Cheri Barrett
Huntington Beach,CA
Summary
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 using exceptional communication and organizational skills.
Proven track record of maintaining efficient office operations. Expertise in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Executive Assistant
Urovant Sciences
07.2022 - 07.2023
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- 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.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Facilitated training and onboarding for incoming office staff.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Used advanced software to prepare documents, reports, and presentations.
- 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.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Developed and maintained automated alert systems for important deadlines.
- Filed paperwork and organized computer-based information.
- Updated and maintained confidential databases and records.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Handled incoming and outgoing mail, email and faxes.
Host
Ruth's Chris Steakhouse
12.2021 - Current
- Cultivated positive guest relations by managing information and orchestrating speedy seating.
- Assigned patrons to tables suitable for needs and restaurant section rotation.
- Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Recorded available tables after seating each party using specialized seating software.
- Assisted managers with quickly resolving service- and food-related issues.
- Took reservations by phone and walk-in, keeping scheduling demands and kitchen output in time to avoid overbooking.
- Leveraged POS system to manage sales transactions, process credit cards and print receipts.
- Monitored seating area and checked restrooms regularly to keep spotless.
- Used cash registers and credit card machines to cash out customers.
- Documented reservations and communicated changes to guests.
- Informed servers of newly seated parties for speedy service.
- Answered customer questions about hours, seating and menu information.
- Collaborated with kitchen to inform customers of wait times and answer questions about food.
- Collected information from arriving customers to seat groups or place them on waitlist.
- Stayed in open communication with kitchen team to assess cooking times, avoid worker overload and minimize customer dissatisfaction.
- Watched dining area staff to evaluate server loads and calculate accurate wait times.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Supported needs of 20 person wait staff who attended to specific needs of countless customers daily for fine dining restaurant with social relevancy and intentionality
- Answered customer questions about hours, seating, and menu information
- Supported servers, food runners, and bussers with keeping dining area ready for every guest
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times
- Monitored seating area and checked restrooms regularly to keep spotless
- Assisted managers with quickly resolving service- and food-related issues
- Took reservations by phone and walk-in, keeping scheduling demands, and kitchen output in time to avoid overbooking
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience
- Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service
- Accommodated special seating requests for guests to enhance satisfaction
- Assigned patrons to tables suitable for needs and restaurant section rotation
- Took reservations by phone and walk-in, keeping scheduling demands, and kitchen output in time to avoid overbooking.
Store Clerk
Jenny's Fabrics Discount Store
09.2012 - 06.2022
- Assisted customer by locating items, processing payments and carrying out heavy purchases.
- Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked.
- Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
- Assisted customers by answering questions and fulfilling requests.
- Promoted sales by merchandising products, completing recovery tasks and updating signage for special promotions.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Prepared merchandise for transfer to shelves by removing packing materials and applying identifying codes, such as price or inventory control numbers.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Regularly assessed sales floor stock levels to replenish with backstock merchandise before depletion.
- Helped customers complete purchases, locate items and join reward programs.
- Answered questions about store policies and addressed customer concerns.
- Resolved complaints by providing knowledgeable, quick service to meet any need and promote loyalty.
- Maintained accurate inventory records to provide data for use in audits and completion of order requests
- Consistently lifted materials weighing as much as 40 pounds.
Executive Administrative Assistant
Rushmore Group
04.2017 - 06.2020
- Include client servicing, processing new applications of life insurance, maintaining database, licensing for all individuals and entities, scheduling appointments, maintaining CEO's calendar and more.
- I take copious meeting notes; identifying all pertinent to do items for entire team.
- Utilize MS Word, Outlook, Excel, PowerPoint and created online tool for us to capture daily to do items.
- Implementation of several databases and marketing tools.
- I am extremely comfortable with Word, Excel, and PowerPoint.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
- Gathered documents, data and formulated analytics to prepare issues for discussion and reports for review to expedite movement through office.
- Organized and updated schedules for more than three Insurance executives.
- Handled all scheduling for CEO's calendar and prepared meeting agenda and materials.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Coordinated and booked CEO's airfare, hotel and ground transportation and prepared itinerary to facilitate successful trip.
- Updated executives on changing business needs by thoroughly documenting internal and client meetings.
- Prepared presentations, materials and documentation for use by all personnel in meetings and engagements.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Administrative Assistant
Asset Plan Partners
10.2013 - 04.2017
- At this privately owned, asset management, wealth management and insurance firm I assisted CEO and Owner with day to day functions with respect to the securities administration.
- This includes reviews for client’s accounts with our Broker-Dealer.
- Prepare applications, facilitated processing of applications, completing client reviews, meeting minutes, filing, compiling letters, maintaining compliant files and follow through with vendors and clients to ensure all paperwork is complete.
- I help to coordinate calendar scheduling.
- Utilize Excel, PowerPoint, and MS Word, Outlook, Smart Office and more.
Insurance
Newport Financial Group
09.2009 - 07.2011
- Worked for this small family owned firm coordinating projects and insurance needs.
- Prepare letters, reviews, and spreadsheets, maintain filing, and complete insurance analysis, underwriting unique and complex cases.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Executive Administrative Assistant/Director of Operations
Ashton Group, Inc
02.1996 - 09.2009
- Insurance Administrative support in Estate & Financial Planning and Tax Analysis environment to CEO.
- Prepare documents, reports, presentations, correspondence.
- Follow through with customer requests including trades, cost basis and implementing sub-account allocation.
- Liaison to clients directly and handle all situations where appropriate.
- Maintain several databases including Outlook and Smart Office.
- Maintain Palm Pilot and Blackberry.
- Responsible for personal/business checking account, and the billing system utilizing QuickBooks Pro.
- Spearheaded corporate move in first six months of hire.
- Screen incoming mail.
- Administer payroll and human resources projects including 401k plan.
- Coordinate extensive national and international travel arrangements.
- Maintain calendar and meetings both on and off site.
- Implement and coordinate system to track licensing, continuing education and carrier appointments for my boss in more than 25 states.
- Interaction with case planning and insurance underwriting.
- Completion of life and variable life insurance applications.
- Re-organized and maintained client files.
- Provide Internet and library research.
- Worked as personal assistant for several years while working as administrative assistant.
- This included coordinating off site gatherings, running errands, assisting with and coordinating personal moves, protect, showcase and magnify unique ability of my boss.
Education
Maricopa Community Colleges - Mesa Community College
Mesa, AZSkills
- Administrative support, Proposals
- ADP payroll, QuickBooks Pro
- Billing system, Scheduling
- Bookkeeping
- Letters
- Marketing
- Excel
- Outlook
- PowerPoint
- MS Word
- Payroll
- Product Location
- Payment Processing
- Reliable and Responsible
- Cash Register Operations
- Reservation Coordination
Accomplishments
- California Life Insurance LicenseJanuary 2011California Life Insurance License #0H29418.
Certification
- California Life Insurance License - 2011
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Executive Assistant
Urovant Sciences
07.2022 - 07.2023
Host
Ruth's Chris Steakhouse
12.2021 - Current
Executive Administrative Assistant
Rushmore Group
04.2017 - 06.2020
Administrative Assistant
Asset Plan Partners
10.2013 - 04.2017
Store Clerk
Jenny's Fabrics Discount Store
09.2012 - 06.2022
Insurance
Newport Financial Group
09.2009 - 07.2011
Executive Administrative Assistant/Director of Operations
Ashton Group, Inc
02.1996 - 09.2009
Maricopa Community Colleges - Mesa Community College
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