Debra Townley
Philadelphia,PA
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
25
25
years of professional experience
Work History
Executive Assistant
Lincoln Financial Group
01.2015 - 09.2024
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for senior management.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Volunteered to help with special projects of varying degrees of complexity.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning.
Executive Assistant/Financial Analyst
Met Life Investments
01.2008 - 07.2014
- Executive Assistant duties reflect that of Lincoln Financials.
- For the middle office Documentations Department- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Strengthened relationships with counterparties through timely communication and collaboration.
- Analyzed counterparty trade confirmations for discrepancies to align with ISDA regulations.
- Entered new trades daily into Access to be analyzed.
Executive Assistant
The Tolly Group
02.2000 - 08.2007
- Assisted the CEO, COO and the Engineers with extensive travel.
- Filled in for Marketing, Finance and Project Management when necessary.
- Arranged luncheons for client visits.
- Created benchmark pamphlets using Quark software.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Provided professional administrative support during meetings, including agenda preparation and minute-taking duties.
- Updated the company intranet.
Skills
- Executive Support
- Administrative Support
- Office Management
- Strong Problem Solver
- Proficient in Microsoft Office Suite
Timeline
Executive Assistant
Lincoln Financial Group
01.2015 - 09.2024
Executive Assistant/Financial Analyst
Met Life Investments
01.2008 - 07.2014
Executive Assistant
The Tolly Group
02.2000 - 08.2007
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