Google Docs
Accomplished Executive Assistant and Project Coordinator with over 20 years of experience supporting C-suite executives in achieving their strategic goals. Highly skilled in managing intricate calendars, orchestrating events, and leading cross-functional projects from inception to completion. Proficient with Microsoft Office Suite, Google Workspace, Asana, and the latest collaboration platforms. Recognized for fostering strong relationships with clients and consultants, optimizing processes to increase efficiency, and quickly adapting to new technologies. A strong communicator and proactive problem-solver committed to delivering flawless results and exceptional time management.
* Coordinated and distributed 15 weekly project schedules across multiple teams, ensuring timely alignment of deliverables.
* Assembled and submitted monthly pay requests to clients, securing architect and owner signatures and maintaining a 100% on-time payment submission rate.
* Processed vendor invoices monthly, ensuring accuracy and timeliness.
* Authored and curated content for the Dallas office’s newsletter section.
* Prepared and analyzed monthly expense reports.
* Served as primary liaison with building management, resolving maintenance and cleaning requests.
* Planned and executed multiple office events annually, including corporate-sponsored Habitat for Humanity initiatives, managing budgets and vendor contracts for venues, catering, entertainment, and photography.
* Procured and managed inventory of office supplies, tech equipment, and pantry supplies for the office and multiple job site construction trailers.
* Curated and sourced furniture, lighting, and artwork for individual employee workspaces, enhancing comfort and aesthetics while staying within budget constraints.
* Managed the CEO’s dynamic calendar, coordinating 20+ weekly coaching sessions, webinars, and national speaking engagements, ensuring 100% schedule alignment across platforms.
* Monitored and responded to 100+ weekly emails on behalf of the CEO, resolving client inquiries and streamlining communication flow by 40%.
* Drafted and prepared over 50 client contracts and speaking proposals annually.
* Maintained a cloud-based filing system across Google Drive, Dropbox, and Evernote, improving document retrieval speed by 60% and reducing duplication errors.
* Orchestrated 100+ client events, training sessions, and meetings with attendance ranging from 20 to 300 participants, achieving 98% satisfaction ratings from post-event surveys.
* Played a key role in the development and ongoing enhancement of a virtual training library, ensuring instructional materials were consistently refreshed, optimizing user experience, and ensuring instructional clarity.
* Proofread and edited 200+ pages of training materials, marketing content, and published books, enhancing brand consistency and reducing revision cycles.
* Recorded and transcribed meeting minutes and live event footage, repurposing content into 15+ marketing assets and contributing to two published books.
* Liaised with external vendors and creative professionals to launch marketing funnels, update websites, and produce webinars.
* Delivered responsive customer service, resolving training product inquiries and webinar support issues with a 95% satisfaction rate.
* Maintained strict confidentiality across financial records, contracts, and personal matters, earning consistent trust from executive leadership.
* Rapidly mastered 10+ new software platforms, including CRM, webinar tools, and cloud storage systems, enhancing operational efficiency and team collaboration.
* Delivered high-level administrative and business support to the President and executive team, enhancing operational efficiency across 2009 - 2013departments.
* Managed complex calendar logistics, coordinating meetings, teleconferences, and travel arrangements annually with zero scheduling conflicts.
* Drafted and edited executive correspondence, maintaining consistent brand tone across communications.
* Streamlined communication by triaging weekly calls, emails, and mail items, ensuring timely response to priority issues.
* Monitored industry trends by reviewing trade publications and curating relevant insights.
* Maintained confidential personal and professional files, including tracking CEUs for PE license renewal, ensuring 100% compliance with regulatory deadlines.
* Oversaw employee benefit renewals and vendor negotiations.
* Managed accounts receivable/payable and project invoicing for 10 active contracts, maintaining 98% billing accuracy.
* Led procurement and supply management, cutting overhead expenses by 10% through vendor consolidation and inventory optimization.
* Created and updated marketing collateral, including proposals and brochures.
* Attended pre-proposal meetings and collaborated with technical teams to tailor submissions, enhancing proposal relevance and win rate.
Google Docs
Microsoft Suite
Google Sheets
AIA Contract Software
Teamwork
Asana
GotoWebinar
Zoom
Evernote
Dropbox
Kajabi
Infusionsoft
Canva
Clickfunnels
Wistia
Zendesk
Calendly
Wufoo
Appointment Core