Andrea Rodriguez
Philadelphia
Summary
Driven and resourceful administrative professional with 19+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
18
18
years of professional experience
Work History
Executive Assistant
KPMG, LLP
07.2015 - Current
- Manage executive calendars, scheduling meetings and appointments.
- Process travel expenses and reimbursements for executive team and senior management group.
- Organize and coordinate conferences and monthly meetings.
- Coordinate events for staff members, team-building activities and client events.
- Provide professional administrative support during board meetings.
- Prepare and edited presentations on behalf of executives for internal meetings.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Handle confidential and sensitive information with discretion and tact.
- Finalize Engagement Letters, Proposals, Reports, and Memos.
- Run CLEAS, Sentinels, and CEACs when needed.
- Create and process Memberfirm Invoices.
- Create and Update Opportunities in SYNC.
- Create new Clients/Entities in SYNC.
- Pull Reports when needed.
Executive Administrative Assistant
Steel, Doebley & Glassman, P.C.
07.2013 - 07.2015
- Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
- Enhanced communication between departments through proactive coordination of meetings and events.
- Prepared meeting agenda and materials.
- Run Reports for Company Clients
- Create Client/Company Profiles in INS Zoom
- Type Correspondence and Memos for Partners and Paralegals
- Create and Maintain Electronic Filing System
- Notary Public
- Scanning, Copying, Printing, Faxing
- Translate to Spanish Speaking Clients
- Other Assignments as Required.
Administrative Assistant/ Office Manager
Surin & Griffin, P.C.
10.2006 - 07.2013
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Scheduled office meetings and client appointments for staff teams.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests.
- Sorted and distributed office mail and recorded incoming shipments.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Translate to Spanish Speaking Clients
- Other Assignments as Required.
Education
Fred Pryor Seminars
Cherry Hill, NJTemple University
Philadelphia, PASkills
MS Office Suite
Excel spreadsheets
Office Management
Executive Support
Meeting planning
Interpersonal Communication
Honest and Dependable
Task Delegation
Problem-Solving
Meticulous attention to detail
- Task Delegation
- Problem-Solving
- Meticulous attention to detail
- Bilingual (Spanish)
Board Membership
Holmesburg Christian Academy
Philadelphia, PA
Languages
Spanish
Native or Bilingual
Timeline
Executive Assistant
KPMG, LLP
07.2015 - Current
Executive Administrative Assistant
Steel, Doebley & Glassman, P.C.
07.2013 - 07.2015
Administrative Assistant/ Office Manager
Surin & Griffin, P.C.
10.2006 - 07.2013
Fred Pryor Seminars
Temple University
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