Amy Pals Email and Phone Number

Primary initial contact point to Senior Vice President & CFO and Direct Reports Maintain multiple calendars, prioritize and schedule meetings Prepare materials for presentations for internal and external executives, the Board of Directors, Investors, Board Committees to include the Audit Committee, Governance, Compensation, and/or other outside entities Arrange complex and daily changing travel plans and itineraries (domestic & international) for senior executives, Board of… Show more Primary initial contact point to Senior Vice President & CFO and Direct Reports Maintain multiple calendars, prioritize and schedule meetings Prepare materials for presentations for internal and external executives, the Board of Directors, Investors, Board Committees to include the Audit Committee, Governance, Compensation, and/or other outside entities Arrange complex and daily changing travel plans and itineraries (domestic & international) for senior executives, Board of Directors, and external visitors Prepare and process, multi currency, expense reports, credit card statement reconciliation, purchase requisitions, and invoice processingCoordinate and set ups of conference rooms for all staff, departmental and special meetings to include announcements, food and beverage services and equipment Reviews and responds to correspondence received by the Senior Vice President & CFO's office Show less

Arrange travel, coordinate meetings, preparing presentations for the CFO of the CorporationSchedule appointments for executive staff members with clients and other administrative staff personnel on a daily basis; handle scheduling conflicts and changes in a professional & diplomatic mannerHandle majority of incoming/outgoing email, responsible for daily mail processing, all expense accountingCalculate monthly billing for 75+ contracts (including – time calculation, material costs… Show more Arrange travel, coordinate meetings, preparing presentations for the CFO of the CorporationSchedule appointments for executive staff members with clients and other administrative staff personnel on a daily basis; handle scheduling conflicts and changes in a professional & diplomatic mannerHandle majority of incoming/outgoing email, responsible for daily mail processing, all expense accountingCalculate monthly billing for 75+ contracts (including – time calculation, material costs, sales tax & misc expenses)Tracks office supply inventory and approves supply ordersAssists in the preparation of department budgets and expensesSupervises all administrative personnelOrient, educate and train all new administrative assistants, acquaint them with their specific responsibilities, communicate in clear terms what is expected from them, and introduce them to the institution’s vision and mission statement. Show less

Arrange travel, coordinate meetings, preparing presentations for the CEO of the brokerageSchedule appointments for executive staff members with clients and other administrative staff personnel on a daily basis; handle scheduling conflicts and changes in a professional & diplomatic mannerProvide high-level administrative support by conducting research, preparing statistical reports, handling information requestsEstablishes work procedures and standards to improve efficiency and… Show more Arrange travel, coordinate meetings, preparing presentations for the CEO of the brokerageSchedule appointments for executive staff members with clients and other administrative staff personnel on a daily basis; handle scheduling conflicts and changes in a professional & diplomatic mannerProvide high-level administrative support by conducting research, preparing statistical reports, handling information requestsEstablishes work procedures and standards to improve efficiency and effectiveness of assigned operations with Accounting, Human Resources and other departments requiredAnswer telephones, screen calls, take messages, arrange conference calls; interact with clients by telephone and in person in a professional mannerResponsible for ensuring compliance with established corporate standardsPlan, organize, train, interview, hire and supervise the work of others Bi-weekly payroll, marketing planning, accounts payable & accounts receivable Develop and implement policies, procedures and work standards for assigned areas of responsibilityAnalyze office operations and technical problems, evaluate alternatives and recommend solutionsPerform difficult and complex statistical and functional work involving the use of considerable judgment, speed and accuracy Collect all appropriate info and ask questions to insure smooth production of loan applicationsManage pipeline of clients and follow-up with each department regarding loan statusWork with a variety of lenders including conventional, sub-prime, construction and commercial Show less

Licensed Occupational & Professional applicants for the District of ColumbiaRetain highly confidential information; follow District policies and procurers to ensure proper licensing requirements.Answered / returned phone calls, and addressed applicant questionsMaintained extremely detailed data entryTrained various new employees, including previous supervisor