Executive Personal Assistant

• Sep 2020 - Present

Executive Personal Assistant

• May 2015 - Sep 2020

Executive Assistant to CEO

• Jan 2015 - May 2015

Provided administrative support to CEO. Advance objectives of CEO and executive staff, organizing schedules, travel plans, staff meetings, and filing systems. Prepared and handled correspondences, reports, presentations and memos with speed and accuracy. • Provided administrative support to the CEO and secondary support to the CFO in secretary’s absence in areas of calendar management, document preparation and travel arrangements. • Coordinated corporate luncheons and develop presentations for meetings and special events. • Processed monthly expense reports reflecting supporting documents and budget code indexes. • Wrote correspondence; proofread and edited press releases and other documents to ensure accuracy and consistency Show less

Executive Assistant To Chief Financial Officer

• Jun 2013 - Dec 2014

Applied superior level of detail and administrative capabilities to administration, accounts payable, accounts receivable, supplies, purchasing, and all other duties related to office administration for the department. • Prepared professional reports and letters for CFO applying writing, proofreading and editing skills • Fortified financial operations by preparing and reviewing company balance sheet, overseeing and reconciling company accounts. Processing accounts payable/receivable, managing company cash/budgets, and performing accounting functions. • Overseeing office functions, managing office calendar and schedule; phone calls; E-mail; maintaining a smoothly running, efficient department • Liaison between senior management, employees and clients. Ensured proper lines of communication critical in addressing issues that require attention Show less

Executive Personal Assistant

• Dec 2012 - Jun 2013

(Temp) Responsible for heavy administrative tasks related to the day-to-day support of the CEO. Calendar/contact management using Outlook, complex domestic/international travel coordination for work and personal, screen calls, review incoming mail/e-mails and help prioritize workload, promptly respond to correspondence, process expense reports, prepare presentations and spreadsheets, handle confidential and time sensitive materials, assist with special projects. Review and summarize miscellaneous reports and documents, and correspond with advisory board members and the 300+ ConferenceDirect associates Coordinate with CEO’s personal life regarding dog, birthdays, sports games, interests, travel, etc. Show less

Client Accounting Coordinator

• Aug 2009 - Dec 2012

• Executive-level assistance to CFO and Controller; managed calendar, prepared excel spreadsheets, PowerPoint presentations, client follow-up through phone or E-mail, and travel arrangements • Updated, maintained and improved efficiency of client profiles, databases, and master files for current and new clients • Coordinated and set up high-level conference calls, board and management meetings and special events • Liaison between senior management, employees and clients. Ensured proper lines of communication critical in addressing issues that require attention Show less

Residual Coordinator

• Mar 2006 - Aug 2009

• Established and maintained filing systems, including quick and thorough indexing, filing and offsite storage, resulting in easy access to critical information and streamlined office functioning. • Maintained office operations by receiving and distributing communications; copying; faxing; picking-up and delivering items • Managed the set up, analysis, and approval of residual and commercial payments • Established and maintained filing systems, including quick and thorough indexing, filing and offsite storage, resulting in easy access to critical information and streamlined office functioning. • Maintained office operations by receiving and distributing communications; copying; faxing; picking-up and delivering items • Managed the set up, analysis, and approval of residual and commercial payments

Assistant Manager

• Jan 2001 - Feb 2006

• Conducted extensive Internet research on competitors and potential acquisitions, reporting findings to owner • Handled multi-faceted responsibilities encompassing customer services, sales, cashiering, inventory control, purchasing, re-stocking and invoicing of phones and accessories • Conducted extensive Internet research on competitors and potential acquisitions, reporting findings to owner • Handled multi-faceted responsibilities encompassing customer services, sales, cashiering, inventory control, purchasing, re-stocking and invoicing of phones and accessories