Industrious and forward-thinking Senior Level Executive Assistant with over 10+ years of experience in various environments. Capable of smoothly handling strategic planning, operational and administrative requirements. Results-driven and hardworking with skill and resilience to achieve daily operational goals. Focused on maximizing executive productivity by providing exceptional service and coordinating team activities. Great sense of humor and love to learn new things.
Skills
QuickBooks expert
AIA Billing
Adobe Suite
Yardi; Alamode, MLS listings, Total Appraisal Software and many more!
Redtail, Sharefile and Dropbox
TD AMERITRADE VEO USER
Advanced MS Office Suite knowledge
Stock market, retirement and investment planning understanding
Work History
05/2021 to 12/2021
Project ManagerTrc Companies, Inc. – Vallejo, CA,
Provided management for internal personnel, contractors and vendors.
Oversaw personal and professional calendars and coordinated appointments for future events.
Displayed absolute discretion at handling confidential information.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Researched, proposed and implemented vendor agreements to decrease costs and improve services.
Processed travel expenses and reimbursements for executive team and senior management group.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
09/2019 to 05/2021
Office Manager/Project CoordinatorBeth Israel Deaconess Medical Center – Concord, MA,
Maintained computer and physical filing systems.
Completed semi-monthly payroll for 11 employees, calculating vacation and sick time.
Tracked and recorded expenses and reconciled bank accounts, and credit card accounts to maintain accurate, current and compliant financial records.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Maintained up-to-date knowledge on permits, certificates, audits, and documents mandatory for government departments.
Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.
Managed all accounting needs of business through QuickBooks and project coordination through Buildertrend.
Coordinated presentations for customers and project members detailing project scope, progress and results, keeping all entities well-informed of milestones and goals.
Wore variety of different hats, different tasks daily taking initiative for office to run smoothly.
09/2017 to 09/2019
Executive Assistant to the PresidentSyneos Health, Inc – El Monte, CA,
Assisted Clients with applying for life insurance, IRA accounts
Organized workshop seminars,
Customer service and worked closely with new and current clients
Policy reviews
Worked with brokers to ensure compliance
Computer, scheduling, and managed office
Built trusting relationship with all clients, vendors, brokers and various companies
Trained in different programs, TD Ameritrade Veo, iRebal, Thinkpipes, Annexus, Redtail and Share file
Attended Annexus NYC Training for Elite Advisors in 2019, met Robert Shiller and attended closing bell ceremony at NYSE.
Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor
Produced end-of-year records such as 1099-Misc and W2 forms
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
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