Erin Raymond
West Chester,PA
Summary
Experienced in managing executive schedules, travel arrangements, and coordinating meetings. Utilizes strong interpersonal skills to foster seamless communication and collaboration among team members. Possesses a comprehensive understanding of office management software and administrative protocols, ensuring efficient workflow and streamlined operations.
Overview
10
10
years of professional experience
Work History
Executive Assistant, Legal Assistant, HR Assistant
Delta Bridge Funding LLC
05.2023 - 12.2024
- Managed various entities and ensured state and registered agent compliance
- Coordinated workflow of multiple departments using Monday.com software
- Worked on legal tickets using CRM software; created settlement agreements and other agreements for independent contractors
- Managed SOPs in BizFiling; circulated to appropriate parties and ensured dealt with in a timely manner
- Managed litigation spreadsheet
Executive Assistant, HR Director, Legal Assistant
Fundry LLC
10.2016 - 12.2024
- Planned all domestic and international travel arrangements; visas, ground transportation, airfare, lodging, kosher meals, reservations for CEO and various Executives and their families
- Planned all office events; coordinated with caterers, created invite, managed RSVP’s
- Managed CEO’s bank accounts, brokerage accounts, cryptocurrency accounts, real estate investments, life insurance policies, health insurance policies, etc.;
- Acted as liaison between building management/security and company contractors and employees
- Provided the CEO with a personal balance sheet on a month to month and quarterly basis using excel
- Created, managed, and reconciled QuickBooks files for each entity to send to accountant for tax purposes
- Added new vendors and invoices to billing software
- Onboarded new employees; verified employment paperwork, registered employees with payroll system
- Ran payroll for 30+ employees on a weekly basis
- Managed various entities and ensured compliance with each state on a yearly basis
- Managed various charity donations using multiple platforms; Fidelity Charity, Vanguard Charity, physical checks
- Organized and digitized charitable tax receipts for CEO’s accountant and kept spreadsheet of same
- Handled confidential and sensitive information with discretion and tact.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Enhanced efficiency of meeting outcomes by preparing detailed minutes and action items.
- Contributed to development of internal policies and procedures, enhancing organizational effectiveness and compliance.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Volunteered to help with special projects of varying degrees of complexity.
Personal Assistant
The Lauder Family
09.2015 - 07.2016
- Planned all domestic and international travel arrangements for family; ground transportation, airfare, lodging, reservations
- Scheduled and managed all home improvement projects; organized receipts for tax purposes
- Coordinated and scheduled educational activities for a child on a weekly basis
Executive Legal Assistant
Parker Poe Adams & Bernstein, LLP
07.2014 - 08.2015
- Provided support to four partners of the firm; each specializing in a different area of law; Commercial & Residential Real Estate, Employment, Federal Energy Regulation, Estates & Trusts
- Updated and managed attorney’s calendars and schedules using Microsoft Outlook
- Used Elite Enterprise to input attorney’s time entries; adjusted fees and costs according to Billing Attorney’s instructions
- Handled all accounts receivable and payable for100+ clients on a monthly basis; generated invoices and proofread before mailing or e-billing
- Prepared and reviewed matters for billing, especially electronic billing by entering exception rates, matter ID number, claim number, claims representative name and other pertinent information required by client
- Responded to client’s requests for W-9’s and audit letters; drafted audit letter responses on behalf of attorney’s, e-mailed and mailed to designated firm
- Coordinated various size meetings in multiple offices on behalf of partners’ using complex video conferencing software
- Scheduled international and domestic travel logistics within an allotted budget; airfare, lodging, ground transportation, meals and agendas; compiled documents and conducted research for all travel-related meetings with clients
- Created and submitted weekly expense reports to accounting department on behalf of partners for reimbursement
- Ran conflicts checks, opened new matters, composed engagement letters requesting retainer fees, deposited retainer fees into designated matter number, set up client trust accounts
- Edited and redlined contracts for comparison; confidential employment agreements, real estate contracts, HOA guidelines, and federal energy regulations
- Uploaded and managed documents on companywide workshare database to ensure all versions were documented, tracked correctly, and saved to the correct client/matter number
- Reorganized entire filing system to maximize productivity rate for all employees
- Assisted in prioritizing partners’ time by composing correspondence and transcribing dictations; handled all incoming and outgoing mail for business and personal related matters
Education
Bachelor of Arts - English, Legal Studies
University of Delaware
Newark, DE05.2013
Skills
- 65 WPM typing ability
- Executive support
- Advanced MS office suite
- Payroll systems
- Bookkeeping
- Meeting support
- Software knowledge
- Time management
Timeline
Executive Assistant, Legal Assistant, HR Assistant
Delta Bridge Funding LLC
05.2023 - 12.2024
Executive Assistant, HR Director, Legal Assistant
Fundry LLC
10.2016 - 12.2024
Personal Assistant
The Lauder Family
09.2015 - 07.2016
Executive Legal Assistant
Parker Poe Adams & Bernstein, LLP
07.2014 - 08.2015
Bachelor of Arts - English, Legal Studies
University of Delaware
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