Project Coordinator Resume
San Francisco, CA
TECHNICAL SKILLS:
- Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) - intermediate to advanced level
- Sharepoint and Healthstream used at SPMF
- Outlook, Lotus Notes, Gmail/GCalendar
- Visio, AmiPro
- FM Track, eCounsel, Lawson PeopleSoft, Salesforce
- AFS/Hogan used at Confidential
- Benefit Point used at Confidential & Company
- SAP, Business Traveler, BankerPortal used at UBS
- Concur and CEO Portal
- Comfortable working on PC and Apple/MAC computers
PROFESSIONAL EXPERIENCE:
Confidential
Project Coordinator
Responsibilities:
- Calendar coordination and daily catering logistics.
Executive Assistant to Vice President
Confidential
Responsibilities:
- Heavy calendaring, travel and expenses.
- Compiled documents/created schedule for project ambassador.
- Interviewed candidates for Funder Collaborations assistant role.
Executive Assistant to two Managing Directors
Confidential
Responsibilities:
- Heavy calendaring and travel coordination (domestic and international).
- Created pre - approvals and expense reports in SAP for Managing Directors.
- Updated meeting details and minutes in Banker Portal.
- Event planning for client luncheons and dinners.
Executive Assistant to Managing Director
Confidential
Responsibilities:
- Calendar and travel coordination for Managing Director/Directors in Defined Contribution Group.
Executive Assistant to Employee Benefits Group
Confidential
Responsibilities:
- Created spreadsheets for Employee Benefits Group, updated benefit documents.
Executive Assistant to Loan Administration Manager
Confidential
Responsibilities:
- Calendaring, travel, and expense reports.
- Researched and gathered information on various commercial loans using AFS/Hogan database.
Executive Assistant/Marketing Consultant
Confidential
Responsibilities:
- Designed and ordered business cards for a law office.
- Filed court papers; legal research on cases and clients.
- Coordinated marketing project for restaurant to increase business revenue.
- Created client database.
- Scouted commercial spaces for luxury retail business owner.
Confidential
Executive Assistant to Executive Director
Responsibilities:
- Coordinated team meetings.
- Coordinated holiday party for 200 employees of SPMF and CPMC.
- Supported Project Manager with PTEM (EPIC migration) project.
- Coordinated online and classroom training for 500 end users (employees).
Executive Assistant to Chief Administrative Officer
Confidential
Responsibilities:
- Heavy calendaring and expense reports.
- Communicated with architects and designers on remodel projects on CPMC campuses.
- Assisted with hospital staff and state surveyors on CMS Validation Survey process.
Executive Assistant to National Advertising Sales Manager and Team
Confidential
Responsibilities:
- Created tear sheet ad books of specific advertisers in both the SF and Houston markets.
- Compiled weekly revenue reports of both the local print and national digital advert sales.
Executive Assistant to Finance Group
Confidential
Responsibilities:
- Processed invoices, tracked budget and expenses of outside consultants.
- Data entry into FM Track system for invoices/expenses.
Executive Assistant Consultant to Partner
Confidential
Responsibilities:
- Mentored new assistant on how to effectively work with law partner.
Confidential, San Francisco, CA
Executive Personal Assistant to Executive Vice President
Responsibilities:
- Organized and coordinated investor meetings.
- Performed online research.
- Consulted on various legal and confidential matters of the business.
Confidential, San Francisco, CA
Executive Assistant to Managing Director
Responsibilities:
- Calendar management, travel and expenses.
- Code creation for new client advisory reports.
- Proofread financial reports before submission to clients.
- Coordinated Lunch & Learn education sessions for group.
Confidential, San Francisco, CA
Co-Founder, Vice President
Responsibilities:
- Co-founded environmental 501(c)(3) non-profit organization dedicated to restoration projects and environmental education in public schools.
- Filed necessary documents to obtain non-profit status through State of California.
- Created Articles of In corporation and Bylaws.
- Organized Board of Directors meetings.
- Coordinated and co-hosted fund-raising events.
- Worked with Daly City Parks and Recreation Department on Thornton Beach Restoration Project.
