MS Office Suite
Tricia Kastner
C- Suite Executive Assistant
St. Petersburg,FL
Overview
17
17
years of professional experience
Work History
C-Suite Executive Assistant
Ultra Intelligence & Communications
06.2023 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed complex calendars for senior executives to facilitate efficient scheduling and meeting planning.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Worked with senior management to initiate new projects and assist in various processes.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Senior Executive Assistant
McKinsey & Company
02.2019 - 03.2023
- Managed complex calendar scheduling for 4 Associate Partners in a fast-paced work environment while exhibiting a high level of professionalism.
- Coordinated international and domestic travel logistics including flight itineraries, hotel reservations and car services, passport and visa applications.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Handled confidential and sensitive information with discretion and tact.
- Coordinated logistics, catering, agendas and travel arrangements for meeting and event planning for C-level client executives, senior partners and internal teams.
- Facilitated training and mentoring for new executive assistants.
- Volunteered to help with special projects for multiple teams, such as scheduling over 75 client calls across multiple time zones.
- Experienced with productivity tools such as Slack, Zoom, Microsoft Teams and BOX.
Senior Client Service Associate
Raymond James & Associates
04.2015 - 11.2018
- Provided sole support for three different brokers with $300 million in assets.
- Scheduled meetings between clients and advisors, occasionally participating in such events.
- Researched topics and completed due diligence to resolve issues timely.
- Shared best practices with other team members to help improve efficiency.
- Account opening for new and existing customers and assisted customers in completing all application forms
- Developed long lasting relationships with clients by listening to their needs, offering insight and being a valuable resource
Senior Client Service Associate
Merrill Lynch
08.2008 - 01.2014
- Delivered high level of service to five financial advisors and their clients to both maintain and extend relationships for future business opportunities.
- Facilitated new client onboarding process and investment account setup.
- Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from stockholders.
- Maintained client information and communications in Salesforce CRM system
Education
Associate of Arts - Liberal Arts And General Studies
Saint Petersburg College
Saint Petersburg, FL2004
Skills
- High-level executive coordination
- C-level client engagement
- Event planning coordination
- Extensive Calendar Management and Meeting Prioritization
- Proficient in Concur and Rydoo for expense reporting
- Domestic and international travel management
- Exceptional interpersonal skills
- Effective team leadership
- Professionalism in sensitive information handling
- Proficient in MS Office Suite
- Self Starter & Strong Problem Solver
- Community fundraising coordination
Accomplishments
- Consistently received positive feedback from C-level executives, board members and teammates.
- Planned corporate meetings, lunches and special events for groups of 10-75+ employees and client executives.
- Pursued learning opportunities to advance knowledge as a senior team member.
- Achieved strong performance ratings throughout my tenure by completing workload with accuracy and efficiency.
- Assisted management with the training and mentorship of new team members.
Timeline
C-Suite Executive Assistant
Ultra Intelligence & Communications
06.2023 - Current
Senior Executive Assistant
McKinsey & Company
02.2019 - 03.2023
Senior Client Service Associate
Raymond James & Associates
04.2015 - 11.2018
Senior Client Service Associate
Merrill Lynch
08.2008 - 01.2014
Associate of Arts - Liberal Arts And General Studies
Saint Petersburg College
Summary
Driven and resourceful Executive Assistant with 15+ years of experience working with high-achieving executives. Experienced with coordinating executive agendas, including calendar management and travel logistics. Utilizes strong organizational skills and attention to detail to ensure smooth executive operations. Knowledge of confidential communication handling, contributing to efficient and secure executive support.
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programsTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingPaid time off4-day work weekSoftware
Concur
Rydoo
Docusign
Zoom
BOX
Certify
Languages
English
Native or Bilingual
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