Kristie Wheeler
Cameron, MT
E-Mail: kwheeler52@gmail.com
Telephone:  406-682-4760 or 855-855-0088

OBJECTIVE

To work virtually for an individual or company using my Executive Assistant and Bookkeeping skills to support businesses and utilize my years of experience and highly qualified skill set.

EXPERIENCE

Equative, Inc.                                                          AUG 2009 – JUN 2017
San Diego, CA  92120

Virtual Assistant to the Owner of an Internet Service Company, www.timeledger.com (part-time)

·         Bookkeeping utilizing QuickBooks
·         Bill Pay processing
·         Customer Service Support
·         Calendaring

Dracup & Patterson                                               AUG 2009 – JUN 2017
San Diego, CA  92120

Accounting Support person to Attorney (part-time)

·         Bookkeeping utilizing QuickBooks
·         Bill Pay processing
·         Customer Service Support
·         Calendaring

Alexandra Wyman, Attorney at Law                    FEB 2010 – SEP 2014
Davis, CA

Virtual Assistant providing calendaring, virtual assistant and legal document preparation support.

·         Estate Planning document preparation support
·         Appointment Scheduling
·         Client Support

Medallion Fulfillment & Logistics                        JAN 2010 – DEC 2013
Chatsworth, CA  91311

·         Create Fillable PDF Forms on an as-needed basis.

Healthy Joyful Living                                             MAY 2009 – DEC 2014
Tiburon, CA

Virtual Assistant to Owner of the Company on an as-needed basis.

·         Newsletter creation utilizing Constant Contact and PHPList
·         Internet research
·         Ezine postings
·         Ordering of books for classes (Desk Copy for Professor)
·         Create fill-in forms in Word, Excel & Adobe Acrobat format

Jeanine van Seenus                                               DEC 2008 – NOV 2015
Munich, Germany

Virtual Assistant to Jeanine van Seenus, owner and founder of Human Spirit Integration of Munich, Germany and Monterey, CA.

·         Resume Preparation
·         Appointment scheduling
·         Travel Reservations
·         Website content support (English vs. German)
·         Word processing and document creation
·         Email preparation (English vs German)

Professional Management Coaching                   SEP 2008 – FEB 2009
Vancouver, WA 

Virtual Assistant to the Owner of an Executive Coaching Firm.

·         Database Management
·         Web e-mail & survey campaigns
·         Website management
·         Calendaring
·         Client Relations (birthday/thank you cards)
·         Prepare PowerPoint Presentations
·         Create .pdf documents

Core Business ONE                                              SEP 2004 – APR 2008
San Francisco, CA

Executive Administrative Assistant to the President of an Executive Coaching organization on a telecommuting basis (part-time)

·         Travel Arrangements (Domestic & International)
·         Schedule Appointments
·         Monitor Phones for messages
·         Prepare Proposals
·         Transcription
·         Bookkeeping (QuickBooks)
·         Prepare Agreements
·         Internet Research
·         Generate Correspondence
·         Website Updating
·         Seminar Registration & Coordination
·         Create fill-in forms in Word, Excel & Adobe Acrobat format

Dream Warrior Group                                          SEP 2005 – DEC 2009
Reseda, CA

Consultant (Self-employed)
Support Website creator with administrative assistance on an as-needed basis.

·         Create fill-in forms in Word, Excel & Adobe Acrobat format
·         Perform weekly & monthly website backups
·         Website Updating
·         Website Review and Analysis

Dirt-E-Harry                                                          APR 2001 – DEC 2003
Cameron, MT

Secretary (work from home)

·         Originate Invoicing
·         Maintain Accounts Payable & Receivable
·         Conduct Bank Reconciliation
·         Generate Correspondence and Credit Information

Morrison Knudsen Corporation                        JUN 1998 – FEB 2000
Boise, Idaho

Sr. Executive Secretary Secretary to:

The President, Mining Group
Executive Vice President, Mining Group
Vice President of International Operations, Mining Group

·         Scheduled Teleconference Meetings
·         Arranged International Travel
·         Generated and Distributed Departmental Reports
·         Originated and Audited Travel Expense Reports
·         Assisted in Preparation of Proposals
·         Maintained Daily Calendar
·         Prepared VISA/Work Permits for International Employees
·         Dictation/Transcription

Morrison Knudsen Corporation                         MAR 1998 – JUN 1998
Boise, Idaho

Executive Secretary

Executive Secretary to:
Vice President, International Operations, Mining Group
The Director of Contracts, Mining Group
The Director of Business Development, Mining Group

·         Ordered Office Supplies
·         Created and Maintained Filing System
·         Arranged Domestic & International Travel
·         Prepared Minutes from Project Meetings (shorthand)
·         Prepared Weekly Departmental Activity Reports

World Minerals, Inc.                                             JAN 1996 to APR 1997
Lompoc, CA & Santa Barbara, CA

Executive Secretary to the President

·         Transcription from Dictation (shorthand)
·         Transcription from Dictation (dictating machine)
·         Arranged for International Travel
·         Completed and Submitted VISA Requests
·         Assisted with Quarterly Board Meeting Arrangements and Presentation Preparation

Quintrons Systems, Inc.                                      SEP 1979 to JAN 1996
Santa Maria, CA

Secretary to the Chief Executive Officers                                                  

Executive Secretary to:
President, Vice President, Controller and General Counsel

·         Assisted with Human Resources Responsibilities
·         Completed International Export Licenses
·         Completed National & International Travel Arrangements for Executive and Support Staff
·         Reviewed Government Contracts & Schedules
·         Assisted in Preparation of Government Contracts
·         Served as Facility Security Officer to maintain and upgrade facility for Government contracting to secured Facility.
·         Originated Documentation for Employees to Apply and Receive
Security Clearances.

State Farm Insurance                                            SEP 1978 to JUL 1979
Santa Maria, CA

Secretary

·         Conducted Reconciliation of Bank Accounts
·         Greeted Customers
·         Transcribed Dictated Correspondence (shorthand)
·         Originated Insurance Reminders and Mailings

Boys’ Club of Santa Maria                                     MAY 1978 to AUG 1978
Santa Maria, CA

Secretary to the Director

·         Prepared Minutes of Board of Directors
·         Confirmed Donations
·         Handled Arrangements and Notification for Meetings

AT&SF Railway  (Santa Fe Railway)                  SEP 1971 to JUL 1976
Chicago, IL

Secretary to:
Superintendent of Communications (Nationwide)
Superintendent of Signals (Nationwide)

·         Transcribed Documentation (shorthand)
·         Assisted with Typed Documentation for Negotiations
·         Handled Travel Arrangements
·         Prepared Meeting Confirmations
·         Prepared Departmental Reports

EDUCATION  

College:           Fox Business College                   SEP 1970 to SEP 1971
                        Oak Lawn, IL

Attended and Graduated as “Certified” Personal Executive Secretary/ Administrative Assistant.  Immediately placed with AT&SF Railway.

Fox Business College was a well-respected Business College in the Chicago area.  My education consisted of extensive training in all aspects of personal executive secretary/administrative assistant fields.  Subjects studied were accounting, English/grammar, proper business practices, travel arrangements/itineraries, shorthand, typing and the general skills required for a well-rounded assistant.

This was a two-year training course, which was completed in one year.  The requirements to receive a diploma were to complete all the basic courses described above and to pass a typing test of at least 75 wpm and shorthand at 120 wpm.

High School: Evergreen Park High School       SEP 1966 to JUN 1970
                     Evergreen Park, IL

·         Graduated with major in Business and Secretarial Studies

Security
Clearance:     Currently Inactive

Software
Knowledge    Experience and Advanced Knowledge of the following:
& Skills:         Microsoft Word, Excel, PowerPoint, Outlook, WordPerfect,
                      QuickBooks, Adobe/Forms Creation.
                      Internet and E-Mail software.

Dictation: Shorthand at 120 wpm (approx.); Typing at 75+ wpm.

Comments:   I have extensive experience handling day-to-day activities for top level executives.  Frequently I have been commended on my excellent judgment in handling situations and confidentiality.  I am immediately available.

References:  Available Upon Request