Lori L Haney Administrative/Personal AssistantLORI L. HANEY
25402 Bancock Court
Magnolia, Texas 77355
281-704-0269 Cell 713-702-9901 Leave message
OBJECTIVE To secure a challenging, permanent position to utilize my management, computer and executive administrative skills.
EXPERIENCE
The Specialist Group (Temp positions) Houston, TX April 07 – May 09
Executive/Personal Assistant to CEO (Owner)
Setup trips (includes Company jet, limo, hotel – full itineraries) for all his Executive travel
Manage 3 executive assistants
Upgrade all software, blackberries
Expense Reports and approval process
Monitor all spending and budgets for all departments
HR issues, Travel, Appts: client/personal, Calendars, Set up Board rooms, luncheons, dinners, Board members support
Accompanying out of town travel with or without the CEO
Executive Assistant to Chief Investment Officer
Process all Investment Orders
All communication to portfolio/bank clients
Making sure the daily activities continue and get processed
Updating all marketing materials on a quarterly basis and set out to clients
Creating a data base for all new and current clients, i.e. addresses, current net worth, etc.,
Establishing creditability for the new Investment department, accountability, follow-up on a timely manner
Set up all client quarterly meetings
Order and maintain Office Supplies
Maintain, Update and Review Job Descriptions and yearly evaluations for all employees
Cardinal Health, Inc. Houston, TX Aug 2000-Mar 2007
Executive Administrative Assistant to the President and Sr. VP President
Process (Dictation) all correspondence
Hospital/Client Administration appointments
All correspondence to Clients/Hospital Administration
Setup Meetings and events
Arrange all travel plans
Reconcile American Express Online Accounts
Expense Reports
Presentations
All Administrative duties (typing, filing, copying, phones, follow-up correspondence, set-up appointments, ordering supplies, faxing, etc.)
Human Resource Specialist, Structure organization and put processes in place, when needed
RAMB, INC. Houston, TX 1997 - 2000
Administrative Assistant
Manage a 75,000 ft. commercial building
Process all correspondence pertaining to the building management
Accounts receivable and payables
Arrange all travel plans
Reconcile Investment broker/trading files for high activity accounts
Journal entries for all multiple companies
Reconcile all bank statements for several companies
Bank correspondence for wire transfer out-going/in-coming
Vendor interaction for building repairs, inspections, and maintenance, hiring and terminations
EDUCATION 19881990 (part time) Pikes Peak Community College Colo. Springs, CO
Accounting Courses, Computer Courses
SKILLS PC, PowerPoint, Microsoft Outlook, Windows 97/98/2000/2003 Operating System, Excel, Word, Quattro Pro, Data Entry, SAP, Accounting, Payroll, Internet Research, 10-key by touch, Fax, Postage Machines, Copy Machines, HP LaserJet Printers, Typing 50 WPM, MapLinks, Dictaphone, Web page
Excellent "C" Level References Upon Request Haney1130 (Magnolia, Texas) 2817040269
E-mail
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