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Click here or scroll down to respond to this candidate Candidate's Name , JR.
Street Address SOUTH ELLIS STREET - APT. 202
CHICAGO, ILLINOIS Street Address
* PHONE NUMBER AVAILABLE *
EMAIL AVAILABLE
PROFESSIONAL EXPERIENCE
Deutsche Bank Securities 5/2013 to Present
Senior Executive Assistant (Temporary via Axelon Services)
Provides administrative support to 4 Managing Directors and their staff (30 personnel)
Processes time and expense submissions and generates trip reports for professional staff
Coordinates meetings and catering for clients and internal staff, including printed material
Assists sales staff with client research document preparation and delivery
Coordinates client Model requests and other research data as requested by clients
Manages A/R and A/P and request reports via DB s Accounting internal database
Orders office supplies and equipment as requested
Updates a variety of spreadsheets and databases as requested by professional staff
Arranges off-site meetings and events by staff with local restaurants and other venues
Provides a variety of administrative support as requested by Chicago and New York staff
PricewaterhouseCoopers LLP 5/2008 to 12/2012
Tax Executive Team Assistant (SALT - State & Local Tax Practice)
Processed heavy time and expense submissions and generates trip reports for professional staff
Assisted with extensive and complex travel arrangements and monitored firms travel and compliance policies
Submitted direct reports CPE internal and external trainings; tracked and monitored credits for state requirements
Assisted with client project code requests for client billing, reporting and submitted adjustments as requested
Created invoice generation and produced bi-monthly financial statements and other reports as requested
Maintained an extensive filing system using PwC's Records Management database system
Created presentation slides for client and internal staff meetings and copied other related meeting hand-outs
Prepared written communications (Engagement Letters and Statements of Work) for client delivery
Coordinated client and staff (on and off-site) meetings and various activities as directed by Partner/Director
Accepted, pick-up and delivered mail and notified recipient via e-mail or instant message for further instruction
Transcribed detailed phones messages and meeting notes from clients and staff meeting and filed electronically
Served as back-up to other Tax sub-groups as needed/requested during vacation and absences
Humana Insurance Company 9/2006 to 4/2008
Administrative Assistant
Provided administrative support to the Director of Medicare Department and staff
Prepared agenda and notes for weekly staff meetings
Assisted with Accounts Payable and Receivables and various check requests
Assisted Medical Coders and Billers with travel arrangements and various reports regarding weekly sales
Handled the inventory and requisitioning of supplies and other materials adhering to a limited budget
Assisted with presentation slides, correspondence and spreadsheet projects requiring extensive detailed editing
Assisted other departments as needed, including back up support to various management staff
Candidate's Name , JR. -- Resume
Page 2
Deloitte LLP 9/2001 to 7/2005
Tax Administrative Assistant
Coordinated travel arrangements and processed time and travel expense trip reports
Generated bi-weekly client activity reports for distribution to direct reports and submitted change requests
Coordinated internal and external client and staff meetings; and coordinated Tax Busy Season catering
Prepared general correspondence on behalf of direct reports and processed delivery method
Handled multiple billing requests and mailed accordingly. Requested service authorization codes for client work
Performed other related duties as requested for the Core Tax Group
EDUCATION
North Lake Community College, Irving, TX, Microsoft Certified Systems Engineers Program 1997
CERTIFICATION & COMPUTER SKILLS
Received Microsoft WORD Certification March 2012; Visio; Adobe Professional; Microsoft Office Suite;
PwC Applications-Document Management System (DMS); InterAction Client Meeting Recording Database;
Records Management System (RMS); MyEngage/GFS (Billing and Financial Reporting System).
AFFILIATIONS
Toastmaster's International PwC #8249, Vice-President of Membership;
International Association of Administrative Professionals -
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