Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
Generic

Clint Mora

Houston,TX

Summary

Accomplished Executive Assistant with a proven track record, adept in project management and advanced interpersonal skills. Spearheaded business process improvements and event planning, enhancing operational efficiency. Excelled in high-demand environments, demonstrating exceptional communication and problem-solving abilities.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Executive/Personal Assistant to CEO & Co-Founder

Surgical Theater
Miami, FL
12.2021 - 02.2023
  • Organized and scheduled meetings, appointments, and travel arrangements for the executive.
  • Managed household inventory and maintenance schedules.
  • Provided personal support to the executive, including errand running and personal shopping.
  • Oversaw household management tasks, including coordinating with service providers and managing schedules.
  • Managed all incoming correspondence to ensure timely responses.
  • Researched potential contacts and clients in order to expand business opportunities.
  • Conducted research projects as requested by the executive.
  • Developed presentations, reports and other documents for the executive's review or use in meetings.
  • Prepared agendas for meetings and took minutes during meetings with staff members or clients.
  • Created expense reports detailing spending incurred while traveling on behalf of the executive.
  • Coordinated logistics for conferences, seminars and other events attended by the executive.
  • Assisted with special projects such as creating databases or organizing files.
  • Provided administrative support related to project management tasks.
  • Maintained an organized filing system for easy access to documents when needed.
  • Acted as liaison between the executive office and other departments within the organization.
  • Followed up on action items assigned by the executive in a timely manner.
  • Proofread documents prior to submission to ensure accuracy and completeness.
  • Ensured that all confidential information was handled securely according to company policy.
  • Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
  • Organized personal and professional calendars with reminders for upcoming meetings and events.

Executive Assistant

AAFCPAs
Boston, MA
06.2020 - 07.2021
  • Provided support to five Commercial Group Services partners, simultaneously.
  • Execute various administrative tasks, including travel arrangements, reconciling expense reports, and other correspondence for partners and senior leadership.
  • Managed and prioritized partners’ schedules to ascertain that their time is focused on critical, strategic issues.
  • Reviewed RFPs to ensure the firm addressed requirements and incorporated win themes, created, developed, designed, and distributed draft response documents, and was responsible for all edits, finalizing, and coordinating the delivery of proposals.
  • Created PowerPoint sales presentations, managed the development process and preparation, and coordinated the delivery of PowerPoint sales presentations and all supporting documents.
  • Recommended processes for improvement, managed special projects, and updated the knowledge database and marketing tracking system.
  • Managed the proposal development process, balancing workload and deliverables for multiple sales opportunities simultaneously, in addition to executing departmental, business development functions, and special projects.
  • Orchestrated communications, monitored requests, and identified those that required immediate attention.
  • Preserved the confidentiality of all firm communications and documentation.
  • Set up new clients within internal systems, and close out existing clients within said systems.
  • Assemble tax returns and source documents, ensuring all necessary paperwork is filed.
  • Coordinated daily customer service operations, such as front desk processes and orders.
  • Maximize productivity rates by proactively providing feedback on operational concerns.

Personal Assistant

Goble Family
Dallas, TX
02.2019 - 03.2020
  • Responsible for weekly calendar management.
  • Assist with travel management, as needed.
  • Lead house management, and identify contractors for projects.
  • Act as a liaison between Mr. Goble and various charities,
  • Runs miscellaneous errands as needed.
  • Attends and debriefs Mr. Goble attended several monthly meetings.

Executive Assistant

Harland Clarke Holdings Corp.
San Antonio, TX
01.2014 - 10.2018
  • Provided ongoing support to the Senior Vice President (SVP) of Major Account and Investment Services (MAIS), the Vice President (VP) of Account Management, the VP of Community Markets, and three Regional Vice Presidents (RVPs) simultaneously.
  • Reported and tracked multiple data points related to financial institution mergers and acquisitions.
  • Facilitated an array of marketing communications to various major accounts.
  • Reconciled expense reports.
  • Managed various travel arrangements for executives and clients.
  • Led and managed numerous confidential projects.
  • Maintained action items for various departments and company initiatives.
  • Coordinated client events (Annual Masters Tournament, Super Bowl, Final IV).
  • Client introductions and onboarding for all Major Account Executives.
  • Supported client acquisitions, ensuring conversions are resourced accordingly.
  • Coordinated performance management efforts with respect to monthly reporting, client business reviews, and other strategic meetings.
  • I ran several monthly sales calls.
  • Supported contract extensions and negotiations.
  • Identified revenue opportunities for Account Executives.
  • Assisted with migrations and system consolidations, streamlined, and rebooted processes to include end-to-end testing.

Executive Assistant

Highland Capital Brokerage
Austin, TX
11.2011 - 11.2013
  • Provided support to the President/CEO, two Senior Vice Presidents (SVP), and two Assistant Vice Presidents (AVP) simultaneously.
  • Performed various highly sensitive administrative and personnel activities, ensuring the utmost confidentiality was maintained.
  • Reconciled expense reports
  • Managed seven Outlook calendars.
  • Coordinated travel.
  • Created and updated licensing and production databases, and compiled weekly, monthly, and annual reports with a dozen insurance carriers and 190 elite producers.
  • Administered and created content for social media networking sites (Twitter, LinkedIn, and corporate blogs).
  • Processed onboarding for producers and SVPs.
  • Acted as a liaison for various insurance carriers and negotiated discounts with vendors.
  • Responsible for editing, modifying, and executing compensation contracts and other agreements with the legal team.
  • Collaborated with committees to plan annual conferences.
  • Managed various marketing projects and other miscellaneous tasks.
  • Projects, as assigned.

Education

Associate of Arts - AA - International Business

San Antonio College
01.2015

High School Diploma -

Pepperell High School
01.2005

Skills

  • Event planning
  • Project Management
  • Customer Relationship Management (CRM)
  • Office Management
  • Travel planning
  • Scheduling
  • Reporting
  • Expense reports
  • Training
  • Business Process Improvement
  • Executive support
  • Chauffeuring
  • Meeting planning
  • Child management
  • Database entry
  • Household oversight
  • Errands management
  • Business correspondence
  • Excellent communication skills
  • Problem resolving
  • Perform well in high-demand, fast-paced environments
  • Advanced interpersonal skills
  • Personal calendar oversight
  • Self-starter
  • Critical thinker
  • Vendor relationship management
  • Conference planning
  • Team collaboration

Certification

Notary Public, American Association of Notaries, 06/01/18, 06/01/23, 13160408

References

References available upon request.

Timeline

Executive/Personal Assistant to CEO & Co-Founder

Surgical Theater
12.2021 - 02.2023

Executive Assistant

AAFCPAs
06.2020 - 07.2021

Personal Assistant

Goble Family
02.2019 - 03.2020

Executive Assistant

Harland Clarke Holdings Corp.
01.2014 - 10.2018

Executive Assistant

Highland Capital Brokerage
11.2011 - 11.2013

Associate of Arts - AA - International Business

San Antonio College

High School Diploma -

Pepperell High School

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Clint Mora