executive personal assistant to owners resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Professional, motivated and well-rounded Executive Personal Assistant with 30 years of administrative skills and expertise offering personal and office support. Energetic and reputable possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills.

  • Client satisfaction
  • Administrative support specialist
  • Proper phone etiquette
  • Spreadsheet management
  • Critical thinker
  • Dedicated team player
  • Perform well in high-demand, fast-paced environments
  • Accurate and detailed
  • Customer friendly
  • Fast learning
  • Fluent in English and Spanish
  • Excellent communication skills
  • Problem resolving
  • Microsoft Excel and Word
  • Proficient in English and Spanish
Executive Personal Assistant to Owners, 06/2003 - Current
  • Tackle, and address top-level, high-priority issues while maintaining professional administrative discretion.
  • Deliver optimal executive administrative support.
  • Oversee day to day personal and business operations.
  • Reconcile personal and business bank statements.
  • Handle and pay personal and business bills and invoices.
  • Handle personal monthly budgets
  • Prioritize timeline-driven items to complete projects promptly.
  • Organize, revise, and maintain personal and professional calendars
  • Work with accountants providing all proper documentation for taxes
  • Manage incoming and outgoing correspondence, including mail, email and faxes.
  • Plan and coordinate travel arrangements and logistics for out-of-town functions.
  • Create expense reports using Microsoft Excel spreadsheets.
  • Compile budget reports and proposal for meetings.
  • Prepare and launch special projects
  • Screen telephone calls and inquiries
  • Attended business meetings and took meeting minutes.
  • Monitored office inventory and ordered products to maintain all office needs.
  • Handled payroll for employees
Senior Private Banking Assistant, 06/1998 - 05/2003
Regions Bank City, STATE,
  • Performed administrative tasks to support strategic initiatives.
  • Met needs of high net worth individuals looking to manage their assets
  • Achieved sales goals by promoting bank products and services.
  • Opened new accounts, loans and served existing customers with all financial needs.
  • Responded efficiently to customer queries and complaints to find solutions.
  • Drafted meeting agendas, compiled information and executed follow-up for meetings and team conferences.
  • Monitored office inventory to maintain adequate supply levels and order products.
  • Balanced department's General Ledger
  • Handled daily customer's overdraft
  • Reviewed and updated client files and records to support executive needs and enhance office efficiency.
  • Created expense reports using Microsoft Excel spreadsheets for department's officers
  • Generated and maintained weekly and monthly reports
  • Handled all incoming and outgoing correspondence including mail, emails and faxes for department
  • Attended business meetings and took meeting minutes.
  • Worked along with Marketing department to coordinate corporate Cocktails, Galas, Seminars and other events for our Private Banking customers.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits and account services.
  • Worked closely with internal and external auditors during review process, providing clerical support and completing assigned tasks.
Assistant to International Credit Department, 04/1994 - 05/1998
Capital Bank/Regions Bank City, STATE,
  • Assisted the Senior Vice President and analysts with all office operations.
  • Worked with the Correspondence and Credit department helping to coordinate interdepartmental interactions to streamline and enhance efficiency.
  • Set up and maintained physical filing systems to maintain organizational efficiency.
  • Handled incoming and outgoing correspondence, including mail, e-mail and faxes.
  • Generated weekly and monthly reports for the International Executive Vice President, Credit Officer and the Correspondence Senior Managers
  • Prepared monthly credit committee packages for review and approval of line of credits to international banks.
  • Took minutes of Credit Committee meetings..
  • Responded to bank credit references and audits.
  • Arranged travel and hotel accommodations for international and domestic business meetings and trips.
  • Managed office duties, including ordering office supplies, organizing workspaces, filing, preparing letters. and screened phone calls.
  • Worked closely with auditors during review process, providing clerical support and completing assigned tasks.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
Clerk/International Correspondence Department, 07/1993 - 04/1994
Capital Bank City, STATE,
  • Assisted and supported the Correspondence department with office needs
  • Retrieved requested files and delivered to appropriate personnel.
  • Answered multi-line telephone system and routed calls.
  • Assisted office staff by taking initiative to help upper management and coordinate events and special projects.
  • Sorted and distributed mail, filed specified mail and handled shipment issues.
  • Prepared packages for shipment by generating invoices and setting up courier deliveries.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Implemented new filing system and updated daily logs for tracking file movements.
  • Reviewed files to check for complete and accurate information.
Education and Training
Bachelor of Arts: Psychology, Expected in
Carlos Albizu University - Miami, Fl ,
Status -

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Resume Overview

School Attended

  • Carlos Albizu University

Job Titles Held:

  • Executive Personal Assistant to Owners
  • Senior Private Banking Assistant
  • Assistant to International Credit Department
  • Clerk/International Correspondence Department


  • Bachelor of Arts

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