Karen G. Email & Phone Number

Charlotte, North Carolina, United States

 Coordinated meetings for management, local office staff, and visiting executives Ordered IT supplies, items with corporate logo, and other specialty items Worked with the corporate marketing team to ensure overall corporate themes and logos were used Handled travel for executive team, interviewees, new hires, contract staff, and employees without travel accounts Helped arrange display booth set up and layout for trade shows, along with attendance and meetings with clients during trade show

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Contract Executive Assistant at Financial Advisory firm.

Charlotte, North Carolina, United States

Supports multiple SVPs with: Orders and tracks supplies for supported teams and local diversity and inclusion groups Process and reconcile Travel and Expense accounts for SVPs and team members using Concur Schedule, plan and organize logistical details for in-house and off-site meetings Assist hiring managers in on-boarding activities for new team members Assist Learning &Development team with scheduling and supporting on site classes Provide general office administrative services including telephone coverage, mail and fax processing and distribution, file set up and maintenance, photocopying, etc.

Charlotte, Nc

 Provides overall administrative support for several Executives and their teams. Handling calendaring, travel and expenditure, and ordering supplies and equipment. Manages corporate organization charts using Visio and PowerPoint Assists team with timing, logistics, budgeting, travel, and entertainment Work with IT team to ensure that all associates, both new and existing, are converted to Brighthouse Financial email and IT systems. Provide updated employee rosters to various department heads and their Executive Assistants as needed Help set up and manage Tuition Reimbursement program Liaise between Brighthouse HR team and MetLife HR support team to ensure the records of Brighthouse Financial employees are updated in a timely manner

 Provides overall administrative support for several Executives and their teams. Handling calendaring, travel and expenditure, and ordering supplies and equipment. Manages team organization charts using Visio and PowerPoint Assisted team with timing, logistics, budgeting, travel, and entertainment Maintained SharePoint sites, and email distribution lists

Charlotte, North Carolina

 Provides overall administrative support for several Executives and their teams. Handling calendaring, travel and expenditure, and ordering supplies and equipment. Manages team organization charts using Visio and PowerPoint Assisted team with timing, logistics, budgeting, travel, and entertainment Maintained SharePoint sites, and email distribution lists

Charlotte, North Carolina Area

 Provided overall administrative support for several Executives. Handled calendaring, travel and expenditure, and represented team on Associate Satisfaction Council. Managed team org charts using Visio and PowerPoint. Assisted team with timing, logistics, budgeting, travel, and entertainment. Provided support to reporting team with daily downloads; daily, weekly and monthly reports; and special complaint audit requests by various state and federal regulators Assisted with gathering and consolidation of sensitive documentation and information for outside council regarding a bi-annual filing to a federal regulatory agency regarding consumer complaints relating to a certain federal act Created weekly and bi-weekly PowerPoint presentations for distribution to upper management, team members and internal business partners, incorporating excel charts and graphs Supported monthly executive call listening program by coordinating practice sessions with the team, provided feedback during practice session, using attendance report from Premier sent out survey link to attendees Maintained SharePoint sites, and email distribution lists Managed log of complaints filed through the Executive Customer Relations Channel, assisted Customer Advocates with maintaining communication records in Siebel database, and assist management team with implementation of quality control team Ordered supplies (general office), internal applications, non-standard software (MS Project, Visio, SAS), and equipment (blackberry, monitors, laptops), for multiple associates across the country. For those who worked from home, arranged to have supplies sent directly to their residence.

Charlotte, North Carolina Area

 Assisted clientele both on phone and in person with all banking needs including opening new deposit accounts, mortgages, airplane loans, lines of credit, and credit card accounts, prepared outgoing wire transfers, internal transfers, and recurring transactions for clients Transitioned client accounts from Legacy US Trust to BAC platform while adhering to compliance Prepared expense reports and travel arrangements  Assisted with closure of Private Bank Facility during Charter collapse after purchase of US Trust from Charles Schwab Monitored client accounts for overdrafts and delinquent loan payments, contacted clients for clearance instructions Prepared pre-loan credit analysis including deposit, trust, current loan, and credit score for Loan Officers prior to completing client loan applications, assist with completing loan applications, forward documentation to underwriting; perform post close loan audits  Assisted with audits of cash vault, and security system, and assisted with companywide audit of mortgage company, designed spreadsheet for audit which was implemented firm wide prior to sale of US Trust to Bank of America  Maintained required banking transaction, and video conference logs, expense reporting Prepared wire transfers, cashier’s checks, arranged purchase and sale of foreign currency and travelers cheques  Assumed additional Office Manager duties in December 2006

Associate Of Arts (A.A.)

Education record