Summary
Overview
Work History
Education
Skills
CORE COMPETENCIES
Languages
Timeline
Generic

Josephine Sorisi

Roseland,NJ

Summary

Dynamic executive administrative assistant with extensive experience supporting senior leadership in Fortune 500 companies. Recognized for a proactive approach and sound judgment in facilitating the needs of diverse executives and teams, fostering a collaborative and efficient work environment. Multilingual proficiency in English, Italian, and Spanish enhances communication across global teams, ensuring seamless operations and strong relationships. Committed to driving organizational success through exceptional administrative support and strategic initiatives.

Overview

30
30
years of professional experience

Work History

Practice Manager of Operations

AEG Medical Solutions
02.2025 - Current
  • Manage a team of six medical assistants, overseeing daily operations and scheduling.
  • Serve as Payroll Administrator and Time & Attendance Manager.
  • Develop and implement HR policies, including PTO and procedural guidelines.
  • Act as the direct support to the CEO/Owner in both strategic and administrative functions.
  • Coordinate recruitment, onboarding, and staff training.
  • Ensure compliance with healthcare regulations and support clinical efficiency.
  • Liaise with vendors and third-party partners on operational needs.
  • Lead office initiatives, performance evaluations, and process improvement
  • Supervised team of 12 office personnel.

Payroll Administrator/Training Consultant

Amtrust Financial Insurance Company
12.2023 - Current
  • Responsible & fully accountable for the payroll & audit function of multiple clients
  • Serve as the client’s primary point of contact for any questions regarding their account. Build relationships with clients to establish trust and retention.
  • Responsible for scheduling and running the assigned client payrolls by following standard operating procedures
  • Process payrolls accurately and in accordance with AMTRUST guidelines
  • Accurately enter and maintain client-related and client employee-related information in the payroll system, including, but not limited to: personal changes, wage adjustments, garnishments, child support and clients, tax withholding, leave of absence/termination forms, and all other required forms necessary for payroll processing.
  • Maintain complete and accurate client profile notes and processing instructions for each client
  • Perform quarterly and year-end audits of client payroll data and tax forms
  • Identify client resolution with the help of internal staff if any client issue arises
  • Provide feedback and suggestions or products, issues, processes and procedures to enhance efficiency and continuous improvement
  • Responsible for training new hire account representatives on CyberPay
  • Train clients on phoenix payroll system and how to process payroll and run reports
  • Key Projects/Achievements:

Senior Executive Assistant to COO

Gen II Fund Services, LLC
07.2022 - 11.2023
  • Acted as the point of contact among executives, employees, clients, and other external partners
  • Managed executives’ heavy active calendar of appointments as well as personal arrangements
  • Made travel arrangements and created detailed travel itineraries for both domestic and international travel
  • Followed up throughout travel to ensure coordination and support at all points
  • Tracked daily expenses and prepared weekly, monthly, and quarterly reports
  • Formatted information for internal and external communication – memos, emails, presentations, reports
  • Acted as a meeting recorder in shareholders’ board of director meetings
  • Screened and directed phone calls and distributed correspondence
  • Prioritized conflicting needs, handled matters expeditiously and followed through on projects to successful completion, often with deadline pressures
  • Collaborated with other executives’ assistants as well as office staff
  • Coordinated and planned various office events
  • Acted as a New York State certified notary signing agent for various legal documents
  • Provided additional administrative support when required
  • Key Projects/Achievements:

Senior Executive Assistant to COO and CMO

United Health Group | Optum
04.2021 - 06.2022
  • Responsible for providing in-depth administrative support to COO of Optum Northern New Jersey & CMO of Optum Northern New Jersey.
  • Proactive management of ever-changing schedules and required meetings, volume of meetings to support Chief Operational Officer and Chief Medical Officer.
  • Planning and coordinating conferences (internal UHG and external conferences including attendance), teleconferences, and video conferences.
  • Travel planning: Prepare COO and CMO travel and provide dedicated logistical support during COO and CMO travel.
  • Prioritize and be proactive in determining needs and creative in developing solutions to support the efficiency and effectiveness of the leaders.
  • Communicate with internal/external contacts including high level executives.
  • Screen and prioritize incoming communications and workflow, determine routing for action, and ensure follow-up.
  • Expense reporting
  • Welcome guests and customers by greeting them in person or on the telephone, answering or directing inquires
  • Ensure COO and CMO are prepared for major engagement including planning logistics, compiling briefings and builds strong, harmonious working relationship with colleagues and external contacts as required.
  • Anticipate and pro-actively plan for future COO and CMO engagements and needs
  • Integrate complicated COO and CMO work and travel schedule with personal scheduling.
  • Provides additional administrative support to the Chief of Staff whenever required.
  • Provides shared support to the CEO of United Health Group when required.
  • Support external meetings and events as required
  • Provide personal assistance to CEO of United Health Group when required.
  • Key Projects/Achievements:

Executive Assistant to CEO/HR Specialist

Ninth Wave Inc.
07.2019 - 01.2021
  • Screen telephone calls and actively handle follow-ups appropriately.
  • Coordinate domestic travel arrangements and prepare itineraries
  • Assisted COO and let the rollout of BambooHR
  • Responsible for all aspects of phone and in person interview scheduling, offer creation, and background check process
  • Maintained data integrity in systems of record through frequent communication with Recruiters and HRIS
  • Utilized diverse channels of digital and social media sites for recruitment
  • Initiated background checks; escalate discrepancies to Recruiting Managers for resolution
  • Domestic travel arrangements; arranging itineraries and completing expense reports
  • Manage complex calendars, schedule meetings and FINOVATE conferences
  • Draft correspondence prior to press release
  • Oversee events and meetings; handle logistics, take meeting notes
  • Office manager responsible for organizing team lunches, business lunches, and team building events
  • Responsible for the maintenance of the kitchen pantry, office supplies and hardware
  • Independently compose reports and correspondence as requested
  • Liaison between C level executives and teams
  • Key Projects/Achievements:

Executive Assistant to President

Prudential Financial Newark, NJ
06.2018 - 06.2019
  • Supported the President of Pruco Securities as well as two additional Vice Presidents within Prudential Advisors.
  • In addition to acting as executive assistant, I took on the role of system administrator and handled all the ISAMS/Security requests for all prudential advisors within various territories.
  • Demonstrated ability to manage sensitive and confidential information with discretion and the highest level.
  • Handled extensive domestic travel arrangements including air, hotel and ground; prepare detailed agendas/itinerary for all business travel.
  • Point-person to office personnel with office questions, concerns, and issues that may arise daily.
  • Prepare Organizational Charts.

Senior Learning Consultant

ADP Parsippany, NJ
10.1995 - 06.2018
  • Coordinated implementation of education and development programs for customers and company associates.
  • Provided subject matter expertise for educating end-user in company products including Enterprise eTIME (Kronos) and PeopleSoft human resource information system.
  • Built instructional design processes.
  • Provided guidance on professional development initiatives and performance auditing.
  • Conducted education programs demonstrations and workshops to display innovations that improved workflow processes.
  • Served as facilitator for training on new systems in small and large customer sessions.
  • Applied methodologies, clarified learning strategies, and matched modalities with abilities of adult learners.
  • Contributed expertise within National Accounts Division roster of Top Fortune 100 corporate customers including JP Morgan, Chase, Citibank, and Sodexo.
  • Developed training programs and instructed clients on how to build company and department systems, configure security, create networks, manage databases, and handle CSV files.
  • Responsible for teaching technical classes on system-to-system data transfer, implementation classes, and Skill Soft e-Learning courseware.
  • Taught comprehensive 2-week technical class on Autopay payroll engine; provide instruction on Metrics that Matter learning analytics system.
  • Contributed to World Class Service by delivering Center of Excellence to our ADP associates soft skill program.
  • Delivered all core ADP Vantage HCM classes to our Associates as well as customers.
  • Designed lesson content and methodologies for virtual avid training in WebEx web conferencing.
  • Collaborated with instructional design team on training guides to optimize efficiency and effectiveness of instruction, and control training costs.
  • Authorized to mentor and certified new learning consultants in virtual and instructor-led training.
  • Established reputation for outstanding performance.
  • Managed company representation at Meeting of the Minds (MOM) events with major clients/customers at industry tradeshows; ran ADP booth and conduct training on company products.
  • Key Projects / Achievements:

Education

High School Diploma -

American Business School
Fairfield, NJ
06.1981

Skills

  • Microsoft Word, Excel, Outlook, OneNote, PowerPoint, Teams, Google G suite, Gmail, Meet, Chat, Google Docs, WebEx, LiveMeeting, Zoom, DocuSign
  • Kronos, Advanced Scheduler, Assisted with Configuration of Advanced Scheduler, Payforce (HR / Payroll), ADP Enterprise EV4 & EV5 (PeopleSoft HR / Benefits & Payroll) HCM Vantage
  • Office management
  • Organizational skills
  • Office administration

Customer relations

  • Clear oral/written communication
  • Scheduling and calendar management
  • Administrative support
  • Payroll processing

Relationship building

  • Mail handling
  • Scheduling
  • Scheduling coordination
  • Staff management
  • Employee supervision
  • Operations management
  • Human resources
  • Staff hiring
  • Supply management
  • Administrative oversight
  • Employee training
  • Training and coaching
  • Policy implementation

Expense reporting

  • Team supervision
  • Staff training
  • Meeting planning
  • Facility management
  • Travel coordination
  • Project management
  • Senior leadership support
  • Banking operations
  • Time management
  • Attention to detail
  • Multitasking and organization
  • Reliability
  • Team collaboration
  • Active listening
  • Effective communication
  • Phone and email etiquette
  • Customer service management
  • Verbal and written communication
  • Adaptability and flexibility

CORE COMPETENCIES

Vendor and Customer Engagement – Broad Overall HCM Industry Knowledge - Instructional & Learning Design - Quality Assurance & Testing - System Building & Implementation - Curriculum Development / Analysis - User Training & Support - Product & Program Education - Executive and CEO Support - Office Management - Communication and Coordination of Travel

Languages

English
Native or Bilingual
Spanish
Professional Working
Italian
Native or Bilingual

Timeline

Practice Manager of Operations

AEG Medical Solutions
02.2025 - Current

Payroll Administrator/Training Consultant

Amtrust Financial Insurance Company
12.2023 - Current

Senior Executive Assistant to COO

Gen II Fund Services, LLC
07.2022 - 11.2023

Senior Executive Assistant to COO and CMO

United Health Group | Optum
04.2021 - 06.2022

Executive Assistant to CEO/HR Specialist

Ninth Wave Inc.
07.2019 - 01.2021

Executive Assistant to President

Prudential Financial Newark, NJ
06.2018 - 06.2019

Senior Learning Consultant

ADP Parsippany, NJ
10.1995 - 06.2018

High School Diploma -

American Business School

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Josephine Sorisi