Administrative Assistant, Risk and Compliance at American Business Bank (ABB) (2024-05 – 2026-04)
- Provided administrative support to the Risk and Compliance team in a highly regulated banking environment, helping keep key compliance activities organized and on schedule.
- Supported CMS program execution, policy management, monitoring activities, and compliance training for executive stakeholders, contributing to well-coordinated regulatory support processes.
- Managed calendars, tracked deadlines, and prepared agendas and materials for quarterly meetings, helping senior stakeholders stay aligned on priorities and deliverables.
- Coordinated policy and procedure reviews across departments, keeping requests organized and supporting timely follow-through.
- Set up conference rooms and AV equipment to support smooth internal meetings, presentations, and team communication.
- Assigned and monitored mandatory staff training through Regulation University (FIS), helping improve follow-up and support timely completion across staff groups.
Executive Assistant to the General Manager at The Pendry on Sunset (new name: The SunRose) (2023-11 – 2024-04)
Supported the General Manager of a five-star luxury hotel in a contract role, providing high-level administrative, operational, and guest-facing support during a period of transition.
- Managed complex scheduling, appointments, and offsite planning, helping keep shifting priorities organized and day-to-day operations running smoothly.
- Partnered with the General Manager to develop SOPs that improved workflow consistency, supported compliance, and created clearer operating structure.
- Coordinated leadership meetings by preparing materials, managing logistics, and capturing notes, helping meetings run efficiently and stay well organized.
- Drafted polished correspondence, including communications with nonprofit organizations, reinforcing a professional and brand-aligned executive presence.
- Arranged bookings and security for high-profile guests and events while monitoring guest feedback across hospitality platforms, helping support smooth execution and a refined guest experience.
Administrative Assistant at California Heart Center (CalHeart), Cedars Sinai (2023-08 – 2023-09)
Supported the CalHeart Group, a team of twelve cardiology specialists, in a short-term contract role by managing daily calendars and email for eight physicians.
- Coordinated complex scheduling, meeting logistics, and office communications, helping maintain continuity in a busy clinical environment.
- Drafted professional correspondence and partnered with patient services to arrange appointments, supporting responsive coordination for physicians and patients.
Executive Assistant at Merrill Lynch, Private Wealth Management (2022-11 – 2023-04)
Supported advisors and associates with day-to-day administration in a private wealth environment, helping maintain smooth operations and responsive service.
- Managed complex calendars, travel arrangements, and expense reports for a ten-member team, helping streamline priorities in a fast-paced setting.
- Coordinated high-net-worth client events, including ski trips, sports outings, dinners, and seasonal gifting, supporting a polished and relationship-focused client experience.
- Prepared meeting materials, drafted polished correspondence, and supported offsite and virtual meeting coordination, helping advisors stay organized and client-ready.
- Delivered a high-volume holiday mailing for 300+ clients within two days, demonstrating speed, organization, and accuracy under tight deadlines.
- Built SharePoint pages, forms, lists, and libraries that improved team access to shared resources and supported more organized collaboration.
Executive Assistant at CTBC Bank (USA) (2022-02 – 2022-05)
Reported directly to the President and CEO in a three-month contract role, providing executive support across North American offices in California and New York.
- Built strong working relationships with direct reports and Taiwan-based leadership, helping maintain alignment across geographically dispersed teams.
- Prepared and updated files for SharePoint integration, improving document organization and accessibility.
- Coordinated complex domestic and international scheduling, including offsite planning, helping keep executive priorities organized across locations.
- Managed executive calendars and professional correspondence with discretion and accuracy, supporting efficient communication on behalf of the President.
- Organized meeting logistics, materials, and overseas WebEx sessions for board and committee meetings, helping leadership meetings run smoothly and stay well supported.
Executive Assistant at RIOS (2021-07 – 2022-02)
Supported two Creative Directors in an interim contract role, stepping in to provide seamless coverage in a fast-paced, collaborative environment.
- Coordinated travel through Concur and partnered with the corporate travel agency to ensure arrangements aligned with company policy and executive preferences.
- Managed high-volume calendars, adjusting meetings and priorities in real time to keep directors organized and responsive.
- Monitored and responded to communications across email, Teams, and Zoom, helping maintain smooth day-to-day coordination.
- Processed monthly expense reports through Concur and trained other executive assistants, improving consistency and efficiency across support workflows.
- Reconciled monthly expenses with corporate credit card statements and followed up on outstanding items to support timely, accurate reporting.
- Collaborated closely with the broader executive assistant team and volunteered support where needed, contributing to strong coverage across the office.
- Managed a holiday card mailing to more than 900 clients, delivering a large-scale project accurately and on schedule during a high-volume period.
- Supported directors on projects and events using Excel, PowerPoint, and firm applications, helping keep deliverables organized and on track.
Executive Assistant at GenSpring - Truist Private Wealth (2018-03 – 2020-11)
Supported senior leaders including the Regional Trust Advisor, Market President, and Division Executive, helping maintain smooth day-to-day operations and strong executive coordination.
- Coordinated off-site client events, including breakfasts, happy hours, and quarterly meetings, while keeping costs at or below budget and supporting a polished client experience.
- Streamlined calendar management, expense reporting, and multi-city travel arrangements for three executives, saving an estimated four to five hours per month and improving administrative efficiency.
- Supported the launch of a branding and advertising partnership with KCRW 89.9, contributing to increased local visibility and relationship-building opportunities.
Executive Assistant at Truist Securities (formerly, SunTrust Robinson Humphrey) (2017-03 – 2018-03)
- Coordinated domestic and international travel for two Managing Directors and a Vice President, helping maintain efficient movement across demanding schedules.
- Prepared and submitted detailed expense reports through iExpense, supporting timely and accurate reimbursement processing.
- Used the Microsoft Office Suite to prepare documents, presentations, and data-driven materials that supported executive and team needs.
- Managed complex scheduling, including offsite event coordination, helping keep priorities organized across multiple stakeholders.
- Maintained executive calendars with precision, ensuring meetings, appointments, and travel plans remained well coordinated.
- Drafted and distributed professional correspondence with accuracy and attention to detail.
- Organized meeting logistics and materials, helping leadership meetings run smoothly and stay well supported.
- Oversaw multiple executive calendars and coordinated multi-city travel itineraries, supporting effective planning across a demanding schedule.
- Volunteered support for CIB Managing Directors during staffing gaps, demonstrating flexibility and a strong team-oriented approach.
