Office Manager Project Coordinator resume example with 19+ years of experience

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

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.

  • QuickBooks expert
  • AIA Billing
  • Adobe Suite
  • Yardi; Alamode, MLS listings, Total Appraisal Software and many more!
  • Redtail, Sharefile and Dropbox
  • Advanced MS Office Suite knowledge
  • Stock market, retirement and investment planning understanding
Work History
05/2021 to 12/2021 Project Manager Trc 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 Coordinator Beth 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 President Syneos 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
10/2014 to 09/2017 Executive Appraiser Assistant Arizona Valleywide Appraisals, Arizona Valleywide Properties | City, STATE,
  • Managed all phases of office management for busy Appraiser
  • Scheduling, accounting, listings on MLS
  • Typing appraisal reports, pulling comps, final inspections
  • Maintaining good rapport with lenders, superintendents, homebuilders, sales centers, Realtors, and third-party AMC Vendors
  • Created templates through Excel for property flips to keep them on budget and profit and loss
  • Kept websites and social media up to date
  • Learned valuable knowledge of real estate and appraiser field
  • Handled all incoming business and client requests for information
  • Maintained current understanding of lender requirements and documentation guidelines
  • Took photographs of interior and exterior of buildings to properly document features and conditions
06/2001 to 10/2014 Project Coordinator JC & Sons Custom Homes | City, STATE,
  • Worked as assistant to 4 executives including owner of company
  • Typical office procedures, scheduling, phones, letters and filing
  • Collaborated with different sub-contractors negotiating bids
  • Obtained various permits
  • Wore different hats, multitasking, personal errands for who needed assistance, cleaning buildings, final walk through, punch lists, etc
  • Liaise with clients to identify and define requirements, scope and objectives
  • Accounts Payable and Receivable Skills
  • Closely collaborated with project members to identify and quickly address problems
  • Allocated executive tasks and managed complex calendars and administrative functions
  • Provided technical direction on multiple projects and initiatives to other engineers, designers and technicians.
Expected in 05/1986 High School Diploma | Horizon High School, Scottsdale, AZ, GPA:
Expected in | Accounting Principles Maricopa Community Colleges - Phoenix College, Phoenix, AZ GPA:
  • Completed professional development in Accounting Principles
Expected in 02/2020 Certification | Office Management Buildertrend, Scottsdale, AZ, GPA:
Expected in 02/2021 | Arizona Notary, State Of Arizona, GPA:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Horizon High School
  • Maricopa Community Colleges - Phoenix College
  • Buildertrend
  • Arizona Notary

Job Titles Held:

  • Project Manager
  • Office Manager/Project Coordinator
  • Executive Assistant to the President
  • Executive Appraiser Assistant
  • Project Coordinator


  • High School Diploma
  • Some College (No Degree)
  • Certification

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: