Executive Assistant

• Aug 2021 - Present

• Prioritize and manage complex executive calendar, email and all correspondence for Chief Finance Officer • Coordinate and schedule internal and external meetings, logistics, events, and travel for up to 4 senior level executive leaders, including CFO, CAO, CIO of Logistics Fund and Director of Treasury • Manage projects and administration support involving diverse cross-functional teams, offering comprehensive project management and administrative support • Handle meeting requests, coordinate conferences, schedule meeting rooms, manage AV requirements, and liaise with vendors, ensuring seamless arrangements, including catering orders • Execute a comprehensive array of clerical tasks and advanced administrative responsibilities • Proficiently generate and consistently update complex organizational charts, presentations, and reports and distribute to appropriate teams Show less

Executive Assistant

• Oct 2015 - Aug 2021

• Prioritized and oversaw complex executive calendars and coordinated and scheduled internal and external meetings, managed logistics, events, and travel arrangements • Expertly performed a full range of clerical functions, relieving, and assisting CEO of complex details & advanced administrative duties and efficiently managed the CEO's extensive email communication • Served as primary liaison between executives and internal/external clients, partners, and employees • Performed partial accounting for multiple entities including payroll, bookkeeping, reporting, tax management and collaborated with private bankers and investment firms and accountants • Provided personal assistance to owner and oversaw financial management of accounts, banking and insurance • Managed documentation and reporting process to obtain COVID-19 related government funding for 9 different companies within the organization Show less

Realtor

• Aug 2012 - Jul 2016

• Built multimillion-dollar business from ground up based on strong client relationships that provided solid business with 90% repeat and referral business• Negotiated large contracts, skillfully guided clients through transactions and coordinated and managed vendors, contractors, lenders, escrow and other affiliates through to end of transaction• Guided strategic problem solving, defusing intense emotional and stressful situations with calm and consistent communication with all parties

Senior Executive Assistant

• Feb 2011 - Aug 2012

• Coordinated launch of new brokerage business, setting up firm, creating best practice internal systems and operating procedures, designing marketing and branding and managing recruiting and regulations• Managed and organized executive and company-wide scheduling, logistics, events, and travel arrangements• Accountable for managing all client, affiliate, and business correspondence• Managed multiple assignments, prioritizing meeting deadlines and maintaining commitment to excellence• Conducted comprehensive accounting tasks encompassing financials, bookkeeping, annual budget creation, reporting, and tax management and directed the on-boarding and training of all new agents and employees Show less

Office Manager / Executive Assistant

• Jul 2009 - Feb 2011

• Oversaw the operations of the general office for 5 distinct businesses under the same ownership for RBM with 700+ employees • Managed scheduling, events, travel arrangements, correspondence, and created/presented presentations for multiple company executives • Prioritized and managed multiple assignments, meeting deadlines and upholding strong commitment to discretion and confidentiality • Accountable for reconciling and overseeing Accounts Payable (A/P) and cash flow management • Managed the entire process of onboarding, training, and supervising administrative staff members Show less

HR Specialist / Development Director

• Dec 2004 - Jul 2009

Employer Solutions Group (ESG) is a full-service Professional Employer Organization (PEO), with proven methods for strategically managing your HR needs, including benefits and payroll administration, as well as legal and regulatory compliance. Skills & Responsibilities: • HR Generalist Consultant for 48 client companies in varied industries, created handbooks, policies, provided trainings etc. • Built & maintained strong client relations. Liaised between Client Companies & internal departments • Developed & executed sales & marketing plan, new hire training procedures & operational procedures for new sales team • Exceeded by 2.4 times the executive set annual sales goal in first five months of 2009 • Sold, priced & negotiated business to business service contracts with owners & c-level executives of various size companies • Trained, supervised, motivated & was accountable for 11 sales people in 3 states • Built strong networking relationships with business owners & top executives in Salt Lake and Utah Counties • Earned 3 promotions Show less

Residental Real Estate sales

• 1998 - 2004

Executive Assistant

• 1998 - 2000

Central Utah Enterprises provide special services for adults with disabilities (special physical, mental, or learning needs). They provide vocational training, adapted physical education, and assistive technology for their clients. Skills & Responsibilities: • Reconciled and maintained all G/L accounts, financial reports including month end & year end • Billed government agencies for services rendered • Handled travel, correspondence, event planning, calendar, meeting arrangements for Executive Director. • Human Resource Generalist Show less