Phyllis Thompson Email & Phone Number

Greater Denver Area

The Colorado Health Foundation – Denver, COExecutive Administrative Assistant December 2018 – Present through Experience FactorAssistant to the Chief Financial Officer, Investment team and the operational departments. Maintain and organize complex schedules, confidential correspondence, and relevant corporate records.Selected Contributions:• Support the Board Committees.• Research & maintain the vendors diversity spreadsheet.

Greater Denver Area

Contract through Hire Connections.Support the Investment Research Head along with a team of eight with will organized and detail administrative skills. Organize and maintain activity calendars. Arrange travel logistic for domestic and international meetings and conferences. Submit expenses for payment and reimbursement.

West Palm Beach, Florida Area

Provide high-level administrative support for Senior Managing Director and eight staff members. Organize calendars and schedules, acting as the gatekeeper for executives. Prepare various documents, including expense reports. Employ initiative, independent judgement, tact, and diplomacy to handle confidential internal and external business matters.Selected Contributions:• Coordinate complex international and domestic travel arrangements, including lodging and car services.• Negotiate contracts with vendors and external sources for special events; secure competitive pricing terms and coordinate all external vendor content and arrangements.• Orchestrate office management administrative processes including scheduling appointments and meetings; craft and disseminate documents and correspondence.

Ft Lauderdale, Fl

Leveraged extensive administrative support skills while serving the Chief Finance Operator, Vice President, and Finance Department Director with the utmost confidentiality and tact. Partnered with cross-functional teams while executing office administration activities, including accounts payable invoices.Selected Contributions:• Prepared monthly Divisional Analysis and Executive Summary Reports; oversaw accurate daily banking and wire activities.• Established reputation for resourcefulness; expertly prioritized multiple concurrent projects simultaneously to remain on track to meet deadlines and ensure prompt resolution of problems.

Greater St. Louis Area

Oversaw diverse administrative functions, supporting all Senior Vice President of Retail Banking projects and information-management processes. Prepared and coordinated communications and correspondence, maintained calendars and scheduling, coordinated travel arrangements and itineraries, processed expense reports, and proactively mitigated issues.Selected Contributions:• Worked cross-functionally with Product and Marketing departments to find solutions for customer escalations.• Managed five District Administrative Assistants, including onboarding, training, development, and performance review.• Delivered high-quality, timely support and assistance to various teams and a range of special projects.Additional experience with US Bank as Assistant Manager and Personal Banker.