Experience

Meristem l Cresset

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant

  • Jun 2022 - Present

  Minnetonka, Minnesota, United States Cresset refers to Cresset Manager, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors. Executive Assistant duties for three C-Suite Executives: - Extensive calendar management - Review email and track to do's, meetings, and events - Frequent meetings to review their schedules, give task reminders, receive tasks -… Show more Cresset refers to Cresset Manager, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors. Executive Assistant duties for three C-Suite Executives: - Extensive calendar management - Review email and track to do's, meetings, and events - Frequent meetings to review their schedules, give task reminders, receive tasks - Book domestic travel arrangements - Reconcile credit cards and complete bi-monthly expense reports

• Executive Assistant to CEO, COO, and Talent Management

  • Jun 2020 - May 2022

  Minnetonka, Minnesota, United States Executive Assistant duties for CEO and COO at Meristem Family Wealth: - Extensive calendar management - Review email and track to do's, meetings, and events - Frequent meetings to review their schedules, give task reminders, receive tasks - Book domestic travel arrangements - Reconcile credit cards and complete monthly expense reports Talent Management duties: - Scheduling interviews for candidates - Assessment coordination and offer letter preparation -… Show more Executive Assistant duties for CEO and COO at Meristem Family Wealth: - Extensive calendar management - Review email and track to do's, meetings, and events - Frequent meetings to review their schedules, give task reminders, receive tasks - Book domestic travel arrangements - Reconcile credit cards and complete monthly expense reports Talent Management duties: - Scheduling interviews for candidates - Assessment coordination and offer letter preparation - Facilitate on-boarding and off-boarding process - Manage PTO - Add to calendars/track on spreadsheet, bi-annual audit reviews - Maintenance of HR personnel and I-9 files - Performance review tracking/filing - Job description tracking/updating - Maintain org charts, title list - Employee relations: cards/memorials for life events

• Executive Assistant

  • Oct 2006 - Oct 2020

  Minnetonka, MN Executive Assistant duties for two C-Suite Shareholders at Meristem Family Wealth: - Extensive calendaring - Review email daily, respond/act on as needed - Daily meetings to review their schedules, give task reminders, receive tasks - Book domestic travel arrangements - Reconcile executives' credit cards and complete expense reports Talent Management tasks - started in August of 2019 - Assist with coordination of the candidate's interview process - New hire… Show more Executive Assistant duties for two C-Suite Shareholders at Meristem Family Wealth: - Extensive calendaring - Review email daily, respond/act on as needed - Daily meetings to review their schedules, give task reminders, receive tasks - Book domestic travel arrangements - Reconcile executives' credit cards and complete expense reports Talent Management tasks - started in August of 2019 - Assist with coordination of the candidate's interview process - New hire paperwork and on-boarding - Email decline letters to candidates - Assist with termination process - Maintenance of HR personnel and I-9 files - Manage PTO - Add to calendars/track on spreadsheet, bi-annual audit reviews - Maintain org charts, title list Key Achievements & Special Projects: - Project managed nine month process of new office construction under the guidance of the executive leading the project. Worked closely with contractor, architect, furniture dealer, project manager, and building managers. Attended weekly construction meetings, coordinated the logistics of preparing employees to move, donations of furniture to several charities, managed physical move to the new office. Facilitated completion of punch list items in new office with various construction vendors after the move. - Oversaw administrative staff of three by ensuring coverage at front desk, facilitating weekly Level 10 Admin meetings, interviewing and training admins. - Biannual event planning for employee social gatherings for 35-60 people. Handled logistics and onsite coordinator for casino party, boat cruise, murder mystery dinner, wine/beer/food pairing event.



Pentair

• United Kingdom
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Executive Assistant

  • Dec 2004 - Jul 2006

  Managed the filtration president’s calendar, prepared presentations for quarterly business reviews, coordinated domestic travel arrangements, compiled expense reports, prepared conference rooms for meetings including full coordination of catering services, served on company social committee for summer and winter employee events Interim support for Vice Chairman and Senior Vice President of Human Resources during replacement recruitment; prepared board presentations, calendar… Show more Managed the filtration president’s calendar, prepared presentations for quarterly business reviews, coordinated domestic travel arrangements, compiled expense reports, prepared conference rooms for meetings including full coordination of catering services, served on company social committee for summer and winter employee events Interim support for Vice Chairman and Senior Vice President of Human Resources during replacement recruitment; prepared board presentations, calendar management, coordinated international and domestic travel arrangements and acclimated and trained the new assistants in their roles Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Administrative Assistant

  • Aug 2000 - Dec 2004

  Calendar management, coordinated domestic travel arrangements and reconciled monthly expense reports via a purchasing card system Coordinated new hire documents and onboarding activities for sales staff, facilitated exit paperwork for employee terminations, ensured annual company guidelines and policies had been signed by employees, maintained 30 personnel files and organizational charts Researched and secured arrangements for company gatherings Filtered new operating… Show more Calendar management, coordinated domestic travel arrangements and reconciled monthly expense reports via a purchasing card system Coordinated new hire documents and onboarding activities for sales staff, facilitated exit paperwork for employee terminations, ensured annual company guidelines and policies had been signed by employees, maintained 30 personnel files and organizational charts Researched and secured arrangements for company gatherings Filtered new operating procedures to the organization, point of contact for office, accounts receivable and payable, recorded time sheets and ordered office supplies Show less



Schwan's Company

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Administrative Assistant to Regional Vice President

  • May 1998 - Aug 2000

  Calendar management Coordinated domestic travel arrangements, prepared monthly staff reports Arranged logistics with hotels for off-site sales meetings and attended as requested Entered orders for sales team into Access database