JACQUELINE COLON
Ozone Park,New York
Summary
Focused Sr. Executive Assistant, Analyst and Project Management Assistant with more than 10 years of experience. Experience in strategic planning, scheduling, and organization. Dedicated to excellent customer service, client satisfaction and team communication.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Executive Assistant to the Head of Network Transformation, Evolution and Growth Initiatives
Citi
12.2021 - Current
- Provide support as an all-around gatekeeper and strategically manage both manager’s time with respect to priorities, goals, and objectives
- Monitor inbox, redirect email correspondences, and respond to as well as provide various approvals on behalf of manager
- Onboard and assist with both the recruitment plus interview process; schedule meetings along with interviews as requested by manager; Ensured new hires have all their essential tools prior to start date
- Schedule appointments, meetings, and arrange travel accommodations
- Prepare, send, and PowerPoint presentations for events/announcements for the team, Member of the Voice of Employee Committee (VOE)– assist in preparing survey results, gather team updates/feedback and schedule/engage in team gatherings
- Track and remind both teams of any past due or upcoming required trainings
- Support and maintain all financials analysis including capital planning and expense forecasting, pre-and post- investment analysis, divestitures, branch relocations, renovations, and closures
- Assist the analyst’s team with compiling business cases for relocating, renovating, and renewing branch locations by evaluating financials, transaction metrics, market dynamics, and regulatory requirements against the long-term branch network strategy
- Assist as well as coordinate with the analyst’s team with tracking and maintaining travel and expenses within Distribution Strategies for senior leaders
- Consolidate weekly branch team disposition request for senior management
- Coordinate and facilitate all domestic travel reservations for both Managers
- Process travel expenses in accordance with company travel policy.
Executive Assistant to the US Head of Compliance Assurance
HSBC Bank N.A.
01.2015 - 12.2021
- Onboarded and assist with recruitment and interview process; schedule meetings and interviews as requested by manager; make sure new hire clears the background process; assist in the on-boarding of new employees, including the processing of all systems access; make sure new hires have essential tools like desks, laptops, phones, badges, software, and basic office supplies by initiating GSR's or other appropriate requests, hardware and software acquisition, photo ID requirements, and coordination of IT support on location for employees to ensure hardware, software is operating as required; assist in the maintenance of team organization charts and completion of Human Resources forms regarding reporting line changes
- Managed and coordinate manager’s email and calendar with extreme detail; coordinate 1:1’s with direct reports and team meetings
- Prepared and revise presentation and reports using Microsoft Software
- Planned and coordinate corporate luncheons and develop presentations for related on-and off-site meetings
- Managed all travel both Domestic and International for the US Head of Compliance Assurance and team (including visa preparation)
- Prepared and submit all expense reports, and track reimbursements
- Ordered supplies for the department; make sure copy and fax machines are working properly
- Responsible in managing, creating users, groups, assign courses and run reports for the Am American Bankers Association Front Line Compliance members
- Lead and coordinate all Volunteer Events, Trainings and Team Meetings
- Updated meeting minutes on the Regulatory Development Reports, update file paths for any items that have an impact assessment, and prior assessment narratives for items that have been carried over from other reports; follow-up with directors and team and advising them of any outstanding working group updates
- Assisted the Business Continuity team: Conduct and manage Business Impact Analysis and risk assessments; identify opportunities for strategic improvement or mitigation of business interruption and other risks caused by business and regulatory, or specific change initiatives; identify potential business interruptions, develop safeguards against these interruptions, and implement recovery procedures in the event of a business interruption; provide support during emergencies, incidents or crises that require the activation of continuity plans; and perform other responsibilities and duties periodically assigned by analyst/supervisor in order to meet operational and/or other requirements.
Legal Assistant to the Global Internal Investigations Team
HSBC Bank N.A.
01.2015 - 06.2017
- Assistant to Head of the Internal Investigation Financial Crime Group; backed up Assistant to Senior Executive Vice President, General Counsel
- Scheduled meetings and conference calls (Government agencies and Global Senior Management); organized interviews regarding legal investigations with Outside Counsel and Internal businesses by arranging travel, lunches and gathering all documents as needed
- Communicated with External Counsel to obtain matter updates for the internal reports, review, revise, and update reports; prepared letters to various Government agencies (FRB, OCC, FBI, FOIA etc.); assisted in the production of documents, including prepare draft cover letter and prepare mailing labels; edited documents by creating redlines and redactions
- Worked with Human Resources on gathering employment records when required
- Created new matters and update matters in online billing system as instructed by the attorneys and paralegals
- Identify and book cost effective travel for all team members, whenever possible, including coordinating location transportation internationally; processed payments for invoices, following up when necessary to ensure payment has been made
- This includes using an electronic billing system for invoicing with law firms and vendors; submitted all expenses in a timely manner
- Train new assistants on daily basic systems such as BuySmart, Concur, FedEx, Restaurant Associates, and Outlook.
Legal Administrative Assistant
Becker, Glynn, Muffly, Chassin & Hosinski LLP
03.2012 - 12.2014
- Provide administrative legal support for two partners and three associates
- Responsibilities include: Prepared and revised complex finance and lease documents, including drafting, editing, tracking revisions and proofreading; diagnosed, cleaned, and reformat documents; created/updated table of contents and table of authorities: edited correspondence, memoranda, legal documents, pleadings (including but not limited to summons, complaints, answers, interrogatories, briefs, and agreements); opened new client matters via engagement report
- Assisted in translation of documents in Spanish
- Maintained and update pleadings index binder; and enter daily, attorney billing time utilizing TABS
- Tracked attorney's expenses, prepare and file expense reports and/or check requests
- Maintained attorney’s travel information; place reservations (air, car & hotel); coordinated meetings and conference calls; inputted and/or updated all of attorney’s contacts information; updated internal office contact list.
Legal Administrative Assistant
Kleinberg, Kaplan, Wolff & Cohen, P.C.
01.2008 - 03.2012
- Provide administrative legal support for four partners
- Responsibilities included: Typed, proofread, transcribed, and edited legal documents from dictation or handwritten
- Inputted time entries; prepared billing statements and correspondence
- Prepared check requests and processed expense reports
- Opened new client matters via engagement report forms as well as requested conflicts check; conducted client interaction via telephone, e-mail or in person; maintained attorneys' calendars and contact information in Outlook
- Received, sorted, and distributed mail; scheduled travel, hotel, car, and meeting arrangements; answered telephones, arranged conference calls, screened and relayed messages
- Assisted as needed in the Word Processing Department and at Reception.
Floater/Legal Administrative Assistant
Hughes Hubbard & Reed LLP
06.2007 - 12.2007
- Prepared and proofread legal documents; tracking revisions and proofreading; scheduled meetings, hotel, and car arrangements
- Entered daily time log sheets; assisted as needed on administrative tasks.
Legal Administrative Assistant
Clausen Miller, P.C.
06.2001 - 06.2007
- Provide administrative legal support for two partners and two bankruptcy partners
- Responsibilities included: Prepared all types of correspondence; proofread and serve legal documents (including but not limited to summons, complaints, answers, interrogatories, briefs, and agreements)
- Maintained court calendar, made travel arrangements, scheduled depositions, client appointments and calendared deadlines; assisted with preparation and filing of motions, pleadings, and other legal/court documentation in Federal and State Court
- Entered daily time-log and processed invoices, scheduled meetings, hotel, and car arrangements
- Maintained attorney calendars and weekly; Assisted as needed at Reception.
Education
Associate degree – Business Administration -
Katharine Gibbs School
New York, NY01.1999
Skills
- Microsoft Office (Word, Excel, PowerPoint, and Teams)
- Lotus Notes
- BuySmart
- Amex/Concur
- SalesForce
- Wdesk, IManage, DeskSite and EDocs Document Management Systems
- IRIS, WorkshareDocs, DeltaView, WestLaw
- Lexis-Nexis
- Nuance PDF
- Type 95 WPM
- Fluent in Spanish
- Zoom, Jabber, Cisco Webex
- Intralinks and FileSite
- Timekeeping and DTE
- Human resources knowledge
Certification
- PMP Certification Program (Project Manager), Queens College, 2018
- Certificate – Business Administration, 1998
Timeline
Senior Executive Assistant to the Head of Network Transformation, Evolution and Growth Initiatives
Citi
12.2021 - Current
Executive Assistant to the US Head of Compliance Assurance
HSBC Bank N.A.
01.2015 - 12.2021
Legal Assistant to the Global Internal Investigations Team
HSBC Bank N.A.
01.2015 - 06.2017
Legal Administrative Assistant
Becker, Glynn, Muffly, Chassin & Hosinski LLP
03.2012 - 12.2014
Legal Administrative Assistant
Kleinberg, Kaplan, Wolff & Cohen, P.C.
01.2008 - 03.2012
Floater/Legal Administrative Assistant
Hughes Hubbard & Reed LLP
06.2007 - 12.2007
Legal Administrative Assistant
Clausen Miller, P.C.
06.2001 - 06.2007
Associate degree – Business Administration -
Katharine Gibbs School