Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
Karlee Jones

Karlee Jones

Yadkinville,NC

Summary

Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Proactive Executive Assistant with demonstrated experience providing high-level administrative support to companies. Demonstrates superior communication and problem-solving abilities. Driven and resourceful administrative professional with 14+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

Overview

15
15
years of professional experience

Work History

Executive Assistant

Dorsett Controls
11.2021 - Current
  • Updated and maintained confidential databases and records.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Filed paperwork and organized computer-based information.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Transcribed meeting minutes to support sales, business development and senior management teams.
  • Wrote reports, executive summaries and newsletters.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.
  • Organized and coordinated conferences and monthly meetings.
  • Took notes and dictation at meetings.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Handled confidential and sensitive information with discretion and tact.

Executive Assistant

Ashley Energy
11.2021 - Current

CEO of Dorsett Controls is also CEO of Ashley Energy.

  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Organized and coordinated conferences and monthly meetings.
  • Took notes and dictation at meetings.
  • Handled confidential and sensitive information with discretion and tact.

Executive Assistant

MER Legal
11.2021 - Current

CEO of Dorsett Controls and Ashley Energy, is also Managing Partner in this Law Firm.

  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Organized and coordinated conferences and monthly meetings.
  • Took notes and dictation at meetings.
  • Handled confidential and sensitive information with discretion and tact.

Executive Assistant to the President

Carolina University
10.2020 - 11.2021

Completes broad variety of administrative tasks for President including: managing extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. Plans, coordinates and ensures President's schedule is followed and respected. Provides "gatekeeper" role for direct access to President's time and office. Communicates directly, and on behalf of President, with Board members, donors and others, on matters related to President's programmatic initiatives. Researches, prioritizes, and follows up on incoming issues and concerns addressed to President, including those of sensitive or confidential nature. Provides a bridge for smooth communication between President's office and internal departments. Works closely and effectively with the President to keep him well informed of upcoming commitments and responsibilities, following up appropriately. Manages a variety of special projects for the President, including drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the President's ability to effectively lead the University.

  • Screened personal and business calls and directed to appropriate party.
  • Handled confidential and sensitive information with discretion and tact.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Took notes and dictation at meetings.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Answered high volume of phone calls and email inquiries.
  • Handled incoming and outgoing mail, email and faxes.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Transcribed meeting minutes to support sales, business development and senior management teams.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Created and managed office systems to efficiently deal with documentation.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Updated and maintained confidential databases and records.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Filed paperwork and organized computer-based information.
  • Wrote reports, executive summaries and newsletters.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Used advanced software to prepare documents, reports, and presentations.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Organized and coordinated conferences and monthly meetings.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Worked with senior management to initiate new projects and assist in various processes.

Administrative Analyst III

ASRC Federal
02.2020 - 10.2020

Government contractor for the FAA - Provide procurement support to include tracking and ordering supplies. Work with various FAA systems including Prism, Delphi, DMS, PTS, AITS, etc. Update data in databases Utilize MS Office Suite for presentations and correspondence to upper level management. Property Delegate - Property Delegates perform any property record transaction, create and maintain accurate property records for ASRC and the FAA, perform and verify inventories, prepare reports of survey for lost, damaged, or destroyed federal property for review and approval, identify and initiate the disposal of property items no longer required.

Marketing Director

First National Bank & Trust Co.
03.2015 - 02.2019

Fiserv bank - $280 mil. Asset. Bank; Responsible for the day to day marketing functions of each bank branch, including expenses, budgets, compliance, promotions, sponsorships, advertisements, donations and community service activities in each branch region. Seven (7) branch locations across Oklahoma, with a total combined marketing budget of $420,000; this position is heavily involved in business development activities in the local community to develop a network of outside referral sources. Provided and went over analytical reports to board members, CEO, CFO, CLO, other bank executives, and tribe Chief and Co-Chief weekly. Also, the gate-keeper to the CEO for monetary requests, scheduled public appearances in lieu of sponsorship contracts.

  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Created innovative strategies to drive customer engagement.
  • Conducted market research to identify new opportunities and target markets.
  • Created and managed marketing budget, ensuring maximized ROI.
  • Created content and promotional materials to drive engagement and conversions.
  • Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
  • Continually maintained and improved company's reputation and positive image in markets served.
  • Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
  • Developed and implemented successful marketing strategies to increase brand visibility and sales performance.
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
  • Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
  • Generated sponsorships with related and partnering entities to enhance marketing objectives.
  • Planned and executed events and marketing programs to increase qualified leads.



Group Sales Coordinator

Oklahoma City Dodgers (Formerly OKC RedHawks)
03.2013 - 03.2015

My position was responsible for $165,000 worth of new revenue through cold calling my specific territories. I was also maintaining new and existing client accounts and building relationships with those clients while achieving my set department and individual sales goals. Responsibilities of the position also included: territory management, marketing, canvassing, planning, coordinating and scheduling any client event that would help grow the company and improve their client development through utilizing the ballpark atmosphere.

  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Organized promotional events and interacted with community to increase sales volume.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed accounts to retain existing relationships and grow share of business.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Built relationships with customers and community to establish long-term business growth.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Facilitated business by implementing practical networking techniques.

Ticket Sales and Operations Intern

Oklahoma City RedHawks
03.2013 - 09.2013

Intern - 13 weeks and 400+ hours of unpaid ticket operations, marketing and sales experience.


Executive Assistant Intern

All American Medical Equipment & Orthotics
05.2008 - 03.2013

Scheduled meetings, patient appointments and participated in all other administrative, marketing, sales, and clerical work as needed.

Education

Bachelor of Science - Business Administration And Management

Oklahoma State University
Stillwater, OK
07.2013

Associate of Science - Business Administration And Management

Rose State College
Oklahoma City, OK
05.2011

Skills

  • Microsoft Office
  • Adobe
  • CRM Management
  • AR/AP
  • Administrative Policies
  • Accounting
  • Records Management Databases
  • Resourceful Researching
  • Office Administration
  • Self Starter
  • Bookkeeping and Basic Accounting
  • Certified in 10-Key
  • QuickBooks Expertise
  • Board of Directors Support
  • Adobe
  • Confidentiality and Discretion
  • Information Confidentiality
  • Executive Travel
  • Administrative Support Specialist
  • Executive Support
  • Event Calendar Management
  • Executive Calendars
  • Proofreading
  • Excel Spreadsheets
  • Financial Services
  • Strong Problem Solver
  • Schedule Management
  • Goal Minded

Additional Information

National Marketing Conference – American Bankers Association- The industry's flagship conference for bank marketers.

o Nashville, TN; September 2016

o Baltimore, MD; September 2018


Honors Graduate - Leadership Shawnee– 2015-2016

Program designed to Prepare future community leaders for positions of responsibility by acquainting them with significant community processes, programs, and problems teaching them about involvement opportunities, special challenges and demands using forums with current leaders, improving understanding of various economic, social and political forces impacting the community, providing a network of community talent for service on public and private commissions, agencies, organizations and associations, educating and counseling leaders on skills necessary to become more objective.


Mandalay Baseball Properties Sales Academy OKC – June 2013

Oklahoma Bankers Association; Member – March 2015 to 2019

American Bankers Association; Member – March 2015 to 2019


Extra-Curricular

FNB SUPERHERO – 2015, 2016, 2017, 2018 - A SUPERHERO is someone who volunteered 100+ hours of their time, in the community through-out the year.


Shawnee Chamber Ambassadors – March 2015 to February 2019.


Kiwanis Club Member – September 2015 to 2020 - Volunteer group of community leaders that volunteer their time to help guide and mold the minds of our youth by getting them involved with the community. “Kiwanis is a global organization of volunteers dedicated to changing the world, one child and one community at a time.”

Timeline

Executive Assistant

Dorsett Controls
11.2021 - Current

Executive Assistant

Ashley Energy
11.2021 - Current

Executive Assistant

MER Legal
11.2021 - Current

Executive Assistant to the President

Carolina University
10.2020 - 11.2021

Administrative Analyst III

ASRC Federal
02.2020 - 10.2020

Marketing Director

First National Bank & Trust Co.
03.2015 - 02.2019

Group Sales Coordinator

Oklahoma City Dodgers (Formerly OKC RedHawks)
03.2013 - 03.2015

Ticket Sales and Operations Intern

Oklahoma City RedHawks
03.2013 - 09.2013

Executive Assistant Intern

All American Medical Equipment & Orthotics
05.2008 - 03.2013

Bachelor of Science - Business Administration And Management

Oklahoma State University

Associate of Science - Business Administration And Management

Rose State College
Karlee Jones