Executive Coordinator Resume
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Denver, CO
SUMMARY:
- Executive Administrative Professional with 25+ years of experience supporting upper - level executives, as well as all levels of operations.
- Proficient in all standard desktop software and CRM applications.
- Diversified skill set covering administrative support, client relations, document and report generation, basic accounting principles and project management.
- Excellent interpersonal, phone and digital communication skills.
- Experienced capacity to provide comprehensive support for all levels of management including extensive calendaring, travel coordination, meeting support, event planning, document control, expense reporting and effectively prioritizing essential tasks.
- Dependable track record in accurately completing projects involving research, reporting, marketing, presentation and business-development efforts on time and within budget requirements.
- Committed to exceptional customer-relations management with advanced decision making and problem solving skills. Strong work ethic, professional demeanor and great initiative.
- Proficient in Microsoft Office Suite 2010 (Word, Excel, PowerPoint, Outlook), Quicken, Morningstar Office, Adobe Acrobat XI Standard, ACT Premium; type 65 wpm with complete accuracy.
PROFESSIONAL EXPERIENCE:
Confidential, Denver, CO
Executive Coordinator
Responsibilities:
- Assistant to six Executives of the firm; administration of Defined Contribution Plans; administration of all Long Term Care policies as well as coordinating various sub-agents; processing all Long Term Care commissions for agents and claims for clients; excellent customer service answering long term care benefits and financial account related questions; report generation using
- Morningstar Office; creation and distribution of all marketing materials as well as all client and vendor correspondence; extensive spreadsheet creation and maintenance; high-level presentation development; responsible for all office management functions including office hardware and software, IT coordination, supply ordering, calendaring, database maintenance, event planning, meeting and travel support, answering phones and greeting clients; special projects as needed.
Confidential, Eden Prairie, MN
Benefits Administrator
Responsibilities:
- Responsible for processing 300+ retirement and Qualified Domestic Relations Order mailings each month; weekly funding for the 401(k) plan; processing all pension and 401(k) benefit verification requests; conducting month end audits on all annuity and lump sum payments; maintaining and auditing the outstanding check report; auditing three PeopleSoft error reports; first level of approval for QDRO’s; special projects for 401(k) administration; entering new annuity information into Plus Web; pension makeup administration; benefit payment trust reconciliation; and Benefits Workstation interface correction.
Senior Administrative Assistant
Confidential
Responsibilities:
- Executive support to the Vice President of Corporate Benefits, two directors, and four managers including calendar management, travel coordination, expense reporting, supply inventory management, meeting preparation and coordination, creation and distribution of presentation materials and reports; invoicing and annual budget preparation; general correspondence; and special projects as assigned.
Confidential, Bloomington, MN
Office Manager
Responsibilities:
- Responsibilities included answering phones; maintaining President’s calendar; taking care of all office equipment; maintaining supply inventory; coordinating mass mailings; maintaining client database; typing and organizing quarterly newsletters; organizing client events including two wine tastings; and assisting financial consultants with document preparation.
Confidential, Eden Prairie, MN
Senior Administrative Assistant
Responsibilities:
- Responsibilities included providing support to seven property managers and office design specialists; maintaining tenant and vendor compliance with insurance requirements; creating and tracking vendor contracts; helping to organize and facilitate events both on-site and off-site; lease amendment and renewal creation; and document management.