Melissa Baron
San Antonio,TX
Summary
Hard working, detail oriented professional with 18+ years of experience and a proven knowledge of executive support, impeccable customer service, productivity and performance management. Aiming to leverage my skills to successfully fill the Executive Administrative Assistant role at your company. Authorized to work in the US for any employer Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Assistant
Dr. Pamela Ray
05.2024 - Current
- Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal calendars and coordinated appointments for future events.
- Volunteered to help with special projects of varying degrees of complexity.
- Filed paperwork and organized computer-based information.
- Coordinated events and worked on ad hoc projects.
- Displayed absolute discretion at handling confidential information.
Server/Waiter
Snuffer's
02.2023 - 12.2023
- Provided friendly, efficient service to customers while maintaining a clean and organized dining room
- Trained new servers on customer service, cash handling, and menu knowledge
- Contributed to the team effort by completing side work and other tasks as needed
- Assisted in maintaining inventory and placing supply orders
- Worked flexible schedule including evenings, weekends, and holidays.
Server/Waiter
Redfields's Neighborhood Tavern
08.2021 - 12.2022
- Customer-oriented and experienced Head Waiter
- Excellent client-relation skills with a drive to anticipate needs and exceed customer expectations
- Demonstrated excellent personnel management skills and the ability to improve on feedback
- Trained waiters and waitresses on best practices and customer relationships to ensure top-notch dining experience for customers
- Suggested strategies and provided management advice to restaurant management
- Managed complaints and implemented customer feedback to encourage customer retention.
Executive Assistant
Lincoln Financial Group
03.2020 - 06.2021
- Maintained client policies and helped facilitate new life insurance business
- Performed all administrative duties from answering phones to distributing mail and assisting clients and potential clients scheduling physical exams and helping complete insurance applications.
Administrative Assistant
Duey Financial Group
11.2011 - 02.2014
- Prepared invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, and presentation software
- Read and analyzed incoming memos, submissions, and reports to determine their significance and plan their distribution
- Performed general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work
- File and retrieved corporate documents, records, and reports
- Prepared responses to correspondence containing routine inquiries
- Managed and maintain supervisors schedule and calendar
- Established and maintained relationships with clients to provide assistance with problems that may arise
- Operate office equipment such as fax machines, copiers, and phone systems, and used computers for spreadsheet, word processing, database management, and other applications
- Set up and maintained paper and electronic filing systems for records, correspondence, and other material
- Locate and attach appropriate files to incoming correspondence requiring replies
- Opened, read, routed and distributed incoming mail and other materials appropriately
- Completed investment, health and life insurance forms in accordance with company procedures
- Proofread work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
- Learned to operate new office technologies as they are developed and implemented
- Schedule and confirm appointments for clients, customers and supervisor
- Conducted searches to find needed information using the internet
- Established work procedures and processes for new assistants
- Operated electronic mail systems and coordinated the flow of information through all departments.
Office Manager
Beyond
10.2010 - 11.2011
- Assisted in managing day to day marketing activities, including media advertisement deadlines, press clippings, social media and photography (Facebook and on beyondld.com)
- Managed Accounts Payable
- Client invoice and receipt creation through QuickBooks
- Arranged gifts and thank you cards for clients
- Maintained the Beyond sales and marketing database (Highrise)
- Supported office staff through various activities, to include but not limited to picking up payments from clients, delivering product, the occasional errand and ordering team lunches
- Answered phones to capture sales information to be submitted to Sales Manager
- Maintained office supplies
- Designed and maintained filing systems.
Office Administrator/Manager
Tolleson Wealth Management
12.2003 - 02.2009
- Managed 2 lobby areas which included greeting and assisting clients, prospective clients, and office vendors, while managing 3 conference rooms, handling maintenance requests, maintaining vacation calendars, and answering phones for seventy-eight people and distributed calls accordingly
- Anticipated the needs of the client and the people I'm supported
- Coordinated receiving incoming and shipping outgoing packages and organized and coordinated mail distribution
- Handled courier and FedEx requests (set up new accounts for administrative and train them on process and procedures)
- Reviewed and coded office bills for discrepancies (late FedEx or courier, call for refund, etc.)
- Reporting from Act Database
- Arranged travel, meetings and lunches for CEO, Managing Directors as well as clients
- Maintained inventory and overall organization/cleanliness for both supply rooms and kitchens for four locations
- Organized staff events including the roll out of our core values, company team building/outings, holiday and promotional events, monthly birthday parties and more
- Trained newly hired executive assistants on existing and updated process and procedures
- Researched prospective clients and reported back to CEO and Managing Directors
- Update sales presentation, team list, brochure and executive bios.
Proofreader/Receptionist/Office Manager
Allan Safety Consultants
06.2002 - 03.2003
- Oversaw all payroll, accounts payable, and accounts receivable functions
- Proofread and corrected grammar and spelling for insurance underwriting applications
- Answered phones, filed and data entry
- All other administrative tasks as necessary.
Education
Bachelor's of Science in General Studies -
University of North Texas
Denton, TX05.2002
Skills
- Administrative Assistant
- Outlook
- Receptionist
- Word
- Health and Life Insurance Certificate
- Executive Support
- MS Office
- Cash handling
- Administrative experience
- Writing skills
- Communication skills
- Calendar management
- Proofreading
- Organizational skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Office management
- Microsoft Office
- Personal assistant experience
- Clerical experience
- Front desk
- DocuSign
- Hospitality
- POS
- Serving
- English
- Restaurant experience
- Cleaning
- Marketing
- Social media management
- Phone etiquette
- Computer skills
- Typing
- QuickBooks
- Payroll
- Office experience
- Windows
- Budgeting
- Word Processing
- Accounting software
- Calendar Management
- Errands management
- Strong Work Ethic
- Problem resolving
- Personal services
- Communication Skills
- Meticulous attention to detail
- Flexible Schedule
- Shopping services
- Self-starter
- Food Service Background
- Errands
- Hospitality Environment
- Understands grammar
- Client satisfaction
- Accurate and detailed
- Resourceful
- Multitasking and Organization
Certification
- 11398139, 02/01/20, 09/01/25
- CPR Certification
- Driver's License
Assessments
- Administrative assistant/receptionist, Proficient, 02/01/24, Using basic scheduling and organizational skills in an office setting
- Sales skills, Proficient, 08/01/23, Influencing and negotiating with customers
- Work motivation, Proficient, 08/01/23, Level of motivation and discipline applied toward work
- Food service: Customer situations, Proficient, 01/01/24, Identifying and addressing customer needs in a food service setting
- Food safety, Proficient, 01/01/24, Knowledge of proper food and equipment handling safety measures
- Spreadsheets with Microsoft Excel, Proficient, 08/01/23, Knowledge of various Microsoft Excel features, functions, and formulas
- Administrative support professional fit, Proficient, 03/01/23, Measures the traits that are important for successful administrative support professionals
- Office manager, Proficient, 08/01/23, Scheduling and budgeting
- Attention to detail, Proficient, 02/01/24, Identifying differences in materials, following instructions, and detecting details among distracting information
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeTimeline
Personal Assistant
Dr. Pamela Ray
05.2024 - Current
Server/Waiter
Snuffer's
02.2023 - 12.2023
Server/Waiter
Redfields's Neighborhood Tavern
08.2021 - 12.2022
Executive Assistant
Lincoln Financial Group
03.2020 - 06.2021
Administrative Assistant
Duey Financial Group
11.2011 - 02.2014
Office Manager
Beyond
10.2010 - 11.2011
Office Administrator/Manager
Tolleson Wealth Management
12.2003 - 02.2009
Proofreader/Receptionist/Office Manager
Allan Safety Consultants
06.2002 - 03.2003
- 11398139, 02/01/20, 09/01/25
- CPR Certification
- Driver's License
Bachelor's of Science in General Studies -
University of North Texas
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