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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEStreet Address
SYNOPSISSearching for a new role as an executive assistant to senior leadership that requires strong organizational and software skills with the ability to communicate effectively with internal and external stakeholders. Skilled in travel planning, calendaring, prioritization, and project management. Dedicated, accountable and thorough.PROFESSIONAL EXPERIENCECapstone Financial, Atlanta, GA 2022 - PresentDirector of Recruiting (July 2022 Present)Manage recruiting for financial advisorsUtilize LinkedIn Recruiter to find experienced hiresAttended several career fairs to identify inexperienced hiresCreated new 8-week summer intern programUpdated recruiting efforts for summer internsMet aggressive hiring numbers in 2022Utilized customized online platform to share candidates informationAttended Induction training required for new financial advisorsCoordinated interview schedules for 3 sales managers and the CEO/PresidentAssist with employee onboardingExecutive Assistant (January 2022 July 2022) (Promoted into recruiting position when CEO resigned)Served CEO/President of firmManaged CEO/Presidents calendarManaged incoming and outgoing mail and packagesManaged incoming calls for main lineAssisted with updating CEO/Presidents annual licensing in multiple statesUpdated customized online platform content as neededResearched and forwarded orphan calls to appropriate managersBrookwood Associates, Atlanta, GA 2013 - 2021Executive AssistantServed Founder/Managing Director of boutique investment bankManaged personal and professional calendarsArranged all aspects of business travelReconciled monthly corporate and personal credit card statementsRecorded business expensesProvided additional administrative support for participation on several Boards of DirectorsWorked closely with IT and Telecom vendors to ensure optimal office-wide performanceManaged incoming correspondence/deliveries and route information in a timely and proficient mannerReceived and greeted all guestsMaintained the appearance of conference rooms, supply room and kitchenOrdered supplies and refreshmentsMaintained paper and electronic filesAssisted with internal and building safety proceduresManaged annual corporate holiday gifting needsCoordinated annual 2-day holiday celebration and meetingsManaged logistics for annual Analyst recruitingOnboarded new hiresAssisted with special projects, as assignedProvided ad hoc administrative support to the office at largeProvided administrative support to Executive Director (Founders wife) of a non-profit organizationManaged all non-profit correspondenceManaged board meeting logistics, catering and follow-upAttended all board meetings as acting SecretaryWrote grant applicationsPrepared and sent donation acknowledgement lettersMade bank depositsMaintained financial records and generated QuickBooks and Excel reportsConducted fundraising efforts through annual social event and periodic communicationsProcessed donation requests to charitable organizationsProvided all aspects of personal support to the Founder/Managing Directors large familyMade intricate travel arrangementsScheduled appointments and maintained personal calendarsPaid household bills including four childrens college tuition and rentRan errandsAssisted with childrens full time and summer job searchesAssisted with transportationAIP Organizing Solutions, Smyrna, GA 2003 - 2013OwnerAssessed residential and corporate clients living and work environmentsDesigned and implemented new systems for clients increased productivity and easeLed seminars in Time ManagementSpoke on various organizing topicsAttended ten annual national conference for professional organizers since 2003Earned inaugural years Certification for Professional Organizers in 2007President, NAPO (National Association of Professional Organizers) Georgia, 2012 - 2014Professional Development Director, NAPO Georgia, 2011 - 2012NAPO national coordinator for Professional Development, 2011 - 2013EDUCATIONColumbia UniversityMaster of Arts, Organizational PsychologyCarnegie Mellon UniversityBachelor of Science, Information Systems and BusinessCertified Professional OrganizerNational Association of Productivity and Organizing ProfessionalsSKILLSProficient in Microsoft Outlook, Word, Excel, PowerPoint, Teams, SharePoint, Zoom, QuickBooks, Salesforce, RingCentral, Advisor 360, and Capital IQExcellent oral and written communication skillsExcellent organizational skills; extremely detail orientedAbility to react quickly to change and adjust priorities accordinglyAbility to maintain effective working relationships with other employees, work independently or as part of a teamExcellent event planning experience including off-site strategic planning sessions, special events, and conferences.ADDITIONAL INFORMATIONServed on several committees and boards at NAPO, schools, synagogue, non-profits, and community centersLove to learnProud parent of two grown and flown children |
