Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team as a top-tier communicator, discreet and trustworthy, proactive solutions, emotionally intelligent. Energized by a mission-driven environment where leadership and purpose intersect.
Overview
24
24
years of professional experience
Work History
Virtual Executive Assistant – Part Time
KS2 Technologies, Inc.
09.2023 - Current
I provide administrative and personal support to the CEO of this established software resale and consulting company. Heavy calendar and travel management for meetings and conferences, assist with weekly Sales reporting (HubSpot), event planning for the corporation as well as the CEO’s college alumni events, expense reporting and reconciliation, triage his email daily, communication with top tier clients and prospects, and support the CMO and Sales team as needed. Applications include Microsoft, Google, HubSpot, Slack, text.
Remote
Virtual Executive Assistant – Part-Time
Income Discovery
03.2021 - Current
Provide exacting administrative support to the Founder and CEO of this fintech startup, as well to his key executives. Heavy calendar and travel management for meetings and conferences, scribing in all sales meetings, research, collaborating on white papers, and archiving and filing documents (Google C-Suite). Event planning, corporate travel coordinator, marketing admin for the company: Constant Contact, Hootsuite, WordPress, LinkedIn; communication with investors, clients and vendors via email, phone, text, and messenger (Slack) applications.
Remote
Virtual Executive Assistant & Personal Assistant
EquivityVA.com, Organixx
05.2020 - 03.2021
Both positions contract and part-time. EquivityVA was data entry for large corporate accounting teams (Oracle databases). Organixx was Personal Assistant to busy bachelor-father entrepreneur, managing personal appointment for all family members, property management for large home creating and building relationships with insurance agents, electricians, pool companies, repairs, gardeners, fleet management, large and small purchases and returns, some banking. I also assisted him in tasks related to his company, i.e., filing state sales tax reports.
Remote
Executive Personal Assistant
Private Client
05.2013 - 05.2020
Right-hand to highly driven and successful entrepreneur with assets in intellectual property, real estate, art, software and Hospitality. Heavy calendaring, and managed all travel (domestic, international, commercial and private); tracked business and personal expenses with direct interface with accountants and tax CPA. Initiated communications between attorneys, realtors, executive managers, chefs, chauffeurs, consultants, key staff and family members, including prompt follow-up. I supplemented robust agendas with calm immediacy and was on call 7/24. My long-term and short-term project work ranged from organizing complex litigation documents, to planning a cultural itinerary in Greece; arranged for the display of art from the corporate collection; and established medical insurance group policies for various companies. I was the consummate sounding board for all things personal and professional that affected this executive’s life.
Assistant to the President
Masterfiles, Inc.
01.2011 - 05.2013
Assumed all bookkeeping and payroll responsibilities (QuickBooks) including tax reporting for sales, state, and federal purposes; launched and managed a new offshore call center initiative that included knowledge transfer of all company products and services, developed telephone scripts, training, daily and weekly team meetings with offshore vendor and President, and getting “buy-in” from sales staff and customer service. Assisted in developing strategies for growing the company and obtaining investor equity, including heavy business plan writing, correspondence and research, and due diligence on relevant technologies and industry players. Successfully followed executive’s directive in finding and hiring a first-ever marketing specialist, as well as two (2) key consultants to enable the company to realize its immediate as well as long term goals for new software development. I managed website development team for the President consisting of marketing specialist, programmer, project manager and designer. As always, maintained a high level of discretion, not only for the executive, but also acted as corporate Human Resources administrator. I was available for special projects for the President with very little instruction.
Executive Personal Assistant to the President
Heritage Auction Galleries
09.2009 - 01.2011
Performed administrative and personal tasks directly for the President and his family, including the management of an exacting calendar on a 24/7 basis; arranged extensive domestic and international travel itineraries with fastidious precision; direct interface with the company’s most valued customers to ensure world-class service. Prepared expense reports, assisted in special events, worked closely with caterers, florists, printers, restaurants and concierge services. Composed and proofread business and personal correspondence, emails, meeting notes; sustained a high level of confidentiality and discretion; streamlined personal and business file system; and accomplished special projects for both the President and family members with little or no lead time, and minimal to zero guidance.
Personal Assistant to Chef & Owner
Manka’s Inverness Lodge
07.2001 - 07.2009
Effectively managed communications between a demanding, highly creative owner/chef, attorneys, consultants, tax accountants, and financial and regulatory agencies. Assisted with special events and services planning, the daily operations for both hotel and restaurant, as well as ad hoc General Manager, as required. Performed computer troubleshooting, software installations and configuration, and other technical issues for hotel and restaurant. Trained staff on business system practices. Managed bookkeeping (QuickBooks) for both businesses, paid bills, supervised payroll. Handled insurance policies, both commercial and group medical. Reviewed all mail, prepared correspondence, and created and maintained filing systems that included Accounts Payables and Receivables, taxes, licenses and investments.