SUMMARY:

• Experienced and highly skilled Executive Assistant presenting as poised and professional. I am a highly organized, fast learner with a strong work ethic. I am seeking to partner with and support a senior level executive to improve efficiency and effectiveness.
• Sales event planning resulting in saving time and keeping schedules tight
• Maintained excellent relationship with presentation departments resulting in on time PowerPoint presentation delivery to clients when last minute requests were made
• Executive gate keeping saving executives’ time by keeping them on schedule with minimal interruption in work and schedule flow
• Collaborated with different departments collecting monthly sales information resulting in reports being produced and distributed in a timely manner and produced for board of directors quarterly meetings
• Handled invoices and budget transaction requests resulting in on time payments, reducing further paper and late fees
• Handled travel arrangements in an efficient manner resulting in executives arriving at destinations with least amounts of time interruption therefore maximizing work time

AREAS OF EXPERTISE:

• Attention to detail
• Communication skills
• Confidentiality & diplomacy
• Handle multiple complex tasks concurrently
• Problem solving ability
• Motivational
• Gate keeping
• Independent worker
• Time management
• Relationship building

TECHNICAL SKILLS

Microsoft Office: Excel, Outlook, PowerPoint, SharePoint, Vizio, WordAct, Access, Raiser’s Edge, Concur, P Card, Filemaker Pro, Adobe, Social Media, Web Creation, Concur, Oracle, On - line travel systems

PROFESSIONAL EXPERIENCE

Executive Assistant to Industry Practice Leader

Confidential

Responsibilities:

• Support Managing Director/US Industry Practice Leader
• Responsible for extensive travel arrangements and expenses
• Meeting and event planning
• Approving expenses, etc., in his absence
• Use sound judgment and make independent decisions regarding problems and situations which arise during day to day running of executive office

Analysis & Reporting Specialist/Executive Assistant

Confidential

Responsibilities:

• Worked on Executive floor supporting two business heads; portfolio management and government and professionals banking
• Extensive calendar management
• Travel arrangement, and timely expense processing
• Meeting and event planning,
• Special projects as assigned

Confidential

Administrative Assistant

Responsibilities:

• Support Confidential and other senior members of leadership team
• Manage busy calendar, make all travel arrangements, submit expense reports
• Manage monthly status reports, facilitate completion of projects across ops & tech organization)
• Use sound judgment and make independent decisions regarding problems and situations which arise during day to day running of executive office
• Volunteered on several political campaigns: phone calls, poll checker, research, computer input
• Milton Public Library: Signed teens in after school making sure they were orderly
• Make a Wish Foundation: mail merges, entering information into Raiser’s Edge

Executive Assistant to Chief Compliance Officer

Confidential, Boston, MA

Responsibilities:

• Managed and prioritized complex calendar
• Distributed quarterly and annual Chief Compliance Office reports to internal audience and board of directors
• Managed travel arrangements and expense reports resulting in time and money savings
• Attended meetings; distributed agendas, took notes and made sure follow up items were completed resulting in efficiency
• Dealt with board meeting schedule and material pertaining to different Boards of which the Chief Compliance Officer was a member

Executive Assistant

Confidential

Responsibilities:

• Managed executive calendar and meeting schedule; made travel arrangements and prepared expense reports
• Planned, coordinated and attended off-site sales meetings
• Created PowerPoint presentations for Board of Directors meetings and external client presentations
• Compiled sales data for presentation to senior management team as well as creation of monthly sales reports for parent companies
• Calendar and meetings management for two executives
• Gathered sales and other pertinent management information for monthly Citigroup conference call, quarterly CitiStreet executive operating group meetings and board of directors meetings
• Coordinated with Presentation Group resulting in correct material being provided
• Maintained client contact travel database for senior management
• Smooth interaction with coworkers; management and senior management of Confidential, Confidential, Confidential and Confidential resulting in effective communication
• Assisted in coordinating three moves for division to new buildings three times
• Worked on Risk Management Self Assessment Plan & Statement of Auditing Standards 70 for chief risk officer; kept track of senior management employees’ stock trading in compliance with SEC rules
• Calendar and meetings management for two vice presidents
• Tracked cost center/budget transactions and processed all invoices for payment and prepared expense reports resulting in on time payments saving the company money
• Employee Activities Office contact, responded to employee inquires regarding events, offerings and discount programs offered by the office; processed ticket sales and reconciled monthly T-pass sale
• Oversaw projects related to broad range of internal corporate communications, human resources policy, wellness and work/life and diversity/workforce development as assigned
• Monitored Employee Communications E-mail account and all private distribution lists; kept all building kiosk material updated for legal employment data resulting in legal compliance
• Arranged travel, managed calendar; scheduled meetings and conference calls
• Provided all necessary material for executive vice president's meetings and conferences and prepared correspondence