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Kate Townend, San Diego, CA 92110

Cell: 619-889-3318/email: ktc48bfc@westpost.net


Professional Profile and Skills:
* Administrative assistant to executive level management with extremely strong w
ork ethic
* Direct reporting/responsibility to Owners, CEOs, and members of Board of Direc
tors in Administrative capacity
* Utmost professional liaison for Owners/CEO, Board of Directors, executive mana
gement, clients, and staff
* Work well under pressure and independently with ability to prioritize and mult
i-task in fast-paced environments
* Enthusiastic, energetic, flexible team player with superb interpersonal and co
mmunication skills
* Customer relations expert maintaining use of tact, diplomacy, and complete con
fidentiality
* Act independently during absence of CEO/president/owner using discretion and e
xcellent judgment at all times
* Excellent proofreader and editor with exceptional document quality control, gr
ammatical and analytical skills
* Highly competent in Windows, Microsoft Office Suite, Outlook, copious note tak
ing; type 85 wpm; and QuickBooks.
Professional Experience:
IDP Financial Services, Murrieta, CA 4/07 to present
Administrative Assistant:
Reception with direct customer service, scheduled appointments, resolved client
questions, and followed-up with satisfaction surveys
Used laptop computer to record weekly meetings and compiled them in a Microsoft
word-based file for future organizational reference
Composed usual correspondence, set-up electronic and hard files, purchase offic
e equipment and supplies
Case management to include coordinating client physical exams with nurses and d
octors; submitting applications to home office; and maintaining strict guideline
s for prompt and efficient underwriting
Handled all fixed annuity applications and transfer of funds with trustees
Developed three new daily activities which improved the company calendar
Lakeview Building Systems, San Diego, CA 8/06 to 3/07
Administrative Assistant:
Collected and reconciled weekly/hourly jobsite timecards for payroll to ADP
Coordinated distribution of paychecks to jobsites per project with Project Mana
gers
Researched new office equipment prices; coordinated purchase and installation o
f new copiers/faxes/computers/printers/telephone equipment (then relocated same
to new office space)
Minutes of project meetings taken, transcribed, distributed and tracked goals
Reconciled expense reports for managers and submit to Canadian parent company f
or payment.
Extensive employee payroll record searches for union disputes/arbitration/Worke
rs Compensation
During Managers absence (4 weeks), met daily with project managers for project
problem resolutions,
placed purchase orders for construction materials; processed payrolls; reported
all to owner and parent company
Alexander Bol, A.I.A. & Associates, P.A., Berkeley Heights, NJ 4/15/00 to 7/
15/03
Administrative Assistant:
Weekly architectural time cards processed, then converted into billable time wi
th expenses for invoicing
Responsible for all P/R records (Paychex), EEO Reports, and all accounting rep
orts/meetings with CPA
Processed new hires and coordinated exit interviews and requirements
All accounts payable and receivable (balanced company and personal checkbooks)
and projected budget
Implemented new company health plan yielding large company savings and new imp
roved cell phone plan for staff
Responsible for all correspondence, proposals, and specifications, and all proj
ect files
Coordinated all staff /client/vendor/developer meetings in-house or on site, mi
nutes taken and transcribed
In charge of petty cash, office supplies, and bookkeeping
Western Insulation, Inc., San Diego, CA 1994 to 1997
Administrative Assistant to Charles Duggan and Linda (Bullington) Duggan
Managed a caseload of 70 insulation and drywall lawsuits from inception to settl
ement/dismissal.
Receipt of All Summons/Complaints/Cross-Complaints and composition of correspon
dence to all parties
Review all submittals, contract documents, purchase orders, and warrantees/gua
rantees pertinent to case
Continual coordination/communication with (7) insurance companies and (18) law
firms on a daily basis
Case Management and filing with attorneys and insurers
Coordination of depositions for Most Knowledgeable Persons, attend Court Hearin
gs and Mediations
(Back-up) Executive Assistant to Hal Moore, Owner (in absence of his assistant,
e.g., maternity leave)
Education: Kean University, Union, NJ B.F.A-Interior Design

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