Fractional Services
Executive Assistant
Workplace Generalist
Company Event Manager
With 15 years of experience in administrative services and workplace management, including the past 7 years as an Executive Assistant providing high-level strategic support to senior executives and their teams, I have worked across industries such as finance, healthcare, non-profit, banking, travel, investment, and real estate. I offer a versatile skill set to meet your unique business needs.
I specialize in managing executive calendars with precision, safeguarding valuable time, coordinating detailed domestic and international travel, and managing projects to ensure deadlines are consistently met.
My expertise also extend to expense management, maintaining strong relationships with stakeholders, and handling confidential matters with discretion and integrity. As a service-oriented and agile professional, I pride myself on being a trusted resource and culture carrier, ensuring your workplace is efficient, safe, and productive.
Whether you're in need of Fractional Executive Assistant, Workplace Generalist or a Company Event Manager, I deliver tailored solutions to help you and your team thrive.
Executive Assistant and Office Manager
Provide strategic support to Managing Partner/Co-Founder, Partner, and Principal. Key responsibilities include managing complex calendars and inboxes, coordinating travel and processing expense reports, and organizing company events. Additionally, I serve as a liaison between employees and management regarding policies and benefits, manage onboarding and offboarding processes, and provide personal assistance to the Managing Partner and family, as needed.​​
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Source and negotiate with hotels, rental car, etc. to ensure cost-effective and efficient travel options. Create and manage corporate travel accounts to streamline the booking process and ensure compliance with company.​
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Created employee benefits FAQ.
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Led efforts to contact bankers and companies, schedule meetings, handle travel and logistics, and maintain the conference tracker for the deal team attending conferences.
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Businesses with small teams have distinct needs and objectives. With my extensive experience as a seasoned executive assistant and workplace manager, I’ve developed a strong expertise as a versatile generalist. I specialize in providing fractional executive assistant services, but I can also serve as a workplace generalist to support your team setup. Additionally, as an event coordinator, I collaborate closely with your team to ensure every event is a success.
Here are some key duties for an Executive Assistant:
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Calendar Management: Organizing and prioritizing the executive's schedule, including meetings, appointments, and travel itinerary.
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Email and Communication Management: Screening and responding to emails, and drafting communications.
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Travel Coordination: Arranging flights, accommodations, transportation, and detailed itineraries.
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Document Preparation: Preparing presentations, reports, and other documents, often requiring research or editing.
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Project Management: Assisting in tracking and managing ongoing projects, ensuring deadlines are met.
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Meeting Support: Coordinating meetings, preparing agendas, taking minutes, and following up on action items.
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Expense Management: Tracking receipts, processing reimbursements, and managing budgets.
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Event Management: Coordinating all aspects of event planning, including venue selection, vendor management, scheduling, and ensuring seamless execution from start to finish.
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Client Relations: Assisting with client communications, scheduling, and maintaining professional relationships.
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Ad-hoc Tasks: Supporting the executive with a variety of administrative and operational duties as needed.​
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The exact responsibilities can vary depending on the needs of the executive or organization I am supporting.