Assists Marketing with planning of trade show events and supports team with all logistics, schedules, and communications
Maintains and protects confidential records and information – uses absolute discretion when handling matters, including sensitive HR matters and privileged communications
Facilitates expense management processes, including employee reimbursements and vendor invoicing; collaborates with the Finance team to track expenses and maintain records efficiently
Assists with the ordering of company devices, apparel, supplies, and marketing materials as needed
Coordinated Executives’ calendars, organized email inboxes, and triaged requests/action items
Scheduled/prepared team meetings and prepped team for all virtual meetings (sent out invites, agendas, handouts, and took meeting notes)
Managed the progress of various projects and modified existing SOPs
Tracked budget expenditures; created expense reports through Concur
Assisted HR with interview preparation and onboarding of new hires
Assisted Facilities with new employee office set-ups and onboarding
Kept track of all active online publication subscriptions, maintaining records of cost, renewal dates, and log-in credentials where applicable, as well as handling renewals
Improved training materials for projects that involved improved patient care
Solved a business challenge involving uploading/archiving confidential legal agreements in that is currently being implemented by the entire team
Saved the company time and money by lowering the cost of virtual event registrations.
Scheduled all appointments; screened/routed all calls as appropriate
Organized complex calendars; scheduled all meetings and appointments
Arranged complicated trips - both international and domestic
Drafted and edited proposal letters, memoranda, and correspondence
Managed tight deadlines and competing demands for special project needs; developed spreadsheets to track progress and gave weekly updates to senior staff
Distributed, updated, and managed flow of marketing materials, presentations, and ad hoc spreadsheets
Maintained records for all ongoing team deals, keeping records current via team input, and kept the pipeline report up-to-date
Continually sought methods for improving daily operations, including communication with clients, recordkeeping and data entry for increased efficiency
Completely re-organized the internal libraries and assisted managers with special projects as needed.
Executive Assistant
Third 500
09.2015 - 01.2017
Organized heavy calendars and scheduled all of CEO’s appointments (both personal and professional); maintained team calendars
Managed CEO’s active board appointments and schedules, and created meeting prep folders
Coordinated travel arrangements and created itineraries (both personal and professional)
Responded to event invitations - philanthropic and general meeting requests
Planned, organized, implemented and managed various office team building activities, functions and special events (ex: contests, happy hours, lunch ‘n learns, etc.)
Assisted Principals with project support – updated contacts in databases, researched companies, and built/shared knowledge of competitors
Facilitated co-investment activities by working closely with the investment team to manage documentation and communications with external partners with team
Assisted with tax preparation and sent out K-1s
Drafted/Edited/Executed NDAs/LOIs for Executives’ signature; archived all legal documents
Procured office equipment; worked with vendors to purchase/maintain office equipment and supplies
Liaised with outsourced IT company and helped troubleshoot tech issues
Organized and ordered all kitchen supplies; managed budget for breakroom/kitchen supplies
Supported CFO/Controller with AR invoicing and assisted with budgets, invoicing, and submission of financial reports
Worked in tandem with marketing teams to raise company profile through social media platforms.