Lisa W. Jacobs
Berkeley
Summary
Proactive and versatile C-level Executive Assistant with 13+ years of experience supporting the Director and trustees of an esteemed NSF Mathematical Sciences Institute and affiliate of UC Berkeley. Successful at prioritizing tasks, creative problem-solving, setting and meeting deadlines, and maintaining strict confidentiality. Accustomed to anticipating the needs of the Director, senior staff, and trustees.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Board Liaison
Simons Laufer Mathematical Sciences Institute (SLMath, formerly MSRI)
Berkeley, USA
01.2016 - Current
- Served as a trusted liaison between the Director, senior staff, and trustees, handling sensitive interactions with tact and diplomacy while maintaining confidentiality
- Managed communications and planning for 9+ governance committees, including coordinating agendas, taking meeting minutes, tracking action items
- Researched and tracked trustee prospects
- Liaised with multiple vendors to coordinate logistics, catering, and travel arrangements for governance meetings
- Complied with special requests from trustees for research, assistance, and travel arrangements, including booking airfare, hotel, and ground transportation
- Processed travel expenses and reimbursements for 40+ trustees and senior staff
Executive Assistant to the Director
Simons Laufer Mathematical Sciences Institute (SLMath, formerly MSRI)
Berkeley, USA
01.2012 - Current
- Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability
- Managed Director's contacts and tracked periodic communication needed for priority contacts
- Managed Director's complex and frequently changing travel arrangements and coordinated pre-planning of trips
- Worked with Director to coordinate and complete special projects, including federal grants, strategic plans, fundraising campaigns
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Contributed to smooth business operations by planning and organizing meetings, conference calls, and events for special guests and staff
Development Assistant
Mathematical Sciences Research Institute (MSRI)
Berkeley, USA
08.2011 - 01.2012
- Executed initiatives in support of the public understanding of mathematics, including annual lecture and concert series
- Planned major donor events and special events for 125+ guests, liaising with external parties and vendors as needed
- Generated gift reports & donor profiles
- Processed contributions and emailed acknowledgments
Education
Master of Arts - Interdisciplinary Studies, Psychology, Community Studies
The Gallatin School, New York University
New York, NY05.2006
Bachelor of Arts - English Literature, Creative Writing
Columbia College, Columbia University
New York, NY05.2002
Skills
- Google Workspace
- Salesforce
- Raiser's Edge
- InDesign
- Lightroom
- SmartSheet
- SurveyMonkey
- Zoom
- Microsoft Office
- Macintosh
- Meeting coordination
- Travel arrangements
- Board governance
- Agenda preparation
- Event planning
- Research skills
- Confidentiality maintenance
- Action tracking
- Time management
- Detail orientation
- Problem solving
- Board liaison
Certification
- APC Certification, P.A. Douglas
- Raiser's Edge Essentials Parts 1 & 2, Blackbaud University (35 hours)
Languages
Spanish
Limited Working
Timeline
Board Liaison
Simons Laufer Mathematical Sciences Institute (SLMath, formerly MSRI)
01.2016 - Current
Executive Assistant to the Director
Simons Laufer Mathematical Sciences Institute (SLMath, formerly MSRI)
01.2012 - Current
Development Assistant
Mathematical Sciences Research Institute (MSRI)
08.2011 - 01.2012
Bachelor of Arts - English Literature, Creative Writing
Columbia College, Columbia University
Master of Arts - Interdisciplinary Studies, Psychology, Community Studies
The Gallatin School, New York University