CBRE Global Workplace Solutions (GWS)

Specialized in delivering best-in-class integrated facilities management solutions in DFW

Sales Associate

Business Unit Coordinator

Bristol-Myers Squibb

•	Provided Regional support and assistance to the Cardiovascular Region Business Director, Associate Manager and 10 District Business Managers.
•	Supported the wider team which include 100+ Sales Representatives within the region.
•	Performed highly diverse managerial duties which include:
	- Coordinating meetings, teleconferences, processing expense reports, prepared presentations, onboarding new hires, communication of regional and national deliverables to sales force and maintained departmental files, calendar management, and travel arrangements. 
•	Collaborated with matrix organizations such as Human Resources, Staffing, Marketing, Sales Operations, Sales Administration, Fleet, American Express, American Express Travel, Targeting & Alignments, Incentive Compensation, Global Meeting Management, and BMS led Pharmaceutical Samples,
• Provided solutions to all field sales inquiries as needed.
•  Interfaced with company senior management, field management and field sales in a professional manner.
•	Handled all confidential information in an appropriate manner.
•	Other responsibilities:
        - Regional budget management which exceeded $100k
	     - Tracked flex and operating expenses as needed. 
	    - Processed all sales force paperwork and processes including new hires, terminations, transfers, and promotions and regional personnel files, short term disability and family leaves. 
	- Meeting planning, regional POAs, district meeting and special regional meeting. 
	- Prioritized various requests from the offices of the Senior Vice Presidents and Human Resources.

Regional Sales Coordinator

Mercer

In my role with Mercer Marketplace I assisted as a Sr. Executive Assistant to 26 principal, senior and analyst level consultants and the Central Market Leader. I also provided additional assistance for special projects in the Health and Benefits/Exchange department. A portion of my job duties are listed below:
°      Provided strategic leadership on assigned projects
°      Assisted senior consultants with reviewing client needs, recommending suitable approaches, and helping implement benefit program strategies.
°     Collected, analyzed, and interpreted health care data for reporting to the client.
°     Developed an awareness of the insurance vendor marketplace, plan designs, health care cost factors, and the renewal process for health and group benefit programs.
°     Coordinated the Request for Proposal (RFP) process on behalf of a client
°     Helped write and structure client communications, including proposals, reports, spreadsheets, and presentations.
°      Assisted with the following services for 26 principal, senior and analyst level consultants and the Central Market Leader: Manage calendars, schedule meetings, arrange travel, process and coordinate completion of expense reports in a timely manner; code population, and client marketing information 
°      Established, maintained and managed client subject files, personal working files and legal plan documents. Coordinated production of documents using available resources. 
°       Provided peer review of documents before final production/distribution to ensure quality control of final product 
°       Edited and create documents using PowerPoint, Excel & Word while ensuring all documents produced adhere to Mercer's global identity/document standards

Sr. Executive Assistant

Ernst and Young                    	                                																													Oct. 2014 – May 2015
Global Executive Assistant																														   										                      Dallas, TX
I provided diversified virtual administrative support to a variety of client serving and Core Business Services professionals, including EY Partners and Directors. I also supported service line and engagement-specific teams. 
•	Extensive calendar  management and scheduling for each global Partner 
•	Continuously stayed up to date on policies and procedures to make travel/meeting arrangements. Confirmed details and created itineraries 
•	Applied EY’s branding and correspondence guidance, to format/edit letters, reports, and correspondence from draft to client-ready stage. 
•	Developed relationships with key internal/external client contacts 
•	Set up global video and teleconference meetings
•	Sought out the most cost-effective ways to complete tasks. Applied and shared knowledge gained about work processes, resources, and structure and business of the firm/service line/functional group 
•	Used appropriate judgment and knowledge of firm policies, when sharing sensitive information 
•	Handled administrative details and routine issues independently, and took responsibility for completing tasks on time and at a high quality 
•	Proactively notified the appropriate individual on issues of quality, confidentiality, or risk 
•	Collaborated with colleagues to understand client needs and requirements. This included working with virtual global teams 
•	Proactively shared knowledge with colleagues 
•	Anticipated and responded to changing situations
•	Effectively managed conflicting priorities. This involve organizing my workflow, and teaming with colleagues to accomplish tasks and balance workloads 
•	Developed and demonstrated a solid working knowledge of the firm's structure, service lines, key personnel, and policies and procedures

Global Executive Administrative Assistant

Mosaic Sales Solutions

Provided comprehensive administrative support for a Marketing and Sales company in Irving, TX, also served as the back-up Office Manager to oversee, on-site, office issues for an office of 300 employees at the corporate headquarters. My job duties included the following:

•	Executive-level administrative support to the President and six Vice Presidents in Client Services
•	Booked national and international travel arrangements for Executive level employees 
•	Processed weekly expense reports using supporting documents and budget code indexes 
•	Assisted Executives with client projects as needed 
•	Planed and organized companywide special events and selective incentive events for the President’s Team
o	         Annual Holiday Charity Gala
o	         Annual Ring of Excellence Incentive Trip
•	Developed relationships with vendors and process catering orders for high level meetings
•	Allocated American Express card transactions for the corporate Office Services department 
•	Created bi-weekly publication announcing new employees, promotions and departures 
•	Assisted various departments with administrative duties as needed 
•	Back-up for the corporate Office Manager 
•	Created and updated the companywide organization chart and distributes to Leadership
•	Backed up mail room facilitator and front desk administrator
•	Assisted corporate and remote employees with the day to day office issues

Executive Administrative Assistant

Penson Financial Services

Developed long-term relationships with my assigned group of Brokers and connected with key business executives and stakeholders. Acted as a link between customers and cross-functional internal teams to ensure the timely and successful delivery of solutions according to each customer’s need.    

•Operated as the lead point of contact for any and all matters specific to my customer’s and their client needs 
•Built and maintained strong, long-lasting customer relationships with Brokers 
•Ensured the timely and successful delivery of solutions according to customer needs and objectives 
•Clearly communicated the progress of monthly/quarterly initiatives 
•Managed customer's retirement accounts as well as processed all aspects of contributions and distributions       while maintaining an accurate balance of customer's assets
•Assisted with high severity requests or issued escalations as needed 
•Completed non ACAT transfers, in and out, for the IRA department. Tracked all pending and completed work on a detailed excel spreadsheet
•Contacted private placement representatives for various information needed for the private placements on our books. Kept a detailed spreadsheet of all calls completed
•Provided excellent customer service to our correspondents while staying within the guidelines of the company's policies and procedures

Senior Retirement Accounts Manager

America's 401k, Inc

Performed administrative and office support activities for a small 401k office in Dallas, TX. Duties included fielding telephone calls, receiving and directing visitors, word processing, filing, and faxing. Extensive software skills were required, as well as Internet research abilities and strong communication skills. 

•Assisted with all aspects of administrative management, directory maintenance, logistics, equipment inventory 
      and storage
•Managed inventory of assets and supplies, sourcing for suppliers (vendors) and submitting invoices
•Coordinated between departments and operating units in resolving day-to-day administrative and operational
      problems
•Scheduled and coordinated meetings, interviews, events and other similar activities
•Sent and received mail and packages
•Prepared business correspondence using Microsoft office, word, excel, access, outlook and spreadsheets 
•Sent faxes and managed files 
•Addressed all employees concerns in accordance with company policies and government regulations

Administrative Assistant

Certified in Microsoft office by Ernst and Young

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