Heather Perry
Mission Viejo,CA
Summary
Enterprising Senior Executive Administrator with 20 years of experience. Expert in strategic planning and organization and providing comprehensive support to company leaders. Goal-oriented toward meeting long-term goals through daily organization. Dedicated to excellent customer service, client satisfaction and team communication.
Overview
32
32
years of professional experience
Work History
Sr. Administrative Lead / Executive Assistant
City National Bank
Irvine, CA
03.2016 - Current
- Provide C Level support to Southern California Regional Manager including, calendaring, travel arrangements, prepare internal communications, monthly meeting materials, expense reports and quarterly business reviews
- Provide key planning, organization, communication and operations for department and work collaboratively with other departments
- Supervise administrative support staff in multiple locations, including delegation of special projects, approval of payroll/vacations, quarterly reviews, mentoring and preparation of developmental plans and performance reviews and office management
- Worked with senior management to initiate new projects and assist in various processes.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
- Organized and coordinated conferences and monthly meetings.
Executive Assistant
Grant Thornton
Irvine, CA
03.2015 - 03.2016
- Provides executive level support to Partner, Managing Partner and Director of Tax Department, managing multiple calendars, travel arrangements, expense reports and video conferencing
- Provide administrative support to Tax Managers and Tax Team including proposals, scope of services and tax return processing
- Maintain and distribute multiple Opportunity and Pipeline Reports for various Partners, Directors and Managers
- Update database with new Opportunities, Proposals and Scope of Services
- Design and prepare meeting and marketing materials for various executive level conferences
- Provide administrative support to Operations Manager with talent charts, reports, fiscal year budgets and continuing education credits
- Schedule and oversee client surveys and reports to Partners
- Schedule and prepare monthly learning conferences for Irvine, Los Angeles, San Diego, San Jose and San Francisco offices.
Office Manager/Executive Assistant
GenSpring Family Offices
Costa Mesa, CA
03.2002 - 03.2015
- Provides executive level support to Managing Director of Client Services and Managing Director of Client Development, managing multiple calendars, travel arrangements and expense reports
- Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions, reconciling financial budgets
- Directed all corporate and in house event logistics including registration and setup, travel, hotels, booths, client receptions, guest lists, conference accommodations, presentations and itineraries, both remotely and on-site
- Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments
- On-site IT Supervisor troubleshooting computers and servers
- Training new software programs, member of internal IT committee, testing and implementing new programs and procedures
- Negotiate Vendor Contracts - utilities, phone, supplies, office equipment, and office services
- Maintain in-depth project plans including detailed Excel workbooks with continually updated task lists, deadlines, and budgets
- Update client database, heavy correspondence, memos, mass mailings, internet research
- Prepared monthly Executive Committee packets
- Disaster recovery committee member, implementing procedures and practices
- Maintains top performing office staff by recruiting, selecting, orienting, and training employees
- Maintains office staff results by coaching, mentoring development plans, and appraising job results.
Operations Manager/Executive Assistant
FORMA Design, Inc
Irvine, CA
01.2000 - 01.2002
- Provide support to Director of Landscape Architecture, screened calls and emails and initiated actions to respond or direct messages for managers
- Created expense reports, budgets and filing systems for management team
- Processed travel expenses and reimbursements for executive team and senior management group
- Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates and facilitate open communication
- Organized and coordinated conferences and monthly meetings
- Generated operational reports for management on monthly schedule
- Facilitate and review monthly invoice packages
- Coordinate job-costing information with client and in-housing accounting staff
- Assist with marketing research and development on prospective projects
- Coordinate and maintain Master and General Schedule with Landscape and Planning Departments
- Evaluated current operational strategies and recommend improvements
Executive Assistant
Danielian Associates
Irvine, CA
01.1999 - 01.2000
- The Director of Architecture/Design, Provide executive level support by managing multiple calendars, travel arrangements and expense reports
- Provide administrative support to Marketing Manager, Planning Department
- Screened personal and business calls and directed to appropriate party
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Took notes and dictation at meetings.
- Filed paperwork and organized computer-based information.
- Coordinated events and worked on ad hoc projects.
Student Administrative Coordinator
Newport University
Newport Beach, CA
01.1990 - 01.1999
- Direct contact with inquiries, applicants, and students
- Process all applications and enrollments
- Manage student active transcripts and coordinate instructor assignments
- Process all follow up information for applications and inquiries
- Create and maintain reports for advertising statistics and costs
- Create monthly reports for application and inquiry statistics
- Review and process graduation requirements and issue degrees
- Process payroll for faculty
- Regulate all student financial records, payments, and collections
- Process daily deposits.
Education
Associate of Arts -
Golden West Jr. College
Certificate in Event and Corporate Meeting Planning - undefined
University of California
2015
Skills
- Executive Schedule Management
- Executive Presentations
- Travel Arrangement Coordination
- Verbal and Written Communication
- Work Prioritization
- Detail-Oriented
- Time Management
- Microsoft Office
- Reliable and Responsible
Additional Information
- Authorized to work in the US for any employer
Timeline
Sr. Administrative Lead / Executive Assistant
City National Bank
03.2016 - Current
Executive Assistant
Grant Thornton
03.2015 - 03.2016
Office Manager/Executive Assistant
GenSpring Family Offices
03.2002 - 03.2015
Operations Manager/Executive Assistant
FORMA Design, Inc
01.2000 - 01.2002
Executive Assistant
Danielian Associates
01.1999 - 01.2000
Student Administrative Coordinator
Newport University
01.1990 - 01.1999
Associate of Arts -
Golden West Jr. College
Certificate in Event and Corporate Meeting Planning - undefined
University of California