Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Heather Carreon

Moreno Valley,CA

Summary

Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills. Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Experienced Executive Secretary provides comprehensive administrative support to upper level team. Adept at managing calendars, preparing reports and coordinating meetings. Demonstrates excellent customer service, problem-solving, and communication skills. Resourceful and experienced worker offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proven track record of maintaining efficient office operations. Expertise in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes. Hardworking and passionate job seeker with strong organizational skills eager to secure executive assistant position. Ready to help team achieve company goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Executive Assistant

RE Real Estate Group
03.2022 - 11.2023
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Facilitated training and onboarding for incoming office staff.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Handled confidential and sensitive information with discretion and tact

Legal Assistant

Law Offices Of Michael Weinstein
02.2020 - 04.2022
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Organized documents to manage paper and electronic filing systems of clients.
  • Completed electronic filings, initiated billing statements, and managed firm administrative matters.
  • Responded to client inquiries to provide accurate legal advice and offer assistance.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Scheduled appointments, court appearances, and depositions for busy law firm.
  • Prepared and managed attorney travel itineraries to optimize scheduling.
  • Monitored changes in relevant laws to stay abreast of procedures and provide legal updates to clients.
  • Negotiated settlements and mediated disputes to create mutually beneficial solutions and maintain positive relationships.
  • Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
  • Prepared and processed invoices for attorney billing.
  • Diligently edited legal correspondence for grammar and spelling.
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
  • Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
  • Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
  • Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
  • Conducted research on legal cases and prepared summaries for attorneys.
  • Filed documents with courts on behalf of attorney.
  • Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information.
  • Composed contracts, pleadings and motions in accordance with established guidelines.
  • Produced and filed various legal documents and electronically preserved updated case record system.
  • Planned and organized internal and external events, meetings and conferences.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
  • Completed data entry of legal documents into electronic filing systems.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys
  • Prepared and drafted correspondence and legal forms to maintain smooth communications
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion

Customer Realtions

State Farm
05.2020 - 03.2022
  • Maintained, tracked and trended data for monthly reporting.
  • Analyzed and recommended process improvements to reduce complaints and improve customer service throughout organization.
  • Conducted research, identified solutions and responded to customers within outlined service level agreements.
  • Participated in activities designed to improve customer satisfaction and business performance.
  • Evaluated current processes to develop improvement plans.
  • Produced detailed and relevant reports for use in making business decisions.
  • Created and optimized records management strategies to coordinate and protect information.
  • Leveraged on-site observation and personal interviews to identify team and individual strengths.
  • Restructured procedures through coordination with compliance director to create and execute projects.
  • Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
  • Skilled at working independently and collaboratively in a team environment.
  • Gathered, documented, and modeled data to assess business trends.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Self-motivated, with a strong sense of personal responsibility.
  • Organized and detail-oriented with a strong work ethic.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions..
  • Excellent communication skills, both verbal and written.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Participated in team projects, demonstrating a ability to work collaboratively and effectively.
  • Identified issues, analyzed information and provided solutions to problems.
  • Conducted thorough reviews of operations to devise and deploy improvement strategies.
  • Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.

Education

Certificate - Sales Executive

SalesForce
Online
05.2017

Associate of Business Administration - Business Administration And Management

R.C.C
Moreno Valley
03.2014

Skills

  • Staff Management
  • Strategic Planning
  • Database Management
  • Report Writing
  • Technical Support
  • Meeting Planning
  • Expense Reporting
  • Business Writing
  • Schedule Management
  • Filing and Data Archiving
  • Bookkeeping
  • Performance Improvement
  • Process Improvements
  • Office Administration
  • Report Generation
  • Travel Coordination
  • Resourceful
  • Strong Problem Solver
  • Advanced MS Office Suite
  • Delegation Skills
  • Resourcefulness
  • Feedback Delivery
  • Cross-Cultural Competence
  • Learning Agility
  • Strategic Thinking
  • Conflict Resolution
  • Business Acumen
  • Self-Awareness
  • Relationship Building
  • Remote Office Availability
  • Organization
  • MS Office

Accomplishments

  • Prepared and distributed payroll for staff of 5 direct reports
  • Reduced annual employee training costs by more than 30% by implementing new company division policies.
  • Planned corporate meetings, lunches and special events for groups of 5+ employees.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Awarded a bonus in recognition of managing the addition of more than 5 staff members from another company office location.
  • Supervised team of 5 staff members.
  • Banquets: - Managed food delivery for 200+ guests for special events.
  • Food Service - Managed high turn-over rate while maintaining quality service.
  • Customer Focus - Supported lunch and dinner service for five off-site senior facilities for 90+ customers with wide variety of dietary limitations and allergy restrictions.
  • Customer Service - Developed long-term relationships with customers which increased repeat business. Maintained a positive experience for all patrons

Certification

  • CAP - Certified Administrative Professional
  • Sales Manager Certificate

Languages

Spanish
Native or Bilingual

Timeline

Executive Assistant

RE Real Estate Group
03.2022 - 11.2023

Customer Realtions

State Farm
05.2020 - 03.2022

Legal Assistant

Law Offices Of Michael Weinstein
02.2020 - 04.2022

Certificate - Sales Executive

SalesForce

Associate of Business Administration - Business Administration And Management

R.C.C

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Heather Carreon