Summary
Overview
Work History
Education
Skills
Additional Skills
Work Availability
Quote
Timeline
ResearchAssistant
ALICIA DE ROO

ALICIA DE ROO

Executive Assistant
Aliso Viejo,CA

Summary

Organized and efficient Executive Assistant with 10+ years of experience supporting top-tier executives in finance, sales and accounting. Demonstrates skills in managing complex functions that require stellar multi-tasking abilities. 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.

Overview

14
14
years of professional experience

Work History

Executive Assistant / Accounting Clerk

United Industries Group
07.2024 - Current

• Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
• Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
• Handled confidential and sensitive information with discretion and tact.
• Input high volume of monthly invoices with consistent accuracy.
• Managed accounts payable and receivables and payroll.
• Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
• Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
• Answered high volume of phone calls and email inquiries.
• Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.

Executive Administrative Assistant

Image Options
06.2022 - 06.2024
  • Handled confidential and sensitive information with discretion and tact.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
  • Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
  • Implemented updated policies and practices for organization and monitored effect.
  • Answered high volume of phone calls and email inquiries.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Took notes and dictation at meetings.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Led staff and vendors in providing high level of service for owner and guests.
  • Provided accounting and clerical assistance to accounting department.
  • Assisted accounting team with day-to-day accounting operations.
  • Maintained OSHA, MSHA and company or state rules and regulations.
  • Oversaw and managed hiring process and assisted human resources.
  • Filed paperwork, sorted, and delivered mail and maintained office organization.

Disclosures Specialist

Balanced Processing Solutions
08.2020 - 04.2022
  • Followed all company policies and procedures to deliver quality work
  • Knowledge of TRID rules and loan set up
  • Knowledge of LE's and CD's
  • Maintained long-term relationships with customers to provide best-in-class customer service
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
  • Provided quick turnaround times to maintain fast-past schedule
  • Checked packages for appropriate documentation
  • Processed loans within various departments to achieve timely, accurate and fair proceedings
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor
  • Communicated with originator and applicant concerning progress of loan file.

Office Assistant

Transportation Corridor Agencies
03.2019 - 08.2020
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events
  • Worked with upper management to complete complex projects on tight budgets within specific timeline
  • Interacted with customers professionally by phone, email or in-person to provide information and direct to desired staff members
  • Greeted numerous visitors, including VIPs, vendors and interview candidates
  • Planned and coordinated logistics and materials for board meetings, committee meetings and staff events for 20+ people
  • Maintained clean reception area to promote positive, professional environment for all visitors
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels for all 300 employees.

Administrative Assistant

Vaco Orange County
11.2018 - 03.2019
  • Provided administrative services, including phone and email correspondence, making copies and handling incoming and outgoing mail and faxes
  • Created and maintained processes for administrative operations to improve accuracy and efficiency
  • Assisted with event planning, including associated travel and logistical arrangements
  • Maintained human resources records by recording new hires, transfers, terminations, changes in job classifications and merit increases
  • Accomplished human resources department and organization mission by completing related results as needed
  • Answered incoming phone calls, responded to phone calls and in-person requests, handled internal communications and greeted visitors in reception area
  • Oversaw day-to-day processing of payroll for 30+ employees, including review of timesheets and computing pay in accordance with FLSA
  • Monitored and tracked all employees' leave time.

Executive Assistant

YH Advisors
04.2018 - 11.2018
  • Created expense reports, budgets and filing systems
  • Managed CEO's complex and frequently changing travel arrangements and coordinated pre-planning of trips
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum
  • Managed external contacts for CEO and kept track of periodic communication needed for priority contacts
  • Greeted visitors entering office, determined the nature and purpose of visit and directed them to appropriate destination
  • Processed travel expenses and reimbursements
  • Directed administrative functions for directors, principals, consultants and key managers
  • Frequently used word processing, spreadsheet, database and presentation software
  • Ordered all office supplies including ink cartridges, toner, and paper for 10+ people
  • Developed and maintained alert system for upcoming deadlines on incoming requests and events.

Senior Executive Assistant

American Funding
02.2016 - 03.2018
  • Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting public, typing, proofreading, filing, sorting and handling incoming and outgoing mail
  • Managed electronic records database and handled all file requests
  • Received and reviewed all files for compliance with BRE
  • Created cloud-based filing system for company for electronic versions of loan files and maintained compliance requirements
  • Oversaw daily office operations for staff of 20 employees
  • Cataloged and managed department records and files for prompt and efficient retrieval
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events
  • Input all documents into records management system
  • Screened all visitors and directed them to correct employee or office
  • Coordinated office inventory by restocking supplies and placing purchase orders
  • Answered telephone inquiries from clients, vendors and public
  • Checked accuracy and integrity of files and resolved errors
  • Heavy use of Outlook, Microsoft Word, SharePoint, Excel.

Administrative Assistant

Absolute Maintenance & Consulting
08.2015 - 01.2016
  • Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting public, typing, proofreading, filing, sorting and handling incoming and outgoing mail
  • Managed electronic records database and handled all file requests
  • Reduced overhead by taking on more responsibility with creative and administrative projects
  • Cataloged and managed department records and files for prompt and efficient retrieval
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events
  • Input all documents into records management system
  • Coordinated office inventory by restocking supplies and placing purchase orders for 25 people
  • Answered telephone inquiries from clients, vendors and public.

Personal Assistant

Private
03.2011 - 03.2015
  • Oversaw personal and professional calendars and coordinated appointments for future events
  • Maintained appropriate filing of personal and professional documentation
  • Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation
  • Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business
  • Displayed absolute discretion at handling confidential information
  • Kept detailed track of household and maintenance inventory and schedules
  • Served as point of contact between clients and managerial staff
  • Coordinated international and domestic travel logistics including flight itineraries, hotel reservations and car services
  • Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, ClickUp and Asana
  • Handled incoming mail, bills and invoices and completed appropriate actions
  • Entrusted to handle confidential and sensitive situations in professional matter
  • Maintained entire family's schedule and organized events
  • Facilitated transportation to and from appointments
  • Completed household tasks by assisting with laundry, light housekeeping and grocery shopping

Education

Bachelor of Arts: Criminal Justice -

Kaplan University
Online
02.2013

Associate of Arts: Criminal Justice -

Long Beach City College
Long Beach, CA
01.2009

High School Diploma -

Millikan High School
Long Beach, CA
06.2007

Skills

  • Information Confidentiality
  • Master Calender Management
  • Travel Coordination
  • Spreadsheet Tracking
  • Quality Control
  • Social Media Management
  • Microsoft Office Proficiency
  • Office Management
  • AR/AP
  • Executive Support
  • Strategic Planning
  • Process improvement
  • Spreadsheet Creation
  • Customer Service
  • Material Preparation
  • Operational Efficiency

Additional Skills

  • Photographer
  • Adobe Photoshop & Lightroom proficiency

Work Availability

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

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Executive Assistant / Accounting Clerk

United Industries Group
07.2024 - Current

Executive Administrative Assistant

Image Options
06.2022 - 06.2024

Disclosures Specialist

Balanced Processing Solutions
08.2020 - 04.2022

Office Assistant

Transportation Corridor Agencies
03.2019 - 08.2020

Administrative Assistant

Vaco Orange County
11.2018 - 03.2019

Executive Assistant

YH Advisors
04.2018 - 11.2018

Senior Executive Assistant

American Funding
02.2016 - 03.2018

Administrative Assistant

Absolute Maintenance & Consulting
08.2015 - 01.2016

Personal Assistant

Private
03.2011 - 03.2015

Bachelor of Arts: Criminal Justice -

Kaplan University

Associate of Arts: Criminal Justice -

Long Beach City College

High School Diploma -

Millikan High School
ALICIA DE ROOExecutive Assistant