Proactive Executive Assistant with demonstrated experience providing high-level administrative support to companies. Demonstrates superior communication and problem-solving abilities. With over 8 years of experience assisting the work of high-achieving executives and directors.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Assistant/Executive Assistant
MGD Wealth
06.2023 - Current
Provide assistance to CEO and other Executives and Senior advisors
Manage new business CRM
Ongoing client relations
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Prepare meeting agendas
Regular review on company performance and revenue
Corporate engagement and event management
Invoicing
Handling multiple operating systems.
Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
Improved office efficiency by implementing new filing systems and document management processes.
Multi-site Support
Goodstart Early Learning
01.2016 - 01.2023
Provide assistance to Director and Senior Management/ Leadership teams
Oversee all administrative functions, including record-keeping, scheduling, and correspondence management
Building relationships and ongoing customer and family relations
Processed purchase orders, service contracts and financial reports
Assistance in day-to-day tasks and business improvement
Drafted and distributed invoices for outstanding payments
Managed team petty cash, purchase orders and account transactions
Managing budgets, conducting research, and coordinating with other departments to ensure seamless operations
Maintained current and compliant financial records
Managed agendas and calendars
Taking minutes for team meetings
Advertising and social media.
Team Leader
Goodstart Early Learning Head Office (Corporate)
01.2016 - 01.2019
Led team of 20 members in customer support team in a call centre
CRM Support and Training
Mentored and guided employees to foster proper completion of assigned duties and meet KPI requirements
Conducted training and mentored team members to promote productivity, accuracy, and commitment to family support
Maintaining relationships with customers
Facilitated training for associates through daily coaching and regular performance appraisals
Complaint resolutions for customers
Coached team members in customer service techniques
Established open and professional relationships with team members to achieve quick resolutions for various issues.