Mary Elder
Waukesha,WI
Summary
Accomplished Executive Assistant offering over 20 years of high-level support to C-suite executives. Renowned for exceptional scheduling, travel coordination, and a proactive mindset in managing diverse corporate environments. Adept at fostering executive and client relationships. Distinguished by the ability to maintain confidentiality, meticulously manage projects, and facilitate effective communication across all organizational levels. Unwavering commitment to accommodating the evolving needs of leadership and organizations. Strategic leader in management field known for high productivity and efficient task completion. Possess specialized skills in operational strategy, team leadership, and conflict resolution. Excel in communication, adaptability, and problem-solving to achieve organizational goals.
Overview
26
26
years of professional experience
Work History
Office Manager/Executive Assistant to the President
Waukesha State Bank
07.2024 - Current
- Oversee the daily operations of the Wealth Management office to ensure efficient operations
- Act as executive assistant to the President of Wealth Management
- This includes reviewing emails and phone messages, scheduling appointments, organizing, and prioritizing tasks
- Uphold strict confidentiality in dealing with sensitive information, including personnel matters, legal documents, financial data, contracts, and other proprietary information
- Supervise Administration Support Specialists and provide backup as necessary for the front desk
- Coordinate with the front desk team to deliver exceptional client experience via email, over the phone, and in person for clients arriving for meetings
- Coordinate invitation lists for client events, economic update events, and client holiday gifts, and host/set up monthly onsite CEU lunch and learns
- Develop procedures for all administrative activities
- Coordinate resources to troubleshoot, determine the best solutions, and solve problems
Executive Assistant
Michael Best Strategies Law Firm
07.2022 - 06.2024
- Managing complex schedules, scheduling meetings with participants domestically and internationally, coordinating travel and preparing detailed reports and presentations to assist executives in decision-making processes
- Manage teaming partner agreements, and expense reports
- Constantly balancing demands of multiple assignments, act as a liaison between internal and external network partners and clients by fostering effective communication and improving collaboration
Scheduler
Moreland Ob/Gyn Associates
08.2020 - 07.2022
- Managing complex schedules, Maintaining a high degree of confidentiality
- Ability to confidentially handle sensitive information
- Builds templates in provider schedules
- Customer service in a high-volume setting
Physician Relations Coordinator
ProHealth care
10.1998 - 05.2020
- Supports multiple C-suite executives providing support managing legal agreements, scheduling complex calendars of meetings and appointments and keep executives informed of their commitments and participants aware of expectations
- Act as liaison between executives and internal and external contacts
- Assists in recruitment of Physicians including onboarding and offboarding
- Responsible for all student preceptors with providers
- Maintaining a high degree of confidentiality
Education
Applied Science-associate degree -
Waukesha County Technical College
Pewaukee, WI05.2015
Skills
- Staff hiring
- Policy implementation
- Documentation expertise
- Supply management
- Relationship building
- Scheduling and calendar management
- Policy and procedure modification
- Performance improvement
- Senior leadership support
- Employee supervision
- Staff management
- Office administration
- Customer relations
- Office management
- Scheduling
- Operations management
- Event coordination
- Travel coordination
- Conflict management
- Staff training
- Training and coaching
- Banking operations
- Scheduling coordination
- Clear oral/written communication
- Customer service
References
References available upon request.
Timeline
Office Manager/Executive Assistant to the President
Waukesha State Bank
07.2024 - Current
Executive Assistant
Michael Best Strategies Law Firm
07.2022 - 06.2024
Scheduler
Moreland Ob/Gyn Associates
08.2020 - 07.2022
Physician Relations Coordinator
ProHealth care
10.1998 - 05.2020
Applied Science-associate degree -
Waukesha County Technical College
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