Summary
Overview
Work History
Education
Skills
Accomplishments
Previous Job Experience
Related Experience
Certification
Interests
Timeline
AdministrativeAssistant

Theresa Michael

Lincoln,CA

Summary

Problem solver through providing clear communication. Multi-tasker with experience for developing and maintaining member relations through empathy and improving departmental efficiencies. Committed to professionalism and member satisfaction.

Professional office support specialist with extensive experience in administrative functions and office management. Known for reliability and adapting to dynamic work environments. Excellent organizational abilities and collaborative mindset ensure seamless team operations and goal achievement.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Administrative Assistant

California State Retirees (CSR)
10.2020 - Current
  • Utilize skills attained by years of experience as a key staff member supporting a nonprofit office with a membership of more than 43,000 retired state of California employees
  • Process all incoming calls, emails, voicemails to the organization, provide benefits information, event planning, create new member packets for membership recruitment events, chapter meetings/events, CSR Board meetings and delegate assembly
  • Auditing – Routing communications, process cancellation notices with necessary requirements, update membership records by gathering information
  • Accounting – Request/submit payment on department billings, maintaining corporate credit card/P.O
  • Marketing/Sales – Explain CSR membership
  • Create membership packet
  • Update CRM member records
  • Process e-mail/phone/walk-in inquiries
  • Contracting – Obtain/review department invoices when required
  • Communications – Resolve member complaints in a professional manner
  • Evaluating options and offering good solutions
  • Editing – Review CSR newspaper/website and other printed materials when required
  • Management of Workflow – Oversee workflow of office supplies needed for meetings, new member packets, recruitment materials

Administrative Technician

California State Retirees (CSR)
06.2013 - 10.2020
  • Applied skills attained as Contracts Administrator, Administrative Assistant and Executive Assistant
  • Exercise duties of Administrative Assistant
  • Improved communications between vendors and members enabling CSR to increase and retain membership
  • Assist CSR administrator and support staff by organizing departmental supplies and creating new member packets as well as retired annuitant information
  • As a constituent in Delegate Assembly, improved billing process and reservations process by exercising confidentiality and professionalism between support staff and members
  • Directly assisting in the administration of the CSR division, in addition to the full range of secretarial duties, relieves the appropriate support staff of delegated non-management tasks
  • Overall understanding of the CSEA Central Support function and CSR departmental specifics
  • Event Planning – Create new member packets for membership recruitment events, chapter meetings/events, CSR Board meetings and delegate assembly
  • Auditing – Routing communications, process cancellation notices with necessary requirements, update membership records by gathering information
  • Accounting – Request/submit payment on department billings, maintaining corporate credit card/P.O
  • Marketing/Sales – Explain CSR membership
  • Create membership packet
  • Update CRM member records
  • Process e-mail/phone/walk-in inquiries
  • Contracting – Obtain/review department invoices when required
  • Communications – Resolve member complaints in a professional manner
  • Evaluating options and offering good solutions
  • Editing – Review CSR newspaper/website and other printed materials when required
  • Management of Workflow – Oversee workflow of office supplies needed for meetings, new member packets, recruitment materials

Caregiver to Disabled Family Member

05.2006 - 01.2010

Contracts Administrator

SRI International Engineering Division
07.2004 - 05.2006

Administrative Assistant

SRI International Engineering Division
11.2001 - 07.2004

Executive Assistant

Imatron Inc.
06.1988 - 03.2001

Education

Associate of Arts - Business Administration

College of The Sequoias
Visalia, CA

Skills

  • Accounting
  • Customer Service
  • Workflow Management
  • Auditing
  • Editing
  • Microsoft Office Suite
  • Financing
  • Marketing/Sales
  • CRM Database
  • Computer skills
  • Office administration

Accomplishments

  • Oversaw implementation of new phone system which resulted in more cost-effective service.
  • Saved company $[Amount] per month in [type] costs.
  • Held first-point-of-contact for all internal and external communications with executive-level officers.
  • Managed [name] area.
  • Managed inventory and office budgeting for supplies for busy office of [Number] employees.
  • Updated and maintained company database to reflect current and accurate client records for more than [Number] accounts.
  • Recognized by customers and [Job Title] for expedient and effective service.
  • Assisted management with the training of [Number] new staff members.
  • Data Entry - Reviewed and updated client correspondence files and scheduling database.
  • Investigated, identified and reconciled account discrepancies totaling $[Amount] in company savings.
  • Event Planning - Successfully planned and executed corporate meetings, lunches and special events for groups of 100+ employees.
  • Positioned as key team member to transfer [Number] [Data type] from hard copy into new digital database.

Previous Job Experience

  • Caregiver to Disabled Family Member, 05/01/06, 2010
  • Contracts Administrator, SRI International Engineering Division, 07/01/04, 05/01/06
  • Administrative Assistant, SRI International Engineering Division, 11/01/01, 07/01/04
  • Executive Assistant, Imatron Inc., 06/01/88, 03/01/01

Related Experience

  • Administrative Assistant, California State Retirees (CSR), Sacramento, CA, 10/01/20, present, Utilize skills attained by years of experience as a key staff member supporting a nonprofit office with a membership of more than 43,000 retired state of California employees., Process all incoming calls, emails, voicemails to the organization, provide benefits information, event planning, create new member packets for membership recruitment events, chapter meetings/events, CSR Board meetings and delegate assembly., Auditing – Routing communications, process cancellation notices with necessary requirements, update membership records by gathering information., Accounting – Request/submit payment on department billings, maintaining corporate credit card/P.O., Marketing/Sales – Explain CSR membership. Create membership packet. Update CRM member records. Process e-mail/phone/walk-in inquiries., Contracting – Obtain/review department invoices when required., Communications – Resolve member complaints in a professional manner. Evaluating options and offering good solutions., Editing – Review CSR newspaper/website and other printed materials when required., Management of Workflow – Oversee workflow of office supplies needed for meetings, new member packets, recruitment materials.
  • Administrative Technician, California State Retirees (CSR), Sacramento, CA, 06/01/13, 10/01/20, Applied skills attained as Contracts Administrator, Administrative Assistant and Executive Assistant. Exercise duties of Administrative Assistant., Improved communications between vendors and members enabling CSR to increase and retain membership., Assist CSR administrator and support staff by organizing departmental supplies and creating new member packets as well as retired annuitant information., As a constituent in Delegate Assembly, improved billing process and reservations process by exercising confidentiality and professionalism between support staff and members., Directly assisting in the administration of the CSR division, in addition to the full range of secretarial duties, relieves the appropriate support staff of delegated non-management tasks., Overall understanding of the CSEA Central Support function and CSR departmental specifics., Event Planning – Create new member packets for membership recruitment events, chapter meetings/events, CSR Board meetings and delegate assembly., Auditing – Routing communications, process cancellation notices with necessary requirements, update membership records by gathering information., Accounting – Request/submit payment on department billings, maintaining corporate credit card/P.O., Marketing/Sales – Explain CSR membership. Create membership packet. Update CRM member records. Process e-mail/phone/walk-in inquiries., Contracting – Obtain/review department invoices when required., Communications – Resolve member complaints in a professional manner. Evaluating options and offering good solutions., Editing – Review CSR newspaper/website and other printed materials when required., Management of Workflow – Oversee workflow of office supplies needed for meetings, new member packets, recruitment materials.

Certification

  • [State] Driver's License
  • [Name of Certification] [Issuing Organization] [Year Month]

Interests

  • I enjoy helping others and giving back to the community
  • Cooking
  • Gardening
  • Hiking
  • Camping
  • Animal Care
  • Growing herbs, vegetables, or fruits in home gardens

Timeline

Administrative Assistant

California State Retirees (CSR)
10.2020 - Current

Administrative Technician

California State Retirees (CSR)
06.2013 - 10.2020

Caregiver to Disabled Family Member

05.2006 - 01.2010

Contracts Administrator

SRI International Engineering Division
07.2004 - 05.2006

Administrative Assistant

SRI International Engineering Division
11.2001 - 07.2004

Executive Assistant

Imatron Inc.
06.1988 - 03.2001

Associate of Arts - Business Administration

College of The Sequoias