Provide direct support CMO, SVP Head of Channel Marketing, SVP Head of Product, and4 Managing Directors
Enable executive leadership team, and overall team of 37 to operate efficiently to achieve their strategic goals
Liaise with multiple departments to ensure the senior leaders and their teams operate at peak efficiency
Interact with Human resources and workplace functions department related to new hires and existing employees
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Maintain relevant procedures and guideline documents in the internal department website
Processed travel expenses and reimbursements for executive team and senior management group.
Organize team town halls and team events
Develop and maintain reliable working relationships with executive assistants and contacts, both internal and external
Maintain the condition of the office and arrange for necessary repairs with facilities
Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Sr. Administrative Assistant
RBC Wealth Management
01.2019 - 01.2022
Provide direct support to the Complex Director and Assistant Complex Manager
Strong skills in calendar management, travel arrangements and event planning
Facilitate journal transactions, process wire and ACH transfers
Organize and lead client meetings via WebEx and video teleconference demos
Assist Business Risk and Compliance departments with correspondence materials for clients
Prepare and distribute letters, memos, and reports, maintain office supplies, mailing lists and prepare and manage mailings
Assist with preparation and production of high-quality reports and presentations
Meticulous attention to detail, timely execution of all responsibilities, strong judgement and decision making
Improved team productivity by effectively coordinating schedules, meetings, and travel arrangements for senior executives.
Corporate Event Staff
York Street Events
09.2018 - 01.2019
Assisted in the logistical management of the corporate event within the financial industry
Worked with on-site staff to coordinate to execute a successful event
Greeted attendees and monitored scheduled activities and ensure that clients were satisfied
Distributed required materials to attendees and monitored check-in process
Collaborated with cross-functional teams to ensure seamless event execution and positive outcomes.
Coordinated with vendors to deliver exceptional catering and audiovisual services during events.
Sr. Administrative Assistant - U.S. Intermediaries
T. Rowe. Price
06.2017 - 09.2018
Provided administrative and direct support to the Head of USI-Financial Institutions Group, Head of RIA/Regional Banks and General Manager for US Intermediaries
Organized multiple calendars, arranged meetings and special events, and provided phone coverage for VPs and managers
Assisted with preparing correspondence, updating forecast reports, contact lists, and organization charts
Coordinated with the Events Team in the planning and overseeing of the USI-FIG Offsite at the Four Seasons in DC
Worked closely with Compliance in ordering FINRA study materials for managers
Prepared KPI data for Power Point presentations and monthly FIG reporting packets using Tableau
Orchestrated business travel arrangements for7 managers (domestic and international travel)
Collaborated with administrative supervisor with office operations; on-boarded new employees
Assisted management and staff on special projects
Long Term Substitute Teacher
Baltimore County Public Schools
10.2016 - 06.2017
Planned and implemented lesson planning through BCPS to meet all Maryland Teaching Standards
Ensured the learning environment is safe, engaging, and organized
Worked with grade level team teachers to ensure activities, grading assignments and lesson planning are effectively being implemented and graded
Teacher
Garfield Board of Education
07.2013 - 08.2016
Provided a range of instructional, management, and assessment strategies to meet the different needs of students
Created thoughtful and engaging unit and lesson plans daily
Planned and organized school events, meetings and professional development with Principals and Supervisors
Observed students and documented their progress, while reviewing their educational growth
Promoted reasoning and problem-solving through active exploration and increasing interaction levels
Accurately completed all classroom paperwork, including daily reports, accident reports and attendance records
Pre-K Instructional Assistant
Garfield Board of Education
03.2009 - 06.2013
Assisted the teacher with implementing classroom activities
Maintained classroom displays and prepared instructional materials
Worked with students to develop Fine/Gross motor skills and conducted classroom activities
Administrative Assistant - Wealth Management
UBS Financial Services
02.2009 - 07.2010
Assisted Wealth Management team with all planning seminars to grow their business
Created and distributed new marketing materials for prospective clients
Responsible for maintaining and processing expense reports
Processed wire transfers and new account transactions
Screened phone calls and documented accurate messages
Communicated with clients daily and ensured their satisfaction
Education
Bachelor of Arts - Sociology/Elementary Education
William Paterson University
Wayne, NJ
01.2006
Skills
Advanced ability to organize
Strong computer skills (proficient knowledge of MS Outlook, Word, Excel and PowerPoint)
Knowledgeable of Concur, Salesforce, Discovery Data
High attention to detail and exceptional verbal and written communication skills
Ability to maintain order, focus and calm in turbulent times
Able to prioritize changing focuses
10 years of administrative experience and event planning
Timeline
Executive Assistant, Global Marketing
Cohen and Steers
01.2022 - Current
Sr. Administrative Assistant
RBC Wealth Management
01.2019 - 01.2022
Corporate Event Staff
York Street Events
09.2018 - 01.2019
Sr. Administrative Assistant - U.S. Intermediaries
T. Rowe. Price
06.2017 - 09.2018
Long Term Substitute Teacher
Baltimore County Public Schools
10.2016 - 06.2017
Teacher
Garfield Board of Education
07.2013 - 08.2016
Pre-K Instructional Assistant
Garfield Board of Education
03.2009 - 06.2013
Administrative Assistant - Wealth Management
UBS Financial Services
02.2009 - 07.2010
Bachelor of Arts - Sociology/Elementary Education
William Paterson University
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Senior Consultant, (IT Audit & Security Services) at Cohen and SteersSenior Consultant, (IT Audit & Security Services) at Cohen and Steers