William Tamayo
Venice
Summary
Detail-oriented, diligent administrative professional with experience in financial and marketing industries. Assist executives and managers on multiple organizational levels. Manage multiple schedules and maintain communication across teams. Focused, consistent, punctual and reliable.
Overview
4
4
years of professional experience
Work History
Executive Assistant - Institutional Client Group
CIM Group
03.2024 - Current
- Manage executive calendars including but not limited to; planning and scheduling meetings, conference calls, accepting and/or declining and/or rescheduling meetings for executives and sending out meeting requests on their behalf. Handle scheduling of business appointments.
- Make and/or coordinate arrangements related to booking commercial flights, hotels, ground transportation and updating itineraries for both domestic and international travel as required. Coordinating itineraries with others.
- Manage the coordination of meetings including technology and refreshment set-up, preparation of meeting materials (e.g. agenda and presentation) and recording meeting minutes.
- Prepare and process team expense reports through multiple currencies. Reconcile charges to corporate and/or business credit card(s) and review, approve, code, and process invoices related to departmental expenses.
- Set-up vendors, ensure appropriate insurance coverage is obtained and submitted, and track payments to ensure they’re on time.
- Maintain a high level of confidentiality with sensitive information, liaise with internal staff at all levels.
- Performs other duties, including special projects, as assigned.
Client Experience Coordinator & Executive Assistant to The Managing Director
Northwestern Mutual
10.2022 - 03.2024
- Managed logistic planning, coordinated and executed small, medium and large in-house and philanthropic events, including coordinating calendars, contracts, payment and processing.
- Curate marketing via Canva.
- Set the tone for professional expectations among organizations members, trained new members on these expectations.
- Handle monthly budget reports.
- Managed documentation, organization, and creation of presentations and marketing materials for the Managing Director.
- Completed a broad variety of tasks: manage exceptionally active calendar (personal), developing presentations and collateral, arrange travel plans, etc…
- Prioritized conflicting needs, handled matters in a timely fashion, proactively and followed-through on projects to completion.
Executive Assistant
Northwestern Mutual
09.2021 - 10.2022
- Provided administrative assistance, such as writing and editing e-mails, drafting memos, and prepared communications on the executive’s behalf
- Worked with the Human Resources department by entering data for candidates through Bullhorn software
- Managed relationships and interactions with customers and potential customers through the CRM data base (Customer Relationship Management)
- Managed the executive’s calendar, scheduled appointments and prioritized the most sensitive matters
- Welcomed visitors and identified the purpose of their visit before directing them to the appropriate department
Guest Services Coordinator
Sunstate Academy
04.2021 - 09.2021
- Organized and scheduled meetings and appointments
- Assisted in the preparation of regularly scheduled reports
- Maintained contact lists
- Produced and distributed correspondence memos, letters, faxes and forms
- Managed and oversaw social media content
Education
BA - Editing, Writing, & Media, Communication Studies
Florida State University
05-2020
Skills
- Problem-Solving
- Analytical Skills
- Social Media Marketing
- Interpersonal Skills
- Communication
- Time Management
- Collaboration
- Leadership
- Customer Service
- Critical Thinking
- Attention To Detail
- Computer Skills
Timeline
Executive Assistant - Institutional Client Group
CIM Group
03.2024 - Current
Client Experience Coordinator & Executive Assistant to The Managing Director
Northwestern Mutual
10.2022 - 03.2024
Executive Assistant
Northwestern Mutual
09.2021 - 10.2022
Guest Services Coordinator
Sunstate Academy
04.2021 - 09.2021
BA - Editing, Writing, & Media, Communication Studies
Florida State University
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