Versatile administrative professional with over 20 years of experience and ready to tackle new challenges. Experience in Microsoft Word, Excel, PowerPoint and Adobe. Reliable, dependable and eager to learn. Dedicated Executive Assistant with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Hi, I’m
TAMARA LOCK
Owasso,OK
Summary
Overview
25
years of professional experience
1
Certification
Work History
THE OASIS PROJECTS
Personal Executive Assistant
12.2022 - 05.2023
Job overview
- Perform a wide variety of clerical duties in connection with office administration
- Act as liaison to CEO, assisting with scheduling appearances and meetings and sending/receiving communications on his behalf
- Take and maintain a database of accurate notes of meetings and trainings for later review
- Coordinate and remind CEO of scheduled events and weekly action items via Outlook Calendar
- Assist with creating, editing and proofreading content for public relations/marketing materials, grants, postings, notices and handouts
- Collaborate with Community Coordinator to ensure high quality standards and proper representation of CEO, Oasis brand and projects
- Serves as primary project manager for events and projects requiring CEOs participation and oversight
ARVEST BANK
Trust Administrative Assistant III
03.2019 - 12.2022
Job overview
- Supported senior Trust Officers in all areas related to trust administration including handling client inquiries responsively and professionally, facilitating beneficiary requests, interpreting contracts and managing overall daily trust administration tasks
- Assisted with new client onboarding by facilitating execution of new account paperwork, overseeing file and asset transfers, coordinating with outside investment firms, performing reconciliations, ensuring special asset records are updated and welcoming new clients
- Utilized the trust accounting and administration systems to process various transactions such as beneficiary distributions and alternative investments, record communications, create reports for internal and external use and ensure compliance requirements are being met
- Monitored daily trust system reports to ensure accuracy of trust administration transactions and account liquidity
- Maintained account files, ensuring all documents are stored and named in accordance with policies and that they are well-organized and clutter-free
- Supported trust compliance by strictly adhering to Company policies and procedures and assisting with annual account reviews
- Assisted in the tax preparation process by gathering tax reporting, entering tracking information into system, coordinating with outside CPA firms and processing tax payments
- Supported business development by responding to inquiries, assisting with marketing materials and attending meetings with prospective clients and their advisors.
Bank Of Oklahoma
Executive Assistant, Human Resource Officer
06.2016 - 02.2019
Job overview
- Coordinated and maintained ELT member's electronic calendar
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for senior level executives
- Handle confidential information
- Arrange domestic travel and reconcile expense reports
- Researched, proposed and implemented vendor agreements to decrease costs and improve services
- Coordinate special events; Manage Corporate BOK Center and OSU suites; including ticket purchases, creating in-suite menus, cost allocations and internal suite detail communications
- Partner with HR Business Partners regarding Talent Planning and Roundtable discussions
- Manage Unite Way online auctions for multiple regions and spearheaded United Way Fundraising Campaign
- Serve as tri-chair for Human Resource Conference Planning Committee and complete special projects as needed.
Bank Of Oklahoma
Executive Assistant
01.2016 - 06.2016
Job overview
- Provided executive support to one of the largest Commercial Banking teams in the company
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity
- Managed electronic calendar, arranged domestic travel and scheduled/coordinated meetings
- Processed travel expenses and reimbursements for executive team and senior management group
- Coordinated monthly off-site Sales & Marketing meetings as well as Prospect/Client Appreciation events
- Updated executives on changing business needs by thoroughly documenting internal and client meetings
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Volunteered to help with special projects of varying degrees of complexity
- Worked with clients to effectively plan and coordinate logistics for special projects and events.
BELL HELICOPTER, Textron
Executive Assistant
03.2015 - 10.2015
Job overview
- Managed electronic calendar for VP, Sales & VP, Finance-Commercial Business
- Scheduled/coordinated executive meetings and conferences
- Arranged domestic and international travel including visas, agendas and necessary contacts
- Coordinated customer visits and events and served as liaison between Customer Advisory Panel and VP
- Provided support for domestic and international trade shows
- Processed travel and expense reports and completed special projects and assignments.
WILLIAMSON-DICKIE MANUFACTURING CO
Executive Secretary
07.2012 - 02.2015
Job overview
- Designed PowerPoint presentations for monthly meetings with top-level executives
- Served as a professional representative of the CFO to executive clients, shareholders and board members
- Scheduled Board of Directors meetings and assisted with meeting materials and agendas
- Prepared and distributed shareholder tax and cash distribution letters
- Arranged appropriate travel including visas, agendas, necessary contacts and country information
- Coordinated executive and senior management vacation, day-to-day meeting and travel schedules
- Provided logistical support to visiting executives in coordination with other Executive Assistants.
ARAMARK
Regional Sales and Marketing Assistant
09.2006 - 06.2011
Job overview
- Provided executive level administrative support to multiple senior level executives including Regional Vice President with proven ability to improvise, improve procedures and meet deadlines
- Maintained electronic calendars while developing day-to-day schedules and prioritization of activities to ensure executives meet internal and external customer commitments
- Scheduled cost effective, productive and comfortable transportation needs and created minute-specific travel itineraries
- Organized and planned executive level client conferences, team building events, executive dinners, off-site meetings and workshops for joint regions
- Processed new and retention business contracts
- Produced Texas Hub Plans required for company bids and proposals.
THE CITIGROUP
Executive Assistant
05.2005 - 09.2006
Job overview
- Served as liaison between departments and executives to ensure proper communications and reporting practices
- Processed employee new hires and/or terminations, executive payroll, travel and expense reports
- Prepared and coordinated company correspondence and mailings
- Input weekly time exceptions and maintained vacation records for managers, directors and Vice President.
AVAYA, INCORPORATED
Business Operations Support Assistant
01.2001 - 05.2005
Job overview
- Administered the online document control library in compliance with the International Organization for Standardization requirements by verifying, trouble-shooting and problem solving and resolution
- Maintained corrective/preventative action plans and conducted regular follow-ups to insure commitment and due dates were achieved
- Coordinated preparations and timely dissemination of company reports and slide presentations for meetings.
SODEXHO MARRIOTT SERVICES
Unit Secretary
10.1998 - 01.2001
Job overview
- Processed account payables and office transmittals from third-party vendors to support business needs
- Created highly effective organizational and filing systems, including quick and thorough indexing for easy access to critical information and streamed-lined office function
- Developed strong relationships with staff creating a cohesive team to focus on customer satisfaction.
Education
University of North TexasDenton, TX
Bachelor of Arts from Radio/Television Film
05.1997
University Overview
KILGORE COLLEGEKilgore, TX
Associates Degree from Communications
05.1994
University Overview
Skills
- Organizational
- Communication
- Ability to Learn Quickly
- MS Office Suites
- Salesforce
- Social Media Knowledge
- Business Correspondence
- Accounts Payable and Accounts Receivable
- Business Operations
- Client Satisfaction
- Records Filing
- Travel Administration
- Meeting Planning
- Travel Arrangements
- Executive Presentations
- Strong Problem Solver
- Schedule Management
- Personal Calendar Oversight
- Drafting Correspondence
- Screening Incoming Calls
- Human Resources Management (HRM)
- Summary Reports
- Event Planning
- Executive Management Support
- Project Management
Certification
Certified Notary of the State of Oklahoma
Languages
Spanish
Limited Working
Timeline
Personal Executive Assistant
THE OASIS PROJECTS
12.2022 - 05.2023
Trust Administrative Assistant III
ARVEST BANK
03.2019 - 12.2022
Executive Assistant, Human Resource Officer
Bank Of Oklahoma
06.2016 - 02.2019
Executive Assistant
Bank Of Oklahoma
01.2016 - 06.2016
Executive Assistant
BELL HELICOPTER, Textron
03.2015 - 10.2015
Executive Secretary
WILLIAMSON-DICKIE MANUFACTURING CO
07.2012 - 02.2015
Regional Sales and Marketing Assistant
ARAMARK
09.2006 - 06.2011
Executive Assistant
THE CITIGROUP
05.2005 - 09.2006
Business Operations Support Assistant
AVAYA, INCORPORATED
01.2001 - 05.2005
Unit Secretary
SODEXHO MARRIOTT SERVICES
10.1998 - 01.2001
University of North Texas
Bachelor of Arts from Radio/Television Film
KILGORE COLLEGE
Associates Degree from Communications
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