Quick learner of enterprise proprietary firmware/software and related operating systems (OS).
SAP Business Suite - SAP S/4HANA Proficient
Windows 10 Enterprise OS - MS 365 and predecessor versions
MS Adobe Acrobat
Skype for business
Respects and executes on team agenda before personal agenda
Outstanding computer proficiency
Strong problem solver
Executive presentation development
Senior Executive Assistant New York, NYBanking and Securities Group, Deloitte /Aug 2000 to Current
Senior Executive Assistant entrusted with managing both business and personal itineraries for ten rostered leadership personnel including Partners, Principals, and Managing Directors (P/P/MD's).
Proactively anticipates leadership needs, identifies and resolves diverse issues/problems as they arise, and determine appropriate actions and solutions.
Administer all annual executive medical timetables, executive subscriptions, license renewals, continuing education requirements, membership renewals.
Collaborate with senior leadership to support new projects for acquisition of client targets and business development purposes.
Initiate, maintain and certify administrative data and records for time and expenses, etc. in electronic information systems.
Execute, escalate and re-direct phone calls and emails with efficiency and appropriate responses.
Transcribe and distribute executive meeting agendas and minutes to department heads and executive team members.
Identify, prepare, confirm, manage and mitigate heavy and extremely multi-layered domestic and global travel scheduling, including accomodations, registrations, visas, travel vaccinations, agendas, necessary contacts and other information for all rostered executives including senior leadership.
Compare information and liaise with other Executive Assistants to arrange personal assistance and logistical support to visiting executives.
Coordinate accurate schedule management of local and international conferences, roundtables, trainings, events and meetings pertaining to industry, sector and regulatory updates.
Arrange customer-facing webinars, including actively developing relationships with vendors, tracking customer attendance and post-webinar follow-up.
Verified operation of conferencing equipment by completing preventative maintenance and troubleshooting malfunctions.
Facilitated catering of food and beverages to meeting and conference attendees.
Initiate, track, collate, and processing of attendee's CPE educational training fulfillment.
Assist multiple engagements and related staff, partners and managers on administrative matters with emphasis on client engagement tasks and deliverables.
Monitor engagement activities/billing cycles and initiate engagement project creations, updates and closures including receivables collections, adjustments, credits, write-ups / write-downs and inter-firm invoicing.
Research and analyze financial metrics for accuracy, reporting and updates for distribution to cross functional teams, stakeholders and P/P/MD's.
Produce, proofread and aggregate required signatures for engagement letters, important financial and legal documents.
Plan, track, collaborate and complete projects and events with efficient turn-around.
Implement and maintenance of computer and paper based filing and organization system for records, reports and documents.
Supported marketing and advertising efforts by creating marketing materials such as email targeting, surveying and personal messaging
Attend conferences in person and via e-conference format to represent the organization, audit group and executives.
Maintain client information and updates in proprietary reporting system to track leads, interactions, relationships and propel sales opportunities.
Crafted proposals and memos using desktop publishing and word processing software.
Marketing/Sales Associate New York, NYStructured Portfolios Group, Salomon Smith Barney/Jan 1999 to Jul 2000
Accountable for updating and maintaining proprietary reporting and trading database systems daily / weekly on sales / retail information for financial consultants nationwide on portfolio holdings, equity / performance (percentage returns), inception / trade dates, preceding day's market close bid / offer pricing for various trust products such as Real Estate Investment Trusts (REIT).
Created and processed portfolio specific personalized request for proposals (RFP) for private and institutional clients.
Coordinated off-site storage of brokerage trade and wire receipts with out-sourced vendor specific to legal expectations and standards.
Diversified administrative functions included but not limited to preparation and planning of conference meetings, creating information kits on departmental news, branch announcements, firm updates.
Daily upkeep of internet-based calendar system of all sales directors and staff's national and regional meetings for both existing and potential clients,.
Focus mailings: prepare mailing labels, cover letters and materials to be included in mailing regarding product release / series conversion dates etc.
Executive Assistant New York, NYChase Private Bank/Nov 1998 to Jan 1999
Utilized word processing skills, performed reception duties, prepared expense reports and travel itineraries for four vice presidents.
Education and Training
Bachelor's: Applied Science
Advertising / CommunicationsFashion Institute of Technology1998NY
PC Specialist CertificateCareer Blazers Learning CenterNY