Claudia McGrath
Greenwich,CT
Overview
7
7
years of professional experience
Work History
Executive Assistant
Oxford Funds, LLC
Greenwich, CT
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, RI05.2018
The American International University of London
Bachelor of Arts - Business
Washington College
Chestertown, MDSkills
- 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