Executive Assistant Resume Example

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(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Driven and resourceful administrative professional with 3+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

  • Travel Administration
  • Social Media Knowledge
  • Multi-Line Phone Proficiency
  • Advanced Clerical Knowledge
  • Strong Interpersonal Skills
  • MS Office
  • Performance improvement
  • Expense reporting
  • Scheduling
  • Conflict management
  • Risk management
  • Proofreading
  • Project Management
  • Staff Management
  • Business administration
  • Extensive vocabulary
  • Sorting and labeling
  • Administrative support
  • Project planning
  • Conference planning
  • Resourceful
  • Schedule Management
  • Travel accommodations
  • Office administration
  • Mail handling
  • Strategic planning
  • Budgeting
Matsu Central High School Wasilla, AK, Expected in High School Diploma : - GPA :

Licensed to produce life and health insurance benefits.

Work History
Alkami Technology - Executive Assistant
Plano, TX, 03/2021 - Current
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Organized and coordinated conferences and monthly meetings.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Trained junior office staff in correct procedures and reporting requirements.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
  • Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key stakeholders.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Executed banking tasks.
  • Answered high volume of phone calls and email inquiries.
  • Created and managed office systems to efficiently deal with documentation.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Managed and reviewed filing and office systems.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Worked with senior management to initiate new projects and assist in various processes.
Home Bancorp, Inc. - Universal Banker
New Orleans, LA, 01/2020 - 03/2021
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Represented bank at community events to establish strong ties and promote business.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Supervised branch operations and made continuous improvements in each area.
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Consulted on business packages and made personalized recommendations.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Developed tailored solutions to meet individual banking needs.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Prospected for new business through networking, community outreach and customer referral generation.
American Family Insurance - Life Insurance Producer
Edwards, CO, 03/2019 - 01/2020
  • Provided coverage option information to assist clients in protecting assets.
  • Exceeded corporate quotas for monthly policy sales.
  • Maintained high standards of customer service by building relationships with clients.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtained underwriting approval by completing application for coverage.
  • Conducted annual reviews of existing policies to update information.
  • Finalized sales and collected necessary deposits.
  • Collected premiums on or before effective date of coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Identified and solicited sales prospects in agency databases.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Remained impartial in order to advise clients based on circumstances.
  • Calculated premiums and established payment methods for sales.
  • Met with customers to provide information about available products and policies.
American Sign Lauguage :
Negotiated :

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Resume Overview

School Attended
  • Matsu Central High School
Job Titles Held:
  • Executive Assistant
  • Universal Banker
  • Life Insurance Producer
  • High School Diploma

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