Self-motivated offering a strong work ethic and determination to complete tasks in a timely manner. Accurate and detail-oriented with extensive bookkeeping and clerical knowledge.
MS Suite (Word, Excel, Visio, Project, Publisher, PowerPoint, SharePoint, OneNote) Archer System, PeopleSoft, Catalyst Report generation Self-directed nature Analytical problem solving Computer proficiency Service-minded Detail-oriented Process development Business recovery and sustainability Project management Marketing materials development Resourceful with profound ability to work under stress of targets. Ability to multi-task and prioritize work accordingly |
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- Oversaw the update reassignment of more than 1500 management units, auditing owners, approvers and helping management identify / changed to new owners / approvers.
- Created/distributed the first Employee Engagement Newsletter for the Investment Management Finance Depart, distributing it to more than 10 locations around the globe.
- Open an eCommerce Entertainment Website that provides readers reviews on Books, Movies and everything in between from restaurant to stores to shop
- Plan, manage and execute confidential projects and act as the central contact for all team members Provide advanced clerical support such scheduling appointments, meetings, seminars and conferences; coordinate travel arrangements; develop agendas; organize and maintain filing systems Estimate project costs, manage the calendar and expenses for Finance meetings and events and ensure successful execution Create the IM Finance Employee Engagement Newsletter "IM Times" on quarterly basis Coordinate all meetings of the IM Finance Employee Engagement Committee monthly.
- Oversee and track all IM Finance Town halls around the globe including anniversaries, recognitions and internal/external awards.
- Plan and maintain the budget allocated to the IM Finance Employee Engagement Committee and work closely with IM Finance leadership on strategies to keep the team engaged around the world by coordinating efforts throughout.
- Plan, manage and execute business continuity efforts for all finance staff in Boston.
- Oversee the quarterly signature process of the Quarterly Rep.Letter, GAAP, and 10Q for all Investment Management Boutiques including Wealth Management prior to IM CFO/CEO/President signatures.
- Collect and track all P&L items over 100k and file them with risk and compliance internal tracking system Archer.
- Provided advanced clerical support such scheduling appointments, meetings, seminars, conferences, and travel arrangements developed agendas, setup and maintained filing systems Estimated project costs and managed the Division Head calendar and expense reports Created multiple direct email/mail pieces Lead/coordinated major projects, internal/external diversity events and other special events as requested Maintained meeting tracking for Division Heads' involvement in nonprofit organizations such as NICSA, Syntel Mauritius/Mumbai, NECF, BWF, American Heart Association and INROADS Interviewed, setup and trained other administrative assistants in the department Collaborated with State Street's Work-life and Global Inclusion department with all diversity networking groups in projects and events.
- As well as coordinating GRASP for an internal department.
- Created and managed expenses, scheduled appointments, meetings, seminars, conferences, domestic/international travel arrangements and manage the CEO and CFO's calendar for the local Boston office.
- Assisted Chief Financial Officer with the department budget.
- Worked closely with all departments on important deliverables to CEO making sure deadlines were met.
- Created the JPM IS, Administrative Assistants Network in Boston.
- Supervised multiple projects and deadlines Worked directly with Executive Director to organize and complete annual state required applications for insurance and medical billing Lead/coordinated payroll for all employees and created all mail and communications to patients, employees and vendors Worked closely with external sources to keep HIPPA compliance and other Federal compliance for mental health clinics CitiStreet - 401K Customer Service Representative.
- Provided 401K participants support by answering to their questions about their investments.
- Acted as point of contact for non Spanish speaking representatives and executives.
- Assisted customers with transfers and rollovers working directly with confidential client information.
- Contacted customers with questions in reference to their 401K plans for various clients.
Bilingual Spanish/English
ALPFA Lifetime Member
Member of the Women of ALPFA Strategic Development Committee
Member of the Liberty States Romance Fiction Writers
US Press Association Member
- Administrative/Clerical: Executive Management Support Scheduling appointments/meetings/events; travel arrangements
- PeopleSoft: Travel and expense Reports, Invoice Processing (submission/approval); Procurement
- MS Office Suite: Word, PowerPoint, Excel, Visio, Publisher, SharePoint, Outlook, Project, OneNote
- Adobe Acrobat
- Computer Proficiency
- Creative Problem Solving
- Multi-Task Management: Organizational / Prioritization
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Resume Overview
School Attended
- University of Phoenix
Job Titles Held:
- Senior Administrative Assistant (Mgmt)
- Executive Assistant/Project Coordinator
- Executive Assistant/Office Manager
- Executive Assistant/Office Manager
- 401K Customer Service Representative
Degrees
- BS
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