Assistant bringing over 10 years of experience in high-pressure corporate environments. Adept at managing schedules, coordinating travel, and effectively handling top-priority tasks with efficiency and precision. Proven track record in providing exceptional support to high-level executives, showcasing robust communication skills, positive energy, and unwavering commitment to excellence. Technically savvy, proactive, and detail-driven professional with a focus on solution- oriented results.
Overview
15
15
years of professional experience
Work History
Executive Assistant
Trane Technologies, Thermo King
Charlotte, NC
02.2022 - Current
Orchestrated schedules and calendars of three Vice Presidents, significantly enhancing time efficiency
Streamlined complex domestic and international travel logistics via Concur, ensuring seamless business trips for executives
Demonstrated excellence in leveraging tech solutions to streamline operations, with proficiency in Windchill/Coupa for invoicing and supplier setup, Concur for travel and expense management, and Workforce Analytics for team reports
Prepared and coordinated impactful presentations and meetings, ensuring smooth logistics and effective participant briefings
Fostered a positive work environment by planning and assisting in employee birthday, anniversary, and special recognition events.
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time.
Processed travel expenses and reimbursements for the executive team and senior management group.
Organized and coordinated conferences and monthly meetings.
Digital Marketing Strategist/Virtual Assistant
Alisha Keller LLC
09.2020 - 02.2022
Collaborated with several female entrepreneurs to craft digital marketing strategies, resulting in enhanced lead generation.
Developed questionnaires and facilitated focus group discussions.
Managed campaigns for various clients that consistently exceeded sales goals.
Utilized specialized software to capture and process data.
Tracked key performance indicators to measure success of campaigns.
Created compelling content materials for product launches, courses, and social media, increasing brand visibility and engagement.
Engineered foolproof automated email marketing techniques to foster customer relationships
and enhance client engagement.
Measured and evaluated brand digital performance to present weekly findings to management.
Maintained in-depth understanding of industry practices and trends to best promote products.
Created customized marketing materials to increase product awareness.
Wrote engaging and successful marketing, advertising, and website copy.
Generated reports to support development and implementation of marketing plans.
Administrative Team Lead
Wells Fargo
Charlotte, NC
03.2019 - 05.2021
Led a dynamic team of 18 administrative assistants, fostering an environment of productivity and growth
Managed daily operations and staff recruitment, ensuring a high-performing administrative team
Spearheaded centralized administrative support for senior management and executives, enhancing operational efficiency
Instrumental in driving company morale and team cohesion by organizing and overseeing regular special recognition events and celebrations.
Functioned as key resource within the department on administrative matters and independently resolved issues and questions.
Monitored work performance to satisfy requirements.
Maintained interdepartmental relations with other services to accomplish goals.
Assisted coworkers and staff members with special tasks on a daily basis.
Built and maintained excellent customer relationships through timely responses to inquiries and going above and beyond to accommodate unusual requests.
Managed and motivated employees to be productive and engaged in work.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Cross-trained existing employees to maximize team agility and performance.
Onboarded new employees with training and new hire documentation.
Communicated clearly with employees, suppliers, and stakeholders to keep everyone on the same page and working toward established business goals.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Recruited, interviewed, and hired employees and implemented a mentoring program to promote positive feedback and engagement.
Assisted in organizing and overseeing assignments to drive operational excellence.
Used industry expertise, customer service skills, and analytical nature to resolve customer concerns and promote loyalty.
Defined clear targets and objectives and communicated to other team members.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Executive Assistant
Wells Fargo
Charlotte, NC
01.2015 - 03.2019
Delivered high-level support to three Executive Audit Directors, ensuring top-tier performance in their roles
Collaborated in the development of an annual meeting and event strategy, enhancing corporate communication and synergy
Optimized travel and expense management using Concur, promoting financial stewardship for Executives
Efficiently juggled multiple email inboxes, maintaining clear and prompt communication channels for the executives
Developed a streamlined organizational work list application for a department team of 30+ administrative workers, enhancing pipeline visibility and workload efficiency
Managed the seamless integration of new employees in partnership with the Human Resources team, ensuring a smooth onboarding process and readiness upon arrival.
Coordinated travel expenses and reimbursements for the executive team and senior management group.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Worked with senior management to initiate new projects and assist in various processes.
Handled logistics, catering, agendas, and travel arrangements for meetings and event planning for the board of directors, president, and executive vice president.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Coordinated events and worked on ad hoc projects.
Upheld strict timetables by maintaining accurate, balanced calendars.
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Executive Assistant/Office Manager
RoundPoint Mortgage Company
Charlotte, NC
07.2013 - 01.2015
Oversaw office management and facilities support for the corporate office and all U.S. branches, ensuring a well-organized and functional work environment.
Coordinated travel accommodations for executive guests, guaranteeing comfortable and hassle-free visits.
Successfully managed facilities for corporate offices and U.S. branches, collaborating with property management companies to ensure compliance with company standards.
Maintained computer and physical filing systems.
Managed office inventory activities by ordering and requisitions and stocking and shipment receiving.
Established workflow processes, monitored daily productivity, and implemented modifications to improve the overall performance of personnel.
Coached new hires on company processes while managing employees to achieve maximum production.
Kept reception area clean and neat to give visitors a positive first impression.
Answered phones promptly and directed incoming calls to the correct offices.
Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions.
Executive Assistant
Aerotek
Charlotte, NC
06.2012 - 07.2013
Served as an effective right hand to the Regional Vice President and two other local executives, bolstering their productivity and decision-making.
Tracked region-wide sales numbers, growth, and top performers, providing actionable insights for business development.
Proven expertise in budgeting and financial tracking demonstrated in roles that required expense management, invoice processing, and sales number analysis.
Screened calls and emails and responded accordingly to support executive correspondence.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Conducted research and analyzed data to provide detailed reports on various business topics.
Filed paperwork and organized computer-based information.
Maintained confidential databases and records.
Volunteered to help with special projects of varying degrees of complexity.
Executive Assistant
Bank of America
Greensboro, NC
05.2011 - 06.2012
Executed critical administrative functions, including document management, correspondence, and meeting coordination, for the Bankruptcy head and team, enhancing departmental efficiency.
Functioned as a subject matter expert during the department's formation, providing strategic insights and procedural recommendations.
Designed and deployed task aids and process guidelines, facilitating knowledge transfer and best practice adherence among new and migrating associates.
Managed urgent requests and problem-solving, prioritizing tasks effectively to ensure swift resolution and minimal disruption to business activities.
Handled confidential and sensitive information with the utmost discretion, upholding the company's standards for privacy and ethics.
Facilitated training and onboarding for incoming office staff.
Created and managed office systems to efficiently deal with documentation.
Wrote reports, executive summaries, and newsletters.
Collaborated with management to identify and prioritize new development concepts.
Reviewed processes, identifying areas requiring improvement.
Prepared scope of work documentation for use in project planning
Developed documentation, diagrams, and specifications to meet project requirements and regulatory standards.
Mortgage Compliance Assistant
Bank of North Carolina
High Point, NC
03.2008 - 05.2011
Managed broad office responsibilities, maintaining a professional and well-organized office environment that facilitated efficient operations
Created and maintained both computerized and paper-based filing systems for records, reports, and mortgage paperwork, ensuring easy retrieval and compliance with data management standards
Proactively identified and tracked patterns in client profiles, effectively mitigating potential deposit kiting and ensuring compliance with financial regulations
Streamlined the invoicing process by creating, managing, and paying invoices, enhancing financial accuracy and timeliness
Compiled and assembled mortgage closing packages, liaising with appropriate companies to ensure seamless and timely transactions.
Maintained facility-related materials and supplies.
Conducted periodic compliance audits and reviews to identify areas of improvement.