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Senior Executive Secretary Resume Example

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SENIOR EXECUTIVE SECRETARY
Professional Summary
Senior Executive Secretary with twenty-two years providing administrative support for executive-level staff, including coordinating complex travel arrangements and schedules.
Skills
  • Strong problem-solving capabilities
  • Energetic and proactive
  • Excellent work ethic
  • Strong interpersonal skills
  • Excellent communication skills
  • Self-directed
  • Excellent planner and coordinator
  • Advanced MS Office Suite knowledge
Work History
Senior Executive Secretary, 07/1996 to 01/2016
Fidelity Investments, Insitutional Wealth Services – Newport Beach, CA
  • Managed the Senior Vice President, Region Manager's complex and frequently changing travel arrangements and coordinated the pre-planning of trips.
  • Compiled and generated sales and marketing reports.
  • Supplied sales and marketing support to a team comprised of sales persons and relationship managers
  • Created expense reports, budgets and filing systems.
  • Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
  • Processed travel expenses and reimbursements.
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum. and client events
  • Frequently used word processing, spreadsheet, database and presentation software


Administrative Assistant, 10/1994 to 06/1996
Primerica Financial Services – Temple City, CA
  • Managed office supplies, vendors, organization and upkeep.
  • Directed guests and routed deliveries and courier services.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Opened and properly distributed incoming mail.


Trust Officer, 08/1980 to 09/1994
First Interstate Bank – Los Angeles, CA

Responsible for managing institutional custody accounts - invested portfolio value $1.9 billion

Services provided consist of cash management, settlement of investment transactions, and financial reporting

Coordinate communications between clients, brokers, and investment managers

Monitored and processed daily cash and securities movements.

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Education
Bachelor of Science: Architecture, 1980
Manual L Quezon University - Manila, Philippines
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Resume Overview

Companies Worked For:

  • Fidelity Investments, Insitutional Wealth Services
  • Primerica Financial Services
  • First Interstate Bank

School Attended

  • Manual L Quezon University

Job Titles Held:

  • Senior Executive Secretary
  • Administrative Assistant
  • Trust Officer

Degrees

  • Bachelor of Science : Architecture , 1980

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