Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Ana Almeida

Gaithersburg

Summary

Experienced and detail-oriented Executive/Administrative Assistant with a strong background in accounting and legal administrative support. Adept at managing calendars, drafting documents, handling financial records, and ensuring smooth office operations. Highly organized with excellent problem-solving skills and a proactive approach to tasks. Fluent in Portuguese, English, and Spanish.

Professional administrative professional with track record in supporting executive leadership. Proven ability to handle confidential information and manage executive schedules effectively. Focused on fostering team collaboration and meeting dynamic business needs through exceptional communication and organizational skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Executive Assistant to Owner & CPA

Rocha & Company, PC
11.2023 - Current
  • Company Overview: Accounting Firm
  • Provide executive support to the firm’s owner and CPA, managing schedules, correspondence, and administrative functions
  • Assist in handling accounting matters, including invoicing, tax documentation, and financial record management
  • Prepare client documents and reports, ensuring accuracy and confidentiality
  • Coordinate meetings, maintain the office calendar, and handle client communications
  • Support bookkeeping functions and liaise with financial institutions for account management
  • Accounting Firm
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Served as a liaison between departments to facilitate effective communication throughout the company.

Assistant to the CEO

Inspirewell
10.2022 - 10.2023
  • Managed daily schedule, correspondence, and confidential documents for the CEO
  • Coordinated multiple schedules and maintained organized records
  • Assisted in preparing reports, letters, and legal documents as needed
  • Screened telephone calls and directed inquiries appropriately
  • Boosted efficiency by handling various administrative tasks, allowing the CEO to focus on strategic planning and execution.

Paralegal

Corlaitte Legal Services
10.2018 - 04.2020
  • Maintained case files, organized client calendars, and handled high call volumes
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Reviewed and managed legal paperwork, including petitions and motions
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.

Education

Associate of Science - Business Administration And Management

Montgomery College
Rockville, MD
07-2027

Associate of Science - Process Quality Engineering

Faculdade De Engenharia De Minas Gerais
Minas Gerais, Brazil
12-2019

Skills

  • Legal & Administrative Support
  • Accounting & Financial Record Management
  • Estate Planning Assistance
  • Drafting Legal Documents & Petitions
  • Calendar & Schedule Management
  • Client & Vendor Communication
  • Billing, Invoicing & Expense Tracking
  • Document Preparation & Filing
  • Time Management & Problem-Solving
  • Executive support
  • Strong problem solver
  • Office management

Accomplishments

Implemented Doc.It, an advanced document management system, improving workflow efficiency and document organization.

Certification

Google Project Managements Professional Certificate

Languages

English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Limited Working

Timeline

Executive Assistant to Owner & CPA

Rocha & Company, PC
11.2023 - Current

Assistant to the CEO

Inspirewell
10.2022 - 10.2023

Paralegal

Corlaitte Legal Services
10.2018 - 04.2020

Associate of Science - Business Administration And Management

Montgomery College

Associate of Science - Process Quality Engineering

Faculdade De Engenharia De Minas Gerais
Ana Almeida