Jennifer Sieleman
Des Moines,IA
Summary
Forward-thinking Executive Assistant adept at managing busy schedules, organizing projects, and providing stellar administrative support to executive team. Analyzes, prioritizes, and completes tasks with professionalism and sound judgment.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Executive Assistant & Project Coordinator to Head of AWS & Wp&R
Cetera Financial Group
07.2024 - Current
- Proactively manage complex, extremely high-volume calendars across multiple time zones optimizing time and ensuring alignment with priorities
- Plan, coordinate and book extensive domestic and international travel through Navan and direct with carriers when needed, including expense reconciliation through Oracle
- Assist in budget planning, by attending meetings, taking notes and entering information into Airtable for the CoS
- Gather sales information from our brokerages and help with special projects to ensure the Head of Advanced Wealth Solutions reaches his year one goals
- Code P-card expenses and submit for payment
- Input invoices through procurement, ensure purchase orders are submitted and tracked properly and submit monthly accruals
- Draft documents for internal and external distribution
- Act as a community leader for Viva Engage – responsible for proofing and posting our monthly "From the Desk of" message
- Proof and publish the Head of AWS' Forbes financial article submissions
- Plan, execute and attend large on-site/off-site meetings and events including contract negotiation, space, A/V, hotels, catering, meal reservations and tracking to established budget
- Research and create materials for large scale meetings and engagements (e.g
- All hands, off-site meetings, conferences)
- Approve executive's direct report expense reports and travel on behalf of executive
- Inbox management
Executive Assistant to CHRO, CRO, General Counsel & EVP Content Partnerships
Cision
05.2022 - 07.2024
- Proactively manage complex, extremely high-volume calendars across multiple time zones optimizing time and ensuring alignment with priorities
- Plan, coordinate and book extensive domestic and international travel including expense reconciliation through Concur and / or our travel partners at Direct Travel, as well as direct with carriers in some instances
- Assist in recruiting by scheduling and coordinating interviews with external recruiting firms, liaising with hiring team, and coordinating new hire onboarding
- Plan, execute and attend on-site/off-site meetings and events including contract negotiation, space, A/V, hotels, catering, meal reservations and tracking to established budget
- Draft documents for internal and external distribution
- Research and create materials for large scale meetings and engagements (e.g
- Town halls, off-site meetings, operating committee)
- Approve executive's direct report expense reports and travel on behalf of executive
- Inbox management
Executive Assistant CIO, SVP of Finance, SVP of RIS, SVP of Sales & Sales Team
Principal Financial Group Inc
Des Moines, IA
03.2019 - 05.2022
- Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time
- Booked travel through Egencia or our personal jets directly with the aviation group at the airport
- Updated spreadsheets and created presentations to support executives and boost team productivity
- Planned and executed large department wide town halls, off-site meetings and events
- Prepared weekly investment committee reports and monthly board documents and disseminated to the C-Suite
- Attended meetings alongside executive, prepared and distributed take-aways and tracked follow-ups
- Registered executives for conferences - Inbox management
Executive Assistant & Project Manager to CEO & President
HomeServices Lending
West Des Moines, IA
12.2017 - 01.2019
- Managed heavy executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
- Processed travel expenses and reimbursements for executive team and senior management group
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data
- Planned, executed and traveled with CEO to off-site meetings
- Researched and analyzed data for executives as requested
- Facilitated weekly executive meeting in CEO's absence
- Inbox management
Executive Assistant and IT Project Coordinator to President / EVP, CTO & VP of HR
Berkley Technology Services
Urbandale, IA
08.2007 - 12.2017
- Proactively managed President / EVP's calendar, scheduling meetings and appointments
- Prepared expense reports
- Helped develop company Key Performance Indicators
- SharePoint administrator to multiple team sites
- Planned, executed and attended on-site and off-site meetings
- Attended meetings and prepared take-aways
- Approved and processed invoices
- Produced timely and accurate project status and performance reports, plan revisions, change notices and ad hoc reports
- Provided administrative project support to project team and key stakeholders from origination through implementation
- Coordinated project pipeline and assignments
- Identified issues, notified project team, and assisted with resolution
- Monitored project progress, identified risks, and took corrective action
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts
Education
Bachelor of Science - Business Management,Cum Laude
William Penn University
Oskaloosa, IA05.2008
Skills
- Travel Coordination
- Project Planning
- Executive Support
- Interpersonal Communication
- Meticulous attention to detail
- Process Improvements
- Schedule & calendar planning
Certification
- Certified Notary Public w/remote notarization
- Certified by: Iowa State Secretary
Timeline
Executive Assistant & Project Coordinator to Head of AWS & Wp&R
Cetera Financial Group
07.2024 - Current
Executive Assistant to CHRO, CRO, General Counsel & EVP Content Partnerships
Cision
05.2022 - 07.2024
Executive Assistant CIO, SVP of Finance, SVP of RIS, SVP of Sales & Sales Team
Principal Financial Group Inc
03.2019 - 05.2022
Executive Assistant & Project Manager to CEO & President
HomeServices Lending
12.2017 - 01.2019
Executive Assistant and IT Project Coordinator to President / EVP, CTO & VP of HR
Berkley Technology Services
08.2007 - 12.2017
- Certified Notary Public w/remote notarization
- Certified by: Iowa State Secretary
Bachelor of Science - Business Management,Cum Laude
William Penn University
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