
  • Responsible for maintaining and updating GTE Financial Policy Manual and submitting updates to BOD for review and approval at monthly meetings
  • Responsible for collecting deposit rates, consumer lending rates, mortgage rates & credit card rate reports for entry and tracking monthly Return to Member reporting
  • Responsible for uploading all monthly BOD / Supervisory Committee reports to NCUA
  • Responsible for compiling reports for Quarterly Safety & Soundness meeting and Safety & Soundness Due Diligence Quarterly Update Report
  • Program Administrator for the GTE Cares Program
  • As role of EUAC (End User Authorization Contact) for Federal Reserve - maintain users and credentials for all Fed Users within organization, renew tokens, reset passwords, and delete/destroy tokens of termed users
  • Keep TS updated on any hiccup in system when reported by Federal Reserve
  • Responsible for maintaining and updating GTE Financials Loan Participating Package
  • Participation in VP meetings, Mortgage Production meeting, Project Steering, and Emergency Response meetings for documentation of Actions Items and take a ways
  • Assist with all employee events to include annual beginning of the year meeting (Jump Start) holiday parties for all employees and Board of Directors

Executive Administrator

Creative Loafing (Media Publishing)
01.2001 - 01.2012
  • Reported to CEO, CFO, and Controller
  • Coordinated monthly Board of Directors meetings and distribution checks
  • Responsible for all company travel including lodging accommodations and ground transportation
  • Provided weekly commission and revenue reporting support for six locations and five states
  • Provided due diligence reporting pre and post-acquisition/merger
  • Responsible for approvals, coding and entering all accounts payable billing into Great Plains
  • Responsible for all logistics relating quarterly meetings
  • Maintained all system reports for teams through business changes i.e
  • M&A’s and Chapter 11
  • Provided support for rollout and completion of monthly and year end closings
  • Provided training on daily entries into Brainworks and Great Plains
  • Responsible for distribution of weekly account contract status to management teams
  • Responsible for all Major Expenditure requests
  • Assisted HR in payroll auditing
  • Processed and coded all print bills and provided print analysis for month end
  • Distributed accrual reports for tracking remaining billing
  • Project Manager on several projects during 10 years, most recent, facilitating and organizing all aspects of relocating corporate headquarters from Tampa to Atlanta

Executive Sales Assistant / Wire Operator

Robert W. Baird (Investments)
01.1999 - 01.2001
  • Supported senior level Investment Brokers for portfolio of approximately sixty clients
  • Researched and developed financial profiles for all clients
  • Prepared paperwork and opened new accounts, IRA’s and financial plans, enter cost basis for new accounts
  • Redeemed money market accounts in preparation for distribution checks/wire transfers
  • Initiated wire transfers
  • Entered check request using RCHK system in BetaHost
  • Posted incoming checks to client accounts
  • Entered stock certificates/bonds (muni and bear bonds)
  • Kept organized files within compliance regulation

Executive Assistant

Shorenstein Company (Real Estate)
01.1997 - 01.1998
  • Reported directly to CEO and Vice President of Portfolio Management Group
  • In charge of partnership distributions
  • Prepared partnership correspondence and reports
  • Set up Portfolio Group presentation books for yearly Partners Meeting
  • Set up and organized filing system for Portfolio Management Group
  • Set up and kept calendar for Vice President
  • In charge of travel arrangements, expense reports, and check requests for departments

Sale Assistant

Genesis Merchant Group Securities
01.1997 - 01.1997
  • Worked directly with Sales/Trading manager and Institutional Sales Team
  • Organized institutional sales desk, helped set up a linking system for two databases, getting maximum efficiency out of ACT database and Manager Code system
  • Kept track of Manager Code system
  • Set up paperwork for new accounts
  • Put together morning notes, including distributions and entering data into Bloomberg
  • Set up more organized system for account coverage when salesmen were on the road
  • Made calls to clients when called for
  • Kept calendars for 5 salesmen at one time
  • Set up road-show schedules with analysts and companies

Executive Operations Assistant

Tiger Management LLC.
01.1994 - 01.1997
  • Run daily and weekly reports from DOS
  • Prepared and distributes daily reports
  • Cash wire transfer verifications
  • Provided administrative assistance for the Operations and Credit/Margin Director including typing memos, generating reports, keeping calendars and answering phones
  • Entered daily interest rates into Paradox database system
  • Responsible for administrative duties for three departments to include maintaining the payroll, overtime hours, vacation and sick time
  • Created spreadsheets and graphs
  • Created and monitored monthly statistic spreadsheet and graphs, keeping track of equity trades (foreign and domestic) macro trades
  • Set up meetings/appointments for Tiger personnel with Custodians, Prime Brokerage Firms and other entities

Education

Bachelor of Science -

Florida State University
Tallahassee, Florida
12.1993

Skills

  • Process improvement strategies
  • Calendar management proficiency
  • Exceptional interpersonal skills
  • Meticulous attention to detail
  • Administrative skills
  • High-level confidentiality
  • Executive support expertise
  • Excellent active listener
  • Effective problem solving
  • Office equipment proficiency
  • Professional presentation development
  • Strong organizational skills
  • Adaptable to change
  • Expert time management
  • Excellent interpersonal skills
  • Event planning expertise
  • Conflict resolution techniques
  • Research and analysis
  • Efficient travel arrangements
  • Research
  • Budget management experience
  • Human resources
  • Outstanding computer proficiency
  • Strategic planning expertise
  • Team leadership experience
  • Able to take direction
  • Expert meeting facilitation
  • Resourceful vendor relations
  • Skilled in office technology
  • Superb technical skills
  • Proactive decision making
  • Project coordination mastery
  • Customer Service-oriented
  • Staff management
  • Project planning
  • Invoice processing
  • Meeting planning
  • Business administration
  • Travel coordination
  • Conference planning
  • Multi-line phone proficiency
  • File organization
  • Presentation development
  • Phone etiquette
  • Business correspondence
  • Policy enforcement
  • Risk management
  • Filing and data archiving
  • QuickBooks expert
  • Report generation
  • Database management
  • Process improvements
  • Document preparation
  • Customer service
  • Schedule & calendar planning
  • Office administration
  • Strong problem solver
  • Information confidentiality
  • Professional and mature
  • Office management
  • Excel spreadsheets
  • Interpersonal communication
  • Task delegation
  • Scheduling
  • Quality control
  • Strategic planning
  • Schedule management
  • Executive support
  • Resourceful
  • Advanced MS office suite
  • Administrative support
  • Project management
  • Conflict management
  • Mail handling
  • Report writing
  • Financial services
  • Performance improvement
  • Appointment setting
  • Social media
  • Technical support
  • Calendar management
  • Proofreading
  • Mail management
  • Accounting
  • Report analysis
  • Spreadsheet tracking
  • Project oversight
  • Expense reporting
  • Report development
  • Travel arrangements
  • Videoconference preparation
  • Extensive vocabulary

Interests

  • Volunteering
  • Enjoy hobbies that combine physical activity with outdoor exploration
  • Playing Sports
  • Participate in [sport 1] and [sport 2], as recreational activities to maintain physical fitness
  • Embracing outdoor adventures such as [activity 1] and [activity 2]
  • Running

Timeline

Sr. Executive Assistant to Chief Executives

GTE Financial
01.2012 - Current

Executive Administrator

Creative Loafing (Media Publishing)
01.2001 - 01.2012

Executive Sales Assistant / Wire Operator

Robert W. Baird (Investments)
01.1999 - 01.2001

Executive Assistant

Shorenstein Company (Real Estate)
01.1997 - 01.1998

Sale Assistant

Genesis Merchant Group Securities
01.1997 - 01.1997

Executive Operations Assistant

Tiger Management LLC.
01.1994 - 01.1997

Bachelor of Science -

Florida State University
ADRIANNE GARCIA-AZPEITIA