Reliable Executive Personal Assistant with track record of initiative and accuracy. Highly organized and consistently anticipates needs of clients. Skilled multitasker proficient in Microsoft, Google, Quickbooks, Sage and correspondence management.
Overview
11
11
years of professional experience
Work History
Executive Personal Assistant
Private Client
01.2019 - Current
Maintained appropriate filing of personal and professional documentation.
Arranged domestic and international travel plans and itineraries.
Oversaw personal and professional calendars and coordinated appointments for future events.
Displayed absolute discretion at handling confidential information.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Coordinated events and worked on ad hoc projects.
Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
Personal Assistant & Financial Controller
Private Client
01.2015 - 12.2018
Kept detailed track of household and maintenance inventory and schedules.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Used discretion when handling confidential information.
Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
Participated in team meetings and staff training sessions.
Handled incoming mail, bills and invoices and completed appropriate actions.
Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Maintained appropriate filing of personal and professional documentation.
Oversaw personal and professional calendars and coordinated appointments for future events.
Education
MBA - Accounting And Finance
Ducere
Newport Beach, CA
05-2026
Bachelor of Science - Business
University of Paris X
Paris, France
07-2002
Skills
Travel coordination
Calendar management
Office administration
File management
Expense reporting
Meeting planning
Invoice processing
Perform well in high-demand, fast-paced environments