PAMELA BALLIET
Peoria
Summary
A self-motivated, Senior-Level C-Suite Executive and Personal Assistant who can offer organizational support to ensure the smooth running of the day-to-day operations, and provide direct administrative support, including event planning, travel planning and project management. Highly motivated professional that strives for success in a team environment, while maintaining ethical decency and the ability to meet discretionary requirements. Multi-talented Executive adept at operating in diverse capacities to achieve business goals. Proficient in a wide range of areas, hardworking and proactive leader with a disciplined execution.
Overview
21
21
years of professional experience
Work History
Executive and Personal Assistant to CEO, Vice President, COO and Director of Finance
The Day Family Office / Timothy T. Day Foundation
Phoenix
04.2013 - Current
- Company Overview: The Day Family Office and Timothy T. Day Foundation focuses on oversight of day-to-day operations for the Day family and charitable organization relationships related to the Timothy T. Day Foundation. Website: http://www.tdayfoundation.org/
- Assist in oversight of The Day Family Office and Timothy T. Day Foundation day-to-day operations including, but not limited to: Planning and scheduling of meetings and appointments; Organizing and maintaining files and records; Managing projects and conducting research; Preparing and editing correspondence, reports, and presentations; Bill-pay, vendor and utilities management; Event planning and Coordination; Travel research, planning and guest arrangements including complex domestic and international travel; Secure visas for international travel when necessary; Greet and host visitors, Office organization and supplies management, Develop and maintain charitable organization relationships; Manage Foundation media including Newsletters and Website; Develop trusted family relationships and aid in development of ongoing Fellowship programs; Personal properties and residence management; Assist with special projects and duties as assigned.
Executive Assistant to Senior Managing Director
GenSpring Family Offices
Phoenix
04.2007 - 01.2012
- Coordinate activities for the Relationship Managers and Managing Directors including, but not limited to: Screen incoming calls, visitors, and emails to effectively prioritize workflow; Assist in the day-to-day processing of client paperwork and transaction processing, This includes checking paperwork for accuracy in maintaining client accounts; Schedule and maintain calendar for meetings, conference calls, travel, and other events; Coordinate travel arrangements for Relationship Managers and Managing Directors; Independently research, prioritize, and follow up on incoming issues, including those of sensitive and/or confidential nature; determines the appropriate course of action and response; Manages communication flow from executives to internal and external parties; Collaborate with team members to create a smooth workflow and meet deadlines; Research information, and resolve outstanding client, transaction, or paperwork issues; Provide administrative support, including assistance in composing and editing routine and advanced correspondence including letters, presentations, memorandum, and reports; Tax and compliance project assistance; Assist with project and client billing; Yearly CPE & CFE tracking for Directors, Expense report generation & report reconciliation; Record and dictate meeting minutes; Assists with special projects as requested.
Executive Assistant to President and Vice President
Razmataz Home Furnishings Store and Corporate Office
Phoenix
01.2004 - 04.2007
- Provide administrative support to the President and Vice President, Schedule meetings, Develop correspondence, Research and book travel including air, hotel and ground transportation, Prepare travel and expense reports, Organize department events, Prepare and reconcile reports, and other documents using word processing, spreadsheet, database, or presentation software, Calendar management on a day-to-day basis and keep all direct reports up-to-date on any changes as appropriate, Assist with on-site meetings and communications between stores, corporate office and vendors as needed, Establish, maintain, and manage various departmental files, logs, and complete related tasks including filing, record maintenance, etc., HR related responsibilities, forms, and communication, in addition to standard administrative tasks as required.
Education
High School diploma -
Associate Arts Degree -
Glendale Community College, Rio Salado Community College
Ongoing Marketing, Mail Distribution and eCommerce -
Ongoing Leadership training -
Executive Leadership Support Forum -
Executive Coaching and Assistant Certification -
Greater Phoenix Leadership – Executive Assistant’s Network -
SkillPath, Fred Pryor and Dale Carnegie Elective Business Seminars -
Skills
- Accounts Payable (QuickBooks)
- Adobe Acrobat Software
- Apple Products Proficiency
- CEO, VP and COO Gatekeeper
- Charities and Non-Profit Relations
- Communication Liaison
- Constant Contact Marketing
- Correspondence, Billing, Contracts
- Customer Relations and Client Support
- Donation Disbursement and Reconciliation
- Event Research and Planning
- Heavy Calendar Management
- Human Resource Support
- Implement Planning Processes
- Inventory and Supply Orders
- Maintain Confidential and Sensitive Information
- Marketing and Meeting Materials Preparation
- Microsoft Office Suites
- Newsletter Development and Distribution
- Notarial Certification
- Office Filing and Organization, Network File Maintenance
- Ongoing Systems Training and Development
- Oversee Day-to-Day Operations
- Payroll Administration
- Prepare and Reconcile Expense Reports
- Private, Domestic, and International Travel Research and Planning
- Project Assessment and Facilitation
- Report Reconciliation and Distribution
- Residential Property Management
- Self-Sufficient, Proactive, Initiative Taker
- Social Media Apprehension and Communications
- Transportation Services
- WordPress Website Maintenance
Activities and Community Service
- New Life Community Church and Christ Church of the Valley Community Volunteer Opportunities
- Soles4Souls Organization Contributions and Travel Ministries
- Cancer-Related Charities and Volunteer Opportunities
- Hospice of Arizona and Local Assisted Living Volunteer Programs
- Florence Crittenton, Youth Mentor Program
- National and State Parks Volunteer Opportunities
References
REFERENCES AND SALARY REQUIREMENTS PROVIDED UPON REQUEST
Timeline
Executive and Personal Assistant to CEO, Vice President, COO and Director of Finance
The Day Family Office / Timothy T. Day Foundation
04.2013 - Current
Executive Assistant to Senior Managing Director
GenSpring Family Offices
04.2007 - 01.2012
Executive Assistant to President and Vice President
Razmataz Home Furnishings Store and Corporate Office
01.2004 - 04.2007
High School diploma -
Associate Arts Degree -
Glendale Community College, Rio Salado Community College
Ongoing Marketing, Mail Distribution and eCommerce -
Ongoing Leadership training -
Executive Leadership Support Forum -
Executive Coaching and Assistant Certification -
Greater Phoenix Leadership – Executive Assistant’s Network -
SkillPath, Fred Pryor and Dale Carnegie Elective Business Seminars -
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