Jenna A. Lewis
Senior Executive/ Personal Assistant/ Estate Manager
New York,NY
Summary
Industrious and forward-thinking Senior Executive Assistant, Personal Assistant, and Estate Manager with many years of experience in strategic planning, operational, and administrative requirements. Results-driven and hardworking with skill and resilience to achieve daily operational goals. Focused on maximizing executives' productivity by providing exceptional service.
Overview
18
18
years of professional experience
Work History
Executive/Personal Assistant to the Chief Strategy Officer
TCW- Corporate Management
New York, NY
10.2023 - Current
- Provide sophisticated calendar management for executive with extensive travel, meetings and engagements
- Serve as the primary point of contact for internal and external matters
- Work closely with the CEO's office to ensure effective coverage
- Assist with real estate planning for future office space
- Serve as right hand to executive while being strong team player
- Make charitable contributions for executive
- Maintain strong business sense and ability to decipher properties
- Make executive decisions on behalf of executive
- Extensive inbox management and ability to response
- Work alongside personal bankers to ensure proper account management and security
- Manage executives contacts
- Manage sensitive matters with high discretion and confidentiality
- Ability to function in a high-paced environment
- Represent the firm in a positive light
- Manage all personal needs for executive and family
Chief Administrative Officer
Freelance at a Private Family Office
Croton-on-Hudson, NY
01.2023 - 10.2023
- Managed high level family office calendar effectively and efficiently
- Coordinated extremely heavy travel/meeting schedules for international and domestic trips
- Managed renewal of passports, IDs, global entry, etc.
- Worked with interior designers on primary residence
- Bill pay and record keeping for multiple homes
- Worked alongside large scale party planners for events
- Booking and record keeping of all self care and medical appointments
- Joined calls, zooms and in person meetings with executive as needed
- Secured credit card information, assigns to proper party and maintain spreadsheet and receipts
- Assisted with home renovation coordination
Senior Executive Assistant to the CEO & Manager of C Suite Executive Assistants
DailyPay - Executive Office
New York, NY
07.2019 - 09.2022
- Performed administrative support for the CEO to streamline business operations
- Managed CEO, Board, and Executive calendar, scheduling, meeting, travel, and special events
- Hired, trained and managed the Executive Assistants at the firm
- Coordinated travel arrangements, bookings, and itineraries
- Created, edited, and prepared letters and documents
- Managed budgeting and processed expense reports
- Ensured all staff requests for the CEO are addressed properly
- Managed all aspects of general office coordination, maintained and monitored office calendar to coordinate workflow and meetings, and interacted with clients, vendors, and stakeholders
- Assisted the senior executive in coordinating projects and ensuring scope, planning, and budgeting aligned with the business strategy
- Prepared and edited correspondence, communications, presentations, and other documents, maintained databases, filed and retrieved documents and reference materials
- Liaised with Office Manager in planning an event including venue selection, event logistics, and vendor coordination
Executive Assistant/Personal Assistant
BlackRock - ICB Middle Market & Consultant Relations
New York, NY
07.2017 - 07.2019
- Provided administrative support for 2 high-level Managing Directors and their teams
- Responsible for high-volume calendar management
- Coordinated extremely heavy travel schedules for international and domestic trips
- Processed expenses, invoices, and reimbursement promptly
- Proactively handled client needs and resolved any issues and escalation
- Event planner for off-sites, roadshows, town halls, conferences, personal events etc.
- Reserved conference/client rooms, pre-register all guests with lobby security
- Managed general office needs such as ordering supplies, mail distribution, and hoteling space for visiting staff from other locations
- Worked alongside hospitality, conference centers, facilities and all corporate services
Senior Executive Assistant to the CFO Asset Management Finance
JPMorgan Chase
New York, NY
12.2016 - 07.2017
- Provided administrative support for 2 high level Managing Directors and their teams in Finance and Operations
- Responsible for high volume calendar management, coordinating with other assistants for meetings, training seminars, conferences, and TelePresence meetings
- Event planner for off sites, roadshows, town halls, conferences, personal event etc.
- Coordinated heavy travel schedules for international and domestic trips
- Processed expenses and invoices in a timely manner
- Managed general office needs such as ordering supplies, mail distribution, and hoteling space for visiting staff from other locations
Executive Assistant, Private Bank Trading Desk
JPMorgan Chase
New York, NY
01.2012 - 12.2016
- Provided administrative support for 8 Managing Directors, 8 Executive Directors, 8 Associate and 6 Analysts
- Responsible for very high-volume calendar management
- Event planner for off sites, roadshows, town halls, conferences, personal event etc.
- Coordinated travel, hotel, and ground transportation in Travel Express
- Processed timely and accurate travel expense reports in Concur
- Responsible for the creation and maintenance of group emails and mailboxes using My Tech Hub
- Managed general office needs such as ordering supplies, mail distribution, and IT requests
- Prepared presentation materials for client and staff meetings
Senior Administrative Assistant, JPMorgan Chase-Asset Management
JPMorgan Chase
New York, NY
04.2010 - 01.2012
- Provided administrative support for 2 Managing Directors, 2 Executive Directors, 1 Associate and 2 Analysts
- Event planner for off-sites, roadshows, town halls, conferences, personal event etc.
- Responsible for high volume calendar management, coordinating with other assistants for conferences, telepresence
- Coordinated travel, hotel, and ground transportation in Travel Express
- Processed timely and accurate travel expense reports in TEEMS
- Reserved conference rooms using Virtual EMS and Central Reservations as required and pre-registration of guests with lobby security
- Managed general office needs such as ordering supplies, mail distribution, and IT requests
- Trained multiple administrative assistants, both new hires and seasoned
- Prepared presentation materials for client and staff meetings
Education
Certified Executive Assistant - ACEA
BMTG (UK) Ltd
05.2022
Bachelor of Arts - Psychology
Morgan State University
Baltimore, MD01.2007
Skills
- Microsoft Office Suite and G Suite
- Slack and Teams
- Salesforce and Concur
- Calendar management
- Expense reporting
- Travel coordination
- Event planning
- Office administration
- Confidentiality management
- Project coordination
- Communication skills
- Stakeholder engagement
- Time management
- Attention to detail
- Decision making
- Problem solving
- Document preparation
- Meeting planning
- File management
- Tech-savviness
- Executive support
- Mail sorting and call screening
- Professional phone etiquette
- Database maintenance and efficient note-taking
- Detail-oriented mindset and self-starter
- Personal services and client relations
- Profit enhancement and critical thinking
- Business correspondence and multi-line phone operation
- Project planning and organizational skills
- Spreadsheet management and multi-tasking abilities
- Problem resolution and vendor management
References
Strong References Available Upon Request
References
References available upon request.
Timeline
Executive/Personal Assistant to the Chief Strategy Officer
TCW- Corporate Management
10.2023 - Current
Chief Administrative Officer
Freelance at a Private Family Office
01.2023 - 10.2023
Senior Executive Assistant to the CEO & Manager of C Suite Executive Assistants
DailyPay - Executive Office
07.2019 - 09.2022
Executive Assistant/Personal Assistant
BlackRock - ICB Middle Market & Consultant Relations
07.2017 - 07.2019
Senior Executive Assistant to the CFO Asset Management Finance
JPMorgan Chase
12.2016 - 07.2017
Executive Assistant, Private Bank Trading Desk
JPMorgan Chase
01.2012 - 12.2016
Senior Administrative Assistant, JPMorgan Chase-Asset Management
JPMorgan Chase
04.2010 - 01.2012
Certified Executive Assistant - ACEA
BMTG (UK) Ltd
Bachelor of Arts - Psychology
Morgan State University
Similar Profiles
Arjun DharshanArjun Dharshan
Product Specialist & Digital Strategy at Bahana TCW Investment ManagementProduct Specialist & Digital Strategy at Bahana TCW Investment Management
GRACE LEE BOYDGRACE LEE BOYD
Administrative Assistant at TCW Wastewater Management/Wind River EnvironmentalAdministrative Assistant at TCW Wastewater Management/Wind River Environmental
Beau CaddleBeau Caddle
Accounts Administrator at MGA Whittles Body Corporate ManagementAccounts Administrator at MGA Whittles Body Corporate Management
Joyce JohnsonJoyce Johnson
Office Aide at The Alex House ProjectOffice Aide at The Alex House Project
DENIS L. BRONKARDENIS L. BRONKAR
Assistant Store Manager at VilebrequinAssistant Store Manager at Vilebrequin