Harriet Markham
New York,NY
Summary
Dynamic administrative professional with extensive experience at Abbott Capital Management, excelling in financial operations and document management. Proficient in E-front software and SharePoint, I ensure accuracy and compliance while fostering efficient communication. Recognized for my organizational skills and ability to streamline processes, I consistently enhance team productivity and support critical financial functions.
Overview
23
23
years of professional experience
Work History
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator/Office Manager
Abbott Capital Management
New York, NY
06.2017 - Current
- Provide comprehensive administrative support to two Managing Directors, Fund Accounting, and Investment teams, ensuring seamless daily operations.
- Occasionally schedule meetings.
- Process monthly travel expense reports for the Managing Director, Director, and Attorney via the online system (Trips Ware and Concur), ensuring accuracy and timeliness.
- Take primary responsibility for maintaining the electronic filing system, including organizing and tracking documents, creating new folders, and filing materials in SharePoint.
- Distribute quarterly financial statements for all funds, retrieve capital calls, and assist with scanning and organizing cash distribution documents.
- Coordinate the timely dissemination of annual K-1s and other tax-related documents to client representatives, including electronically filing information on the M Drive.
- Oversee and distribute all incoming correspondence to the Finance email inbox, ensuring prompt and efficient communication.
- Process financial statement packages and forward them to analysts for the preparation of capital account statements and NAVs in the E-front system; set up email configurations and obtain necessary building security access for employees.
- Review and process all expense reports to ensure accuracy and compliance with company policies.
- Compile and distribute materials and information required for financial statement preparation, supporting analysts in processing NAVs in the E-front system.
- Order office supplies and maintained office inventory.
Administrative Assistant/Conflict checks/Records Clerk
Chadbourne & Parke LLP/ Norton Rose Fulbright
New York, NY
02.2007 - 06.2017
- Provided advanced administrative support to the records department, ensuring efficient operations and smooth workflow.
- Created, maintained, and updated both electronic and paper records, ensuring accuracy and organization.
- Performed conflict checks using legal Key Intapp.
- Policies. Oversee maintenance of the conflicts management database.
- Inputting and updating information in the Records database.
- Providing database information to lawyers and staff.
- Creating files and generating file labels when requested.
- Responsible for the accurate filing, organizing, and retrieved legal documents and files, ensuring they are accessible to attorneys, paralegals, and other staff when needed.
- Maintain digital and hardcopy filing systems; evaluate documents for proper categorization.
- Sort, classify, and file, records, files, and legal documents using the established file naming convention and folder organization.
- Save and rename all incoming documents.
- Handle sensitive and confidential information securely and in compliance with firm policies and applicable regulations.
Legal Assistant/Medical Malpractice
Wilson Elser, Moskowitz, LLP
New York, NY
12.2005 - 01.2007
- Prepared trial binders for attorneys, ensuring all necessary documents were organized for court proceedings, and coordinated EBT appointments on behalf of attorneys and associates.
- Confirmed EBT Calendar for all associates and Partners.
- Call the courts to verify court appearances for attorneys and associates.
- Analyzed records for missing documents, ensuring trial binders were complete for expert review, and meticulously organized exhibits for ease of access during trials.
- Processed and transferred inactive files to and from storage as requested, maintaining proper organization and compliance with records management policies.
- Performed various administrative functions, including typing correspondence and memos, and managed clerical duties to ensure the accuracy and organization of medical records files.
Legal Records Analyst
Chadbourne & Parke LLP/Norton Rose Fulbright
New York, NY
06.2002 - 11.2005
- Retrieve documents for Legal Key Desktop for attorneys in all practice areas.
- Created Pleadings, Briefs, Correspondence and Probate documents for attorneys.
- Closed documents and prepared them for storage for the closed file warehouse after trials.
- Research documents and create them in Legal Key.
- Filed and Scanned documents in the department and taken attendance for employees.
Education
Bachelor of Arts - Business Administration
Berkeley College
New YorkSkills
- MS Office
- Word
- Excel
- PowerPoint
- Outlook
- CRM Information System
- Investments portals
- LastPass
- Adobe
- E-front software
- Legal Key
- File-Surf
- SharePoint
Timeline
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator/Office Manager
Abbott Capital Management
06.2017 - Current
Administrative Assistant/Conflict checks/Records Clerk
Chadbourne & Parke LLP/ Norton Rose Fulbright
02.2007 - 06.2017
Legal Assistant/Medical Malpractice
Wilson Elser, Moskowitz, LLP
12.2005 - 01.2007
Legal Records Analyst
Chadbourne & Parke LLP/Norton Rose Fulbright
06.2002 - 11.2005
Bachelor of Arts - Business Administration
Berkeley College