ELISA M. SANCHEZ
San Francisco,Ca
Summary
Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
16
16
years of professional experience
Work History
Executive Assistant
Moelis
11.2024 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Updated and maintained confidential databases and records.
HR Assistant/ Credentials Analyst
San Francisco Unified School District (Contract)
06.2024 - 11.2024
- Facilitated the onboarding process for new hires, ensuring a seamless integration into the district
- Prepared and managed documentation for new hires, including offer letters, and I-9 verification
- Collaborated with administrators to identify and assess vacant roles
- Provided administrative support to internal and external clients around employee pre-employment, onboarding, status change, and terminations
- Analyze credentialing qualifications for new and current educators
- Other duties as assigned
Executive Assistant to Partner
Technology Crossover Ventures (TCV)
06.2023 - 01.2024
- Managed complex calendars across varying time zones, including scheduling meetings, and travel arrangements for associates within the App Software and Velocity team
- Independently exercised sound judgment in settling Partners' priorities; assess the importance and urgency of ad hoc meeting requests
- Planned and coordinated successful events, (researched meeting locations, coordinated various aspects of program registrations, provided on-site support during events, etc.) including staff meetings
- Collaborated with and supported other administrative team members
- Managed and maintained all database contacts
- Ascertained and preserved the confidentiality of all communications and documentation
- Managed and tracked expenses via Concur
Executive Assistant/ Personal Assistant/ Office Manager
Career Group
12.2022 - 06.2023
- Company Overview: Contract work managing C-Level Executives in the Venture Capital Industry
- Contract work managing C-Level Executives in the Venture Capital Industry by maintaining their extremely active calendar and travel arrangements (International, Domestic, and private aviation)
- Managed comprehensive day-to-day activities for the CEO, Vice President of Operations and Co-Founder/ Partner, including communicating with direct reports about C-Suite priorities
- Prioritized, and screened 30+ telephone calls daily while taking messages with a high degree of accuracy
- Planned and handled upscale events in conjunction with additional estate staff
- Collaborated and assisted the Estate Manager in managing the 9 + acre estate and grounds
- Managed and maintain all database contacts
- Created and managed complex itineraries, including solving any flight delays or last-minute changes expeditiously
- Oversaw the CEO's external commitments, including committees and external boards
- Assisted with Board of Directors meetings and events, managed all executive meetings (in house and away) and oversaw meeting preparation
- Supervised housekeeping and maintenance staff, contractors, and vendors
- Ordered office supplies and stocked the kitchen with snacks, water, and soda
- Managed conference bookings, clearing guests with lobby security
- Maintained and kept up to date extremely detailed company calendar
- Provided meeting coordination and catering
- Collaborated with and supported other administrative team members
- Managed and coordinated travel arrangements for the department, including transportation and hotel reservations
- Maintained company confidence and protected business operations by keeping sensitive information confidential
- Spearheaded and managed more than 150 restaurant reservations for attendees at the JP Morgan conference and canceled any reservations not claimed prior to 48 hours avoiding any cancellation fees to the company
- Managed and tracked expenses and reimbursements via workday for more than 40 people
- Contract work managing C-Level Executives in the Venture Capital Industry
Escrow Officer
Fidelity National Title
05.2013 - 05.2021
- Successfully took over and managed a large Bulk Sale unit maintaining 90% of the bulk Sale business upon the retirement of the Manager of the department
- Managed a Bulk sale file from start to finish with an average monthly revenue of $75,000, independently
- Prepared agenda for the department to be included in the monthly meetings which included data and sales revenue
- Prepared opening instructions assisted clients in the preparation of ABC documents, such as form 211-A, 227 and the 226
- Ordered UCC searches and addressed any UCC's of record, notified tax agencies of pending sale of business
- Prepared and recorded the Notice of Bulk Sale to Creditors
- Prepared Estimated statements, including any creditor claims, proration adjustments and charges
- Managed department calendar to optimize time management for buyers and seller signings along with new client presentations
- Audited, disbursed, and closed out all files upon all terms and conditions of the instructions having been satisfied
- Handled Commercial files in connection with the transfer of the Business being sold
- Collaborated with Lenders, Real Estate Agents, buyers, and sellers
- On Residential and Commercial transactions, prepared documents such as escrow instructions, Deed's, estimated closing statements, CD's and closing documents
- Notarized and explained provisions and procedures and reviewed documents for accuracy and completeness
- Balanced, audited, and closed files upon the receipt of funds
Executive Assistant to the COO, Quality control Director & Site Support Director
Kaiser Permanente
09.2008 - 05.2011
- Proficient Administrative Assistant with 3 years of office experience, heavy calendaring, travel arrangements, Event planning (researched meeting locations, facilitated transportation services, coordinated various aspects of program registrations, provided on-site support during events, etc.) preparation of agendas and meeting minutes, drafting, and editing of confidential correspondence, specializing in administrative work, problem solving, planning, and optimal assistance
- Proven efficiency with an ability to learn quickly and navigate any computer software program
Education
High School Diploma -
Sacred Heart Cathedral Preparatory
San Francisco, CAAssociates of Arts - Business
College of San Mateo
San Mateo, Ca02-2026
Skills
- Analytical Problem Solving
- Teamwork
- Calendar Management
- Organization & Prioritization
- Time Management
- Adaptability
- Event Planning
- Collaborative Learning
- Decision Making
- Expense Reports
- Global Travel Coordination
- Clear oral/written communication
Languages
Spanish
Native or Bilingual
Timeline
Executive Assistant
Moelis
11.2024 - Current
HR Assistant/ Credentials Analyst
San Francisco Unified School District (Contract)
06.2024 - 11.2024
Executive Assistant to Partner
Technology Crossover Ventures (TCV)
06.2023 - 01.2024
Executive Assistant/ Personal Assistant/ Office Manager
Career Group
12.2022 - 06.2023
Escrow Officer
Fidelity National Title
05.2013 - 05.2021
Executive Assistant to the COO, Quality control Director & Site Support Director
Kaiser Permanente
09.2008 - 05.2011
High School Diploma -
Sacred Heart Cathedral Preparatory
Associates of Arts - Business
College of San Mateo
Similar Profiles
Kevin SinetarKevin Sinetar
Vice President, Capital Markets at Moelis & CompanyVice President, Capital Markets at Moelis & Company
Connie AlvaConnie Alva
Executive Administrative Assistant at Moelis & Co.Executive Administrative Assistant at Moelis & Co.
Alexandra SchusterAlexandra Schuster
Fellow at Moelis Access ScienceFellow at Moelis Access Science
Perla EscobarPerla Escobar
Cleaner at J&r ConCleaner at J&r Con
Jonathan LatiefJonathan Latief
Field Research Intern at BIOMAField Research Intern at BIOMA