Hi, I’m
HOLLY PEREZ
Chicago,IL
Summary
Detail-oriented and driven Client Relations Specialist with 7 years of expertise. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments and assisting executive teams using exceptional communication skills, problem-solving and managing daily office functions.
Overview
7
years of professional experience
Work History
RADA ARCHITECTS
EXECUTIVE ADMINISTRATIVE ASSISTANT
02.2023 - 04.2023
Job overview
- Handle executive calendars, schedule meetings and appointments and coordinate travel arrangements to optimize time
- Manage travel expenses and reimbursements for 4 executive team members and senior management group
- Used Quickbooks to produce monthly invoices, bill entry, and other deliverables
- Increased accuracy in transferring correct data from payroll spreadsheets into systems, including tracking employee vacation, sick, and personal time
- Restock supplies and places purchase orders to maintain adequate stock levels
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity
- Screened calls and emails and initiated actions to respond or direct messages for managers
- Seamlessly interacted with colleagues to plan and complete special projects
SCCA VENTURES, LLC
EXECUTIVE ADMINISTRATIVE ASSISTANT
04.2019 - 11.2022
Job overview
- Contribute to raising of capital for specialist corporate investment funds, such as private equity and real estate
- Utilized client management skills, including building relationships and addressing client concerns, to improve client retention
- Manage on average 6+ large investment projects annually with 100- 300 investors per project
- Merged annually with co-workers to complete K-1s (Tax Records) and distribute
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Maintain diligence in working to retain excellent face to face investor support by adapting with current market changes to better understand what best serves clients
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
- Collaborated with internal team and developed new investor portal to improve management of and access to investor information
- Organized and updated schedules for executives.
- Documented confidential and sensitive information with discretion and tact
DSW, INC
SALES MANAGER
01.2016 - 01.2018
Job overview
- Drove results and KPI performance, conducting morning meetings, and delegating tasks to associates while reinforcing behaviors and providing necessary coaching and recognition/assistance with daily associate relation issues and annual performance reviews
- Participated in inventory control functions including shipping and receiving along with management of processes related to clearance merchandising, unit markdowns and damaged products
- Coached others in LP (Loss Prevention) compliance and use monthly LP assessments to identify and correct operational deficiencies in store
- Opened and closed store in rotation with management
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Coached 15+ employees in successful selling methods and encouraged cross-selling to drive revenue.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues
- Developed and achieved sales goals and service targets by cultivating and securing new customer relationships
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures
Skills
- Advanced MS Office Suite Proficiency
- Records Management Databases
- Budgeting and Expense Reports and Spreadsheet management
- Document Filing and Retrieval and Information confidentiality
- Manage Executive Schedules
- Expert in client relations
- Driving continuous improvement
- Time management
Additional Information
Lincoln Park Zoo, Chicago, IL - Horticulture Department Volunteer
Hobbies
Passionate Gardener
Cycling
Baking
Reading fiction & historical biographies
Animal caretaking
References
Shannon Roberts, Director of Investor Relations, SCCA Ventures, Chicago, IL
Chicago, IL
(773) 459-0389
Margaret Bujold, Licensed Private Counselor
Atlanta, GA
(912)230-15-56
Seb Nieves, Store Manager, DSW, INC.
Chicago, IL
(312)978-5625
Roberto Navia, Marketing & Recruitment Coordinator, Great Lakes Clinical Trials
Chicago, IL
(312) 282-9951
Timeline
EXECUTIVE ADMINISTRATIVE ASSISTANT
RADA ARCHITECTS
02.2023 - 04.2023
EXECUTIVE ADMINISTRATIVE ASSISTANT
SCCA VENTURES, LLC
04.2019 - 11.2022
SALES MANAGER
DSW, INC
01.2016 - 01.2018
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