Seasoned Executive Assistant provides comprehensive administrative support to upper level team. Adept at managing calendars, preparing reports and coordinating meetings. Solid track record of excellent customer service, problem-solving, and communication skills.
Overview
20
20
years of professional experience
Work History
Executive Administrator
ThoughtSpot, Inc.
Mountain View, CA - Remote
10.2022 - 08.2023
Supported the SVP, Product Marketing, SVP Corporate Marketing, and VP of Sales, EMEA
Interacted with and established relationships cross-functionally (Sales, CS, SE, PS, Finance, Eng., Product, HR)
Submitted and reconciled expense reports
Handled multiple projects & tasks with positive attitude & follow through
Boosted employee morale with the coordination of team-building events, recognition programs, and staff celebrations.
Optimized customer satisfaction by resolving inquiries promptly and ensuring accurate record-keeping in client databases.
Assisted executives in achieving business objectives with thorough project management support from initiation to completion.
Maintained professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Enhanced executive productivity by managing calendars, scheduling appointments, and coordinating travel arrangements.
Streamlined office operations by implementing efficient administrative processes and procedures.
Supported executive decision-making by conducting research, analyzing data, and providing insightful recommendations.
Maintained a professional work environment by overseeing office space planning, equipment procurement, and facility management.
Improved communication between departments with the creation of detailed reports and presentations on key initiatives.
Facilitated successful meetings by preparing agendas, distributing materials, tracking action items, and recording minutes.
Prepared and distributed memos describing company's administrative policies and procedures to all staff members.
Planned both internal and external events and staff trainings.
Served as a trusted advisor to executives providing guidance and support in strategic decision-making.
Fostered strong rapport with clients, vendors and stakeholders through consistent follow-up and communication.
Drove specification, scheduling, status and review processes.
Coordinated events and worked on ad hoc projects.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Monitored executive and site schedules to coordinate meetings and corporate events.
Safeguarded confidential information through the implementation of strict document management protocols and secure filing systems.
EA to the CEO
CREO Family Office Syndicate
New York, NY - Remote
09.2020 - 11.2022
On behalf of President/CEO, prepared correspondence and other material requiring considerable judgment knowledge of Agency operations; screen, trace, file, retrieve and coordinate all incoming and outgoing correspondence and necessary paperwork directly related to the overall management of the organization
Represented President/CEO as principal contact for and liaison with internal and external stakeholders
Liaised with Board of Directors members, including advisory board members, internal staff, external clients, high level executives and on behalf of the President/CEO
Coordinated all executive level outreach efforts and internal communications with the Executive Team
Participated in Executive, Board of Directors and Leadership Team meetings through the preparation of agendas, coordinated presentations, taking minutes and general record keeping
Managed and maintained the schedules for President/CEO, obtained and provided relevant information for scheduled appointments
Developed presentations to include general preparation, identifying resources, collateral and materials, equipment needs, producing scripts and creating PowerPoint Slides
Organized and maintained contract, records and other essential documents, archive outdated information in accordance with records management compliance
Provided administrative support as necessary to assigned members of the Executive Team
Maintained strict confidentiality standards for all work-related information
Met professional obligations through efficient work habits such as meeting deadlines, honoring schedules, coordinating resources and meeting in an effective and timely manner.
Achieved company growth by implementing strategic plans and streamlining operations.
Fostered strong relationships with industry partners to expand business opportunities.
Established foundational processes for business operations.
Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Cultivated a positive company culture, promoting employee engagement and retention through tailored initiatives.
Senior Assistant
Federal Reserve Bank of New York
07.2012 - 06.2020
Supported the Deputy Vice President of Compliance and Ethics, Senior Vice President, and Deputy General Counsel of the Compliance Function
Maintained multidimensional complex calendar events and created highly effective organized electronic filing system
Prioritized emails, received incoming calls, schedule staff and board meetings
Drafted correspondence, conduct online research, provided pickup courier service
Prepared relevant documentation and assemble collateral material, to be reviewed by and presented by Function Head
Maintained detail records and minutes
Screened and routed incoming calls respond to inquiries, requests and faxes
Follow-up on open items as required
Typed and formatted detail legal documents
Accurately track and document all correspondence, events, projects within strict timelines
Communicated with board members and prepare and organize materials for board of governors and committee meetings
Coordinated Corporate on-site events approximately 2,000 employees
Implemented processes and procedures that increased operational efficiency, managed daily functions of the department
Performed research, data collection, statistic compilation, document generation as necessary to complete special projects
Managed the executions of events and logistics including, staffing accommodations and production efforts
Performed all aspects of professional assistance to include scheduling appointments and meetings, booking travel arrangements, managing agendas, handling mail and emails
Maintained full responsibility for budget and expenses; keep detailed records and receipts
Managed and process time and expense reports using Concur, American Express and customized firm programs
Maintained strict confidentiality with sensitive information, financial documents and records
Liaised between Deputy Vice President, General Counsel and 3,000 member staff
Collaborated closely with the staff to complete various Compliance projects
Organized logistics for conference calls, web conferences using Skype, in-house/off-site meetings, and luncheons
Researched and booked travel arrangements to include hotels, airline tickets, and ground transportation
Created spreadsheets and enhanced graphic materials for Vice President review
Organized and compile all reimbursement and payment requests
Liaised between managers and internal personnel during presentation process
Researched and compile performance data for quarterly reporting for procurement and Ethics training
Review procurement and training procedures
Managed and process time and expense reports using internal expense program
Conducted proofreading and editing of documents and perform extensive research
Performed transcription, dictation and document preparation for Archiving and Records Management
Designed and update intra-departmental database in MS Access and MS Outlook contacts
Worked directly with Deputy Vice President and Chief of Staff on weekly postings and master reports to facilitate with oversight for all aspects of composition, editing, and preparation of final copy from draft to distribution
Assisted in training new and existing employees of the Bank's office policies and procedures (e.g., purchasing office supplies, travel arrangements, travel expenses and reimbursements)
Monitored high volume phone line; directed principal responsibilities to subordinates.
Managed multiple high-priority projects simultaneously, ensuring timely completion and adherence to budget constraints.
Facilitated regular staff training sessions to keep employees up-to-date on industry best practices and company policies.
Oversaw daily operations within the department, delegating tasks efficiently and maintaining a positive work environment for all team members.
Spearheaded process improvements initiatives that resulted in increased efficiency, reduced errors, and enhanced overall business performance.
Executive Assistant A
Federal Reserve Bank of New York
07.2007 - 07.2012
Supported the Executive Vice President, General Counsel of Legal Group
Provided backup support to the Office of the President
Organized logistics for conference calls, web conferences using WebEx, in-house/off-site meetings, and luncheons
Researched and booked travel arrangements to include hotels, airline tickets, and ground transportation
Managed and maintained complex executive calendars, itineraries, and personal agendas
Organized and compiled all incoming and outgoing invoices
Assisted principles and senior executive in areas including travel arrangements and budgets
Created materials including letters, documents, presentational materials, expense reports, confidential reports, and spreadsheets; implement proofreading and editing of documents and performed extensive research
Supported Managing Directors for multiple groups within the Investment Banking Division, Trading Floor, Legal Department and Research
Performed all aspects of professional assistance to include scheduling appointments and meetings, booking travel arrangements, managing agendas, handling mail and email, purchasing/sending gifts, and acting as the main liaison between client and all personal and professional contacts
Executed extensive travel domestic and international
Coordinated with appropriate staff to obtain information for the Board of Director meetings
Maintained an extremely high-level of confidentiality and privacy
Managed and processed time and expense reports using Concur, American Express and customized firm programs.
Senior Staff Assistant
CBIZ MHM, LLC
01.2004 - 01.2007
Supported the Vice Chairman, Audit Partner, Senior Sector Manager and Project Manager While providing additional support for the senior account executives
Organized logistics for conference calls, web conferences using WebEx, in-house/off-site meetings, and luncheons
Researched and booked travel arrangements to include hotels, airline tickets, and ground transportation
Created spreadsheets and enhanced graphic materials for client review
Organized and compiled all incoming and outgoing invoices
Researched and compiled performance data for analysis and strategic meetings including quarterly reporting
Managed and processed time and expense reports using internal expense program
Supported four partners for multiple groups within the International Tax Services group
Created profit and loss spreadsheets summarizing upcoming and past-due invoices and other expense projections
Executed extensive domestic and international travel
Maintained full responsibility for credit card and cash purchases; kept detailed records and receipts
Maintained an extremely high-level of confidentiality and privacy
Managed and processed time and expense reports using gt&e