Accomplished Executive Assistant/Corporate Secretary with extensive experience providing high level support to CEO and Board of Directors. An analytical thinker, that proficiently responds to problem solving, crisis management, troubleshooting, and providing comprehensive support to company leaders. Proven ability to strategically plan, organize, support and lead projects. Goal-oriented toward meeting long-term goals through daily organization. Strengths include advanced computer skills and strong research ability. Skilled in working under pressure and adapting to new situations.
Work History
Executive Assistant to Chief Executive Officer
Visiting Nurse Association Of Greater Philadelphia
Philadelphia, Pennsylvania
01.2010 - Current
Confidential management and preparation of President's correspondence, work files, appointments and schedule, and related administrative tasks as assigned, utilizing available and appropriate technologies
Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Organized and executed meetings and events to support president and executive management.
Attended Board of Trustees and Executive Team meetings and transcribed minutes.
Identify prospective Board members and coordinate meetings with CEO.
Prepared and developed orientation for onboarding of board members.
Contributed to smooth business operations by planning and organizing various projects including CHAP accreditation and telehealth medication adherence.
Corporate Compliance and Filings
Coordinate and electronically submit grant applications for state and foundation funds
Corporate Secretary
Republic First Bancorp, Republic First Bank, First Bank of Delaware
Philadelphia, PA
01.2005 - 07.2008
Support CEO and CFO in all areas of corporate, compliance, shareholder and Board of Directors needs including preparation of Board and Committee agendas and minutes, meeting planning, coordination of Board fees and expenses, and election of Directors
Board of Director responsibilities included planning and preparation of meeting calendars and agendas, coordination of all meeting materials, attend all meetings, document, transcribe and maintain minutes, prepare resolutions, maintain all Director information and Committee lists, track member attendance and coordinate payment of director fees
Shareholder and annual shareholder meeting responsibilities including preparation of documents for transfer agent, creation of presentation and management script, coordinate inspectors of election, selection of meeting site.
Responsible for publishing of annual report, proxy statement, and notices; which included selection and coordination of graphic designer and printer.
Prepared and filed documents with SEC
Researched and responded to investor inquiries
Prepared and maintained press releases
Corporate Secretary
The Contributionship Companies
Philadelphia, PA
07.1994 - 07.2004
The Philadelphia Contributionship for the Insurance of Houses from Loss by Fire, Germantown Insurance Company, Vector Security.
Support President and CEO in all areas of corporate, compliance, and Board of Trustees needs including preparation of Board and Committee agendas and minutes, meeting planning, and coordinate election of Trustees
Draft and prepared complex and confidential reports and records, including graphics with advanced level of skill as assigned by President and Board of Trustees
Act as liaison between President and Board
Board of Trustees responsibilities include planning and preparation of meeting calendars and agendas, coordinating all meeting materials, attend meetings, document, transcribe and maintain minutes, prepare resolutions, and maintain all trustee information and committee assignments
Identify prospective Board members and coordinate meetings with CEO.
Organized and managed count of proxies, printing and distribution of Annual Report
Responsible for corporate filings with insurance departments and Directors' holding system
Planned, coordinated and administered all corporate communications and corporate functions, including Board dinners
Acted as public relations liaison with community and policyholders; including coordinator for charitable contributions budget
Maintained Company museum and supervised Curator-Archivist
Directly responsible for planning and organizing all aspects of company's 250th celebration
Managed Annual and Special Meetings including directors' election process
Contracted with design and printing firms and managed publication of company's annual report
Spearheaded project for publication commemorating company's 250th Anniversary
Served as member of Board of Director's contribution committee
Preserved company's historical documents by implementing digitalization of its archives
Draft and prepared complex and confidential reports and records, including graphics with advanced level of skill as assigned by President and Board of Trustees
Managed, planned and implemented all aspects of maintenance for physical plant and property, including contracting and supervision of all renovations, preservation of historical building, physical security, and communication systems.
Managed development of company's website
Lead member of Y2K and disaster recovery team
Automated printing and mailroom functions
Executive Assistant
The Contributionship Companies
Philadelphia, PA
Provide administrative support to Vice President of Underwriting department.
Assistant Excess Casualty Underwriter
Transamerica Insurance Company
Philadelphia, PA
Responsible for gathering information necessary to prepare excess casualty quotes. Also, reviewed new business submissions and referenced underwriting guidelines to determine eligibility. Prepared and issued all policies, endorsements and cancellations. Communicated extensively with agents. Research and resolved complex account issues for direct and ceded premiums. Analyzed data and prepared reports for managers and corporate executives.
Compensation Analyst
Penn Mutual Life Insurance Company
Horsham, PA
Insure prompt and accurate payment of agents' commissions. Reconcile all suspense accounts, tax information, and payroll records to insure compliance and conformity with corporate account records. Researched and resolved service issues related to proper payment of agents' commissions.
Supervisor
The Philadelphia Life Insurance Company
Philadelphia, PA
Responsible for supervision of personnel in all aspects related to payment of agents' bonuses and commissions. Researched and developed new processes to be implemented. Developed and documented new procedures Communicate with agents, regional directors and home office personnel. Evaluate and hire staff. Administered contracts for agents and coordinate information with marketing department for publishing of agents' contracts.
Education
St. John Neumann Business School
Philadelphia, PA
Community College of Philadelphia
Philadelphia PA
Temple University
Philadelphia, PA
Skills
Meticulous Attention to Detail
Research and Analytical Skills
Judgment and Decision Making
Strong Organizational Skills
Document and File Management
Microsoft and Google Office Suites
Multitasking and Time Management
Verbal and Written Communication
Confidentiality and Data Protection
Critical Thinking
Presentation Development
BoardEffect
Timeline
Executive Assistant to Chief Executive Officer
Visiting Nurse Association Of Greater Philadelphia
01.2010 - Current
Corporate Secretary
Republic First Bancorp, Republic First Bank, First Bank of Delaware
01.2005 - 07.2008
Corporate Secretary
The Contributionship Companies
07.1994 - 07.2004
Executive Assistant
The Contributionship Companies
Assistant Excess Casualty Underwriter
Transamerica Insurance Company
Compensation Analyst
Penn Mutual Life Insurance Company
Supervisor
The Philadelphia Life Insurance Company
St. John Neumann Business School
Community College of Philadelphia
Temple University
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