PROFESSIONAL SUMMARY
Quality-focused executive assistant committed to approaching administrative tasks with tenacity and attention to detail.
SKILLS
Strong organizational and planning skills
Honest and dependable, with a high level of integrity
Highly motivated, with a positive attitude, goal-oriented, eager to learn and welcome challenges
Ability to work on own initiatives, multitasking abilities, resourceful
Creative, business-minded and result-orientated
Strong communication skills, have a natural social competency
Enthusiastic team player who values work relationships, has the ability to handle difficult situations and find solutions with diplomacy
Ability to strategically identify and maintain important business relationships and network
EMPLOYMENT HISTORY
Executive Assistant to Head of Group Mergers & Acquisitions
Zurich Insurance Company Ltd - Zurich 10/2011-Current
Acting as a right hand and office manager to Group Head and ensuring that his office is running smoothly
Managing Manager's email account and directing to responsible Executives in the team
Monitoring Board, Executive Committee Members and meeting with Investment Bankers
Being available on call after hours if necessary
Screening phone calls, enquiries, requests and handling them when appropriate
Time and travel management
Event and Workshop coordination
Greeting and liaising with Group level, senior internal and external professionals
Tracking deadlines, delivery and ensuring Manager is prepared for meetings, responsible for Budget, expense, invoicing and accrual process
Executive Assistant Zurich Insurance Company Ltd - Zurich 11/2009 - 09/2011
Acting as a right hand and office Manger to Head of ASP Sourcing and Head of Contracts & Commercial
Time and Travel management
Event and workshop coordination
Determining infrastructure requirements
Organizing and planning for Quarterly Executive Committee Meetings with Suppliers and Executive Committee
Preparation and maintenance of log and issues for Core Team Meeting EwP, presentation preparation for Monthly Status Report for EwP
Ad-hoc duty
Project Assistant Zurich Insurance Company Ltd - Zurich 01/2009 - 11/2009
Responsible for organizing global project meetings and external suppliers workshops
Organization and coordination of global project meetings
Updating the Executive Project Leader and management of project team room's (electronic file)
Coordination of external supplier correspondence
Assisting with maintenance of risk and issue logs
Progress reporting including minutes of the meetings and milestones
Control Request for Proposal (RFP) documentation for quality correctness
Budget and invoice tracking
Executive Assistant Marketing Baxter Healthcare - Wallisellen, ZH, Switzerland 07/2008 - 08/2008
Providing administrative support to Vice President of Marketing Medical Delivery and Marketing Manager EMEA
Organize Executive Presentations, organization and communication around meetings, workshops, training, events internally and for clients
Creating/preparing correspondence and preparations of executive presentations
Organization and communication around meetings, workshops, trainings, events internally and for clients
Maintaining department budget for purchases and accruals
Time and travel management
Global interaction and exposure to senior management of organization
Assistant Hedge Fund Administrator 11/2007 - 01/2008
Crossbow Advisors AG - Baar, ZG
Fund Administration for Fund of Funds
Maintaining and updating NAV
Investments Exposure list, Intra Month reporting
Updating and creating Fact Sheets, assist in creating client reports and prepare for client meetings
Finance Assistant/Project Manager (Legal) 02/2007 - 10/2007 Scor Holding (Switzerland) Ltd. (Pre -Merger, Converium) - Zurich Working close together with the Head of Compliance and General Counsel on integration process
Managing projects including organizing data, structuring, migration and maintain electronic data room for Scor/Converium Group and integration processes
Instructing employees on procedures, maintain company corporate documents, working with CFO and Legal Liaising with senior managers, executive board members and handling confidential matters
Implementing and monitoring security set up, organizing Web-ex meetings
Creating surveys for Legal Services to help improve client satisfaction
Maintaining budget for the project, accounting and presentation preparation
Office Manager/Executive Assistant to the Board Chairman 07/2006 - 09/2006
AIG Private Bank Ltd Zurich
Time and travel management, project management and presentation preparation
Reviewing contracts and proposals
Liaising with senior managers and executive board members, prepare and organize board minutes maintain
company corporate documents
Handling confidential matters, event and workshop coordination, define infrastructure requirements
Preparing reports/statistics, working closely with CFO on budget matters
Working closely with HR regarding staff matters
Executive Assistant to Head of Equities and Portfolio Management
UBS Global Asset Management Ltd. Zurich 08/2004 - 06/2006
Assisting with preparing quarterly report presentations, assisting with research analysis, researching benchmark figures
Handling business relations, project management, time and travel management
Managing budget for cost centers, troubleshooting, coordinating and assisting Senior Managers with expense reports, working closely HR regarding staff matters
Handling confidential matters, event and workshop coordination, define infrastructure requirements
Training - UBS Internal Course, Introduction to Investment Management, London, England 2005
Training-Microwin, PowerPoint intensive course-2005
Administrative Assistant (Temporary-Adecco) Citigroup, Corporate Banking Zurich 01/2004- 08/2004 Assisting Managing Directors with time and travel management
Preparing presentations, statistics and various administrative duties
Deputized for Personal Assistant to CEO of Citigroup, Switzerland
As temporary employee was trusted to organize important event which involved the CEO of Citigroup and CEO of Swiss National Bank and a host of different other invitees for an event at the Swiss/American Chamber of Commerce Trust Administrator / Junior Trust Officer Clariden Trust Management Limited - Zurich 03/2002 - 07/2002
Responsible for 80 key client mandates, formation and liquidation of bank and trust accounts trusts & companies and yacht registrationPreparing loan agreements, due diligence, give instructions for investments, preparation for client meetings, prepare company resolutions, executing payment orders, review financial statements
Trust Assistant to Senior Trust Officer
Rothschild Bank AG - Zurich, ZH, Switzerland 02/2000 - 02/2002
Assisting Senior Trust officer with 140 client mandates, formation and liquidation of trust accounts, due diligence, client contact and preparation for client meetings consult with International lawyers on various legal issues
Preparing various company documents, invoicing clients, review financial statements, executing payments directly through banking system, monitoring security deposits, prepare stock transfers, cash management
Training-Society of Trust and Estate Practitioners, Introduction to Trusts III 2002 x Training-Digicomp, Microsoft, Word and Excel courses 2000
Administration Clerk
IRI Corporate & Maritime Services (Switzerland) AG - Zurich, ZH, Switzerland 07/1995-01/2000
Preparing newly incorporated company documentation, advising clients on company formation processes
Contacting with International Lawyers and Professionals
Preparing statistic reports, meeting clients, documentation filing with Registry filing amendments
Actively marketed fiduciary services, incorporating and liquidating companies, preparing documentation
for authentication and legalization
Acting as registered agent for Marshall Islands Registry
Data-Typist and Supervisor
DHL Worldwide Express - Urdorf 04/1993 - 10/2004
Leading team of 5-7 Data Typists, entering pre-advices in system, controlling all data, integrating and training new employees
EDUCATION
Bachelor of Arts: BBA programs City University of Seattle - Bellevue, WA 1993
Course taken in Zurich
Associate of Arts: Diploma in Business Administration/secretarial/computer Barclay College - Los Angeles, California 1989
High School Diploma: Fairfax High School - Los Angeles, CA 1984
LANGUAGES
English Mother tongue
German-Spoken-Fluent / Written Very good
NATIONALITY
American/Swiss
ACCOMPLISHMENTS
Was awarded Service Superstar in the first place of employment for the ability to go above and beyond the call of duty
Marketed a new jurisdiction to clients and encouraged them to re-domicile their companies from one jurisdiction to another which resulted in the company's success
HOBBIES
I have an adult son, enjoy fitness, travel, snowshoeing, community service, appreciate ancient history of Roman & Greek artifacts
REFERENCES
George Quinn,
Group Chief Financial Officer,
Zurich Insurance Company Ltd.
Telephone: +41 44 625 44 50
Giles Harrison,
Head of Group Mergers & Acquisition
Zurich Insurance Company Ltd.
Telephone: +41 78 643 67 38
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