Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Patricia Taylor

Holly Springs,NC

Summary

Forward-thinking Executive Assistant accomplished in aiding company leaders with key functions. Gifted at managing busy schedules, organizing projects and providing stellar administrative support to executive team. Analyzes, prioritizes and completes tasks with professionalism and sound judgment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Executive Assistant

J.P. Morgan Chase & Co.
Cary, NC
06.2016 - 10.2023
  • Provided high-level customer service to Co-Head of Healthcare and Life Sciences, Region Manager, Executive Directors & Vice Presidents.
  • Greeted visitors warmly upon arrival at the office premises.
  • Maintained smooth, professional, and efficient daily operations of the office.
  • Operated a multi-lined phone system.
  • Extensive calendar management using Outlook.
  • Utilized Microsoft Office suite (Word, Excel, and PowerPoint).
  • Scanned, copied and faxed documents for Southeast team.
  • Managed and planned special events including JPMorgan's Annual Healthcare conference in San Francisco, CA.
  • Effectively managed tasks independently and collaboratively, demonstrating strong analytical, interpersonal, and communication skills.
  • Participated in monthly team meetings with the purpose of conveying and gathering information, reporting to Region Manager.
  • Handled confidential and sensitive information, such as compliance, financial and legal documents, with the highest level of discretion and professionalism.
  • Organized appointments, meetings, and events, overseeing vital arrangements to secure appropriate meeting locations, hotel bookings, and catering provisions.
  • Performed other related duties as assigned for the purpose of ensuring the efficient and effective functions of the Southeast team.
  • Managed intricate cost-saving travel logistics, encompassing flight bookings, accommodation arrangements, and ground transportation coordination.
  • Processed complex corporate card transactions using Concur software.
  • Planned and coordinated team-building activities and events for executive team to enhance team collaboration and morale.
  • Led marketing events for the Raleigh office.
  • Worked alongside administrative professionals from various business units to foster collaboration and exchange of expertise.
  • Onboarded new hires.
  • Received and shipped packages.
  • Coordinated all office fire drills and evacuation procedures, updated evacuation plans and policies as required. Engaged in and assisted in the oversight of the safety committee.
  • Procured all necessary office supplies.

Team Assistant

PricewaterhouseCoopers
Richmond, VA
08.2012 - 03.2016
  • Provided high-level customer service to Managing Partners.
  • Delivered effective and polite phone assistance.
  • Extensive calendar coordination using Microsoft Outlook.
  • Drafted and proofed correspondence for Senior Partners and staff.
  • Coordinated conference logistics including selecting venues, designing menus, tracking attendance, obtaining audio/visual equipment and ensuring smooth program operation.
  • Arranged cost saving domestic/international travel for staff.
  • Managed complex visa procurement processes efficiently.
  • Processed travel/entertainment expense reimbursements and invoices for payment.
  • Provided comprehensive support to audit teams, ensuring timely project delivery.
  • Ordered all meals with meticulous attention to detail and accuracy.
  • Negotiated favorable terms and pricing agreements with vendors for special events
  • Performed on-site work as required, ensuring client satisfaction through timely and effective service delivery.
  • Developed effective filing systems for easy retrieval of information when needed.
  • Managed the procurement and inventory of all office supplies.

Education

Some College (No Degree) - Marketing

WakeTech
Raleigh
06-2026

High School Diploma -

Greensville County High School
Emporia, VA

Skills

  • Strong Communication
  • Relationship building and rapport
  • Proper phone etiquette
  • Multi-Line Phone Proficiency
  • Master calendar management
  • Conference Planning
  • Expense Management expertise
  • Information Confidentiality
  • Spreadsheet Tracking
  • Filing and Data Archiving
  • Microsoft Office

Certification

  • State of NC Notary (Commission expires 2/2027)

Timeline

Executive Assistant

J.P. Morgan Chase & Co.
06.2016 - 10.2023

Team Assistant

PricewaterhouseCoopers
08.2012 - 03.2016

Some College (No Degree) - Marketing

WakeTech

High School Diploma -

Greensville County High School

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Patricia Taylor