Personable Executive Assistant who capably maintains open lines of communication among senior executives, board members, shareholders, middle management and administrative staff.
Microsoft Office proficiency
Strong interpersonal skills
Professional and mature
Dedicated team player
Executive Assistant01/2008 － CurrentSBLI USA Mutual Life Insurance Company Baker Brothers InvestmentsNew York, NY
Perform complex and confidential secretarial functions including the following: Manage and maintain effective filing system, expense/budget records and professional education classes and credits Edit proofread and prepare correspondence to include the handling of confidential information, letters, memos, purchase requisitions, payment requests, and other department forms and documents Prepare agendas, notices, minutes and resolutions for corporate meetings Manage the thank you letter and event/meeting follow up process Relationship Management - Manage both internal and external relationships for the Office of the President Including the following: Build and enhance relationships with key professionals and business partners that serve in key leadership roles in SBLI USA and the Community at large Maintain effective relationships with Board of Directors Attend events and functions both locally and outside of the NY/NJ metropolitan area on behalf of the President Maintain contact lists and vendor/ client information Project Management-Manage and direct a variety of short and long term-projects simultaneously within the Office of the President including the following: Meeting Preparation - Understanding the goals of the meeting, preparing the meeting materials, ensuring that participants are responsive and timely, and adjusting the meeting to best utilize leadership resources Manage the Presidents calendar as well as maintains attendance calendars for the President Gathering data as well as assisting in the preparation of presentation and speeches Manage and oversee all travel for the President including transportation, accommodation, speeches and meetings Manage all communications generated by and directed to the Office of the President to include phone calls, mail and e-mails Manage special projects from the President and Executive Staff as requested.
to Managing Partner.
Executive Assistant03/2005 － 04/2008ARCH Venture PartnersNew York, NY
Provide administrative support to Managing Partners, as well as staff of Managing Partners Maintain and print daily itinerary and calendar (using Outlook), schedule board meetings and make travel arrangements Prepare monthly expense reports using Excel Assist with personal work as it relates to travel, errands, medical claims and various other duties for Managing Partners and their families Serve as liaison between Managing Partners and staff and screen telephone calls Create office procedures and documentation to Managing Partner.
Executive Assistant10/2001 － 01/2005Baker BrothersNew York, NY
Provided Administrative support to Managing Partner Managed all office operations including but not limited to; developing and implementing office procedures, reviewing business plans for potential investment interest, and maintaining portfolio company (start-up) files Processed and maintained confidential company data, including but not limited to; investor and limited partner documentation, stock certificates, investment memoranda, term sheets and capitalization tables Provided operations management for start-ups; created office procedures and documentation processes Managed executive calendar; scheduled board meetings, made travel arrangements and prepared monthly expense reports Created presentations using PowerPoint for the managing partner to present at various functions Researched companies for fund raising and organized them into an excel spreadsheet.
Commercial Lines Underwriter12/1995 － 09/2001Arnold K. Davis & co., IncNew York, NY
Researched, rating quoting and underwriting commercial lines insurance policies for new and existing clients Analysis of V.I.P.
accounts as well as all other office accounts, making sure the client's personal insurance needs are met Generated various office documents and letters including insurance proposals, policies and invoices for clients Interfacing of commercial lines policies via the Internet with major insurance carriers such as Travelers and St.
Paul Produced monthly status reports of policy transactions Designed and implemented a simplified spreadsheet master for analyzing insurance coverage Supervised and trained newly hired employees in the department.
Bachelor of Science:York College, City University of New York - Information Systems ManagementNYInformation Systems Management
College of InsuranceNew York, NYNew York State Insurance Brokers License
SBLI USA Mutual Life Insurance Company, New York, NY Certificate of Appreciation "You Can Award" for willingness to go above and beyond, helping others on the team and being a positive role model.
Smart Ward Recipient, received monetary gift and trophy for saving the company money
Microsoft Excel, Word, Outlook, Visio, PowerPoint, Publisher, Internet & Lotus 1-2-3