This document summarizes the professional experience of an executive assistant. It details roles providing administrative and business support to CEOs and executives at two companies, Mercury Financial Group from 2014 to present, and Open Tech Systems/Rocket Software from 2007 to 2014. Key responsibilities included managing calendars, travel arrangements, expense reports, client databases, confidential records, and coordinating conferences, meetings, and events. The assistant also built positive relationships, multitasked, and effectively communicated with executives.

1. EXECUTIVE ASSISTANT TO CEO/OWNER
Mercury Financial Group, Dallas, TX. May 2014 – Current
 Provides administrative and business support to the CEO in a fast paced environment.
 Prioritizes conflicting needs of the CEO; handles matters expeditiously, proactively and follows
through on projects to successful completion with urgency.
 Manages CEO calendar/schedule, including but not limited to candidate meetings and interviews,
business development meetings, assignment related meetings, internal meetings and team building
activities.
 Facilitates and books CEO & Senior Vice President of Sales travel arrangements including, airfare,
transfers, individual and group transportation.
 Consults with CEO while multitasking to identify key issues, establish direction, facilitate problem
solving and get decisions made.
 Builds positive relationships and interfaces with high-level executives by responding quickly, with
professionalism via email, phone, and in person.
 Organizes and completes expense and sales reports.
 Composes, edits, and maintains confidential correspondence, presentations, charts, and spreadsheets.
 Manages time effectively to meet and exceeds deadlines to ensure availability.
 Assists the CEO and Executives with tracking, billing, and maintaining the client database.
 Assists HR with the onboarding and training of new hires and future candidates.
 Coordinates two yearly domestic conferences and International incentive trips. Acts as the main
point of contact for the events and project manages related activities and off-site events.
 Serves as primary point of contact for hotels, agencies, ground transportation and other related
parties for each meeting.
 Responsible for oversight of travel arrangements to/from meetings for all firm attendees including
air travel, transfer, generate and provide attendee itineraries and agendas.
 Oversee all aspects of hotel arrangements including rooming list, meeting space, food and beverage,
and audio/visual equipment.
 Negotiates rates such as F & B, room rates, space availability, and preferences of the CEO, Senior
Vice President and Sales Vice Presidents.
ADMINISTRATIVE ASSISTANT TO CEO/OWNER
Open Tech Systems / Rocket Software, Lewisville TX. April 2007 – May 2014
 Provides administrative and business support to the CEO
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KASEY BELL
C-LEVEL EXECUTIVE ASSISTANT
214.384.2500 Kasey.Bell@Outlook.com LinkedIn Profile
PROFESSIONAL EXPERIENCE

2.  Manage CEO calendar/schedule and responsible for maintaining client and employee confidential
records, generating software authorization codes, updating maintenance renewals and acts as
primary contact for client relationships.
 Answers multiple phone lines and is able to multitask in a high paced environment.
 Coordinate planning of and attends IT Tech events such as trade shows as required. Acts as a
contact for the expo events and project manages events/activities related to trade show.
 Manages and prepares the shipment of the booth, layouts, printing, communications, bill of lading
and other collateral material
 Manages accounts on Goldmine/SalesForce by tracking and updating the database.
 Accountable for employees PTO requests, travel arrangements, expense reports, etc.
 Builds positive relationships and interfaces with high-level executives by responding quickly, with
professionalism via email, phone, and in person.
 Composes, edits, and maintains confidential correspondence, presentations, charts, and spreadsheets.
View all previous experience on LinkedIn Profile
Proficient with Microsoft Office suite of products (Excel, PowerPoint, Outlook, Word) a variety of CRMs
including Goldmine, Salesforce and SmartOffice,
Oklahoma Christian University, Edmond, OK. 1997 – 2000
University of Central Oklahoma, Oklahoma City, OK. 2000 -2001
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SOFTWARE SKILLS
EDUCATION