Andrea Rossi Email & Phone Number

West Palm Beach, Florida, United States

Assist partners, directors and management with their business and administrative needs for the firm on a national basis, but with a focus on the Southeast Region. Manage client financial statements by typing, editing, proofing and footing financial data and client information, and preparing final reports for electronic delivery to clients, or via printed copy as needed. Prepare, type and edit firm correspondence, engagement letters, management reports and statistical information. Provide assistance to all word processing requests from other regional offices when requested. Respond to the needs of the West Palm Beach office as it relates to the operation of the firm and its business practices.

Boca Raton, Florida, United States

Provided primary administrative support to partners and professional staff for all client documentation and correspondence, reports, financial statements, presentations and filing requirements. Proofread, edited, formatted and processed financial statements. Prepared invoices and processed billing statements. Demonstrated high-level technology knowledge and experience in software such as ProSystems Engagement, Microsoft Office (Word, Excel, PowerPoint), Adobe Acrobat Pro and Photoshop. Effectively managed executive calendars, department schedules.

West Palm Beach, Florida Area

Promoted to Senior Administrative Assistant for Audit and Litigation/Business Valuation in November 2013. Provided high-level support for partners, managers, and professional staff. Prepared financial statements, processed audit confirmations, designed client proposals, plus proofread and updated letters, presentations, and marketing advertisements.Recognized for long-standing company history and known for outstanding technical knowledge. Served as primary backup for tax, family office, human resources, and marketing departments. In 2021, added responsiblities of marketing assistant and produced collateral materials, updated Firm website, published company newsletter, and issued press releases.

Provided top-notch support for management and staff in Family Office department. Provided additional support to audit, tax, and human resources departments. Areas of expertise included spreadsheets, financial reports, creation of custom forms/templates, drafting/proofing written correspondence, and PowerPoint presentations. I utilized my proven background in graphic design by designing collateral materials such as custom covers for financial reports, brochures, flyers, and event announcements. Other duties included travel arrangements, scheduling meetings and appointments and calendar maintenance, scanning and digital filing.

Worked as an Administrative Assistant in the Learning and Development department. Helped Suffolk go from #47 in Training Magazine’s Top 125 Training Companies to #27. Responsible for analyzing current goals and developing training class schedules based on those needs. Drafted class announcements, issued invitations, tracked responses, and issued reminders. Managed multiple training calendars and coordinated updates with instructors and attendees. Also worked with the Instructional Design department to create, edit, and maintain curriculum and manuals. Partnered with the Marketing department to design promotional materials, company communications and corporate resumes, and production of bid proposals. Other duties included creating dynamic PowerPoint presentations, visiting jobsites to deliver on-site training and coach employees on maximizing learning opportunities, and researching external learning opportunities.

Provided high-level executive support to the owner and CEO. Responsible for coordinating care between patients, their families, insurance companies, and doctors offices. Key accomplishments include streamlining procedures through the creation of templates and spreadsheets, highlighting new industry trends and healthcare issues through internet and market research. Other duties included composing and designing letters, proposals, emails and other written correspondence, maintaining financial accounts and preparing invoices for clients, and preparing new client agreements and care proposals.

Responsible for making sure the sales team had everything they needed in order to service the client. Acted as the first point of contact for both new and potential clients. Created collateral materials such as brochures, product information fliers, and corporate resumes. Maintained company website and provided assistance to clients through website contact form.

Started with this company in Edina, Minnesota as an International Customer Service Agent. I was asked to transfer with the company when they moved their headquarters to Boca Raton, Florida and was quickly promoted to the Administrative Assistant of the International Customer Service department.