Tracy Wilhelm: in Mission Viejo, CA
Tracy Wilhelm
Mission Viejo | United States
Skills
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Interests
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Summary
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Activity
Projects
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Work experience
Taco Bell Corporation
Executive Administrative Assistant | 05/2011 - 07/2015
Provide Executive Administrative support to five executives and C-level executive.
* Manage executive calendars, arranging meetings, teleconferences and conference calls.
* Act as liaison within the organization, partner brands, consulting firms, litigates and attorneys.
* Prepare presentations, report, memos, and other documents for weekly production meetings.
* Maintain confidential/sensitive files including performance appraisals, severance packages and litigation.
* Collect information such as employment records and medical records for attorneys for upcoming litigation.
* Handle all details for major events including site selection, catering, hotel rooms, flights, ground transportation for all department team building events.
* Conduct reconciliations and resolve discrepancies for the department credit card charges and process expense reports for multiple executives.
* Answer and screen calls for five executives as well as other department staff.
* Work with the department and cross-business unit management to obtain approval for consulting agreements, confidentiality agreements, purchase orders, and invoice payments.
* Provide executive administrative support to department to include: office supply orders, catering requests, conference room management and other vendor requests as needed.
* Prepare, maintain, generate and process essential documents and records: meeting minutes, check requests, correspondence, budgets, schedules and expense reports.
* Collaborate with Human Resources to facilitate the on-boarding initiative for all new hires on the team.
* Maintain Database Management with HPRM Records Management System.
* Collecting and distributing incoming mail and sending outgoing mail and courier packages.
* Certified Notary for State of CA.
* Process legal documents: contracts and subpoenas.
* Developed system to manage client accounts.
* Attend client interview/depositions & take notes.
* Maintained litigation database.
* Developed marketing/advertising material to attract new clientele.
* Exceptional organizational, workflow prioritization and multi-tasking capabilities; excel at thinking two steps ahead to achieve objectives.
* Proficient in Microsoft Office Suites, Oracle, SharePoint, PeopleSoft, Lync, Outlook Scheduler, Google Docs.
Rustypipes Plumbing, Heating and Air
Executive Administrative Assistant | 02/2007 - 05/2011
Provide Executive Administrative support to five executives and C-level executive.
* Manage executive calendars, arranging meetings, teleconferences and conference calls.
* Act as liaison within the organization, partner brands, consulting firms, litigates and attorneys.
* Prepare presentations, report, memos, and other documents for weekly production meetings.
* Maintain confidential/sensitive files including performance appraisals, severance packages and litigation.
* Collect information such as employment records and medical records for attorneys for upcoming litigation.
* Handle all details for major events including site selection, catering, hotel rooms, flights, ground transportation for all department team building events.
* Conduct reconciliations and resolve discrepancies for the department credit card charges and process expense reports for multiple executives.
* Answer and screen calls for five executives as well as other department staff.
* Work with the department and cross-business unit management to obtain approval for consulting agreements, confidentiality agreements, purchase orders, and invoice payments.
* Provide executive administrative support to department to include: office supply orders, catering requests, conference room management and other vendor requests as needed.
* Prepare, maintain, generate and process essential documents and records: meeting minutes, check requests, correspondence, budgets, schedules and expense reports.
* Collaborate with Human Resources to facilitate the on-boarding initiative for all new hires on the team.
* Maintain Database Management with HPRM Records Management System.
* Collecting and distributing incoming mail and sending outgoing mail and courier packages.
* Certified Notary for State of CA.
* Process legal documents: contracts and subpoenas.
* Developed system to manage client accounts.
* Attend client interview/depositions & take notes.
* Maintained litigation database.
* Developed marketing/advertising material to attract new clientele.
* Exceptional organizational, workflow prioritization and multi-tasking capabilities; excel at thinking two steps ahead to achieve objectives.
* Proficient in Microsoft Office Suites, Oracle, SharePoint, PeopleSoft, Lync, Outlook Scheduler, Google Docs.
KSI Manufacturing
Executive Administrative Assistant | 03/2000 - 01/2007
Provide Executive Administrative support to five executives and C-level executive.
* Manage executive calendars, arranging meetings, teleconferences and conference calls.
* Act as liaison within the organization, partner brands, consulting firms, litigates and attorneys.
* Prepare presentations, report, memos, and other documents for weekly production meetings.
* Maintain confidential/sensitive files including performance appraisals, severance packages and litigation.
* Collect information such as employment records and medical records for attorneys for upcoming litigation.
* Handle all details for major events including site selection, catering, hotel rooms, flights, ground transportation for all department team building events.
* Conduct reconciliations and resolve discrepancies for the department credit card charges and process expense reports for multiple executives.
* Answer and screen calls for five executives as well as other department staff.
* Work with the department and cross-business unit management to obtain approval for consulting agreements, confidentiality agreements, purchase orders, and invoice payments.
* Provide executive administrative support to department to include: office supply orders, catering requests, conference room management and other vendor requests as needed.
* Prepare, maintain, generate and process essential documents and records: meeting minutes, check requests, correspondence, budgets, schedules and expense reports.
* Collaborate with Human Resources to facilitate the on-boarding initiative for all new hires on the team.
* Maintain Database Management with HPRM Records Management System.
* Collecting and distributing incoming mail and sending outgoing mail and courier packages.
* Certified Notary for State of CA.
* Process legal documents: contracts and subpoenas.
* Developed system to manage client accounts.
* Attend client interview/depositions & take notes.
* Maintained litigation database.
* Developed marketing/advertising material to attract new clientele.
* Exceptional organizational, workflow prioritization and multi-tasking capabilities; excel at thinking two steps ahead to achieve objectives.
* Proficient in Microsoft Office Suites, Oracle, SharePoint, PeopleSoft, Lync, Outlook Scheduler, Google Docs.
Mitchell and Ward Law Office
Administrative Assistant | 01/1996 - 01/2000
* Manage executive calendars, arranging meetings, teleconferences and conference calls.
* Act as liaison within the organization, partner brands, consulting firms, litigates and attorneys.
* Prepare presentations, report, memos, and other documents for weekly production meetings.
Maintain confidential/sensitive files including performance appraisals, severance packages and litigation.
* Collect information such as employment records and medical records for attorneys for upcoming litigation.
* Conduct reconciliations and resolve discrepancies for the department credit card charges and process expense reports for multiple executives.
* Work with the department and cross-business unit management to obtain approval for consulting agreements, confidentiality agreements, purchase orders, and invoice payments.
* Provide administrative support to department to include: office supply orders, catering requests, conference room management and other vendor requests as needed.
* Prepare, maintain, generate and process essential documents and records: meeting minutes, check requests, correspondence, budgets, schedules and expense reports.
* Collecting and distributing incoming mail and sending outgoing mail and courier packages.
* Certified Notary for State of CA.
* Process legal documents: contracts and subpoenas.
* Developed system to manage client accounts.
* Attend client interview/depositions & take notes.
* Maintained litigation database.
* Developed marketing/advertising material to attract new clientele.
* Exceptional organizational, workflow prioritization and multi-tasking capabilities; excel at thinking two steps ahead to achieve objectives.
* Proficient in Microsoft Office Suites, Outlook Scheduler, Google Docs.
Education history
San Diego State University
BS | 1985 - 1990
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