Efficient and detail-oriented Executive Assistant/Personal Assistant with a track record of initiative and accuracy. Highly organized and capable of anticipating needs of executives and clients alike. Skilled multi-tasker proficient in MS Office Suite, SharePoint, Slack, etc. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality.
Overview
10
10
years of professional experience
Work History
Executive Assistant to CEO and COO
Clover
12.2023 - 06.2024
Acted as gatekeeper for CEO/Owner and CFO
Receives and reviewed verbal and written information requests and released information based on appropriateness informing executives of matters requiring personal attention
Used discretion, confidentiality and good judgment to protect c-level matters.
Ensured all areas of both personal and business ran seamlessly.
Conserved executive's time by acting as gatekeeper and reviewing information in advance.
Answered telephone calls, email requests and written correspondence to achieve internal and external communication objectives.
Managed complex calendars, including resolving schedule conflicts and prioritizing commitments.
Performed tactical and strategic administrative support tasks for upper executive-level employees.
Communicated with high profile contacts on a regular basis.
Attended meetings to record and distribute minutes.
Managed and maintained schedules for leadership team.
Addressed routine inquiry correspondence from customers and partners.
Used advanced software to prepare documents, reports, and presentations
Screened calls and emails and initiated actions to respond or direct messages for managers
Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, Trello, Canva and Asana.Managed and maintained executive calendars for leadership team ensuring well balance schedule
Enhanced productivity with meticulous organization of documents and files for easy access and retrieval.
Managed complex projects to successful completion, ensuring timely delivery of results to CEO.
Maintained confidentiality by handling sensitive information with discretion and professionalism.
Supported decision-making processes by compiling research data and presenting findings to CEO.
Improved team collaboration by acting as liaison between CEO, executive team, and staff members.
Increased meeting effectiveness with detailed preparation of agendas, materials, and minutes.
Facilitated smooth operations within executive office by overseeing daily tasks and assignments.
Ensured timely completion of action items by tracking progress and following up on delegated tasks from CEO.
Documented project initiatives to identify, analyze, and improve workflows.
Booked airfare, hotel, and ground transportation to coordinate office travel.
Streamlined communication by managing correspondence between CEO, internal team and external stakeholders.
Anticipated potential challenges in daily operations and devised appropriate solutions to maintain uninterrupted workflow in executive office.
Maintained positive professional relationships with stakeholders, team members and clients.
Developed, implemented and maintained cadence for new programs offered to clients
Other executive responsibilities as needed
Executive Personal Assistant
Dupree Handyman Servies
02.2021 - 10.2023
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.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Displayed absolute discretion at handling confidential information.
Served as point of contact between clients and managerial staff.
Maintained and organized all shared drives, documents and spreadsheets in Google Workspace.
Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, Trello, Canva and Asana.
Handled incoming mail, bills and invoices and completed appropriate actions.
Generated and submitted invoices based upon established accounts receivable schedules and terms.
Entered job costing data from payroll records and supported payroll administration process.
Assisted CEO in all aspects of business operations.
Reviewed and edited documents for accuracy, grammar and clarity.
Developed and maintained filing systems to facilitate easy access to information.
Offered technical support and troubleshot issues to enhance office productivity.
Providing customer/supplier support
Other executive administrative responsibilities as needed
Executive Assistant to Chairman and CEO
Canvas IT
01.2017 - 02.2021
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and monthly meetings.
Handled confidential and sensitive information with discretion and tact.
Conducted research and analyzed data to provide detailed reports on various business topics.
Processed travel expenses and reimbursements for executive team and senior management group.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Used advanced software such as Pivot Tables to prepare documents, reports, and presentations.
Screened calls and emails and responded accordingly to support executive correspondence.
Upheld strict timetables by maintaining accurate, balanced calendars.
Wrote reports, executive summaries and newsletters.
Updated and maintained confidential databases and records.
Worked with senior management to initiate new projects and assist in various processes.
Managed mail- both incoming and outgoing correspondence, email and faxes.
Handled logistics, catering, agendas and travel correspondence for meetings and events for CEO and COO
Cultivated positive environment for executives by developing strong relationships with internal and external stakeholders.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Took detailed notes and dictation at meetings and distributed across team members.
Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, Trello, Canva and Asana.
Other executive responsibilities as needed.
Administrative Assistant
Raymond James Financial Services, Inc
06.2014 - 01.2017
Answered high volume multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Created and maintained databases to track and record customer data.
Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
Assisted development and implementation of new administrative procedures.
Managed filing system, entered data and completed other clerical tasks.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Handled communications between staff and customers, including producing error-free correspondence and routing all mail.
Supported meetings by organizing spaces, preparing documentation, and completing meeting notes.
Located requested information for different topics by conducting physical or digital searches.
Delivered range of basic and advanced clerical support for daily and special project needs.
Maintained scheduling and event calendars for staff meetings, parties and important deadlines.