Summary
Overview
Work History
Skills
Timeline
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Dani Zobel

Dani Zobel

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.

Overview

10
10
years of professional experience

Work History

Executive Assistant

Comerica
01.2023 - Current
  • Provide day-to-day administrative support to the HR Total Rewards SVP, BPMO SVP, Benefits SVP and HR Operations & Risk SVP and their teams as necessary.
  • Performs routine administrative support specific to assigned team, including timely coordination of logistics and scheduling with moderate amount of supervision.
  • Provide efficient and timely calendar management, scheduling 1:1's, Team Meetings, Interviews, ordering/coordinating meeting lunches, Etc. Schedule conference calls and room reservations. Ensure meeting rooms are booked, clean, stocked, etc. Also assist other Admins in finding availability for their meeting requirements.
  • Respond to communication, i.e., emails, IM's, etc., on a timely basis.
  • Order and manage office supply inventory ensuring supplies are on-hand and maintain equipment.
  • Arrange travel, i.e., airfare, lodging, car, etc. Prepare and submit expense reimbursement reports for managers and team as requested.
  • Management of sorting and distributing mail weekly and FedEx shipments, as needed. Manage digital mail forwarding to appropriate colleagues.
  • Complete all mandatory training by specified deadline.
  • Manage floral arrangements or memorial contributions for colleagues that have lost loved ones, ensure In Memoriam notifications are sent to appropriate colleagues, In Memoriam tracker is updated, donations are coordinated, log all invoices, etc. Submit weekly In Memoriam to be published in Connect.
  • Assist in coordinating special events/projects, i.e., Promise Champions, CEO Dinners, Department gatherings, etc. as requested. Activities to include but not limited to catering, room reservations, venue reservations, supplies and materials.
  • Assist colleagues in changing or adding building and/or area access to current access badges. Provide new employees with access to appropriate locations. Remove access from separated employees. Manage all temporary badges for the Atrium.
  • Validate parking for visitors on site.
  • Request Wi-Fi credentials when guests are on site.
  • Provide administration and welcome host support for new employees as needed. Work with managers to ensure welcome experience is exceptional.

Sr. Executive Assistant

JPMorgan
02.2020 - 12.2022
  • Review, prepare and submit expense reports on behalf of executives, ensuring all policies are followed and items are processed in a timely manner within provided guidelines
  • Manage sensitive data policy requirements and required reporting for team (including Passport and Sensitive Data Reviews)
  • Manage phone coverage including responding to inquiries, routing calls, and taking detailed messages
  • Manage sensitive and complex calendars, requiring close coordination with other senior leaders
  • Book, manage and organize international & domestic travel itineraries for multiple executives
  • Develop and maintain electronic files of sensitive data in compliance with regulatory and corporate security requirements
  • Assist with staff onboarding and offboarding, including equipment request and setup and system access
  • Assist in editing spreadsheets and presentations including printing and binding for client meetings
  • Work cooperatively with national administration team, in a partnership to ensure executives are supported without interruption due to scheduled absences.

Executive Assistant /Office Manager

Global Tel*Link
08.2015 - 10.2019
  • Coordinate extensive calendar schedules, meetings, and travel arrangements for Executive Vice Presidents
  • Responsible for reviewing and entering expense reports for Executive Vice Presidents and Staff in Concur system
  • Multiple report generation and analysis to include sales commission, activity, completed projects, executive business development, transaction summary using pivot tables
  • Maintained contracts, files and scan all hard files to be saved on our server
  • Assist Accounting with monthly journal entries, check deposits and revenue account imports
  • Prepare all check requests
  • Order all business cards for employees
  • Responsible for Petty Cash for the office
  • Manage the office to include ordering of all office supplies, managing our cleaning staff, coordination coffee service and general maintenance to ensure the office runs smoothly
  • Coordinate office holiday parties and luncheons.

Skills

  • Self-starter
  • Senior-level Administrator with 20 years of experience
  • Global travel planning
  • Concur expert for travel and expense
  • Extensive schedule & calendar management
  • Building management experience
  • Team coordination and scheduling
  • Basic accounting
  • Project planning and management
  • Microsoft Office
  • File organization
  • Mail handling
  • Logistics and schedule management
  • Executive schedule management
  • Honest and dependable

Timeline

Executive Assistant

Comerica
01.2023 - Current

Sr. Executive Assistant

JPMorgan
02.2020 - 12.2022

Executive Assistant /Office Manager

Global Tel*Link
08.2015 - 10.2019

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Dani Zobel