Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
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Carly Bardino

Watertown,USA

Summary

Dynamic Executive Assistant with a proven track record at CIBC Private Wealth Management, adept at optimizing executive schedules and enhancing communication efficiency. Recognized for exceptional problem-solving skills and meticulous document preparation, I thrive in fast-paced environments, ensuring seamless event execution and fostering team development. Passionate about driving organizational success through strategic support.

Overview

8
8
years of professional experience

Work History

Executive Assistant

CIBC Private Wealth Management
Boston, MA
02.2022 - Current
  • Efficiently oversees executives’ complex calendar, skillfully orchestrating meetings, conference calls, and travel arrangements to optimize use of time and resources.
  • Acts as a gatekeeper, proficiently screening calls and emails while strategically prioritizing communication to facilitate prompt decision-making and minimize disruptions.
  • Prepares, proofreads, and edits executive correspondence, reports, and presentations, maintaining a high standard of accuracy and professionalism.
  • Coordinates and executes executive-level events, conferences, and client meetings, ensuring seamless logistics and a positive experience for all participants.
  • Assists with budget management and expense reporting, tracking, and reconciling expenses to guarantee efficient resource allocation.
  • Manages and mentors junior administrative staff, ensuring their professional development and adherence to company policies.

Administrative Coordinator

CIBC Private Wealth Management
Boston, MA
09.2019 - 02.2022
  • Delivered extensive administrative support to two Managing Directors overseeing a portfolio exceeding $1 billion in AUM, including document preparation, travel coordination, and expense reporting.
  • Efficiently managed end-to-end meeting coordination, involving the creation of calendar invitations, reservation of conference rooms, arrangement of catering services, and preparation of essential meeting materials.
  • Contributed to the successful execution of company initiatives by participating in special projects, such as developing training materials for incoming staff, and establishing digital filing standards.

Barista

Kru Coffee
Saratoga Springs, NY
04.2017 - 09.2019
  • Crafted high-quality espresso beverages, including lattes, cappuccinos, and pour-overs, using artisanal beans and advanced brewing techniques.
  • Provided exceptional customer service in a fast-paced environment, ensuring a welcoming and personalized experience for each customer.
  • Maintained a deep knowledge of coffee varieties, roasting methods, and brewing equipment to offer expert recommendations to customers.

Education

Bachelor of Arts - B.A. - Communication and Media Studies

College of Saint Rose
Albany, NY
05.2018

Study Abroad Student -

University of Sydney
Sydney, AUS
06.2016

Skills

  • Software proficiency (Microsoft Office, SEI Investments, Workday, Google Workspace, etc)
  • Calendar management
  • Travel coordination
  • Expense reporting
  • Document preparation and editing
  • Confidentiality and discretion
  • Meeting and event planning
  • Problem solving and decision making

Accomplishments

  • Nominated for the Boston Chamber of Commerce’s Boston Future Leaders Program, a 10-month initiative in collaboration with Harvard Business School, emphasizing advanced management, inclusive leadership, and strategic communication
  • Selected for exclusive SEI Investments software training, part of a targeted initiative to prepare the Boston office for a major system conversion; recognized for adaptability and technical proficiency.
  • Co-authored scholarly article, “Gamer Girls and Gender Discrimination in Gaming Culture”, chosen for presentation at the New York State Communication Association's 76th Annual Conference, exploring gender bias and representation in online gaming communities.

References

References available upon request.

Timeline

Executive Assistant

CIBC Private Wealth Management
02.2022 - Current

Administrative Coordinator

CIBC Private Wealth Management
09.2019 - 02.2022

Barista

Kru Coffee
04.2017 - 09.2019

Bachelor of Arts - B.A. - Communication and Media Studies

College of Saint Rose

Study Abroad Student -

University of Sydney

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