Kimberly Moore
6000 Oakwood Drive, 6L  Lisle, IL 60532   [Send email to request phone number] 80-9736 
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Executive Assistant & Meeting Planner

EXECUTIVE-LEVEL ADMINISTRATIVE PROFESSIONAL with an impressive track record of
comprehensive growth and experience in managing all aspects of executive and
office management support functions within the finance industry. Proven project
management skills in streamlining procedures and increasing department efficiency
through establishing objectives, determining priorities, effective time
management, and fostering cross-functional relationships. An exemplary track
record of success cultivated by an impassioned work ethic indicates future
performance excellence. Extraordinary capacity to multitask, manage competing
priorities with ease while achieving organizational objectives. 

Highly skilled in event planning and scheduling, calendar management, and
coordinating corporate programs and functions.
Exceptional communication skills with experience acting as company
representative and first line of contact, recognized for professionalism in
maintaining corporate and personal confidence levels.
Experienced in the preparation of reports, memos, letters, and other documents
with advanced knowledge of word processing, spreadsheet, database, and/or
presentation software.
Advanced MS Office skills with proficiency in MS Outlook, Word, Excel and
PowerPoint.
Serve as a liaison between departments and operating units in the resolution of
day-to-day administrative, organizational, and operational issues. 


Event Planning & Scheduling • Project Management • Office Management &
Organization
Calendar Management • Document & Spreadsheet Preparation • Travel Arrangements
Customer Service • Advanced MS Office Skills • Confidentiality

Professional Experience

first trust portfolios l.p., Wheaton, IL	1993-2010
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P.
(collectively "First Trust") were established in 1991 with a mission to offer
investors a better way to invest by providing trusted investment products and
advisory services.
Executive Assistant / Project Manager / Events Planner
Provided high-level, comprehensive administrative and organizational support to
the President in the coordination of day-to-day office functions including
project management, meeting and events planning and scheduling. Acted as
informational liaison between clients, internal partners, and external
executives. Expertise in interacting with politicians and high-level executives
outside the organization.
Organized conferences, teleconferences, appointments and meetings, business
itineraries and travel arrangements utilizing sound financial judgment in
adhering to departmental budgetary guidelines.
Researched and compiled confidential data and information for use by board
members and trustees during board meetings.
Planned and coordinated audiovisual and IT requirements required for corporate
meetings and functions, assisting IT specialists in the planning and sourcing of
necessary equipment and staff. 
Addressed and prioritized incoming and follow-up calls and correspondence,
providing prompt resolution to issues as they arise.
Developed and managed an accurate system enabling the efficient coordination and
management of the President’s daily Outlook calendar including business meetings,
travel, and personal schedule.
Designed and created promotional and related materials for national broker
meetings including agenda’s, invitation cards, PowerPoint presentations, and
material resource CD’s using Camtasia media software. 


Structured Products Coordinator
Leveraged experience in a corporate environment with solid business skills to
define and build this position, capitalizing on strong work ethic and exceptional
communication skills. Produced marketing materials including flyers, brochures,
mailing cards, and advertisements, managing all phases of the design, edit, and
approval processes prior to final print.
Coordinated and facilitated client meetings to define client objectives and to
discuss product offerings and how the firm could meet and satisfy their needs.
Leveraged advanced knowledge of MS Word and PowerPoint to design client
proposals and marketing materials.
Initial point of contact for clients and internal departments, acting as a
resource for questions and concerns pertaining to products and services.

Additional Experience

Temporary/Permanent Placement Recruiting Industry	1987-1993
Management/Sales/Service 
Responsible for the efficient coordination and execution of sales and office
functions, including recruiting of potential employers, participation in job
fairs, and administration of the office budget.
Edited and proofed cover letters and resumes for recruited candidates to
maximize their efforts for job placement.
Attained clients by self-motivated sales efforts and created strong
relationships in order to maintain and increase current business levels.
Managed and evaluated a staff of sales people and account representatives.

Education

Bachelors of Finance • University of Wisconsin-LaCrosse • LaCrosse, WI