Megan Auer

Manages complex calendar scheduling with focus on proper allocation of executive availability for Chief Financial Officer and Head of Strategy and Planning. Contributes to smooth business operations by planning, organizing and attending meetings. Processes travel expenses and reimbursements for two executives. Assists with team building initiatives and overall support for maintenance of organizational culture and employee morale. Provides administrative support to senior leadership team while maintaining confidentiality.

Effectively executed all events and meetings for the EVP of Digital and Marketing and Executive Leadership Team. Coordinated calendars, catering, volunteers, furniture needs, A/V needs, webex hosting and recording, set up/tear down and post event surveys for meetings with attendance ranging from 10 - 200 +. Additional support provided to leadership team with all event needs including presentation generation. Increased management satisfaction by consistently delivering well-executed events within budget constraints. Enhanced attendee experience through careful selection of venues and catering providers.

Successfully supported Senior Trust Advisor with a book of business with $1.6B in total assets. Ensured excellent client service by providing effective customer communication. Retained clients by offering superior service and execution of cash processing, tax reporting, account openings/closings and asset transfers. Ensured STA's book of business was compliant at all times and adhered to all bank's policies and procedures. Created impressive communication process and workflow to ensure effective partnership with STA during COVID Pandemic and needing to "work differently".

Processed travel expenses and reimbursements for executive team and senior management group. Screened calls and emails and initiated actions to respond or direct messages for managers. Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time. Prepared comprehensive materials for meetings, enabling informed decision-making by the President. Facilitated seamless communication between the President and key stakeholders, ensuring timely responses to emails and phone calls. Assisted with the onboarding process for new executive team members, creating a smooth transition for all involved parties. Proactively identified potential issues or obstacles before they escalated, allowing for timely resolution or mitigation strategies implementation. Managed sensitive information discreetly, maintaining strict confidentiality in all aspects of executive support. Actively participated in organization-wide committees to improve processes while representing the President's interests effectively. Contributed valuable input during senior leadership meetings resulting in better alignment across functions towards shared goals. Oversaw administrative staff performance evaluations and provided constructive feedback for professional growth opportunities development.

Served as relationship manager for Private Family Foundations and charitable trusts. Prepared agendas and minutes for quarterly foundation meetings. Managed account administration, grant making and compliance reporting. Conducted research to identify and seek out potential grantees. Worked closely with trustees and grantees to develop goals, approaches, initiatives and evaluations of grants. Determined staffing plans to achieve program goals and objectives and participated in hiring decisions for new program staff. Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of team.

Performed a wide range of support for five senior executives. Relieved executives from their administrative duties, often of a highly confidential, diversified and complex nature. Initiative and judgement were required in absence of direct instructions. Answered high volume of phone calls and email inquiries. Coordinated internal and external events and worked on ad hoc projects. Streamlined operations and prioritized tasks, allowing senior staff to increase productivity. Organized and coordinated conferences and monthly meetings. In addition, I promoted employee engagement and wellness initiatives and also managed private client events. Supported new hires during their onboarding process by providing training, resources, and guidance related to administrative procedures and office protocols. Oversaw administrative staff performance evaluations and provided constructive feedback for professional growth opportunities development.