Managed highly sensitive information for the CEO and Managing Director, ensuring strict confidentiality and professionalism at all times., Processed travel expenses for the Chief Operating Officer, prepared check requests for outside vendor invoices, and maintained accurate financial records using Excel. Tracked pricing changes and contract modifications, reducing duplicate entries and minimizing processing errors., Coordinated with external service providers to order and process payments for office supplies, catering services, and equipment repairs. Ensured timely vendor payments, seamless office operations, and effective budgeting and cost control., Prepared engagement letters and addendums, monitored follow-up actions to secure arbitrage rebate reporting, and proactively tracked closing transactions for new bond issuances by clients/issuers., Maintained database records by opening new matters, requesting conflict checks, and accurately entering new bond issues and client contact information. This resulted in more efficient engagement approvals and improved notification processes for tracking bond issuances., Edited and refined correspondence, reports, and presentations to ensure clarity, accuracy, and a professional, executive-ready finish., Designed and implemented fillable electronic forms to enhance report review, data accuracy, and new client setup. Organized electronic storage of essential documents, including invoices, drafts, and financial statements, in the appropriate client folders., Maintained accurate records in both physical and digital formats across all operating and holding entities, ensuring compliance, audit readiness, and support for executive decision-making., Assisted with special projects, including office moves and coordination with service providers, minimizing business disruption during transitions.