Resourceful Executive Assistant known for high productivity and efficient task completion. Specialize in calendar management, travel arrangements, and report preparation. Excel in communication, time management, and problem-solving skills, ensuring seamless support to executive-level staff.
Overview
5
5
years of professional experience
Work History
Executive Assistant
Tortoise Investment Management
White Plains, NY
2020.02 - Current
Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
Developed effective filing systems for easy retrieval of information when needed.
Monitored incoming emails and responded accordingly in a timely manner.
Assisted in developing policies and procedures pertaining to office administration matters.
Performed data entry tasks into various software programs including MS Excel spreadsheets.
Greeted visitors warmly upon arrival at the office premises.
Answered telephone calls from customers or clients providing assistance where necessary.
Created and maintained up-to-date records related to customer accounts or financial transactions.
Coordinated meeting and work schedules for staff teams and executives.
Maintained company confidence and protected business operations by keeping sensitive information confidential.
Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Managed and tracked expenses to meet company budget requirements.
Revised and maintained master calendar to coordinate meetings across multiple time zones.
Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
Followed proper accounting and bookkeeping procedures to support audits.
Collaborated with internal teams to support long-term research, marketing and ad hoc projects.
Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
Education
Some College (No Degree) - Early Childhood Education
University of Hartford
West Hartford, CT
Skills
Administrative Support
Invoice Processing
Office Management
Strategic Planning
Travel administration
Technical Support
Excel spreadsheets
Office Administration
Bookkeeping
Proper phone etiquette
QuickBooks expert
Schedule Management
Project Planning
Multi-line phone proficiency
Scheduling
Expense Reporting
Timeline
Executive Assistant
Tortoise Investment Management
2020.02 - Current
Some College (No Degree) - Early Childhood Education
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