Summary
Overview
Work History
Education
Skills
References
Software
Timeline
Hi, I’m

Marlene Diaz

Executive Assistant/Office Manager
Spring Valley,CA
Marlene Diaz

Summary

Versatile office leader and collaborator. Experienced in executive assistant responsibilities working for high level executives with great degrees of detail and attentiveness. Skilled at anticipating and preparing for all aspects of travel, event and project planning. Efficient workplace communicator. Great at building office chemistry. Excellent outward facing customer service personality.

Overview

11
years of professional experience

Work History

4Liberty

Portfolio Director Assistant
03.2024 - Current

Job overview

  • Efficiently manage complex scheduling for three executive directors, each with dual calendars, prioritizing time-sensitive commitments and cross departmental coordination.
  • Handle confidential and sensitive information & meetings with discretion and tact.
  • Created a department budget plan by collaborating with managers and the department director.
  • Oversee department training compliance by maintaining course records, tracking completion status, ensuring all required training was completed on time.
  • Streamline executive communication by managing emails and scheduling appointments.
  • Serve as a liaison between departments to facilitate effective communication throughout the company.
  • Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Support business and hospitality needs of corporate partners and staff during meetings and company events.
  • Enhance productivity by organizing travel arrangements and coordinating accommodations for executives.

Wealth Legacy Group, Inc.

Executive Assistant/Case Manager
09.2023 - 03.2024

Job overview

  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Organized and coordinated conferences and monthly meetings.
  • Provided clients with information on investment opportunities, products, and services based on each clients' individual needs.
  • Responded to emails and assisted clients with filling out forms and kept them informed/updated on their requests (i.e. wire transfers, investment opportunities, new account set-ups, etc.)

Minshull Trading

Executive Assistant/Office Manager
05.2014 - 09.2023

Job overview

  • Planned company travel for CEO, Partners, and staff of about 20.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Curated and maintained CEO's business calendar
  • Bookkeeper for CEO's personal expense accounts.
  • Worked senior management to initiate new projects and assist in various processes.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Oversaw security access and monitoring.
  • Coordinated building maintenance and tenant liaison.
  • Managed contractor and vendor services on property.
  • Coordinated and planned bi-annual company booths at national coin conventions including booking, travel, lodging, booth rental and supplies, as well as physical inventory spreadsheets for physical items displayed, sold or traded.
  • Executed yearly company and sister company's holiday dinner consisting of around 60 guests.
  • Office IT liaison and responsible for all supply ordering.
  • Facilitated training and onboarding for incoming office staff.
  • Handled confidential and sensitive information with discretion and tact.

Education

Southern New Hampshire University
Hooksett, NH

MBA from Business Administration And Management

University Overview

California State University, Dominguez Hills
Carson, CA

Bachelor Of Science from Business Administration And Management

University Overview

Skills

Scheduling

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References

References

Available Upon Request

Software

MS Office

Google Suite/Workplace

Sage

Quickbooks

Timeline

Portfolio Director Assistant
4Liberty
03.2024 - Current
Executive Assistant/Case Manager
Wealth Legacy Group, Inc.
09.2023 - 03.2024
Executive Assistant/Office Manager
Minshull Trading
05.2014 - 09.2023
Southern New Hampshire University
MBA from Business Administration And Management
California State University, Dominguez Hills
Bachelor Of Science from Business Administration And Management

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