Julie Harmuth

Experience

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  Capital Guardian Trust Company

  Jan 1992 - Jan 1999

  - Relocated to San Francisco Bay area. Supported two Senior Client Relationship Managers and supervised and trained three marketing assistants. - Managed all aspects of executives’ complex domestic and international travel arrangements ensuring their timely arrival and participation at all meetings.- Developed correspondence, reports and PowerPoint presentations ensuring accurate communication between internal staff and clients. Attended meetings as required to produce minutes.- Created spreadsheets (client activities, cash flows, and assets under management) utilized by the Board of Directors to monitor budgets and profit margin.- Coordinated and prioritized flow of information, work assignments, and phone calls to and from key internal and external resources to enhance client satisfaction and minimize duplicative work. Show less - Generated monthly investment results reportings for over 900 client portfolios. Ensured reporting consistency and accuracy in compliance with the Global Investment Performance Standards (GIPS).- Validated and analyzed portfolio and index data for anomalies or inconsistencies, and performed calculations to prepare for statistical attribution analysis.- Supervised two successful composite audits to generate the firm’s annual Audit Reports certified by Deloitte & Touche LLP. - Participated in the design and user acceptance testing of new system.- Produced and analyzed quantitative risk metrics for presentation to the Board of Directors, portfolio managers, marketing managers, clients, consultants, and prospects.- Interviewed and trained new-hire statistics analysts to ensure the firm’s standards and policies are followed. Show less

  • Executive Assistant, San Francisco, CA

    Jan 1996 - Jan 1999

  • Investment Results Analyst III

    Jan 1993 - Jan 1996

  • Marketing Assistant, Los Angeles, CA

    Jan 1992 - Jan 1993
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  Capital Guardian Trust Company

  Jul 1999 - Jul 2009

  Client Relations & Marketing Associate

  Partnered with relationship managers, portfolio managers, and research analysts to provide dedicated and high-quality client support to sophisticated retirement plan sponsors, institutional investors, and consultants across the nation. - Researched and wrote responses to multi-million dollar Request for Proposals (RFPs) for equity, fixed income, and balanced markets products, while ensuring accuracy and compliance with industry standards and SEC regulations.- Coordinated and hosted client and consultant conferences and events to strengthen relationships. Show less

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  Career Group Inc., Robert Half Inc., and Others

  Jan 2010 - Dec 2012

  Executive and Administrative Assistant Positions

  Provided administrative support to C-level Executives, Directors, and their staff in various contractual assignments throughout the Bay area. Served as facilitator and liaison handling business as well as personal matters of a highly confidential and critical nature.- Arranged complex multi-segment domestic and international travels.- Screened high volume of telephone calls.- Managed and coordinated calendars including event logistics, video conferencing including but not limited to Board members around the globe.- Created various documents, presentations and Board meeting packages.- Prepared expense reports and reconcile expenses in multiple currencies.- Served as back-up to administrative assistants and the receptionist.- Performed general office activities including office supplies inventory, photocopy, scan, fax, mail, postage oversights, ordering lunch for staff, conference rooms and breakroom cleanliness.- Prepared food and special meals for events and unexpected circumstances. Show less

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  City College of San Francisco

  Jan 2010 - Mar 2020

  Private Chef & Caterer
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  LinkedIn

  Jan 2012 - now

  Deliver comprehensive executive and office administrative support to the Vice President/Controller and the entire Finance organization including but not limited to:- Heavy calendar management and coordination with global business partners - Balance conflicting priorities to manage workflow, addressing critical deadlines and business objectives and key results (OKR)- Handle confidential and highly sensitive information with utmost integrity- Budget management- Lead and coordinate every aspect of team meetings, All-Hands, retreats, summits, and offsites- Research and organize activities and events for up to 650 people to foster a connected team culture and improve employee morale- Subject matter expert for planning domestic and international travel, visa and passport applications, expense reports, purchase orders and vendor/swag sourcing- Workplace space management for a hypergrowth organization- Navigate complex conference room landscape (when back in office)- Facilitate multiple team relocations, moves, and document retention- Interview and train new assistants- Able to work on any other tasks and projects such as our team’s employee recognition Inspirer Awards and Diversity, Inclusion & Belonging (DIBs) programs- Won the Controllership Team Wild Card Inspirer Award for being a valuable team player who went above and beyond call of duty Show less In my professional sphere, I am passionate about helping and supporting others. My role as LinkedIn Finance teams’ shared assistant enabled me to work with the best people in the industry. As Steve Jobs once said, “Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do”. I truly love my role at LinkedIn which allowed me to expand into whatever I am capable of doing and more. I offer no less than 100% of myself every day, serving my colleagues spectacularly, multi-tasking in a fast-paced environment, and continually giving back in order to bring in winning results. There is never a dull day at work. My specialties include managing and creating an fun and inclusive culture in the workplace, managing multiple calendars, office space planning, event, party and meeting planning, international and domestic travel arrangements and visa processing, contract (MSA/SOW) & PO administration, expense reports processing, data processing, SOX 302 certification administration, fixing office equipment, maintaining department office supplies, assist with ad-hoc projects and research, training and managing new assistants. I am also known as the Chief Birthday Officer, ensuring that my colleagues are celebrated on their special days. Show less

  • Executive Assistant to Vice President & Controller

    Apr 2017 - now

  • Sr Office Manager - Corporate Controllership, Tax & Strategic Sourcing

    Oct 2014 - Apr 2017

  • Sr Administrative Assistant II, Finance-Controllership, Treasury, Internal Audit, BizOps and Tax

    Apr 2012 - Sept 2014

  • Administrative Assistant - Contingent Worker

    Jan 2012 - Mar 2012