Dori Petee
Cathedral City,CA
Summary
Driven and resourceful administrative professional with 15+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Executive Assistant
Mission Springs Water District
11.2016 - Current
- Performs high-level administrative, secretarial, and office support to the Executive Management Team, Board of Directors, and District staff. Manages complex tasks with discretion and independent judgment.
- Prepares and distributes Board meeting agendas, maintains official records, and coordinates Board Standing Committee meetings. Ensures completion of mandatory training and follows up on Board actions.
- Gathers and organizes a variety of information and materials; assists in preparing and distributing various meeting agendas; attends Board and other meetings as required; develops and maintains minutes.
- Acts as the primary contact for the department, liaising with District staff, the public, and outside agencies. Handles sensitive issues and provides information on District procedures and policies.
- Assists in the preparation and administration of the department’s annual budget. Manages expenditures, processes invoices, and conducts special projects.
- Participates in numerous special projects, as assigned; maintains records of action items
- Answers the telephone, screens calls for the General Manager, and provides a variety of information about District programs and functions; handles vendor/solicitation phone calls and emails
- Processes travel expenses and reimbursements for the executive team, senior management, and the Board of Directors.
- Screens calls and emails and initiates actions to respond or direct messages for managers.
- Answers a high volume of phone calls and email inquiries.
- Performs other duties as assigned.
- Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time.
Administrative Assistant
Job Tracks
05.2016 - 10.2016
- Assisted with real estate escrow transactions by gathering, checking, and preparing documents; maintaining accounts; setting up appointments; preparing shipments; scanning, faxing, and mailing time-sensitive documents
- Developed strategies to streamline and improve office procedures.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Reorganized filing system to a more efficient structure.
- Answered multi-line phone system, routed calls, delivered messages to staff, and greeted visitors.
- Negotiated contracts with vendors and suppliers for office supplies, equipment, and services.
- Drafted correspondence and other documents for the CEO and department heads in the company's voice.
- Managed department budgets and generated financial reports for management review.
Administrative Assistant
Robert Half
11.2011 - 10.2016
- (Temporary Placement) Office Team is the world's leading administrative staffing service specializing in placing highly skilled office professionals into temporary and temp-to-hire administrative jobs - through Robert Half placed at Mission Springs Water District
- Performed highly responsible, confidential, and complex administrative, secretarial, and office support functions for the General Manager as assigned, including Administration, Conservation and Public Affairs, Engineering, or Field Operations
- Gathered and organized a variety of information and materials; assisted in preparing and distributing various meeting agendas; attended Board and other meetings as required; assisted in developing and maintaining minutes
- Participated in numerous special projects, as assigned; maintained records of action items
- Makes appointments, coordinates meetings, and maintains appointment calendar for the General Manager; arranged travel and conference/seminar registrations for Assistant General Manager and Board members; processes expense reports and forms
- Answered the telephone, screened calls for the General Manager, and provided a variety of information about District programs and functions; handled vendor/solicitation phone calls and emails
- Performed other duties as assigned.
Regional Placement Specialist
ESP Personnel
11.2015 - 04.2016
- As a Regional Placement Specialist at ESP, it was my job to find the top qualified candidates to fill our per diem & travel needs and at the same time assist those candidates in finding their perfect career fit
- Having the opportunity to provide nurses with the chance to see other parts of the country and make money at the same time is truly rewarding
- Reviewing applicants' resume/curriculum vitae, placing and assigning employees at clinics, hospitals, and other medical facilities, communicating efficiently with employers and employees ensuring the needs of both are met in a timely and effective manner, performing background checks on potential employees, as well as checking upon given references, transcripts, and credentials, negotiating salary, problem-solving, and counseling, therein establishing a rapport with the job candidate.
Administrative Assistant
Office of Harold Matzner
02.2015 - 05.2015
- (Temporary Position) Provide administrative and business support to Harold Matzner and support other members of the executive management team
- Assist in planning and scheduling meetings, teleconferences and travel
- Manage the day to day operations of the office, organizing and maintaining files and records
- Screen phone calls, inquiries and requests, and handling them when appropriate; meeting and greeting visitors at all levels of seniority; dealing with incoming email, faxes and correspondence.
Executive Administrative Assistant
Desert Princess Country Club
02.2013 - 02.2015
- Administrative support for Country Club operations including, but not limited to; handling calls as appropriate, providing information, scheduling appointments, and member assistance
- Greet homeowners, members, and visitors, directing them to the appropriate department
- Managed country club administrative services by making service requests, ordering of supplies, scheduling of repairs, as well as mail distribution, send and receiving faxes, typing emails, transcribing minutes and filing
- Maintain Channel 98 (in-house channel) information
- Promote the Country Club to homeowners, and provide assistance in promotion of club memberships
- Work with Country Club Manager to build activities and programs to increase memberships
- Collecting monies, and charging accounts for club social functions
- Interface with accounting on check requests and payments received
- Create flyers and advertise golf tournaments, golf sales, restaurant specials & events, rentals program, Spa & Fitness Center and Country Club Functions
- Created and edited BEO's for outside functions as well as Club Functions and executed events
- Compiled information on club functions, and social activities for publication in 'The Royal Page' (In-house newspaper)
- Sell advertising and coordinate the preparation of the newsletter
- Maintained social media outlets; Facebook & Twitter.
Administrative Assistant
Jewish Federation of the Desert
12.2011 - 02.2013
- Attend to visitors and deal with inquiries on the phone and face to face
- Supply information regarding the organization to the general public, and constituents
- Answer telephone, screen and direct calls, take and relay messages, provide information to callers, greet persons entering organization, deal with queries from the public and customers, ensures knowledge of staff movements in and out of organization, general administrative and clerical support, prepare letters and documents, receive and sort mail and deliveries
- Light accounting duties including but not limited to processing pledge cards and creating spreadsheets of deposits of checks and cash
- Provides secretarial, clerical and administrative support in order to ensure that services are provided in an effective and efficient manner.
Instructional Aide
St. Theresa School
11.2005 - 03.2011
- Assisted teacher in the general education of students in individual or small groups with a commitment to optimizing student and school success
- Prepared all instructional materials, organized the classroom daily plan, and scheduled all parent volunteers
- Assumed routine clerical and management duties such as grading papers and filing confidential information
- Created and updated the classroom web site.
Sales Associate
Trader Joes
11.1999 - 01.2003
- Efficiently processed transactions within a busy, fast paced retail environment
- Worked closely with management and trained in all store operations including merchandising, inventory and order writing
- Excelled in the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.
Legal Secretary
Law Offices of D. Michael Caruthers
01.1994 - 09.1996
- Provided administrative and executive support for two attorneys in a conscientious and rapidly growing law firm
- Managed their calendars scheduling depositions, client meetings, and setting court dates
- Authored professional correspondence with the opposing counsel and met with clients on legal matters pertaining to court cases or proceedings
- Typed depositions, minutes and interoffice memo's.
Education
Associate in General Education & Early Childhood Education -
College of the Desert
Skills
- Marketing
- Event Planning
- Microsoft Office Suite
- Meeting planning
- Travel administration
- Business Writing
- Risk Management
- Database Management
- Expense Reporting
- Strategic Planning
- Advanced MS Office Suite
- Information Confidentiality
Certification
- Thought Patterns for High Performance 3.0
- Special District Board Secretary/Clerk Certificate Program
- Licensed California Notary
Timeline
Executive Assistant
Mission Springs Water District
11.2016 - Current
Administrative Assistant
Job Tracks
05.2016 - 10.2016
Regional Placement Specialist
ESP Personnel
11.2015 - 04.2016
Administrative Assistant
Office of Harold Matzner
02.2015 - 05.2015
Executive Administrative Assistant
Desert Princess Country Club
02.2013 - 02.2015
Administrative Assistant
Jewish Federation of the Desert
12.2011 - 02.2013
Administrative Assistant
Robert Half
11.2011 - 10.2016
Instructional Aide
St. Theresa School
11.2005 - 03.2011
Sales Associate
Trader Joes
11.1999 - 01.2003
Legal Secretary
Law Offices of D. Michael Caruthers
01.1994 - 09.1996
Associate in General Education & Early Childhood Education -
College of the Desert
- Thought Patterns for High Performance 3.0
- Special District Board Secretary/Clerk Certificate Program
- Licensed California Notary
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