Kaylin Wardley
Los Angeles,CA
Overview
15
15
years of professional experience
Work History
EXECUTIVE ASSISTANT / MARKETING EVENTS SUPERVISOR
Singleton Schreiber Law Firm
Remote
01.2023 - 06.2024
- Provided support to the Chief Marketing Officer (CMO) and Marketing Team.
- Managed executive's calendar, including internal and external meeting coordination.
- Effectively handled all aspects of executive's travel and expenses, including both domestic and international accommodations.
- Led entire process of company attendance to industry events, including event research, registrations, both exhibitor and sponsor participation, and panel applications.
- Managed all aspects of marketing event planning and execution, from researching suitable venues to making booking arrangements, managing vendors, overseeing logistical operations, and day of activations.
- Oversaw marketing operations, including employee portrait and business card procurement, vendor relations, swag process, and client gifting.
- Led various ad hoc projects, including research, finance, data, and employee surveys.
SENIOR EXECUTIVE ASSISTANT
ATTN Agency
Remote
07.2022 - 01.2023
- Delivered high-level assistance to top-level management involving four executives.
- Enhanced efficiency through the implementation of a streamlined calendar management process, encompassing meeting coordination, domestic and international travel arrangements, and effective time management.
- Managed internal and external correspondence by drafting, reviewing, and liaising with other departments.
- Maintained monthly expense reporting.
- Assisted in managing tasks, delegating responsibilities, and handling ad hoc projects.
SENIOR EXECUTIVE ASSISTANT
Copado Solutions
Remote
08.2021 - 06.2022
- Provided support to the CFO and the General Counsel.
- Oversaw executive's inbox and handled high-volume correspondence with internal and external executives, vendors, clients, and board members.
- Efficiently managed end-to-end calendar process, including internal and external meeting coordination, domestic and international travel, and transportation logistics.
- Managed logistics of company offsite events for 30+ executives, encompassing venue selection, travel arrangements, F&B coordination, material preparation, tech equipment setup, and day of activations.
- Directed departmental operations processes, including team software procurement, vendor contract management, NDA contract review, board members sourcing, intern onboarding, and company org chart.
- Effectively managed the Finance Team's OKRs by utilizing 15Five software for goal setting, reporting, and conducting monthly and quarterly meetings.
- Created and reconciled monthly expense reports.
EXECUTIVE ASSISTANT
Spectrum Equity Investors
San Francisco, CA
05.2017 - 01.2020
- Provided comprehensive assistance to two senior Managing Directors and a Vice President.
- Managed executive's calendar, including internal and external meetings, investor scheduling, and travel arrangements.
- Arranged complex domestic and international travel, including flights, hotel accommodations, ground transportation, dinner reservations, and onsite meetings coordination.
- Managed all aspects of portfolio company board meetings and annual CEO Summits, including venue sourcing and booking, vendor relations, material preparation, travel, staff support, and day-of logistics.
- Successfully planned and operated all aspects of company offsites for 60+ employees, including venue and vendor bookings, scheduling, travel arrangements, material preparation, sourcing of team-building activities, and providing onsite support.
- Organized all in-office employee events.
- Created and reconciled monthly expense reports.
ADMINISTRATIVE ASSISTANT/RECEPTIONIST
Spectrum Equity Investors
San Francisco, CA
05.2015 - 05.2017
- Supported seven Analysts and Associates by managing travel arrangements and expense processing.
- Efficiently managed tasks at the reception area involving phone inquiries, visitor welcome, and meeting space organization.
- Managed the review and payment of invoices, as well as the reconciliation of office credit card expenses.
- Coordinated lunch orders, procured office supplies, and managed vendor relations.
- Assisted in organizing and conducting board and investor meetings.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Conducted research on various topics as requested by management.
- Facilitated communication between different departments within the organization.
- Facilitated appointments coordination between clients and internal staff members.
ONLINE CUSTOMER SERVICE BANKER LEVEL II
Wells Fargo
Concord, CA
03.2011 - 03.2012
- Managed a large influx of calls by providing prompt assistance and resolving queries.
- Supported customers in managing their accounts digitally, handling requests and troubleshooting problems.
- Educated customers on how to use digital banking platforms such as mobile apps or internet banking portals.
- Responded promptly to customer inquiries via telephone or email regarding account issues or banking products and services offered by the bank.
- Maintained an accurate record of all customer interactions for future reference.
TELLER / SALES & SERVICE ASSOCIATE / PERSONAL BANKER
JP Morgan Chase Bank NA
Pleasant Hill, CA
01.2009 - 03.2011
- Interacted with customers to provide front-end services while processing deposits, withdrawals, payments, and transfers.
- Compiled sales reports for bankers, and managed customer inquiries.
- Establishing client banking relations to meet long term financial needs.
- Maintained accurate records of all transactions for compliance purposes.
- Explained the features of various banking products available to customers.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Maintained confidentiality of all customer records and information according to company policies.
Technology Experience
- Microsoft Office
- Google Suite
- Salesforce
- Slack
- Adobe
- DocuSign
- Expensify
- Concur
- Asana
- Procurify
- 15Five
References
References available upon request.
Timeline
EXECUTIVE ASSISTANT / MARKETING EVENTS SUPERVISOR
Singleton Schreiber Law Firm
01.2023 - 06.2024
SENIOR EXECUTIVE ASSISTANT
ATTN Agency
07.2022 - 01.2023
SENIOR EXECUTIVE ASSISTANT
Copado Solutions
08.2021 - 06.2022
EXECUTIVE ASSISTANT
Spectrum Equity Investors
05.2017 - 01.2020
ADMINISTRATIVE ASSISTANT/RECEPTIONIST
Spectrum Equity Investors
05.2015 - 05.2017
ONLINE CUSTOMER SERVICE BANKER LEVEL II
Wells Fargo
03.2011 - 03.2012
TELLER / SALES & SERVICE ASSOCIATE / PERSONAL BANKER
JP Morgan Chase Bank NA
01.2009 - 03.2011
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