Cinceria L. Isaac
Dallas
Summary
Dynamic administrative professional with extensive experience providing high-level support to executives and ensuring seamless daily operations. Advanced organizational skills and meticulous attention to detail facilitate effective management of schedules, travel arrangements, and correspondence. Proven ability to leverage strong interpersonal skills and discretion to foster trust and maintain confidentiality in all interactions. Committed to enhancing productivity and efficiency within fast-paced environments.
Overview
24
24
years of professional experience
Work History
Executive Assistant
Fidelity Investments
10.2021 - Current
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Coordinated travel arrangements, ensuring cost-effective and efficient itineraries.
- Facilitated communication between executives and stakeholders, streamlining information flow.
- Led project coordination efforts, aligning team activities with organizational objectives.
- Mentored junior administrative staff, fostering professional development and teamwork.
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Contributed to budget management by monitoring expenses and providing detailed tracking expenditures and identifying cost-saving opportunities.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Enhanced executive decision-making with comprehensive research and detailed reporting.
- Facilitated onboarding of new employees, ensuring smooth transition into company culture and workflow.
- Managed complex calendars for senior executives to facilitate efficient scheduling and meeting planning.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Coordinated events and worked on ad hoc projects.
- Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
Executive Administrative Assistant
Fidelity Investments
06.2010 - 10.2021
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.
- Seamlessly interacted with colleagues to plan and complete special projects.
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Scheduled appointments and handled calenders for senior leadership.
- Collaborated with cross-functional teams, expediting project completion times and enhancing overall efficiency.
- Coordinated executive schedules and managed complex travel itineraries for senior management.
- Streamlined communication between departments to enhance operational efficiency and information flow.
- Developed and maintained filing systems, improving document retrieval time and organization.
- Assisted in event planning efforts, executing successful corporate functions that bolstered brand image and networking opportunities.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Handled logistics, catering, and agendas for meeting and event planning for board of directors, president and executive vice president.
Financial Customer Associate Participant Services
Fidelity Investments
09.2008 - 06.2010
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed and actualized customer service initiatives to decrease wait times.
- Provided primary customer support to internal and external customers.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Mentored junior associates on customer engagement strategies, fostering a culture of excellence in service delivery.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Provided exceptional customer service, addressing inquiries and resolving issues effectively.
- Assisted in training new team members on product knowledge and service protocols.
Administrative Assistant
IBM
06.2007 - 06.2008
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes for four executive project managers.
- Supported logistics for programs, meetings, and events, including room reservations, agenda preparation and calendar maintenance.
- Coordinated bookkeeping activities in QuickBooks and Lawson, including invoicing and accounts payable.
- Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities and communicate instructions.
Production Administrator Assistant
Quantum Clean
10.2006 - 04.2007
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Offered office-wide software support and training, troubleshooting issues, and optimizing usage.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
Office Operations/ Support Services
First Worthing
10.2001 - 09.2006
- Created and maintained well-organized electronic and hard copy files to support business processes.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Sourced vendors for special project needs and negotiated contracts.
- Developed standard operating procedures for all administrative employees.
Education
Associate of Arts - Office Technology/ General Studies
Mountain View College
Dallas, TX08.1998
Skills
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Strong communication (both written and verbal)
- Strong problem solver
- Organizational abilities for managing calendars
- Executive support
- Schedule & calendar planning
- Meticulous attention to detail
- Discretion and confidentiality
- Expense reporting
Personal Information
Title: Executive Administrative Assistant
Executive Assistant of the Year
I was honored to receive the Executive of the Year award (2024) in recognition of my leadership, dedication, and impact on overall performance and organizational success. This award reflects the collaborative spirit of who I am and the consistent drive to exceed goals, foster growth, and support others in achieving their best.
Timeline
Executive Assistant
Fidelity Investments
10.2021 - Current
Executive Administrative Assistant
Fidelity Investments
06.2010 - 10.2021
Financial Customer Associate Participant Services
Fidelity Investments
09.2008 - 06.2010
Administrative Assistant
IBM
06.2007 - 06.2008
Production Administrator Assistant
Quantum Clean
10.2006 - 04.2007
Office Operations/ Support Services
First Worthing
10.2001 - 09.2006
Associate of Arts - Office Technology/ General Studies
Mountain View College