Dee Ann Briceño-Roybal
Santa Fe,New Mexico
Summary
Dynamic executive assistant with a proven track record in optimizing workflow and fostering collaboration among leadership teams. Adept at managing high-stakes meetings and events, ensuring seamless logistics and communication. Recognized for enhancing operational efficiency through meticulous calendar management and travel coordination.
Overview
18
18
years of professional experience
Work History
Executive Assistant and Board Manager
LANL Foundation
Espanola, NM
09.2023 - Current
- Prepared comprehensive meeting agendas and board materials, ensuring clarity for discussions.
- Facilitated board meeting agendas and proactively distributed support materials, contributing to effective sessions.
- Coordinated communication efforts to strengthen collaboration between senior management and staff, fostering a cohesive work environment.
- Supported complex scheduling for executive meetings and events.
- Organized and managed a complex calendar of appointments, meetings, and travel arrangements for the executive team.
- Coordinated travel plans and itineraries for the leadership team.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
- Resolved high-priority issues with professional administrative discretion during executive meetings.
- Set up meeting and event logistics for senior management and update calendars.
- Assisted in organizing conferences and seminars for executives.
- Coordinated meeting and work schedules for staff teams and executives.
- Compiled meeting agendas and supportive materials ahead of meetings.
- Prepared reports, presentations, agendas, and minutes for the executive staff.
- Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
- Took detailed notes in meetings and disseminated information afterward.
- Maintained confidential records and files related to executive operations.
- Handled confidential records and sensitive information with discretion.
- Monitored incoming emails and responded accordingly in a timely manner.
- Performed data entry tasks in various software programs including MS Excel spreadsheets.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Ensured that all relevant paperwork was completed accurately prior to submission for approval.
- Managed all aspects of catering needs for special events hosted by the organization.
- Participated in frequent communication with other administrative team members, human resources and the finance department on special projects and events.
Executive Assistant
Santa Fe Recovery Center
03.2021 - 03.2023
- Act as liaison and maintain open lines of communication among leadership team, board members, and SFRC staff
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for the executive team and the senior management group.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Developed and managed key assignments for SFRC staff to enhance workflow and accountability.
- Updated and maintained confidential databases and records.
- Prepare correspondence, accounting and financial documents for analysis, and edit documents to ensure accuracy and consistency
- Gather and organize information for board meetings and presentation materials
- Maintain highly confidential records and files
- Maintain office and computer supplies; prepare requisitions, purchase orders, invoices, maintain account balances, and process expense reports for the administration department
- Update and maintain complex calendars for the leadership team.
- Organized and coordinated conferences and monthly meetings to facilitate effective communication and collaboration.
- Supported business and hospitality needs for corporate partners and staff during meetings and company events.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Conducted research and analyzed data to provide detailed reports on various business topics.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for the board of directors, CEO and executive team.
- Managed the distribution and organization of incoming and outgoing mail, emails, and faxes to ensure efficient communication.
- Assisted with special projects by completing assigned tasks to support project goals.
- Worked with senior management to initiate new projects and assist in various processes.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Recorded detailed notes and dictation during meetings to capture important discussions and decisions.
- Recorded detailed notes and dictation during meetings to capture important discussions and decisions.
Development Officer
St. Vincent Hospital Foundation
11.2019 - 12.2020
- Spearheaded efforts to initiate a comprehensive annual appeal campaign and managed all direct mailings for the Foundation.
- Oversaw major and annual giving initiatives to enhance donor engagement.
- Coordinated and oversaw special events, including annual donor recognition initiatives and major fundraising gala, enhancing donor relationships.
- Managed Development Associate, interns, and special event committees to support fundraising initiatives.
- Coordinated staff to develop, implement, and report on the Foundation's strategic plan, ensuring alignment with organizational goals.
- Manage the development and implementation of foundation policies and procedures
- Actively participated as a member of the Governing Board and Board Committees.
Executive Assistant
St. Vincent Hospital Foundation
03.2019 - 11.2019
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for the executive team and the senior management group, supporting timely financial management.
- Organized and coordinated conferences and monthly meetings.
- Assisted with the planning and orchestrating of the 2019 Gala, the Annual Donor Recognition Event, Movie Premier, Board Orientation and Board Dinner
- Collaborated with Board of Directors to align on organizational goals
- Documented minutes for board and committee meetings and scheduled all annual meetings to ensure effective governance.
- Coordinated office management tasks to maintain operational efficiency and support daily functions.
- Created reports, process donations, create new individual and organizational constituents and update records in Raiser's Edge
- Create mailing lists using Raiser's Edge and assist with the annual mailer and invitations to special events
- Supported special projects of varying complexity.
- Updated the Foundation website using WIX.
Executive Assistant, CEO/President
Guadalupe Credit Union
12.2015 - 01.2019
- Coordinated board and management meetings, special events, and travel logistics for the executive team and officials to ensure seamless operations.
- Acted as liaison and maintained open lines of communication among CEO/President, Board and Supervisory Members, and staff
- Processed travel expenses and reimbursements for the executive team and the senior management group.
- Screened calls and emails and initiated actions to respond to or direct messages for managers.
- Organized and coordinated conferences and monthly meetings.
- Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
- Fostered positive engagement with staff and leadership by soliciting feedback and promoting a collaborative atmosphere.
- Addressed employee and managerial concerns, implementing corrective actions to enhance compliance and improve the workplace environment.
- Worked closely with the Marketing Department in fundraising efforts and community relations.
Executive Assistant
New Mexico School For The Deaf
12.2008 - 12.2015
- Coordinated board and management meetings, high-level conference calls, special events, and travel for superintendent and interpreters, enhancing communication and collaboration among stakeholders
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Acted as liaison and maintained open lines of communication among superintendent, board members, and administrative staff
- Updated and maintained the superintendent's complex calendar and the school's master calendar, assisted with special committee projects and answered all incoming calls and in-person inquiries for the superintendent's office
- Screened calls and emails and initiated actions to respond to or direct messages for managers.
- Processed travel expenses and reimbursements for the executive team and the senior management group.
- Oversaw activities of six department secretaries, streamlining operations and fostering effective teamwork.
- Responded to emergencies in the superintendent's absence by coordinating with staff and stakeholders.
- Developed, formatted and maintained multiple databases to keep track of contracted interpreters and office data
- Managed key card system and keys for campus, ensuring security and access control for facilities
- Effectively control and monitor confidential student data lists
- Prepare interpreter and contract employee professional service agreements
- Prepare correspondence, accounting and financial documents for analysis
- Maintain highly confidential records and files
- Maintain office and computer supplies; prepare requisitions, purchase orders, invoices, maintain account balances, and process expense reports for the administration department
- Wrote correspondence and other documents, proofread and edited to ensure accuracy and consistency
- Planned and executed the implementation of the new key system process
Education
Post-Bacc Certificate - Counseling
Capella University
MS - Studies in Human Behavior
Capella University
Master of Business Administration -
University of Phoenix
Bachelor of Science - Business Administration
University of Phoenix
Skills
- Project Management
- Meeting documentation
- Logistics and Scheduling
- Calendar management
- Travel coordination
- Executive support
- Event planning
- Report Generation
- Presentation development
- Business Correspondence
- Office operations
- Correspondence documentation
- Agenda preparation
- Conflict Management
- Spreadsheet Tracking
- Excel expertise
- MS Office proficiency
- Microsoft Office
- Report Analysis
- Records Management Databases
- Professional writing
- Problem solving
- Document preparation
- Travel coordination
- Travel arrangements
- Travel operations
- Travel Accommodations
- Hotel Accommodations
- Administrative Support Specialist
- Senior administrative support
- Administrative support
- Office administration
- Conflict Management
- Appointment setting
- Schedule Planning
- Scheduling
- Scheduling software
- Meeting coordination
- Meeting planning
- Event coordination
- Event Calendar Management
- Event projects
- Employee Training
- Problem Resolution
- Calendar management
- Strong problem solver
- Process optimization
- Interpersonal Communications
- Attention to detail
- Time management
- Resourceful
- Business writing
- Business management
- Nonprofit Management
- Office operations
- Inventory management
- Business meeting coordination
- Board administration
- Travel coordination
- Organization skills
- Travel administration
- Data confidentiality
- Record management
- Proofreading
- Business meeting arrangements
- Calendar planning
- Administrative operations
- Document preparation
- Scheduling
- Meeting coordination
- Meeting planning
Timeline
Executive Assistant and Board Manager
LANL Foundation
09.2023 - Current
Executive Assistant
Santa Fe Recovery Center
03.2021 - 03.2023
Development Officer
St. Vincent Hospital Foundation
11.2019 - 12.2020
Executive Assistant
St. Vincent Hospital Foundation
03.2019 - 11.2019
Executive Assistant, CEO/President
Guadalupe Credit Union
12.2015 - 01.2019
Executive Assistant
New Mexico School For The Deaf
12.2008 - 12.2015
Post-Bacc Certificate - Counseling
Capella University
MS - Studies in Human Behavior
Capella University
Master of Business Administration -
University of Phoenix
Bachelor of Science - Business Administration
University of Phoenix