Shannon Smith
Round Rock,TX
Summary
Experienced Executive Assistant with over ten years in streamlining administrative processes and supporting executive functions. Skilled in record management and fostering relationships, leading to increased productivity and effective communication. Dedicated to leveraging leadership abilities to enhance organizational efficiency and implement strategic improvements. Adept at building client relationships, ensuring satisfaction, and facilitating business growth.
Overview
27
27
years of professional experience
Work History
Wealth Management Assistant
Eagle Harbor Financial
01.2025 - Current
- Supported advisors in portfolio management and financial planning for optimal client outcomes.
- Conducted market research and ensured compliance to uphold regulatory standards.
- Streamlined operational processes to enhance firm efficiency and improve client experience.
Administrative Professional
FinanceWithin, LLC.
01.2024 - 01.2025
- Ensured operational excellence through comprehensive administrative support to financial advisory firm.
- Improved efficiency by refining communication channels and enhancing record-keeping practices.
- Supervised daily office functions, focusing on scheduling and effective interdepartmental interactions.
- Coordinated meetings to boost effectiveness by 20% with timely scheduling and preparation.
Administrative Professional
ROI Swift
01.2020 - 01.2023
- Coordinated complex schedules and meetings to streamline operations in marketing and advertising.
- Increased meeting efficiency by 20% through optimized administrative processes.
- Leveraged Slack for real-time communication and project updates within organization.
- Enhanced project timelines by optimizing meeting schedules and fostering collaboration across departments.
Executive Administrative Assistant – OCTO Team
ClearData
01.2019 - 01.2020
- Provided executive assistance to Vice President of Architecture and Chief Technical Officer, enhancing organizational efficiency.
- Streamlined administrative support for executive leadership, aligning operations with strategic goals.
- Accomplished over 20% increase in meeting productivity by effectively planning executive schedules and maximizing resources.
- Managed special projects efficiently, resulting in a 15% rise in project completions through careful timeline and budget oversight.
- A healthcare cloud computing firm
Executive Administrative Assistant – Global Solutions
Vertiv
01.2017 - 01.2019
- Improved operational effectiveness by aligning stakeholders through enhanced communication methods.
- Drove 20% improvement in meeting productivity with strategic communication enhancements.
- Oversaw logistics for executive meetings and events, effectively managing travel arrangements and schedules.
- A critical infrastructure provider
Executive Assistant to VP of Global Lifecycle Services Operation, Process Systems, & Solutions
CDI Corporation
04.2017 - 04.2017
- Managed complex logistics and schedules for Vice President, enhancing executive efficiency.
- Streamlined time management for seven executives by organizing intricate schedules and travel arrangements.
- Ensured financial accuracy by overseeing cross-departmental invoicing and key performance metrics.
- Coordinated logistics for executive meetings and events using GSuite, Zoom, and Slack to improve collaboration.
- A global engineering and technology services firm
Executive Assistant to the Americas Partners
JMJ Associates, LLC.
01.2015 - 01.2016
- Boosted partner productivity through optimized scheduling and strengthened industry relationships.
- Streamlined travel coordination, resulting in reduced operational disruptions.
- Performed detailed research and collected data for key presentations and reports.
- Directed bi-annual Leadership Round Table sessions with 10 construction CEOs to improve collaboration efforts.
Education
General Education - undefined
The University of Phoenix
General Education - undefined
Ferris State University
06.1990
Skills
- Critical analysis and decision-making
- Administrative services
- Customer service excellence
- Scheduling systems
- Document management
- Regulatory compliance
- Team collaboration
- Leadership strategies
- Effective communication planning
- Event coordination
- Precision in time management
WEBSITE, PORTFOLIO AND PROFILES
www.linkedin.com/in/shannon-smith-876a15a/
Timeline
Wealth Management Assistant
Eagle Harbor Financial
01.2025 - Current
Administrative Professional
FinanceWithin, LLC.
01.2024 - 01.2025
Administrative Professional
ROI Swift
01.2020 - 01.2023
Executive Administrative Assistant – OCTO Team
ClearData
01.2019 - 01.2020
Executive Assistant to VP of Global Lifecycle Services Operation, Process Systems, & Solutions
CDI Corporation
04.2017 - 04.2017
Executive Administrative Assistant – Global Solutions
Vertiv
01.2017 - 01.2019
Executive Assistant to the Americas Partners
JMJ Associates, LLC.
01.2015 - 01.2016
General Education - undefined
The University of Phoenix
General Education - undefined
Ferris State University
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