Procurement Associate / Office Administrator

• Jan 2023 - Present

Executive Assistant

• Jan 2014 - Aug 2020

▪ Provided administrative support to the CEO, responsibilities include screening emails and phone calls, extensive calendaring, arranging travel, processing expense reports, and preparing materials for meetings ▪ Liaised with Board of Directors of both the Bank and Holding Company, including scheduling board meetings, handling meeting logistics, and fielding general inquiries from board members ▪ Assisted Corporate Secretary with uploading Board and Committee meeting materials onto BoardPaq, attending Board meeting and drafting of Board minutes ▪ Reviewed and prioritized incoming mail and correspondence received by the CEO and prioritize for action and response ▪ Conducted periodic research and information retrieval for CEO ▪ Other duties have included o Provided administrative support to the Chief Risk Officer, including updating issues tracking report, as well as preparation of the Risk & Compliance Committee and Audit Committee meeting agendas o Coordinated Bank sponsored events o Assisted the Chief Operations Officer with reviewing vendor contracts, summarizing terms and conditions Show less

Executive Assistant

• Apr 2013 - Oct 2013

▪ Provided support to two Directors and back-up support to Deputy CEO ▪ Scheduled extensive calendaring and maintained calendar using Outlook ▪ Created and updated spreadsheets, and tracked data using Excel ▪ Coordinated activities and response with others in Division and with other departments where appropriate ▪ Created and edited PowerPoint presentations ▪ Reviewed and prioritized incoming mail and correspondence for action and response ▪ Provided support to two Directors and back-up support to Deputy CEO ▪ Scheduled extensive calendaring and maintained calendar using Outlook ▪ Created and updated spreadsheets, and tracked data using Excel ▪ Coordinated activities and response with others in Division and with other departments where appropriate ▪ Created and edited PowerPoint presentations ▪ Reviewed and prioritized incoming mail and correspondence for action and response

Office Manager / Executive Assistant

• Apr 2002 - Apr 2013

Office Manager/Executive Assistant (May 2006 – April 2013) ▪ Supported CEO and Board of Directors, including responsibility for correspondence, minutes, and processing expense reports ▪ Scheduled extensive calendaring for CEO, as well as maintained master calendar and staff activities using Outlook ▪ Coordinated all Board of Directors, Executive Committee and Finance Committee meeting logistics ▪ Created and edited PowerPoint presentations ▪ Managed the Institute’s general and Board of Directors expense budgets using Excel and QuickBooks ▪ Negotiated and contracted with various supplier and service entities for the Institute ▪ Reviewed and streamlined office practices and procedures that directly enhanced efficiency and cost savings ▪ Reconciled corporate credit card expense statements ▪ Updated and maintained Institute’s website using WordPress ▪ Provided orientation and training for new staff ▪ Managed supplies inventory, equipment maintenance and repair ▪ Served as main contact/liaison to building management and parent company ▪ Reviewed monthly invoices from parent company, recovered approximately $20,000 in overcharges ▪ Created an electronic version of Board agenda books that substantially reduced postage costs Administrative Assistant (April 2002 – April 2006) ▪ Provided administrative support to COO, Administrator of Grant Program and Office Manager ▪ Prepared agenda books for Ethics & Professionalism Program ▪ Reviewed and processed invoices and expenses using QuickBooks ▪ Processed CME Certification forms and credit card transactions ▪ Managed division topic and information filing systems and procedures ▪ Reviewed mail received and distributed to appropriate department ▪ Promoted to Executive Assistant/Office Manager Show less