Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jeannine Cooper

Aliso Viejo,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.

Overview

12
12
years of professional experience

Work History

Executive Assistant to CEO / Office Manager

CalAmp
11.2023 - Current
  • Supports CEO, & Executive Leadership Team (9 people total)
  • Manages & maintains CEO’s calendar & travel
  • Assists in Executive Team’s travel & meeting setup when needed
  • Prioritizes emails & phone calls
  • Updates & maintains board meeting presentations
  • In charge of setting up & moderating company’s all-hands meetings
  • Concur Admin for entire company
  • Consolidates, approves & submits expense reports
  • Plans corporate events within budget
  • Coordinates all board meetings
  • In charge of mail distribution, FedEx & UPS correspondences
  • Orders office supplies.

Executive Assistant to CEO

Research Affiliates (Temporary Position)
05.2023 - 10.2023
  • Supported CEO, Board Members & Sales Distribution Team (7 people total)
  • Managed travel, calendar, email & phone calls
  • Consolidated/submitted expense reports
  • Responsible for quarterly Board Meeting materials
  • Managed files, records & documents
  • Performed accounting functions (expense reports reconciliation)
  • Prepared daily correspondence & quarterly reports
  • Planned corporate events & meetings (monthly and quarterly)
  • Served as chief liaison between the CEO and clients
  • Created confidential spreadsheets.

Executive Assistant

Aristotle
07.2018 - 05.2023
  • Supported Managing Director and Advisory Distribution Team (12 people)
  • Managed Managing Director’s, travel, calendar, email and phone calls
  • Consolidated/submitted expense reports
  • Managed compliance log for sales team
  • Responsible for team’s trade shows/conferences, prepared materials, promo items and submits speaker presentations to Compliance for approval (12 conferences per year)
  • Assisted in all office duties, including ordering supplies, kitchen setup/clean up
  • Meeting setup / clean up
  • Organized sales team off-sites $5k budget.

VP Operations / Executive Assistant

Citytwig, Inc.
06.2017 - 06.2018
  • Responsible for business operations for a start-up tech firm, project(s) including the development of projects and objectives, leading project initiatives, coordinating resources and staff involvement, providing oversight and direction and ensuring project completion
  • Business operations projects and assignments may involve, but are not limited to, such areas as project management, business development, contract and functional management, proposal support, acquisition integration and marketing campaigns
  • Ensured contingency systems/practices/protocols are in place to eliminate business disruption
  • Developed executive reporting on status and progress of development team projects
  • Managed CEO’s calendar email and phone calls
  • Sales consultant, outside and phone sales.

Executive Assistant to CEO & CIO

Banc of California (Temporary Position)
05.2016 - 07.2017
  • Managed CEO’s & CIO’s calendar, email and phone calls
  • Managed complex and frequently changing travel arrangements and coordinated pre planning of trips
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale
  • Created expense reports, budgets and filing systems
  • Prepared, gathered and proofed briefing materials, agendas and decks for all executive level meetings
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for executive meetings
  • Developed and maintained alert system for upcoming deadlines on incoming requests, projects and events
  • Located and attached appropriate files to incoming correspondence requiring replies.

Executive Assistant to CEO

Jackson Financial Management
02.2015 - 05.2016
  • Managed CEO’s calendar, phone calls & email
  • Managing files, records and documents
  • Performed accounting functions
  • Prepared correspondence and reports
  • Planning corporate events and meetings
  • Managing calendars and travel
  • Served as chief liaison between the President and client.

Executive Assistant to CEO / Business Manager

Anfield Capital Management, LLC
01.2013 - 02.2015
  • Human Resources: Onboarding new hires, payroll, compliance, computer/phone set-up, IT support
  • Accounting: Billing payables and receivables, quarterly private client billing, sub-advisory billing, tax invoicing, assist on promissory notes
  • Client Reporting: Quarterly Investment Reports, batch reporting, client one-offs
  • Marketing: Create/update monthly, quarterly and annual marketing materials, update website, company presentations
  • Client Liaison: worked closely with Investment platforms, custodial platforms and key clients of the firm
  • Organized local marketing events for the firm including quarterly economic and market forecasting symposium
  • Key Accounts Manager: Reaching out to institutional clients of the firm and managing new business development
  • Implemented key sales management tools including firm-wide “radar” of new sales opportunities
  • Conferences: Organized conference preparation for wholesalers and road show coordination
  • Direct Sales: Contributed to direct sales effort, calling directly on RIA’s and Financial Advisors
  • Compliance: New hire compliance, maintain documents, filings & renewals, track AUM, Northern Lights Distributors reviews, FINRA, trade authorization forms.

Education

Associate of Science -

Northeastern University
Boston, MA

Skills

  • Executive Support
  • Administrative Support
  • Office Management
  • Strong Problem Solver
  • Schedule & calendar planning
  • Office Administration
  • Meticulous attention to detail
  • Information confidentiality
  • Expense Reporting
  • Meeting planning
  • Travel Arrangements
  • Scheduling

Timeline

Executive Assistant to CEO / Office Manager

CalAmp
11.2023 - Current

Executive Assistant to CEO

Research Affiliates (Temporary Position)
05.2023 - 10.2023

Executive Assistant

Aristotle
07.2018 - 05.2023

VP Operations / Executive Assistant

Citytwig, Inc.
06.2017 - 06.2018

Executive Assistant to CEO & CIO

Banc of California (Temporary Position)
05.2016 - 07.2017

Executive Assistant to CEO

Jackson Financial Management
02.2015 - 05.2016

Executive Assistant to CEO / Business Manager

Anfield Capital Management, LLC
01.2013 - 02.2015

Associate of Science -

Northeastern University

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Jeannine Cooper