JULIE FORREST
San Tan Valley,AZ
Summary
Dynamic Executive Assistant with a proven track record in enhancing organizational efficiency by managing complex schedules and streamlining project workflows. Recognized for delivering outstanding administrative support while adeptly prioritizing tasks to meet critical deadlines. Demonstrates exceptional analytical skills and sound judgment in navigating high-pressure environments. Aiming to leverage expertise in operational support to further drive executive productivity.
Overview
22
22
years of professional experience
Work History
Executive Assistant - Chief Marketing Officer and Chief Technology Officer
PLEXUS WORLDWIDE
Scottsdale, AZ
07.2024 - Current
- Provide administrative and business support to the CMO and CTO of Plexus' expanding teams, and support other members of the executive management team.
- Coordinate communications, track and follow up on marketing team requests, and identify those of importance, which require immediate attention.
- Manage an extremely active calendar of appointments, create expense reports, maintain department organizational charts, and compose and prepare confidential correspondence.
- Managed and tracked expenses to meet company budget requirements.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Executive Assistant - Chief Executive Officer, Chief Financial & Chief Operations Officer
MD Helicopters
Mesa, AZ
05.2023 - 07.2024
- Support the CEO, CFO, and COO with calendar scheduling, meetings, and team requests.
- Work directly with company managers to balance schedules, assist in projects, and company events.
- Organize meetings, including gathering documents, and making food arrangements.
- Managed and tracked expenses to meet company budget requirements.
- Coordinate pilot and maintenance training yearly schedules.
- Provide assistance with the on-site company meeting.
Account Manager
Phoenix Formulations
Tempe, AZ
01.2022 - 01.2023
- Develop relationships with customers, connect with business executives, and maintain the day-to-day operations regarding customer orders.
- Ensure complete customer satisfaction by answering questions, sending out weekly operation reports, and scheduling weekly meetings with customers.
- Coordinates with internal and external personnel to keep orders on track regarding packaging, product delays, and substitutions with raw materials.
- Works quickly to resolve any conflicts with clients, or internal problems.
- Take proactive measures to ensure customers are always informed of the status of their orders.
- Takes necessary actions in resolving setbacks or delays in delivery times.
Executive Assistant - Chief Executive Officer, Chief Legal Officer & Chief Human Resources Officer
TALKDESK.COM
San Francisco, CA
10.2020 - 09.2021
- Provide administrative, business, and personal support to the CEOs' expanding executive team.
- Support the CLO and CHRO with calendar scheduling, meetings, and team requests.
- Schedule executive-level meetings with internal and external stakeholders.
- Coordinate logistics in planning off-site meetings and events.
- Make travel arrangements and detailed travel itineraries for attendees.
- Follow up on team asks regarding timelines and structure.
Executive Assistant - Chief Marketing Officer
PLEXUS WORLDWIDE
Scottsdale, AZ
01.2018 - 10.2020
- Provide administrative and business support to the CMO of Plexus' expanding marketing team, and support other members of the executive management team.
- Enhance communication between product, marketing, communications, creative, and digital teams, fostering a united sense of teamwork and collaboration.
- Manage an extremely active calendar of appointments, create expense reports, maintain the department's organizational chart, and compose and prepare confidential correspondence.
Executive Assistant to the Chief Executive Officer
INSIDESALES.com
Provo, UT
07.2016 - 01.2018
- Established effective executive assistant processes for top executives of a growing software company.
- Handled heavy travel schedules, managed calendars, approved and reconciled expenses, took minutes, and addressed ad hoc needs.
- Organized department off-site meetings.
- Liaison to Board Members.
- Tracked key executive travel to coordinate customer meetings with field account executives.
Executive Assistant, President
Nelson Brothers Professional Real Estate and Construction Management
Orem, UT
03.2014 - 07.2016
- Properly routed agreements, contracts, and invoices through the signature process.
- Served as a central point of contact for all outside vendors interested in leasing office space.
- Prepared invoices for the construction draw process.
- Completed payroll for 1099 employees.
- Created purchase orders, expense corporate credit cards, reimbursements, and office invoices.
- Tapped into project management release management process to provide structure and efficiency for the Construction Management Team.
Administrative Assistant
THERAPY SOLUTIONS
Dana Point, CA
01.2012 - 03.2014
- Maintained the doctor's calendar and helped build community relationships to assist in building his practice.
- Investigated past-due invoices and minimized the number of unpaid accounts.
- Demonstrated knowledge of HIPAA Privacy and Security Regulations by appropriately handling patient information.
- Responded to telephone and in-person requests for information.
- Developed electronic filing systems, and maintained medical records.
- Confirmed patient information, collected copays, and verified insurances.
Medical Administrative Assistant
Utah Valley Regional Medical Center
09.2003 - 08.2008
- Assisted physicians and nurses with multiple patient orders.
- Scanned patient charts, corresponded with on-call physicians, ordered labs, scans, procedures, radiology services, and follow-up care.
- Collected pertinent information from patients, family members, and friends.
- Coordinated logistics with doctors and nurses to develop care plans for patients.
Education
EMT 1A -
Orange Coast College
Costa Mesa, CASkills
- Calendar management
- Expense tracking
- Travel coordination
- Confidential correspondence
- Meeting organization
- Project management
References
Available upon request
Websites
Personal Information
Title: Executive Assistant
Qualifications Summary
Energetic and personable Executive Assistant with 9+ years and expertise providing administrative support to C-Suite members and board members, project management, and event planning. Enables greater productivity and effectiveness by adeptly prioritizing tasks, resolving roadblocks, and managing logistics. Manages resources and stakeholders to drive on-time completion of projects that meet big-picture objectives. Works effectively across organizational levels both internally and externally. Go-to problem solver with get-it-done reputation. Utilizes discretion in dealing with highly sensitive matters and documentation. Energetic personality with the ability to get along with everyone.
References
References available upon request.
Timeline
Executive Assistant - Chief Marketing Officer and Chief Technology Officer
PLEXUS WORLDWIDE
07.2024 - Current
Executive Assistant - Chief Executive Officer, Chief Financial & Chief Operations Officer
MD Helicopters
05.2023 - 07.2024
Account Manager
Phoenix Formulations
01.2022 - 01.2023
Executive Assistant - Chief Executive Officer, Chief Legal Officer & Chief Human Resources Officer
TALKDESK.COM
10.2020 - 09.2021
Executive Assistant - Chief Marketing Officer
PLEXUS WORLDWIDE
01.2018 - 10.2020
Executive Assistant to the Chief Executive Officer
INSIDESALES.com
07.2016 - 01.2018
Executive Assistant, President
Nelson Brothers Professional Real Estate and Construction Management
03.2014 - 07.2016
Administrative Assistant
THERAPY SOLUTIONS
01.2012 - 03.2014
Medical Administrative Assistant
Utah Valley Regional Medical Center
09.2003 - 08.2008
EMT 1A -
Orange Coast College
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