Summary
Overview
Work History
Education
Skills
Websites
Software
Timeline
Generic

Tracey Taylor

Carlsbad,CA

Summary

A resourceful leader with 10+ years of experience, dedicated to making the lives of busy C-Level executives easier with success achieving objectives, optimizing accuracy and efficiency, and providing stellar service. Reputable for developing, implementing, and communicating policies and objectives

Overview

16
16
years of professional experience

Work History

Executive Assistant

Hill Properties Inc.
02.2024 - Current
  • Company Overview: Supporting CEO and CFO of a real estate investment company in La Jolla
  • Supporting CEO and CFO of a real estate investment company in La Jolla
  • Face of the company and first point of contact
  • Responsible for all financial transactions relating to the office
  • Drafting, formatting, proofing letters and presentations at a high level
  • Maintain an organized system for tracking leases, lease renewals, lease amendments, etc
  • Work with banking and financial documents, including bank/loan statements
  • Coordinating Zoom and Teams meetings with clients and investors
  • Preparing yearly budget, balance sheet and P&L reports to present to CEO and CFO
  • Reconciling monthly bank statements and credit card statements in QuickBooks & Recording all financial transactions into QuickBooks
  • High level of confidentiality for investors yearly tax preparations
  • Responsible for all vendor transactions and payments
  • Responsible for all computer hardware and troubleshooting IT problems
  • Supporting CEO and CFO of a real estate investment company in La Jolla

Executive Assistant

WATANABE LLC
03.2021 - 03.2023
  • Company Overview: Supporting the CEO and two Senior Recruiters in the recruitment and placement of Partners within major law firms throughout California
  • Supporting the CEO and two Senior Recruiters in the recruitment and placement of Partners within major law firms throughout California
  • Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf
  • Coordinating meetings with law firm recruiting teams and the Partner
  • Producing reports and in-depth analysis of the legal recruitment landscape
  • Maintaining comprehensive and accurate records
  • Posting to the company website and social media
  • Performing minor accounting duties
  • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
  • Answering phone calls in a polite and professional manner
  • Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
  • Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters
  • Supporting the CEO and two Senior Recruiters in the recruitment and placement of Partners within major law firms throughout California

Executive Assistant

NTENT
05.2017 - 03.2020
  • Company Overview: Providing comprehensive administrative support to the SVP and the software development company consisting of 80+ staff
  • Streamline and facilitate daily operations by providing comprehensive administrative support to the SVP and the software development company consisting of 80+ staff
  • Leverage solid calendar management skills to prioritize busy calendars, coordinate domestic and international travel arrangements, and schedule meetings, appointments, and company events
  • Draft and review business correspondence, compile reports, compose companywide emails, and accurately process expenses (Concur)
  • Partner with HR to facilitate new hire onboarding and orientation
  • Provide dedicated support to the Marketing Director with various projects and trade shows
  • Order and maintain equipment and supplies for the office and several kitchens
  • Warmly greet all visitors and provide coverage for the reception
  • Partnered with the HR department to successfully source potential candidates for various positions in a new industry with very little to no experience
  • Excelled at balancing numerous tasks while providing top-level organization, prioritization, and leadership
  • Boosted efficiency and productivity by relieving executives of administrative type functions
  • Providing comprehensive administrative support to the SVP and the software development company consisting of 80+ staff

Office Manager

ST. PETERS MARINA, LTD.
11.2014 - 10.2016
  • Company Overview: Administer high-level administrative support to facilitate daily functions for the largest marina in Newcastle
  • Partnered with senior management to administer high-level administrative support to facilitate daily functions for the largest marina in Newcastle
  • Contributed significantly to customer service, client support, executive support, vendor management, marketing, scheduling, and budget
  • Managed complex calendars, planned travel arrangement, and orchestrated business events
  • Key Accomplishments: Boosted revenues by strengthening company relationships with clients through strategic communication, issue resolution, and effective upselling techniques
  • Recognized for accelerating business growth through effective management of advertising and PR, resulting in more efficient spending and ROI
  • Administered recruiting, hiring, training, and coaching of all new employees
  • Administer high-level administrative support to facilitate daily functions for the largest marina in Newcastle

Office Manager

ABSOLUTE LETTINGS
08.2008 - 10.2014
  • Company Overview: Coordinated and led all office operations and daily functions for a large property management company
  • Successfully coordinated and led all office operations and daily functions for a large property management company
  • Developed and executed administrative procedures, generated reports, created sales presentations, and performed accounting practices
  • Served as Project Manager for the business set up and opening of the Newcastle office
  • Managed the selection of appropriate vendors and contractors and established business relations
  • Maintained the business and office credit card accounts
  • Go-to-person for handling difficult or complex problems
  • Key Accomplishments: Played an integral role in establishing a new office from the ground up
  • Earned recognition for sales growth; cultivated and maintained client relationships while enhancing interpersonal communication and business development skills
  • Recommended new ideas that were implemented to streamline processes
  • Coordinated and led all office operations and daily functions for a large property management company

Education

Bachelors - Law

Northumbria University
Newcastle

Skills

  • Administrative Support
  • Office Administration
  • Team Leadership
  • Process Improvement
  • Project Management
  • Client Relations
  • Reporting
  • Scheduling
  • Meeting Organization
  • Event Planning
  • Calendar Management
  • Staff Training
  • Contract Negotiation
  • Budgeting
  • Travel Coordination
  • Human Resources
  • MS Office

Software

Microsoft

Timeline

Executive Assistant

Hill Properties Inc.
02.2024 - Current

Executive Assistant

WATANABE LLC
03.2021 - 03.2023

Executive Assistant

NTENT
05.2017 - 03.2020

Office Manager

ST. PETERS MARINA, LTD.
11.2014 - 10.2016

Office Manager

ABSOLUTE LETTINGS
08.2008 - 10.2014

Bachelors - Law

Northumbria University

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Tracey Taylor