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.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Executive Assistant & Integration Specialist
INSIGHT2PROFIT
08.2018 - Current
Executive Assistant role
Support the CEO – calendaring, travel, board meetings, Leadership Team meetings, offsite meeting planning
Build relationships with client execs and their support staff
Support internal team members who travel / work at client sites
Maintain Salesforce database of client contacts, project updates, and task lists
Create client and internal PowerPoint presentations
Lead / organize / support a multitude of internal office functions ranging from event planning, employee meetings, charitable giving, and many more
Organize / support Board of Directors meetings
Interview and train newly hired Executive Assistants
Various other admin responsibilities
Integration Specialist / Talent Acquisition role
Responsible for onboarding new hires
Initial contact with new hire upon signing of offer letter
Initiate onboarding process with new hires to ensure setup in HR and IT systems
Schedule all onboarding sessions – general and role-specific trainings
Book any necessary travel for onboarding (Cleveland, Chicago or Columbus office)
Work to get new hire fully integrated into new role – connect with peers, development advisor/mentor, coach support
Interview along with the Talent team - schedule all campus and experienced hire interviews (very large quantity of interviews during campus recruiting season)
Summer Analyst program – responsible for onboarding and integration of 12-15 Summer Analysts for 9-week program
Business Development Analyst
UNITEDHEALTHCARE
09.2015 - 08.2018
Business Development Analyst (July 2016-Aug 2018)
Responsible for processing & submitting RFPs to underwriters for medical and ancillary insurance coverage
Support several Account Executives responsible for New Business sales
Collaborate with key Account Executives and brokers to secure all information necessary for quoting
Quoting process includes Census review/scrub, GeoAccess reports, disruption & repricing reports, benefit summaries, and claims review
Responsible for preparation of several weekly pipeline and productivity reports
Responsible for maintaining the complete “universe” of quoting opportunities for the Account Executives
Ability to multitask, prioritize, work in a fast-paced environment, work calmly and effectively in high-pressure situations
Sr. Administrative Assistant (Sep 2015-July 2016)
Provide calendaring and travel support for executives
Coordinate and schedule meetings/conferences for both internal departments and external customers - onsite and offsite
Prepare management team expense reports using Concur; prepare internal and customer PowerPoint presentations; prepare and maintain several weekly reports and scorecards
Business Segment Liaison (BSL) – provide support to telecommuters
Work directly with Strategic Account Executives and Field Account Managers to service customer health plans – includes preparing and maintaining all materials used for employee health plan enrollment
Assist with onboarding and integration of new hires – computer training, company processes and policies training
Onsite Wellness Coordinator
Facilities support – order all office supplies, facilities maintenance, computer ordering/setup, cell phone ordering/setup
Executive Assistant / Human Resources Assistant
JOY GLOBAL – Dragline Services Division (bought by Komatsu)
08.2010 - 09.2015
Executive Assistant / Human Resources Assistant – Report to Division President / Management Team
Fully manage all calendar and travel arrangements (international and domestic)
Event Coordinator for all meetings/conferences - both onsite and offsite; coordinate all client visits and plant tours
Prepare all Executive/management team expense reports using Concur
Work with employment agencies; review resume submission and conduct interviews
Coordinate onboarding and integration of all new hires – initiate background check, conduct orientation, complete all necessary new hire paperwork; coordinate all new hire training classes
Coordinate yearly performance review process
Onsite Benefits and Wellness Coordinator
Office manager – order all office and janitorial supplies, facilities maintenance, coordinate office renovations, cell phone ordering/setup
Executive Assistant / Human Resources Administrator
CARDINAL FASTENER & SPECIALTY CO., INC.
02.2010 - 06.2010
Executive Assistant / Human Resources Administrator – report to the VP of Operations
Review all resumé submissions and conduct initial candidate interviews
Coordinate onboarding and integration of all new Maintain employee database
Enroll new hires in HR system and administer medical, dental, life and short disability insurance, and 401k plans; administer COBRA benefits for terminated employees
Prepare and submit weekly payroll using GEMS Payroll system – includes entering weekly hours, attendance, any changes/edits to payroll deductions, 401k deductions/loans, and vacation time deductions
Fully manage all calendar and travel functions for VP
Manage safety training scheduling for manufacturing plant associates
Human Resources Administrator, Operations Practice
McKINSEY & COMPANY
07.2000 - 01.2010
Human Resources Administrator, Operations Practice (4/08-12/09) – report to Director of Professional Development and Administration
Responsible for onboarding and integration of all new hires – Campus and Experienced hires; work simultaneously with both Recruiting and Professional Development teams to ensure successful onboarding of all new hires
Develop and maintain Operations New Hire website; initiate background checks
Enter all new hire personnel profiles in PeopleNet system
Administer mobility for new hires; responsible for exiting consultants (domestic and international)
Collaborate with Firm immigration attorneys to prepare any necessary immigration documents for new hires; provide ongoing immigration support to consultants for overseas travel
Prepare annual budgets for new hire intake, mobility, and immigration
Coordinate and administer Annual Review process for 40+ support team members
Event coordinator for Operations Practice of major office functions (350+ attendees) for client executives and internal employees – responsible for assembling team and coordinating all logistics arrangements, menu planning, activity planning, and dissemination of conference materials
Manage several virtual team room (VTR) databases – Recruiting, Professional Development, Annual Review VTRs
Manage all Operations Practice databases and distribution lists for North and South America
Senior Executive Assistant (7/00-4/08) – supported 2 Directors and 4 Partners during this role
Complete control of calendar management, meeting planning, and travel arrangements (international and domestic) for supported Directors/Partners
Assist Execs with duties of various Boards
Perform daily review of Execs emails and be proactive in notifying of important issues; respond to client and/or internal emails when appropriate
Highly proactive and self-motivated in all aspects of my responsibilities
Actively brainstorm and collaborate with many team members to find solutions for any issues
Complete and submit expense reports
Develop excellent relationships with client executives and client support team members to provide the highest level of client service possible
Ability to multi-task, prioritize, and work in fast-paced environment calmly and effectively in high-pressure situations
Accomplished in providing concise, accurate and detailed communications to both clients and internal members
Prepare monthly client billing and review monthly accounts receivable reports
Prepare confidential reports and PowerPoint presentations for client meetings
Acted as mentor to new Executive Assistants; Provide backup coverage for other administrative team members as needed; handle many special projects as required and always a team player
Education
Associate of Arts - Business Management/Human Resources
Cuyahoga Community College
Cleveland, OH
Associate of Arts - Business, Accounting, And Computer Courses
Lakeland Community College
Cleveland
Skills
Knowledgeable Software: SharePoint, Salesforce, Concur Expense Reporting, OneNote, Cognos and many specialized HR programs (PeopleNet, PeopleLink, and Learning Management Systems), Advanced MS office suite, etc