Terri McIntosh
Dayton,OH
Summary
Highly experienced, organized and detail-oriented administrative professional with experience providing executive level support. Skilled in managing complex schedules, coordinating executive meetings, and improving office workflows to enhance productivity and administrative processes. Possess excellent organizational, communication and multitasking skills, as well as strong proficiency in MS Office Suite. Proven ability to work independently and collaboratively in a fast paced environment to exceed expectations.
Overview
16
16
years of professional experience
1
1
Certificate
1
1
Language
Work History
Senior Administrative Assistant
Caresource Health Plan
Dayton, OH
07.2019 - Current
- Effectively manages executive calendars, timelines, and schedules involving interactions with internal/external executives and assistants to organize a wide range of business meetings.
- Ensured the prompt monitoring, screening and appropriate response to all incoming correspondence such as voicemail, phone calls and emails on behalf of the executive
- Managed the coordination and preparation of monthly expense reports.
- Managed all aspects of Executive's travel and meetings by organizing itineraries and agendas; making reservations for transportation, lodging, and meeting facilities using Concur platform.
- Prepared official documents regarding administrative matters and office policies for executive review.
- Coordinated the successful execution of internal and external corporate luncheons, business meetings, and special events.
- Participated in meetings, documented minutes and organized for sharing
- Demonstrated a commitment to maintaining strict privacy standards in handling confidential information
- Keeps abreast of department activities at a high level
- Streamlined vendor and contract management by utilizing Docusign, Arriba, and SAP support.
- Effectively exercised administrative judgment to ensure positive results in terms of staff performance, cost management, and service quality in the functional area.
Executive Assistant
Brixey & Meyer Capital, LLC
Miamisburg, OH
11.2016 - 07.2019
- Successfully interacted with internal and external executives, as well as their assistants, to efficiently schedule multiple business meetings.
- Ensured prompt monitoring, screening and timely response to incoming correspondence such as voicemail, phone calls and emails on behalf of an executive
- Oversaw the CEO's monthly expense reports
- Coordinated Executive's travel arrangements, including creating itineraries, managing transportation bookings, and arranging accommodations for meetings.
- Maintained accurate and up-to-date confidential project files, records, and company portal
- Coordinated special events with meticulous attention to detail
- Consistently upheld the highest levels of confidentiality for sensitive information
- Aided in offering administrative support to the Private Equity team, portfolio companies, board members as well as Investment Committees across various Funds
- Utilized spreadsheets and databases to create various types of documents including memos, meeting agendas and letters.
- Provided support to CEO by handling personal vehicle maintenance, managing personal bills, and executing additional tasks as required
- Demonstrated strong administrative judgement by making impactful decisions that influenced staff, costs, and the quality of service within the functional area
- Supervises building maintenance activities, regularly communicating with the CEO regarding necessary repairs or upgrades, and obtaining authorization for proposed changes.
Administrative Assistant
Brixey & Meyer, CPA
Miamisburg, OH
02.2015 - 11.2016
- Efficiently directed incoming callers to appropriate personnel
- Maintained efficient supply management system for kitchens and offices
- Streamlined maintenance processes resulting in improved performance of the company's car fleet.
- Assisted multiple team members with various administrative tasks
- Managed lunch orders, scheduled meetings and conference calls, coordinated company car assignments, and reserved conference rooms.
Administrative Assistant
Surdyk, Dowd & Turner, LPA
Dayton, OH
07.2008 - 02.2015
- Provided excellent customer service by promptly answering and directing calls
- Ensured accurate ordering and organization of supply stock
- Ensured proper tracking and classification of all library items.
- Diligently ensured accuracy and consistency in time sheet documentation for a team of 12 attorneys
- Assisted in processing administrative invoices and local counsel billing.
Education
Associate of Arts - Interior Design
Eastern Kentucky University
Richmond, KY05.1989
Skills
Complex Calendar Management
Travel and Expense Management (Concur)
Verbal & Written Communication
Time Management
Proficient in Microsoft 365 (Word, Excel, Powerpoint, Outlook, Teams)
Internal and External Collaboration
Certification
Certified Notary Public
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Senior Administrative Assistant
Caresource Health Plan
07.2019 - Current
Executive Assistant
Brixey & Meyer Capital, LLC
11.2016 - 07.2019
Administrative Assistant
Brixey & Meyer, CPA
02.2015 - 11.2016
Administrative Assistant
Surdyk, Dowd & Turner, LPA
07.2008 - 02.2015
Associate of Arts - Interior Design
Eastern Kentucky University