Marcia Reyes
Portland,OR
Summary
Skillful, confidential and dedicated Executive Assistant with a demonstrated capacity to provide comprehensive support for executive-level staff. Proven track record of accurately completing projects, research, reporting, information management, marketing, and business-development efforts within budget requirements. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives. Highly focused and results-oriented in creative problem solving and supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.
Overview
15
15
years of professional experience
Work History
Executive Assistant to President
The Agnew Company
04.2021 - Current
- Provide high-level administrative tasks for the President and Board, including managing, prioritizing and responding to emails, coordinating all Executive level calendars and Executive travel
- Coordinate team building initiatives with the Executive Team, Board Members and staff to promote organizational culture and team morale
- Follow up on contacts made by the President and Executive Team to support the cultivation of ongoing business networking relationships
- Research, prioritize and follow up on deadlines, issues and concerns addressed to the President and helping to find next steps and solutions
- Serve as an effective and diplomatic gatekeeper while maintaining the highest level of confidentiality
- Attend meetings to take notes and track follow up action items for President and Chairman of the Board to ensure timely completion of projects or requests.
Executive Assistant to CEO
Nordstrom Family Office/Yaculta Companies
01.2018 - 08.2020
- Completed a broad variety of administrative, accounting and business support to CEO, President, Family Members and Family Office business associates, preserving strict confidentiality and fiduciary support
- Review and update controls, policies, and procedures for the Family Office and communicating changes clearly and effectively to Family Members and Advisors
- Manage and review banking and brokerage accounts for Family Office; Monitor and pay personal Family Member expenses, including living expenses, property taxes, insurance, medical, and charitable contributions
- Coordinated and facilitated Annual Distribution of Trust Account funds to Family Members
- Resolve any inquires, issues, and special requests by Family Members, CPAs, Bankers and Investment Entities quickly, accurately and confidentially
- Assist in creating and presenting financial documents, materials, presentations and agenda for quarterly Family Office meetings
- Coordinate wire transfers and distribution requests from Family Members
- Communicate and disperse information to CEO's direct reports and Yaculta management team.
Executive Assistant/Office Manager
Riverlake Partners, LLC
08.2011 - 12.2017
- Responsible for complex and frequently changing travel arrangements and accommodations for Managing Partners, CFO, Board Members, Advisors, Investors and Portfolio company's CEO's
- Large and small scale event planning including coordination of all sub-contractors, vendors and attendees
- Negotiated favorable terms and contracts with vendors, saving approximately $10K annually; as well as successfully lowering Managing Partner's personal monthly expenses
- Acted as liaison and maintained open lines of communications among Partners, CFO, Board Members, Advisors, Investors, and Portfolio company's executive staff
- Prepare, draft, and edit correspondence, quarterly letters, presentations, expense reports, project outlines, and meeting minutes, assist with budget accounting, banking, reconciliation and reporting
- Maintain and update company website.
Executive Assistant to Vice President of Development
Oregon Health and Sciences University
11.2008 - 07.2011
- Primary responsibilities include a variety of key donor-relations functions, addressing inquiries of current and potential donors, communicating with development department regarding donor-related initiatives, and maintaining donor database
- Prepared meeting agendas, presentations, budgets and carefully monitor and follow through on all action items
- Responsible for the management and coordination of calendars for Principal and senior gift officers within Foundation Development Department
- Preparation and coordination of travel arrangements for Principal and other senior staff as needed
- Created and designed various forms and documents which became company standard.
Education
Legal Secretary Certification -
Southwestern Oregon Community College
Coos Bay, ORSkills
- Microsoft Office 365
- Google Suites
- Outlook
- Teams
- SharePoint
- Slack
- Adobe Contribute
- QuickBooks
- Concur
- Notary in OR & WA
Hobbies Affiliations
- Kickboxing
- Archery
- Theatre Vertigo Board member
- CPR and First Aid Certified
Timeline
Executive Assistant to President
The Agnew Company
04.2021 - Current
Executive Assistant to CEO
Nordstrom Family Office/Yaculta Companies
01.2018 - 08.2020
Executive Assistant/Office Manager
Riverlake Partners, LLC
08.2011 - 12.2017
Executive Assistant to Vice President of Development
Oregon Health and Sciences University
11.2008 - 07.2011
Legal Secretary Certification -
Southwestern Oregon Community College