Jacqueline Rivera

Supported the Chief Information Security Officer (CISO) and Senior Vice President, Private Wealth Infrastructure for 7 years and their direct reports from AVP to SVP level with:

• Time Management: Managed and coordinated extremely busy Outlook calendars by handling meetings, conferences, filtering incoming/external calls, meeting/greeting private clients and vendors, responding to high volume of email requests, communicating with multiple department heads to maintain daily smooth operations
• Travel Planning: Handled domestic and international flights, hotel accommodations, private car service and ground transportation logistics along with tailored itineraries capturing timezone differences to provide efficient and seamless travel accommodations
• Event Planning: Coordinated and scheduled annual Holiday parties sourcing midtown venues for 100-500 employees while successfully negotiating contracts to meet budgetary guidelines. Managed and researched 4-5 wineries for successful Zoom team-building wine tasting event after hours
• Meeting Planning: Scheduled global cybersecurity workshops from AVP to CEO management levels, handled 15 global Town Hall's from 20 to 200 employees with conference room layouts and AV logistics
• Coordinated lunch and learn luncheons, training sessions for product launches, vendor meetings, team building sessions, steering committees, private client office visits
• Human Resources: Served as liaison for management by reviewing resumes, working with job recruiters, sourcing candidates, speaking with candidates and scheduling interviews to assist with hiring practices
• Expense Management: Processed and approved team expense reports, vacation requests, invoices, wire transfers, technology requests, Workday project sheets for over 20 managers
• Online Collaboration: Created One-Note pages for teams to post meeting agendas, shareable team notes, departmental vacation schedules to streamline out of office process
• Team Building: Collaborated with Advisors and team assistants for team meetings in Boston, Chicago, Dallas, Los Angeles, Nashville, Philadelphia, London, India, Australia
• Integrity: Maintained 100% confidential and highly-sensitive information with utmost discretion

• Supported Information Technology department head and Information Security Officer by providing detailed administrative support and serving as gatekeeper for complex calendar management
• Scheduled multi-site departmental meetings, workshops, and town halls from 50-1000 employees
• Processed travel expenses, invoices, wires, forms and reimbursements for team of 20 managers
• Provided extensive domestic and international rail, flights, hotel reservations, ground travel logistics
• Filtered high volume of vendor, client, internal, external phone calls and email inquiries
• Greeted arriving visitors, determined purpose of visit and directed individuals to destinations
• Coordinated all headcount tracking for CTO by providing weekly staffing reports
• Managed confidential job requisitions coordinating hiring positions for IT department
• Handled highly confidential and sensitive documents, performance reviews and reports

• Managed phone, email correspondence and handled incoming-outgoing mail
• Created and maintained detailed administrative processes and procedures to drive efficiency
• Developed and updated organization chart workflow database to track, analyze and report on staffing
• Managed travel expenses and reimbursements for senior management team
• Processed invoices accurately in timely manner according to established guidelines