2. Passion
As an Executive Assistant I simply love what I do.
I am compensated to help Executives run our
companies, colleagues to travel seamlessly, co-workers
to work as a team finishing projects, customers to have
enjoyable visits.
For some, those are daunting tasks or menial work, to
me I thrive on being that go to person that brings
everything together.
An example is helping coordinate travel and events,
seeing the relief in a person's eyes when their travels
went well or the buzz of electricity when an event is
beyond expectation.
3. ExperienceExecutive Assistant to
CEO
New Source
EA Functions: Schedule travel (dom & intl)
and process expense reports. Manage
calendar & arrange partner meetings. Setup &
administer f2f meetings & web/conf calls.
Handle quote & product information requests
from members & sales reps. Create &
distribute vendor contracts; follow-up for
signed documents. Manage vendor contract
renewals. Assist in partnership transition –
email announcements, contract review,
analyze fee schedule comparisons &
implementation merge with partner/distributor.
Create graphic marketing brochures, event
posters & marketing emails using Adobe CC
Suite, MS prods and iContact. Deliver weekly
social media promotion for company visibility
& product offering using FB, Twitter, LI,
Google+ incl. Hootsuite. Book industry
conferences & handle booth setup. Travel to
conferences to help with the sales & customer
service aspect. Create yearly budget for
industry events & travel. Handle email
correspondence liaising with senior mgmt and
board members. Create meeting agendas &
take minutes for all vendor, partner, customer
& sales rep meetings. PA to CEO booking
Office Admin Functions: Manage office
product hardware & software updates;
troubleshoot all IT issues. Maintain
office supply budget & inventory. Liaise
with Sales Reps, Members & Vendors to
ship product samples & brochures as
needed. Research industry products &
events updating company website.
Manage Insightly (PM/CRM) tasks,
contacts & pipelines to keep staff
organized & on track. Help with
interviewing & training new hires on
office processes, procedures &
software/hardware. Oversee temporary
staff & assistants for deliverable goals.
Budget, plan & oversee staff events.
Process membership participation &
follow-up to ensure they are rostered.
Assist in Wordpress website merge to
Bluehost & maintain website for optimal
branding/visibility.
Assist CEO and COO/CFO in office administrative & project-based tasks.
4. ExperienceExecutive Assistant
NettWorth Financial
Group
Executive Assistant
Link Engineering
Company
Assist the President of Business Operations in
routine office related functions of the
company, including but not limited to human
resources, general office management, and
assisting the President.
Executive Assistant Functions: Manage the
President’s calendar and schedules
appointments, Screen incoming calls and
correspondence and responds independently
when possible, Organize conference by
arranging facilities and caterers, issuing
information or invitations, coordinating
speakers and controlling event budget, Create
and maintain database and spreadsheet files,
Setup and maintain rep files.
Office Administration/HR Functions:
Troubleshoot & maintain any IT issues, Train
new and current employees on all systems,
Oversee staff events coordinating schedules
and staying within budget, Order office
equipment / supplies and marketing materials,
Oversee monthly rep billing through
QuickBooks software and coordination of
commission deductions through FSC, Assist
advisors in compensation/payout errors,
Review advisor corrections to revenue reports,
maintain personnel files and employee
Provide executive-level administrative support for
the Executive Vice President of Global Test
Operations (EVP-GTO) including assistance to
the President as well as the Director of Global
Sales & Marketing.
Calendar/schedule/contact maintenance, eMail
management (Routing, reply on behalf-of, filing,
accelerate urgent requests), personal tasks
(appointments, reservations, insurance, homes),
coordination of spouse/ family calendar,
professional interaction with all levels of
management, team coordination, software
updates (remote-Ins, user interface testing/Q&A),
return calls and voicemail monitoring, reminder
calls/texts, editing & proofreading, meeting
prep/notes/minutes.
Travel planning (manage travel preferences for
air, hotel, car, vacations), process VISA and
passport documentation, create customer
invitation and company letters for global travel,
meeting confirmation (meeting requests, address
for GPS, phone numbers, maps), liaison for
international guests travel/itinerary/extra-
curricular activity arrangements, gift buying
(cards, flowers, notes), event planning/
prep/coordination/meal planning/follow-up.
5. ExperienceOffice Coordinator
Michigan Custom
Machines
Accounts Payable/Eng
Assistant
Mueller Industries
Provide senior level administrative support to
General Manager and President of leading
manufacturer of test machines.
Perform a variety of key functions for routine
operation. Develop spreadsheets to improve
budgetary expense and keep engineers
informed of purchasing details. Prepare and
coordinate meetings with prospective
customers, engineers and managers. Involved
with implementation of accounting software
that commenced April 2009. Coordinate
incoming and outgoing shipping. Lead and
organize quoting to purchasing for over 10
engineers in 4 departments. Manage all
accounts payable invoicing and check
generation. Coordinate all meetings for
implementation of new accounting system,
created all the procedures and trained many
employees during the year long switch over.
Quote, manage and prepare paperwork for all
capital and spare part shipments with
specialty freight companies. Maintain all
utilities and outside services to ensure the
cost savings that were researched, quoted
and implemented in fall of 2007 have not
increased. Set up all company lunches and
corporate functions including customer events.
Promoted to full time purchasing agent July
Served as Accounts Payable Specialist for four
corporate controllers and one financial manager
with 6 divisions of this lucrative company.
Handled all payments, invoices and procedures
for the 6 divisions. Oversaw administration of IRS
documentation. Implemented, maintained and
trained employees on the Document
Management System that provided immense
savings in company expenditure. Maintained vital
competitive analysis of expense reports and
utilities to create aggressive cost savings across
all divisions.
Successfully oversaw IRS reporting including W-
9, 1099 and tax exemption forms.
Provide administrative support for five engineers
in the forging division of this successful
organization. Oversaw a wide variety of
administrative functions, supporting the
engineers and information-management
processes. Developed internal and external
correspondence that facilitated effective
communication and transfer of information.
Controlled confidential industrial blueprints.
Issued revised copies to vendors for quotations
to repair or replace tooling in order for targeted
production.
Oversaw purchasing of supplies and equipment
for tool room engineers. Updated sales quotes
6. Accomplishments
Global Sales Binder
Project
Link Engineering
Company
Helped Directors/Sales team at
global industry events to better
market our products
Harvey's Hero Award
Mueller Industries
Saving company $20k in their
wireless plan
Employee of the Month
Mueller Industries
Engineering Assistant
National Sales Conference
New Source
Worked as a sales / customer
service representative as my
CEO was not able to attend
7. Education
Baker College of Business
Bachelor’s in Business Administration
2009 – 2012
Magna Cum Laude (3.76)
Baker College of Business
Associate’s in Business Administration
1997 – 2000
Cum Laude (3.58)
8. What does all of this mean?
I bring my extensive experience in scheduling, event planning, travel
arrangements and support of executive level management to your
team.
I am able to organize many colleagues through staff meetings,
managing expenses, and executing vital tasks through multiple
technological resources.
My ability to identify key goals and objectives in a fast paced
environment helps to resolve issues with minimal direction.
The established experience in accurately completing research,
reporting, information management, accounts payable, human
resources and purchasing efforts within stringent budget
requirements allows me to easily adapt to any department necessary
to complete tasks.
My high level of confidentiality is a must for an Executive Assistant
position.
A strong history of developing and maintaining detailed
administrative procedures helps me to reduce redundancy, improve
