Hattie McMann

Kirkland,US

Summary

Experienced Branch Administrator and Executive Assistant with a proven ability to support senior leaders in fast-paced, highly regulated, client-facing environments. Trusted partner known for proactive calendar and travel management, operational excellence, discretion, and confidentiality. Currently support branch leadership within a global financial services organization, managing complex scheduling, client coordination, and administrative operations. Highly organized and adaptable, with strong emotional intelligence and a track record of optimizing workflows, protecting leader time, and enabling efficient execution of business priorities.

Overview

years of professional experience

Work History

Branch Administrator

Morgan Stanley

Bellevue, WA

06.2025 - Current

Manage expenses, purchase requisitions, budgets, and vendor relationships in compliance with firm policies
Serve as a primary point of contact for internal partners
Anticipate business needs and scheduling conflicts, protecting leadership time and improving efficiency
Support onboarding, compliance documentation, and secure handling of sensitive information
Managed daily operations to maintain smooth workflow, overseeing scheduling, inventory management, and task delegation.
Managed travel arrangements including booking flights accommodations providing detailed itineraries for upper-level executives.
Developed strategic plans for day-to-day financial operations.

Real Estate Agent

Coldwell Banker Bain

Seattle, WA

07.2021 - 06.2025

Built and maintained long-term client relationships through proactive communication, discretion, and high-touch service, consistently delivering a positive client experience.
Coordinated multiple concurrent transactions by managing timelines, documentation, and cross-functional communication with legal, escrow, inspection, and finance partners.
Streamlined processes and implemented organizational systems to improve efficiency, accuracy, and on-time execution of complex projects.
Demonstrated strong judgment, adaptability, and attention to detail while balancing competing priorities and rapidly shifting demands.
Developed comprehensive market analyses to guide pricing strategies and client decisions.
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Executive Assistant and Marketing Coordinator

BKCO

Kirkland, WA

12.2019 - 07.2021

Streamlined executive communications, optimized scheduling, and coordinated high-level meetings to enhance operational efficiency and executive productivity.
Implemented innovative email management strategies, significantly reducing response times and improving decision-making processes for executives.
Maintained and organized comprehensive records and documents, creating an efficient retrieval system that improved transparency and bolstered executive performance.
Developed and implemented a comprehensive scheduling system, maximizing executive productivity while prioritizing critical tasks and ensuring timely responses to high-priority matters.
Coordinated executive schedules, ensuring optimal time management and prioritization of tasks.
Developed and implemented efficient office procedures to streamline administrative processes.

Education

Business Administration And Management -

Spokane Falls

Spokane, WA

Skills

Project Management Platforms: Microsoft Planner
CRM Systems: Salesforce and HubSpot
Virtual Collaboration Tools: Zoom, slack, and Microsoft Teams

Data Visualization & Reporting: Excel/Sheets
AI and Automation Tooling: ChatGPT, Copilot, and Gemini
Cybersecurity Basics: Understanding data privacy, password management, and secure communication practices

Timeline