Kristine Laut
Executive Assistant
Plantation,FL
Summary
Driven and resourceful administrative professional with 20+ 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 to UHNW CEO
Confidential Private Individual
12.2022 - Current
- Coordinate all aspects of CEO hosted events whether business or personal in NYC and Miami. Create and manage invites, work closely with party planner and source venue locations.
- Primary point of contact for CEO's direct reports, assisting them with their requests or directing them to appropriate resources.
- Provide professional support during board meetings, including agenda preparation and meeting summary.
- Aid in recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Streamline executive communication by managing emails, and phone calls.
- Submit travel expenses and reimbursements to AR.
- Organize and coordinate conferences and monthly meetings.
- Handle confidential and sensitive information with discretion and tact.
- Heavy calendar management.
Personal Assistant to UHNW CEO
Confidential Private Individual
12.2022 - Current
- Manage household budget for 3 homes. Monitored expenses closely, maintaining organized system for easy access to financial records.
- Handle sensitive and highly confidential information and matters.
- Schedule all medical appointments, procedures & check-ups.
- Communicate with contractors to discuss projects and upcoming appointments.
- Point of contact between household staff to ensure all 3 homes are running smoothly.
- Manage numerous club memberships and reservations for CEO and his guests.
- Purchase gifts for staff, family and friends.
- Managed travel arrangements including flights, care service, hotel accommodations, and itineraries for smooth business trips
- Managed complex calendar coordination across multiple time zones for seamless meeting scheduling
- Maintained entire family's schedule and organized events
Executive Assistant to the Chief Executive Officer
MassMutual Financial Group
6 2018 - 12.2022
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Responded to emails to facilitate communication and enhance business processes.
- Developed and maintained systems for important deadlines allowing Executive team and Department heads to increase productivity.
- Submitted all travel expenses and reimbursements for CEO.
- Ensured agency calendar is regularly updated with all meetings and events happening throughout different departments.
- Supported C-Suite with special project requests as needed.
- Gathered important agency information for weekly video message from CEO.
- Attended team meetings to help implement communication, manage project timelines and report any issues to CEO.
- Negotiated and vet out locations and onsite logistics for CEO led meetings and firm wide conferences.
Personal Assistant to the Chief Executive Officer
MassMutual Financial Group
06.2018 - 12.2022
- Managed household budget by paying bills and tracking expenses.
- Managed social media accounts by responding to comments.
- Coordinated international and domestic travel logistics including flight itineraries, hotel reservations, dining and car services.
- Coordinated international and domestic travel logistics including flight itineraries, hotel reservations, dining and car services.
- Oversaw personal and professional calendars.
- Maintained strictest confidence at all times.
- Communicated with contractors to discuss projects and upcoming appointments.
- Managed personal and professional networks.
- Point of contact between household staff.
- Managed guests bookings for home in Islamorada and Ocean Reef.
- Managed Yacht and Beach Club memberships reservations CEO and his guests.
- Gifts for staff, family and friends.
- Schedule monthly podcast interviews with PR company.
Client Service Manager
Beacon Bridge Wealth Partners, Ameriprise Financia
11.2015 - 6 2018
- Lead execution and tracking of business goals and improvement of other key performance indicators; maintain workflow trackers, networking trackers, and prospecting opportunities for Principals’.
- Managed day-to-day operations, including bookkeeping, vendor relations, supply ordering, licensing, and compliance requirements.
- Monitored client accounts to ensure trade accuracy and completion, manage client money movement requests.
- Monitored client accounts to ensure trade accuracy and completion, manage client money movement requests.
- Developed firm-wide calendar method for successful time management and workflow.
- Organized and lead weekly client prep meetings.
- Scheduled client meetings via Outlook calendar and GoToMeeting; manage Principals' calendars.
- Processed checks, rollover requests and submitted insurance and annuity applications.
- Assisted with onboarding of new employees.
Executive Assistant to CEO
Watts Investments
9 2002 - 11.2015
- Scheduled and confirmed client appointments, calendar management for CEO.
- Created and maintained client database records.
- Completed annuity investment and life insurance applications, followed up with wholesalers.
- Scanned investment applications to home office for approval, processed RMD’s.
- Screened all incoming phone calls, replied to e-mails on behalf of CEO.
- Managed back-office day-to- day operations and all Office Manager functions.
- Transcribed and maintained confidential client information into applicant tracking system and database.
Constituent Outreach Specialist
Pennsylvania House Of Representatives
09.2009 - 09.2014
- Provided office support and assisted with constituent services in legislator’s district office.
- Extensive contact with State, Local and Government agencies.
- Responded to phone, written and in-person requests from constituents.
- Responsible for daily input into RepNet database for up-to-date recording of constituent issues.
- Followed up with legislative liaisons regarding constituent applications and researched constituent eligibility for assistance programs.
- Completed and submitted grant applications.
- Retained up to date record of open grants, acquired copies of receipts/invoices and proof of payment to submit with grant closeout forms.
Customer Service Representative
Mercy Fitzgerald Hospital
5 1999 - 9 2001
- Registered patients for nursing homes and hospitals.
- Ordered patient tests for over 250 locations including nursing homes, hospitals and physician’s offices.
- Accessed patient test results for physicians.
- Updated and logged phone calls into patient database.
Education
Delaware County Community College
Media, PAWor-Wic Community College
Salisbury, MDSkills
Trustworthy, flexible, organized
Skilled at working under pressure
Creative problem solver
Exceptional organizational skills
Efficient multi-tasker
Deadline-oriented
Proficient in Microsoft Office
Florida Notary
Appointed Notary with the State of Florida
Timeline
Executive Assistant to UHNW CEO
Confidential Private Individual
12.2022 - Current
Personal Assistant to UHNW CEO
Confidential Private Individual
12.2022 - Current
Personal Assistant to the Chief Executive Officer
MassMutual Financial Group
06.2018 - 12.2022
Client Service Manager
Beacon Bridge Wealth Partners, Ameriprise Financia
11.2015 - 6 2018
Constituent Outreach Specialist
Pennsylvania House Of Representatives
09.2009 - 09.2014
Executive Assistant to the Chief Executive Officer
MassMutual Financial Group
6 2018 - 12.2022
Executive Assistant to CEO
Watts Investments
9 2002 - 11.2015
Customer Service Representative
Mercy Fitzgerald Hospital
5 1999 - 9 2001
Delaware County Community College
Wor-Wic Community College
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