Summary
Education
Skills
Work History
Certification
Work Availability
Work Preference
Languages
Timeline
BusinessAnalyst
Alana Lopez

Alana Lopez

Business Administration And Management
Phoenix,AZ

Summary

Dynamic professional with over 20 years of proven experience in Business Administration and Management. As an Executive Administrative Assistant and Client Relations Liaison, I have a successful track record of supporting high-level executives in fast-paced environments. My expertise includes scheduling and coordinating executive-level meetings and events, managing calendars, and preparing reports and presentations. I possess strong organizational skills that enable me to manage multiple tasks and prioritize effectively. I excel in customer service, problem-solving, and communication. Additionally, I am proficient in handling confidential information, optimizing office operations, and supporting executive decision-making processes.

Education

Associate of Applied Science - Business Administration And Management

Phoenix College
Phoenix, AZ
08.2011 - 05.2015

Skills

  • Multitasking Abilities
  • Office Administration
  • Team Collaboration
  • Client Relationship Building
  • Bilingual (Spanish)
  • Applications (Outlook, Google Workspace, Calendly, Canva, DocuSign, Slack, Zoom, etc)
  • Computer Skills (Adobe Acrobat, Publisher, Spreadsheets, MS Office, PowerPoint, Google Drive, etc)

Work History

Executive Administrative Assistant

Phocus Retirement Services
08.2024 - 06.2025

● Managed executive calendars, scheduling appointments and ensuring timely communication.
● Prepared meeting agendas and minutes, ensuring accurate documentation of discussions and action items.
● Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
● Oversaw project timelines and deliverables, ensuring alignment with organizational goals.
● Assisted in the development of presentations, effectively conveying crucial information to clients.
● Improved client satisfaction with regular communication and updates on project progress and outcomes.
● Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high- priority responsibilities without distraction.
● Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
● Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
● Trained junior administrative staff on office protocols and software tools, fostering team development.

AR Spec. / Team Lead / CSR.

Wells Fargo
10.2009 - 10.2023

● Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
● Proactively identified opportunities for improving administrative processes, implementing changes that led to increased efficiency and effectiveness.
● Assisted in the recruitment process by screening resumes, scheduling interviews, and facilitating onboarding activities for new hires.
● Enhanced communication between departments with timely and accurate preparation of reports and documents.
● Collaborated closely with department heads for strategic planning purposes while ensuring their alignment with overall organizational goals.
● Maintained up-to-date knowledge of industry trends and regulatory changes to ensure compliance in account resolution practices.

Administrative Assistant

Colonial Life Insurance
08.2005 - 02.2009

● Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
● Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
● Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
● Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
● Managed calendars, scheduled appointments, and coordinated travel arrangements for senior staff members.
● Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.

Certification

  • CCL - Certified Administrative Professional

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementHealthcare benefitsPaid time offStock Options / Equity / Profit Sharing

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Executive Administrative Assistant

Phocus Retirement Services
08.2024 - 06.2025

Associate of Applied Science - Business Administration And Management

Phoenix College
08.2011 - 05.2015

AR Spec. / Team Lead / CSR.

Wells Fargo
10.2009 - 10.2023

Administrative Assistant

Colonial Life Insurance
08.2005 - 02.2009
Alana LopezBusiness Administration And Management