Reliable Executive/Personal Assistant who is highly organized and skilled at balancing the needs of clients in both personal and professional capacities by effectively managing calendar and emails, administrative duties, planning business and personal events and managing household operations. High degree of integrity with a keen focus on detail, accuracy and the impact of the finished product.
Skills
Highly organized
Resourceful
Strong interpersonal skills
Flexible
Discreet
Critical thinker
Travel Coordination
Event/Project management
Data management
Adobe Acrobat DC
Advanced MS Office Suite
QuickBooks Pro
Paralegal Certificate
Official Notary of the Public
Experience
Executive Personal Assistant, 08/2016 to 04/2017 Centrum Medical Ventures – Plano, TX,
Managed CEO's high volume of emails, complex and frequently changing calendar and coordinated all travel arrangements.
Reviewed and edited contracts and real estate documents.
Due diligence for new projects.
Created and maintained corporate minute books.
Created budget, paid bills and balanced CEO's personal bank accounts
Accomplishments:
Oversaw remodel of CEO's private home - contractor negotiations, budget control, fixture and furniture purchases, established relationship with home equity provider.
Prepared final reports and organized office files for buyout of partner's share.
Executive Assistant*, 09/2007 to 07/2014 Rees-Jones Holdings – City, STATE,
Coordinated and set-up high-level conference calls, board and management meetings, special events, calendars and frequently changing travel arrangements.
Served as a liaison and maintained key communications between senior executives, foundation members, management, staff, clients and vendors.
Executed all correspondence, minutes, reports, presentations and personal communications on behalf of the President.
Accomplishments:
Produced closing binders for large financial transactions, company office leases, aviation documents, ranch property and personal residences.
Edited and finalized all legal documents for the purchase of company owned property and personal assets of owners.
Maintained corporate record books for multiple entities and updated consents and amendments on a regular basis.
Coordinated company and personal events.
Legal Assistant*, 09/2007 to 07/2014 Chief Oil & Gas – City, STATE,
Prepared legal documents and correspondence
Provided guidance in daily operations of data rooms, preparation of presentations, schedule of interested buyers and review of legal files and research
Maintained electronic and hard copy file system
Served as company representative in management of out-of-state office space and off-site storage
Served as company contact with outside vendors and reviewed all invoices and codes to ensure proper allocation
Ensured proper set-up of office and equipment for all new employees
Filed and maintained lobby disclosure reports with the Pennsylvania Department of State
Accomplishments:
Designed and implemented database to track legal documents and deadlines
Key liaison between departments and management in the drafting, editing and finalization of multi-billion dollar Purchase and Sales Agreements
Discretely managed Employee Matching Contribution Program
Assisted in the layout and design of new office space in accordance with all state and federal compliance rules
Legal/Personal Assistant, 08/2005 to 09/2007 Hansra Patent Services – City, STATE,
Assessed executive's needs and handled company and personal financial accounts
Efficiently managed all important phone calls and maintained daily tasks including processing inventory for office supplies and equipment
Prepared monthly, quarterly and yearly reports and conducted research to prepare for business and personal meetings
Reviewed and finalized U.S. and International Patent and Trademark applications to ensure compliance; managed filing process with U.S. and international USPTO office and prepared response materials to requests
Evaluated business invoices and allocated expenses through QuickBooks
Coordinated accurate payments of quarterly state and employment business taxes
Accomplishments:
Created an organized and efficient office set-up for sole practioner increasing efficiency of work by 90%
Education and Training
: Associates in Applied Science, Expected in Del Mar College - Corpus Christi, TX GPA:
Paralegal Certificate: , Expected in - , GPA:
Skills
attention to detail, budget, closing, Strong interpersonal skills, contracts, clients, Data management, database, drafting, Due diligence, equity, Event management, special events, filing, financial, inventory, layout and design, legal, legal documents, materials, meetings, MS Office Suite, office, negotiations, office and equipment, Oil, Paralegal, presentations, problem solver, Project management, QuickBooks, QuickBooks Pro, real estate, research, taxes, phone, travel arrangements
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