Summary
Overview
Work History
Education
Skills
Highlightsandaccomplishments
Work Availability
Work Preference
Software
Timeline
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GALE S. MCCAULEY

GALE S. MCCAULEY

Newark,NJ

Summary

Experienced executive assistant with a proven track record in supporting senior-level management in high-paced environments. Expertise in enhancing office workflows,

managing complex schedules, and handling confidential information with discretion.

Demonstrated success in improving document management systems and coordinating

cost-effective travel arrangements. Adept at reducing administrative burdens for

executives, ensuring smooth daily operations.

Overview

19
19
years of professional experience

Work History

Executive Assistant

JEFFERIES LLC
New York, NY
01.2019 - Current
  • Oversaw comprehensive calendar management, scheduling, and correspondence for senior-level bankers, enhancing office efficiency and communication.
  • Managed confidential documents and spearheaded diverse projects, ensuring data integrity and support across the department.
  • Successfully coordinated cost-effective domestic and international travel and made travel arrangements to provide executives with seamless and travel policy-approved business trips.
  • Drove expense management activities; submitted expense reports, and maintained personal expenses.
  • Executed departmental administrative functions, including record management, communication, and telephone reception.
  • Scheduled client meetings annually for assigned senior banker during the Alice conference in San Francisco.
  • Registered senior bankers for three of the largest annual conferences in the real estate group.
  • Improved efficiency by using the Concur Expense system and American Express for domestic and international travel.
  • Boosted efficiency and consistency by creating deal codes for new clients in the CRM system.
  • Created a data strategy by tracking and creating client interaction reports for senior bankers.
  • Organized and managed a complex calendar of appointments, meetings, and travel arrangements for the executive team.
  • Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
  • Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
  • Compiled meeting agendas and supporting materials ahead of meetings.

Executive Assistant

UBS INVESTMENT BANK
New York, NY
01.2006 - 01.2019
  • Oversaw comprehensive calendar management, scheduling, and correspondence for senior-level bankers, enhancing office efficiency and communication.
  • Managed confidential documents and spearheaded diverse projects, ensuring data integrity and support across the departments.
  • Successfully coordinated cost-effective domestic and international travel and made travel arrangements to provide executives with seamless and travel policy-approved business trips.
  • Drove expense management activities; submitted expense reports, and maintained personal expenses.
  • Executed departmental administrative functions, including record management, communication, and telephone reception.

Education

Several credits earned - Business Management Studies, minor in Multimedia & Design

Borough of Manhattan Community College
New York, NY

Skills

  • Administrative Excellence
  • Information confidentiality
  • Scheduling Proficiency
  • Strategic Planning
  • Technical Support
  • Expense Reporting
  • Travel Arrangements
  • Articulate and well-spoken
  • Proper phone etiquette
  • Resourceful
  • Meticulous attention to detail
  • Strong Problem Solver

Highlightsandaccomplishments

  • Recognized by management for being a solid performer displaying exceptional work ethic, loyalty and professionalism.
  • Acknowledged for reducing costs by investigating alternative and cheaper flight and hotel options.
  • Admired for streamlining operations to increase accuracy, efficiency and functional success.
  • Commended by management for dedication, problem solving, reliability and ability to exceed customer needs.
  • Appreciated by staff for attentiveness, exemplary service, availability and integrity.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Software

Microsoft office 365

Concur

Timeline

Executive Assistant

JEFFERIES LLC
01.2019 - Current

Executive Assistant

UBS INVESTMENT BANK
01.2006 - 01.2019

Several credits earned - Business Management Studies, minor in Multimedia & Design

Borough of Manhattan Community College
GALE S. MCCAULEY