Provides administrative and investment support to the Head of U.S Equity Trading, Global Head of Equity Trading/Vice President of T.Rowe Group, Inc, Head of Trading Analytics and their respective trading teams.
Collaborates with investment managers to manage and foster broker relationships, tracking action items and ensuring prompt responses to inquiries.
Reports global trading error incidents across business regions in ARCHER and coordinates with risk management to provide wire reimbursement to impacted accounts.
Maintain and organize Outlook calendar/schedule, coordinating internal and external meetings/conferences efficiently while managing logistics.
Travel & Expense Support- Execute travel transactions using EGENCIA and FCA.
Using SAP CONCUR to process expense reports timely, accurately and compliantly; raise errors and questionable charges appropriately
Handle sensitive and confidential data with strict adherence to business-specific policies, processes, and procedures.
Organize and maintain the Leave of Absence/PTO of traders.
Mange and developed SharePoint site, which provides team collaboration and productivity enhancement.
Prepare and edit organizational charts, materials/slide decks within the organization and to external clients.
Maintains all subscriptions and ensures memberships are paid by using MyBuy/Coupa.
Support development and training for new hires, contributing to effective onboarding.
Project lead for organizing company-sponsored volunteer events, instructing associates on various methods to actively participate in community support.
Sr. Administrative Assistant
Provided administrative and investment support to the Director of Private Investments, Portfolio Manager, and Analysts
Compile, review and analyze complex data and maintain databases
Scheduled and managed a calendar of appointments, meetings, and travel arrangements
Demonstrated autonomy and troubleshooting skills while anticipating needs of supported individuals.
Work is generally fast-paced and complex
Conducted moderately complex administrative assignments involving meeting, seminar, and conference planning. Tasks included material production, packet compilation, scheduling, logistical arrangements, and liaison with participants, speakers, and vendors.
Performed research tasks, compiling and analyzing data to generate informative reports and correspondence for senior leaders or individual contributors.
Coordinated logistics for executive meetings, including site reservations, catering, and security notifications. Collected and coordinated meeting materials, created agendas, and recorded meeting minutes for senior leaders and/or individual contributors.
Surgical Coordinator
Wilmer Eye Institute Johns Hopkins Hospital
Baltimore, MD
10.2014 - 11.2019
Scheduled surgeries for over 50 surgeons across three Wilmer locations.
Ensured completion of necessary task lists by patients before surgery
Provided education to patients regarding the surgical process
Worked alongside different teams from various departments to successfully execute combined surgeries
Ensured smooth coordination and collaboration between various medical specialties for specialized procedures
Provided training for new staff
Executed various clerical responsibilities including payments, documentation, and insurance authorization.
Ensured patient privacy by adhering to HIPAA regulations and maintaining effective communication with both patients and medical staff
Proficient in handling Electronic Medical Records and Charting
Managed glaucoma, neuro-ophthalmology, uveitis, and low vision department as team lead.
Office Manager and Marketing Assistant
View Systems, Inc
Baltimore, MD
05.2014 - 10.2014
Provided support to CEO in daily operations.
Maintained and organized technicians' schedules effectively
Generated sales quotes using QuickBooks software
Ensured seamless customer support via telephone and email
Operated FedEx accounts for shipping and delivery.