Summary
Overview
Work History
Education
Skills
Timeline
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Dawn Cash

Manhasset,NY

Summary

Proficient Executive Assistant with extensive experience supporting Senior Executives in legal and financial sectors. Skilled in facilitating cross-team communication and managing complex schedules. Demonstrated ability to enhance operational efficiency and streamline administrative processes.

Overview

20
20
years of professional experience

Work History

Client Services

Osaic Wealth
Manhasset, NY
03.2024 - Current
  • Resolved client issues promptly, ensuring high levels of satisfaction through knowledgeable service.
  • Organized and prioritized daily tasks to meet service objectives efficiently.
  • Assisted customers with inquiries and requests, enhancing overall experience.
  • Executed daily responsibilities with accuracy and efficiency.

Executive Assistant

JP Morgan
New York, NY
04.2007 - 05.2012
  • Provided high-level administrative support to Dept Head of Fixed Income. Supporting his time of 10+ managers.
  • Scheduled and organized extensive meetings, conference calls and appointments; created agendas and prepared meeting materials; managed and maintained busy and ever changing calendars.
  • Reviewing and prioritizing emails
  • Booked complex international travel arrangements and detailed itineraries.
  • Prepared and processed expense reports.
  • Attended meetings; keeping notes, directives and timelines
  • Created Excel spreadsheets and prepared power point presentations.

Executive Assistant

Bear Stearns (acquired by JP Morgan in 2007)
New York, NY
09.2005 - 04.2007
  • Coordinated the CFO's schedule and appointments.
  • Booked travel (domestic and international), lodging, and transportation.
  • Reviewed, prioritized, and managed the CFO's emails.
  • Responsible for managing highly confidential information.
  • Prepared and processed expense reports.
  • Created Excel spreadsheets and prepared PowerPoint presentations.
  • Followed up on outstanding items.
  • Managed special projects.
  • Facilitated the reorganization of departments, and planned and managed a move for over 100 employees. Created and organized floor plans and seating arrangements.

Education

Berkeley College
New York, NY

Skills

  • Relationship management
  • Excel proficiency
  • Scheduling and travel logistics
  • Expense tracking
  • Facilitating meetings
  • Administrative assistance
  • Problem resolution
  • Detail orientation
  • Collaborative teamwork
  • Organizational abilities
  • Effective time management
  • Customer service

Timeline

Client Services

Osaic Wealth
03.2024 - Current

Executive Assistant

JP Morgan
04.2007 - 05.2012

Executive Assistant

Bear Stearns (acquired by JP Morgan in 2007)
09.2005 - 04.2007

Berkeley College

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