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Tracy Wilhelm: in Mission Viejo, CA

Tracy Wilhelm

Mission Viejo | United States
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Work experience
Image Taco Bell Corporation

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.
Image Rustypipes Plumbing, Heating and Air

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.
Image KSI Manufacturing

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.
Image Mitchell and Ward Law Office

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
Image San Diego State University

San Diego State University

BS | 1985 - 1990

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1501 Lincoln Blvd.#1014 Venice, CA. 90291