Highly skilled Executive Assistant with 20 years of experience in managing high-profile projects, developing efficient filing systems, and maintaining key relationships. Exceptional skills in administrative support, event planning and project management, with a strong commitment to optimizing efficiency, productivity, and service quality across multiple environments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Administrative Assistant / Office Coordinator
Skyline Environmental
Matawan, NJ
08.2024 - 03.2025
Experiences in processing legal documents and managing staff schedules
Process managed legal documentation with accuracy and confidentiality
Utilize Microsoft Office Suite, etc..
Handle confidential information provide to State of New Jersey
Maintain organized files, records correspondence, report and presentations
Drafted, proofread, edit correspondence, and reports
Administrative Assistant / Office Coordinator
Advance Card Systems
Farmingdale, NJ
03.2023 - 08.2024
Daily updating QuickBooks and Excel, Word, Outlook
Reconciling customers’ accounts
Calling customer for outstanding invoices
Collected over $500,000.00 outstanding invoices
Create invoices and Purchase Orders
Interaction with Customers and Vendors
Keep track of incoming and outgoing inventory, schedule material dispatch for shipping
Create spreadsheet for tracking outstanding items
Scheduling technicians to go out onsite calls
Administrative Assistant / Receptionist
UMH
Freehold, NJ
01.2023 - 03.2023
Interaction with residence homeowner or renters’ complaints
Handled all incoming calls, transferred to the appropriate property rep
Supported all property rep with any administrative assistant needs
Proposal Administrative Assistant
EPS
Tinton Falls, NJ
06.2022 - 01.2023
Data base entries with different proposals on daily basis on SharePoint
Research new business leads
Complied documentation for bidding with government agencies
Covid Vaccine Facilitator
CentraState
Freehold, NJ
02.2021 - 06.2021
Contract member working with Hospital team
Register/screen patients coming in for COVID vaccines for over 500 people a day this includes: creating charts, processing personal and confidential information, verifying required government consent forms, and learning / interfacing with Hospital Systems
Assist in the call center interacting with clients and scheduling vaccine appoints, and record keeping
Executive Administrative Assistant
Credit Suisse
New York, NY
01.2020 - 05.2020
Direct support to a team of 70 high level trading sales & syndicate professionals on the Syndicate Trading desk
Conference Coordination on MMS (Meeting Management System) to reserve conference rooms and catering
Handled client billing for expense related to IB functions on Spider, including transferring expenses between client, project and reporting of expenses and their recovery rates, sensitive to restricted access of Syndicate confidentiality
Handled extremely heavy travel arrangements and filed timely business expense processing via Concur
Crafted CERF's requirements and interfaced with COO approvals for client events over $5,000.00
Provided back up support for other teams and during COVID-19, supported 22 high level professional traders at the Disaster Recovery site located in Clifton, NJ Data Center
Senior Administrative Assistant
Bank of Montreal
New York, NY
10.2018 - 07.2019
Direct support to 3 professional banker’s MD’s, VP’s: Metals Industrial, M&A, Healthcare, & Reception on Derivative Trading Floor
Developed knowledge of BMO policies and procedures and leveraged relationships across-LOBs with Executive and Administrative staff, Senior Managers, and professionals to provide effective backup support for all administrators
Arranged heavy international and domestic travel and logistics, monitored multiple phone lines, processed 6 mos
Backlog of expense reports and receipt collection, and compiled Salesforce reports
Daily use of MS 365: (Word, Excel, PowerPoint, Outlook), Salesforce, Deal Coding, Heavy Concur user (Expenses, Travel)
Managed meeting coordination and schedules for dozens, simultaneously
Interfaced with client executive management (CEO, CFO) on behalf of BMO professionals of business leaders in coordination
Personal Administrative Assistant
LEONARD I. PALEVSKY & CO., CPA, P.C
Englishtown, NJ
02.2018 - 10.2018
Handled weekly accounts receivable preparation and personal finances; reconciled client checks received and monthly
Created spreadsheets to keep track of all client information received and sent
Maintained office supplies and maintained highly confidential information in preparing of documents for client meetings
Daily use of MS 365 (Word, Excel, Outlook, Quick Books)
Administrative Assistant Investment Management
MORGAN STANLEY
New York, NY
07.2017 - 12.2017
Planned and implemented events, including dinners, programs, lectures, receptions, and tributes
Coordinated meetings, seminars, and international video conferences, prepared international Visa application
Organized and prepared meeting materials and daily and weekly reports
Executive Administrative Assistant
DHR INTERNATIONAL
New York, NY
03.2017 - 06.2017
Drafted and typed business correspondence and offer letters
Maintained intricate documentation including filing system, attendance records and corresponding records
Screened a high volume of phone calls and answered phones with the upmost professionalism
Responsible for heavy calendar management
Executive Assistant
JP MORGAN, formerly BEAR, STEARNS & CO. INC.
New York, NY
01.2003 - 08.2016
Direct administrative support to Group Head Liaison/MD, Corporate Finance /Regulatory Capital Management/Corporate Capital Stress Testing Departments
Worked closely with CEO’s office concerning reporting and communication
Coordinated client conferences, and videoconference calls for events for key clients and responded to all inquiries
Interacted with global executive managers, support staff and clients across the financial services industry
Organized and maintained confidentiality of staff reviews and client call reports in Salesforce
Liaised with HR to onboard new hires, coordinated their new workspace, software, business cards, and equipment ordering
Managed highly active domestic/international calendar, travel, and meeting schedules
Arranged complex global travel itineraries including passport renewals and securing travel visas
Obtained and distributed materials for meetings
Processed and reconciled principals’ expenses to ensure timely and accurate expense filing