Theresa Guerrettaz Ross
EDINBURGH,INDIANA
Summary
Driven Executive Assistant adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives. Assertive and dedicated with passion for building relationships and exceeding expectations. Solid communication promoting teamwork and stimulating supportive environment . Proven success in implementation and management of complex projects. Over 9 years of experience supporting leaders in management and executive roles.
Overview
27
27
years of professional experience
Work History
Executive Assistant
OneAmerica
Indianapolis, IN
06.2019 - 06.2023
- Manage and prioritize general counsel's schedule to ensure that time is focused on critical issues
- Streamline communications for executive while tracking and following up on requests
- Keep key players apprised of situations, especially when immediate attention is needed or required
- Produce accurate office files, updated spreadsheets and crafted presentations to support executive and boost team efficiency
- Accomplish special objectives and projects according to requests from executive
- Respond to emails and other correspondence to facilitate communication and enhance business processes
- Handle all scheduling for executive's calendar and prepare meeting agenda and materials
- Contribute to smooth business operations by planning and organizing meetings and conferences, including conference calls
- Plan and execute meetings and events and attend meetings to take meeting minutes
- Coordinate domestic and international travel arrangements, including booking airfare, hotel and ground transportation
- Deftly maintain and sensitively manage highly confidential legal and corporate materials and issues
- Communicate with board of directors on a quarterly basis regarding committee meeting materials and committee meetings
- Create, prepare presentations, materials and documentation for board meetings
- Review and edit American United Mutual Insurance Holding Company meeting minutes, executive committee minutes and governance and nominating committee minutes
- Regulate and maintain electronically American United Life, Pioneer Mutual Life, State Life, America United Mutual Holding Company and One America Financial Partners board meeting minutes
- Produce, file per state requirements and retain electronically all biographical affidavits per the NAIC requirements for all corporate officers
- Act as point of contact for research and information gathering for board minutes, board resolutions, company bylaws, principles and articles of incorporation for auditors, compliance department and finance department
- Create, systematize, maintain and regulate legal database containing outside counsel invoices and all other legal expenses
- Correspond with and continue to develop relationships with outside counsel per their invoice submissions for payment
- Process outside counsel invoice expenses for accounts payable payment
- Collaborate with internal financial analyst to analyze quarterly and annual budgets for the legal, audit and compliance departments, allowing target alignment with budgetary guidelines
- Counsel management regarding matters related to headcount reconciliation, open positions, job descriptions, budget cuts and legal matter cost overview
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Office Manager
JAYCIE PHELPS ATHLETIC CENTER
GREENFIELD, INDIANA
02.2013 - 06.2019
- Utilize excellent communication and administrative skills to sustain positive relations with vendors and clients.
- Maintain confidentiality while dealing with sensitive proprietary information in a discreet and professional manner.
- Schedule and coordinate meetings, appointments and travel arrangements for CEO and staff.
- Develop and maintain an alert system for upcoming deadlines and incoming requests, projects, and events.
- Manage front end financial efforts: run reports monthly and as needed ; distribute statements to clients.
- Manage online database portal and office portal data.
- Develop and maintain systems as needed to run the center, including merchandise design, ordering, inventory, sales, distribution, and reconciliation systems.
- Manage class attendance; inform coaches, parents, and all affected parties of scheduling issues and changes, gymnast absences, and family matters in a timely manner.
- Welcome and orient new gym members: provide all information, policies, and procedures, workings of the gym, schedules, and the day-to-day gym proceedings.
- Handle all communications with clients and all involved parties including complaint management and resolution.
Ad Quality Rater
GOOGLE, VIA WORKFORCELOGIC
SONOMA, CALIFORNIA
12.2010 - 12.2011
- Analyze Google advertisements and provide feedback.
- Evaluate and rate the quality and relevance of internet based search results
- Analyze information and assess its relevance or significance
- Review online content including text, images, web pages and more
- Rate Google advertisements and provide feedback to Google
Pharmaceutical Auditor
BUZZEO, PDMA, Inc
RICHMOND, INDIANA
08.2001 - 10.2004
- Conduct field drug sample inventory.
- Audit and reconcile drug samples.
- Prepare and submit reconciliation and audit reports.
Executive Secretary
REXNORD CORPORATION, INC
Indianapolis, IN
05.1996 - 11.1998
- Maintain confidentiality while dealing with sensitive proprietary information in a discreet and professional manner
- Schedule and coordinate meetings, appointments and travel arrangements for CEO and staff
- Developed and maintain an alert system for upcoming deadlines and incoming requests, projects and events
- Conduct research
- Organize data
- Develop and generate reports
- Create correspondence
- Assistance with 7 person executive staff
Education
BS - Elementary Education
University of Indianapolis
Indianapolis, INSkills
- Budgeting Operations
- Business writing
- Communications
- Continuous Process Improvement
- Master calender management
- MS Office Suite
- Organizational Effectiveness
- Partnership
- Project Management
- Relationship development
- Research
- Standard Operating Procedures
Timeline
Executive Assistant
OneAmerica
06.2019 - 06.2023
Office Manager
JAYCIE PHELPS ATHLETIC CENTER
02.2013 - 06.2019
Ad Quality Rater
GOOGLE, VIA WORKFORCELOGIC
12.2010 - 12.2011
Pharmaceutical Auditor
BUZZEO, PDMA, Inc
08.2001 - 10.2004
Executive Secretary
REXNORD CORPORATION, INC
05.1996 - 11.1998
BS - Elementary Education
University of Indianapolis
Similar Profiles
Danielle TownsendDanielle Townsend
Retirement Plan Manager at OneAmericaRetirement Plan Manager at OneAmerica
Carla M SmithCarla M Smith
Licensing Coordinator at OneAmericaLicensing Coordinator at OneAmerica
Charles CarltonCharles Carlton
Help Desk Technician at OneAmericaHelp Desk Technician at OneAmerica