Executive Assistant Administrative Personal
Blended Executive Administrative Assistant who maintains discernment for executives. Adept as a Project Coordinator and in office
operations; adhering to procedures. Motivate team with a commitment to excellence and exercising high-performance standards.
NFA, NYC | Administrative Assistant | September 2018 - July 2019
Administration | SWAPS, OTC Derivatives and Options
? Streamlined complex Senior Managing Director, 5 Directors with global and financial calendars; included mass emails.
? Assembled extensive domestic and international agendas. Processed travel and expenses using Concur/AMEX and reconciliation.
? Drafted all spheres of communication, social media, speaking events, analyzed incoming and data.
? Developed goal settings, attended weekly team, staff meetings and bi-weekly reporting.
? Prioritization of minutes and compiled related Board materials for Executive meetings.
? Meeting coordinator from desk to destination and return; onsite and offsite. Accurate submission of memberships and records.
? Collaborated with Human Resources department to assist Regulators for restricted new hires.
? Competently arranged PowerPoint presentations, created spreadsheets and flowcharts.
? Supervised vendor management, assigned scheduling and planning of projects and on-boarding.
? Accomplished international, across date lines and via SKYPE; tele-conferences. Versed in Webinars/WebEx sessions.
? Delivered on budget targets, rollouts, ad hoc and monthly reports. Productively, updated all phases of statistical workbooks thru end.
Winston & Strawn, LLP, NYC | Legal Secretary/Administrative Assistant | February 2017 - May 2018
Firm Development
? Orchestrated core support to Chief Development Officer and a team of 5. Liaised with C-Suite executives.
? Negotiated global, social-evolving calendars, monitored emails and engaged daily with high-level clients.
? Increased extensive private domestic and international dossiers, including immunizations, visas, air and ground transportation.
? Maximized productivity for year-end capital and operating financials.
? Prepared cover letters for invoicing; coordinated pro formas and large mailing distributions.
? Composed confidential C-Level contracts and reconciled travel metrics for prospective candidates.
? Cataloged potential laterals and acquisitions in databases. Tracked departmental budgets and cost center spending.
? Navigated large-scaled meetings with coordination and planned worldwide roadshows thru completion; for clients.
? Demonstrated redlined legal briefs and commitment letters, successfully. Evaluated open projects, deadlines and decks.
? Ensured new client/matter coordination and file preparations. Transcribed legal dictation for proposals.
CityMD, NYC | Executive Assistant | December 2015 - June 2016
Administration
? Triaged as analytical gatekeeper for Chief Strategy Officer, MD (CSO) and leadership.
? Logistical coordinator for calendar management, global travel and emails.
? Strategized and outlined communication and social media posts. Compiled a matrix of materials and compendiums; for launches.
? Processed Term Sheets, payroll, performance reviews and contracts. Proofread legal documentation.
? Worked in tandem with Human Resources and Quality departments. Facilitated staff coordination..
? Initiated portfolios, researched quarterly and statistical reports. Vetted minutes in Board of Trustees meetings.
? Represented CSO, MD in external forums. Designed solutions for payroll and recorded evaluations.
? Improved space planning, zones and customized charts. Conducted marketing for and hosted training events with catering.
MBAF CPAs, LLC, NYC | Executive Assistant | July 2014 - November 2015
Administration
? Management of core support to Founding Managing Partner and 3 Principals.
? Administered complex business calendars and substantial volume of emails.
? Preparation of 700+ Engagement letters and financial statements utilizing ProFx for distribution.
? Partnered high-net-worth clientele with ledgers and Go Live systems. Consolidated executive’s hours for digital billing.
? Unified organization for seminars and symposiums; included registration, venue; pre and post entertainment.
North Shore-LIJ Health System, NYC | Executive Assistant | April 2010 - July 2012
Administration | Business Development
? Oversaw senior-level support to Chief Medical Officer MD and 10 Clinical Chairmen with calendaring and multitude of emails.
? Developed quarterly reports, arranged marketing and published newsletter.
? Maintained accreditation; secured filing system and archived online and physical.
? Achieved responsibilities of staff; saving $100,000, in annual salaries.
SKILLS
MS Office 365: Outlook, Word, PowerPoint and Excel. Google Calendar and G Suite. Slack. Concur, OpenAir, CRM-Salesforce and Toggl. Zoom, Vimeo and SKYPE, TeamWorks, Dropbox, Live Meeting, Constant Contact, SmartScheduler and OneDrive (SkyDrive). Chrome River and Doodle. Planner 5D. Legal MacPac, WestLaw, PACER, LeapFile, SharePoint, Docs Open/OpenText, PC Docs, LegalKey, DeltaView, Workshare Compare 8, iManage, OneNote and FileSite. LexisNexis InterAction and Time Matters. Agresso, FINRA and EDGAR. Infinium and ADP eTime/iPay and Time Slips (SAGE), Time Finder and Carpe Diem. Elite Enterprises, Lawson Ereq and Ariba Inc. PeopleSoft Financial Management. ProFX Engagement, Practice/Engagement Management and Assure Attendance. Adobe Suites and Photoshop. Citrix Systems, Cisco WebEx and GoToMeeting.
Available via remote and mobile for business and personal support.
Professional Corporate and Event planner.
Shorthand (Gregg) and (Electronic) with flawless transcription.
Maintain print and digital platforms: Twitter, Instagram, Facebook, LinkedIn, Amazon, YouTube, Google Play, Spotify, iTunes,
and cloud environments.
EDUCATION
BERKELEY COLLEGE | Berkeley School | GPA 3.5 | Dean's List | Executive Secretarial Diploma
Blended Executive Administrative Assistant who maintains discernment for executives. Adept as a Project Coordinator and in office
operations; adhering to procedures. Motivate team with a commitment to excellence and exercising high-performance standards.
NFA, NYC | Administrative Assistant | September 2018 - July 2019
Administration | SWAPS, OTC Derivatives and Options
? Streamlined complex Senior Managing Director, 5 Directors with global and financial calendars; included mass emails.
? Assembled extensive domestic and international agendas. Processed travel and expenses using Concur/AMEX and reconciliation.
? Drafted all spheres of communication, social media, speaking events, analyzed incoming and data.
? Developed goal settings, attended weekly team, staff meetings and bi-weekly reporting.
? Prioritization of minutes and compiled related Board materials for Executive meetings.
? Meeting coordinator from desk to destination and return; onsite and offsite. Accurate submission of memberships and records.
? Collaborated with Human Resources department to assist Regulators for restricted new hires.
? Competently arranged PowerPoint presentations, created spreadsheets and flowcharts.
? Supervised vendor management, assigned scheduling and planning of projects and on-boarding.
? Accomplished international, across date lines and via SKYPE; tele-conferences. Versed in Webinars/WebEx sessions.
? Delivered on budget targets, rollouts, ad hoc and monthly reports. Productively, updated all phases of statistical workbooks thru end.
Winston & Strawn, LLP, NYC | Legal Secretary/Administrative Assistant | February 2017 - May 2018
Firm Development
? Orchestrated core support to Chief Development Officer and a team of 5. Liaised with C-Suite executives.
? Negotiated global, social-evolving calendars, monitored emails and engaged daily with high-level clients.
? Increased extensive private domestic and international dossiers, including immunizations, visas, air and ground transportation.
? Maximized productivity for year-end capital and operating financials.
? Prepared cover letters for invoicing; coordinated pro formas and large mailing distributions.
? Composed confidential C-Level contracts and reconciled travel metrics for prospective candidates.
? Cataloged potential laterals and acquisitions in databases. Tracked departmental budgets and cost center spending.
? Navigated large-scaled meetings with coordination and planned worldwide roadshows thru completion; for clients.
? Demonstrated redlined legal briefs and commitment letters, successfully. Evaluated open projects, deadlines and decks.
? Ensured new client/matter coordination and file preparations. Transcribed legal dictation for proposals.
CityMD, NYC | Executive Assistant | December 2015 - June 2016
Administration
? Triaged as analytical gatekeeper for Chief Strategy Officer, MD (CSO) and leadership.
? Logistical coordinator for calendar management, global travel and emails.
? Strategized and outlined communication and social media posts. Compiled a matrix of materials and compendiums; for launches.
? Processed Term Sheets, payroll, performance reviews and contracts. Proofread legal documentation.
? Worked in tandem with Human Resources and Quality departments. Facilitated staff coordination..
? Initiated portfolios, researched quarterly and statistical reports. Vetted minutes in Board of Trustees meetings.
? Represented CSO, MD in external forums. Designed solutions for payroll and recorded evaluations.
? Improved space planning, zones and customized charts. Conducted marketing for and hosted training events with catering.
MBAF CPAs, LLC, NYC | Executive Assistant | July 2014 - November 2015
Administration
? Management of core support to Founding Managing Partner and 3 Principals.
? Administered complex business calendars and substantial volume of emails.
? Preparation of 700+ Engagement letters and financial statements utilizing ProFx for distribution.
? Partnered high-net-worth clientele with ledgers and Go Live systems. Consolidated executive’s hours for digital billing.
? Unified organization for seminars and symposiums; included registration, venue; pre and post entertainment.
North Shore-LIJ Health System, NYC | Executive Assistant | April 2010 - July 2012
Administration | Business Development
? Oversaw senior-level support to Chief Medical Officer MD and 10 Clinical Chairmen with calendaring and multitude of emails.
? Developed quarterly reports, arranged marketing and published newsletter.
? Maintained accreditation; secured filing system and archived online and physical.
? Achieved responsibilities of staff; saving $100,000, in annual salaries.
SKILLS
MS Office 365: Outlook, Word, PowerPoint and Excel. Google Calendar and G Suite. Slack. Concur, OpenAir, CRM-Salesforce and Toggl. Zoom, Vimeo and SKYPE, TeamWorks, Dropbox, Live Meeting, Constant Contact, SmartScheduler and OneDrive (SkyDrive). Chrome River and Doodle. Planner 5D. Legal MacPac, WestLaw, PACER, LeapFile, SharePoint, Docs Open/OpenText, PC Docs, LegalKey, DeltaView, Workshare Compare 8, iManage, OneNote and FileSite. LexisNexis InterAction and Time Matters. Agresso, FINRA and EDGAR. Infinium and ADP eTime/iPay and Time Slips (SAGE), Time Finder and Carpe Diem. Elite Enterprises, Lawson Ereq and Ariba Inc. PeopleSoft Financial Management. ProFX Engagement, Practice/Engagement Management and Assure Attendance. Adobe Suites and Photoshop. Citrix Systems, Cisco WebEx and GoToMeeting.
Available via remote and mobile for business and personal support.
Professional Corporate and Event planner.
Shorthand (Gregg) and (Electronic) with flawless transcription.
Maintain print and digital platforms: Twitter, Instagram, Facebook, LinkedIn, Amazon, YouTube, Google Play, Spotify, iTunes,
and cloud environments.
EDUCATION
BERKELEY COLLEGE | Berkeley School | GPA 3.5 | Dean's List | Executive Secretarial Diploma