Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Sheppard

Middleburg

Summary

Dynamic Sr. Executive Assistant with exceptional interpersonal skills and meticulous attention to detail, ensuring effective communication and streamlined operations within senior management.

Overview

20
20
years of professional experience

Work History

Sr. Executive Assistant

VyStar Credit Union
Jacksonville, FL
04.2001 - 04.2021
  • Streamlined executive communication processes, enhancing information flow across departments.
  • Coordinated complex travel arrangements and scheduling for senior management, optimizing time efficiency.
  • Developed and maintained detailed project timelines, ensuring alignment with organizational goals and deadlines.
  • Implemented office management systems that improved document retrieval and reduced processing times.
  • Mentored junior administrative staff, fostering professional development and improving team collaboration.
  • Managed confidential correspondence and sensitive information, upholding compliance with regulatory requirements.
  • Facilitated strategic meetings by preparing agendas, taking minutes, and following up on action items effectively.
  • Supported budget preparation and financial reporting processes through meticulous record-keeping and analysis of expenditures.
  • Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for [Number] executives.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Contributed to smooth business operations by planning and organizing meetings and conferences.
  • Maintained professionalism while handling sensitive information by adhering to strict confidentiality protocols at all times.
  • Developed strong relationships with internal departments to facilitate cross-functional collaboration on key initiatives driven by senior leaders.
  • Assisted senior management with major initiatives and projects.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Coordinated events and worked on ad hoc projects.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.

Education

High School Diploma -

Andrew Jackson Sr. High
Jacksonville, FL

Skills

  • Exceptional interpersonal skills
  • Calendar management proficiency
  • Meticulous attention to detail
  • High-level confidentiality
  • Executive support expertise
  • Effective problem solving
  • Office equipment proficiency
  • Professional presentation development
  • Strong organizational skills
  • Adaptable to change
  • Expert time management
  • Efficient travel arrangements
  • Research
  • Budget management experience
  • Expert meeting facilitation
  • Able to take direction
  • Skilled in office technology
  • Strategic planning expertise

Timeline

Sr. Executive Assistant

VyStar Credit Union
04.2001 - 04.2021

High School Diploma -

Andrew Jackson Sr. High