Overview
Work History
Education
Skills
Work Availability
Timeline
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Claudia McGrath

Greenwich,CT

Overview

7
7
years of professional experience

Work History

Executive Assistant

Oxford Funds, LLC
12.2023 - 03.2025
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for executive team and senior management group.

Senior Administrative Assistant

TIAA
06.2019 - 09.2023
  • Manage eight Portfolio Managers’ calendars
  • Client interaction/scheduling
  • Coordinate and communicate meetings for high-net-worth clients in multiple locations across multiple time zones
  • Generate meeting materials and documents
  • Assist teammates; cover other duties during colleague’s vacations
  • Office supply liaison
  • Manage travel arrangements and expense reports
  • Compile client data and research
  • Ad-hoc reporting/projects
  • Supported program operations by preparing and updating documents, reports and spreadsheets.
  • Created and updated records and files to maintain document compliance.

Administrative Assistant

TIAA - Individual Advisory Services
06.2018 - 06.2019
  • Managed five Wealth Management Advisor’s calendars
  • Client interaction/scheduling
  • Managed front desk
  • Marketing supply orders
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.

Education

Bachelor of Arts & Sciences - Communications

The University of Rhode Island
Kingston, RI
05.2018

The American International University of London

Bachelor of Arts - Business

Washington College
Chestertown, MD

Skills

  • Proficient in Microsoft, Excel, PowerPoint and Outlook
  • Strong written and verbal communication skills
  • Interpersonal and customer service skills
  • Multitasking in a fast paced, team oriented environment

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Executive Assistant

Oxford Funds, LLC
12.2023 - 03.2025

Senior Administrative Assistant

TIAA
06.2019 - 09.2023

Administrative Assistant

TIAA - Individual Advisory Services
06.2018 - 06.2019

Bachelor of Arts & Sciences - Communications

The University of Rhode Island

The American International University of London

Bachelor of Arts - Business

Washington College

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Claudia McGrath