Terri J. Allen

Sr. Executive Assistant

Osaic Financial Inc.

08.2005 - 04.2025

Coordinated complex calendars, meetings, and global travel arrangements for Executive Leadership, ensuring seamless scheduling and efficient time management.
Managed high-volume phone lines and internal communications, acting as a gatekeeper while ensuring timely responses and prioritizing critical matters.
Created executive-level reports, presentations, and documents; maintained organized filing systems and databases to streamline access to key information and support strategic decision-making.
Booked domestic and international flights, hotels, and ground transportation; proactively managed changes due to weather or emergencies to ensure minimal disruption.
Led logistics and vendor coordination for executive events and conferences, enabling leadership to focus on strategic engagement while ensuring flawless execution.
Oversaw office supply inventory, invoice processing, and administrative workflows; introduced tech-driven solutions that improved operational efficiency.
Organized meetings and prepared all materials, including catering and hospitality arrangements, to ensure a professional and accommodating environment.
Supported special projects and cross-functional initiatives with flexibility and attention to detail, meeting all deadlines and expectations.
Maintained meticulous financial records and processed accurate expense reports, ensuring budget and company policy compliance.
Served as a trusted liaison between executives and internal/external stakeholders, fostering positive relationships while handling sensitive information with discretion and professionalism.

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