Objective & Skills: Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Seeking a position that will enable my strong organizational skills and maximize my administrative and management abilities.
Overview
20
20
years of professional experience
Work History
Special Advisor/Office Assistant
NDWA Labs
New York, New York
07.2022 - 12.2022
Manage and arrange all scheduling, travel arrangements and meeting logistics for the Social Innovations Director
Provide administrative support to the Director and Labs team, including office operations, event planning, expense reports and reimbursements
Record key meeting discussions/outcomes by drafting internal and external meeting agendas, briefing documents, slides, and other preparatory materials; document and summarize discussions and proactively manage next steps in meetings
Function as a strategic advisor to the Director, when appropriate
Digest incoming information to extract key points, compile and analyze data, and communicate tradeoffs to assist with decision-making and prioritization
Serve as a key point of contact internally to NDWA and NDWA Labs leadership, advisors, consultants, and staff
Serve as the external face of the Director’s office by serving as a liaison on behalf of the Director with social movement partners, media, technologists, business partners, philanthropy and investors, and the labor movement.
Assisted Director’s fundraising work by managing follow up with donors, reviewing and improving written communications, and maintaining relationships with potential and existing funders.
Executive Assistant
Intellipro, contracted via Jencare
Norfolk, VA
03.2021 - 07.2022
Provide full support to the Regional Chief Medical Officer (RCMO), Regional Vice President (RVP) and Tidewater Leadership division (TLD)
Manage the Regional teams expense reports, accounts and reconciles all transactions for the Leadership team
Coordinate, schedule, and manage all travel arrangements (incl
Multiple destination flights, hotel, and rental cars) and Ring Central meetings for the leadership team
Manage the executive’s calendar and schedule including creating itineraries, setting appointments, and prioritizing the most sensitive matters
Prepare correspondence, documents and presentations for high-level executive meetings, market reviews and town hall meetings
Create and manage the monthly Tidewater Newsletter, The Communicare, for the Tidewater market, working closely with various clinical and operational staff
Function as a liaison for the Physicians, Hospitalists and Credentialing team in Miami
Executive Assistant
JenCare Senior Medical Center
Norfolk, Virginia
10.2015 - 03.2020
Gather, collect, and complete necessary applications, credentials, and documentation needed for gaining hospital privileges and licenses
Prepare and monitor expense reports and CME allowances for the physicians
Prepare documents/reports/correspondence from dictation and/or written notes
Oversee key initiatives including the Tidewater Residency Program with EVMS and Riverside, the annual On-call schedule for the physicians and Pal Patrol, an employee recognition program
Review and evaluate all requests and communications forwarded to the supported team and where appropriate, summarize, prepare responses and/or redirect to appropriate channel
Works with staff and outside consultants/vendors on contractual agreements and with setup
Prepare meeting space/venue in advance of meetings to ensure camera, presentations, and audio-visual works properly, room layout is appropriate, and catering/food and beverages are pre-ordered
Provide key support on special projects and research and other duties as assigned
Prepare weekly management meeting minutes and direct reports to the CEO of the organization
Anticipate needs, problems, critical issues, and opportunities as they arise and advise supported personnel as appropriate
Manage sensitive and confidential information with complete discretion
Create and maintain physical and electronic filing systems
Create and maintain presentations and reports, using MS word, MS excel, MS PowerPoint
Perform all administrative duties as assigned and needed by the support personnel.
Coordinated meeting and work schedules for staff teams and executives.
Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Set up meeting and event logistics for senior management and updated calendars.
Made travel arrangements to provide executives seamless and travel policy-approved business trips.
Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Obtained signatures for financial documents and internal and external invoices.
Conducted research and collected and analyzed data to prepare reports and documents.
Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
Senior Admin Client Rep
Capital Group
Norfolk, VA
09.2007 - 01.2013
Compose and edit outgoing correspondence for accuracy, grammar, and compliance as a member of the Forms and Correspondence Team (FACT) within a division of Capital Group
Managed several special projects resulting in accurate and timely completion of extremely sensitive information to be transferred to a more secure database to enhance current operating systems
Assist in specialized training courses by presenting formal overviews to the Shareholder Services department
Collaborate with associates to identify appropriate solutions and make business decisions outside of standard operating policies
Efficiently oversee a heavy volume of financial transactions resulting in the purchase, sale, transfer, and exchange of over $2 million dollars per day
Effectively communicate, organize, and prioritize financial requests and concerns with brokerage firms such as Edward Jones, LPL, AXA Advisors, and Morgan Stanley Smith Barney
Establish and maintain shareholder portfolios including Traditional and Roth IRAs, 403Bs, 529 College savings accounts and assist in the specialized service of online group investing
Research and resolve complex inquiries by financial brokers and shareholders by utilizing internal resources, a variety of business systems (SHARE, SONI, Vision, Website) and adhering to IRS policies and guidelines.
Program Manager
American Council on Education
Washington DC
09.2002 - 06.2005
Developed and managed FileMaker Pro database, ensuring that all data was current and accurate
Converted data into reports, merges, and other correspondence
Distributed accurate and timely reports of membership data to Forum staff and members (Chancellors, Presidents, and CEOs)
Independently managed, monitored, and provided full organizational and logistical structure for semi-annual meetings, executive committee meetings, and working groups
Traveled domestically to prospective and upcoming meeting venues for assessment, selection, and meeting preparation
Negotiated and determined budget, hotel, and other meeting contract guidelines
Drafted invitational letters to invited speakers (Senators and Congresspeople) and special guests for the Executive Director and Chairman of the Forum
Planned and coordinated AV, security, travel, lodging, entertainment, and food & beverage services
Created and prepared various informational meeting packets and distributed them to Forum members and special guests in established time limits
Managed calendar, schedule and travel arrangements for Director and Deputy Director
Operated as the point person with speakers, consultants, hotel management, Forum members (Chancellors, Presidents, and CEOs) and host planners
Maintained current knowledge of and served as a resource for departmental policies, practices, and procedures to new members and the public
Effectively tracked, recorded, and monitored expenditures
Collaborated closely with accountant to setup and determine project and ledger codes to categorize various expenses into separate and identifiable accounts
Authorized and monitored all contracts, grants, membership dues, publication sales, payments, and contributions
Maintained electronic file and physical documentation of all invoices and expenditures
Identified and collected outstanding fiscal year dues from members
Drafted, edited, and formatted office correspondence (letters, talking points, and reports) for consistency and accuracy before disseminating to members, organizations, potential members, and staff
Managed activities, responsibilities, and affairs for the Executive Director
Coordinated presentations, meetings and conference calls with member Presidents and CEOs
Conducted research on various key initiatives, current and potential members, references, and organizations to advance recruitment efforts
Prepared funding proposals to support B-HEF initiatives and projects in collaboration with Deputy Director
Drafted, prepared, and monitored consultant contracts/agreements
Managed and supervised temporary administrative staff and college interns
Ensured temporary employees and interns understood and accurately performed their duties, work requirements and office operations
Assisted in the establishment of the Forum division as an independent non-profit organization from its former affiliation with the American Council on Education in September 2004
Independently collected, compiled, and submitted required legal information to the Internal Revenue Service (IRS) to obtain 501(c)3 exemption.
Education
Bachelor of Science - Occupational and Technical Studies
Old Dominion University
08.2001
Skills
Microsoft Word, MS Outlook, File Maker Pro 60, Visio, PowerPoint, Google Office Suite, and Internet
Skilled use of multi-line phone system/typing 60 wpm
Executive Presentation Development
Meeting Planning
Strong Problem Solver
Excel Spreadsheets
Administrative Support Specialist
Meeting Minutes
Critical Thinking
Video Conferencing Software
Recordkeeping and Documentation
Meeting Agenda Preparation
Executive Schedule Management
Calendar and Scheduling Software
Data Research and Compilation
Team Leadership, Training and Development
Program Monitoring
Strategic Planning and Execution
Judgement and Decision Making
Executive Leadership
Budget Planning
Organizational Development
Affiliations
Professional Association Affiliations include National Association of Realtors, Virginia Association of Realtors, Hampton Roads Realtor Association, Real Estate Information Network
Senior Administrative/Client Rep, Capital Group Norfolk, Virginia
Accomplishments
REALTOR, Rose & Womble Realty Suffolk, Virginia
June 2013 – Sept 2015
Guide clients through the process of home ownership
Sell real estate through education, contract negotiations, property viewing, open houses, and various marketing efforts
Schedule and review home inspections
Function as an intermediary between sellers and buyers of real estate
Keep abreast of the latest real estate news, law, and contract changes by attending seminars, training classes and weekly staff meetings and tours.
Additional Information
Virginia Notary Public (Commission expires August 31, 2023)
Timeline
Special Advisor/Office Assistant
NDWA Labs
07.2022 - 12.2022
Executive Assistant
Intellipro, contracted via Jencare
03.2021 - 07.2022
Executive Assistant
JenCare Senior Medical Center
10.2015 - 03.2020
Senior Admin Client Rep
Capital Group
09.2007 - 01.2013
Program Manager
American Council on Education
09.2002 - 06.2005
Bachelor of Science - Occupational and Technical Studies