Kathleen Houston
Staten Island
Summary
Dynamic Executive Assistant with a proven track record at Bank of America, adept at managing confidential information and streamlining communication. Recognized for meticulous attention to detail and strong problem-solving skills, I enhanced office efficiency and fostered a positive work environment through effective event coordination and team support.
Overview
18
18
years of professional experience
Work History
Executive Assistant
Bank of America
09.2019 - Current
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Operations Associate
Morgan Stanley
01.2015 - 09.2019
- Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
- Followed shipping and receiving procedures for goods and materials.
- Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.
- Maintained and prioritized to-do-list and followed up to complete tasks on-time.
- Managed inventory levels for optimal product availability and reduced waste.
- Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
Receptionist
Smith Barney/Morgan Stanley
04.2007 - 01.2015
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Education
Associate of Arts - English
College of Staten Island
Staten Island, NYSkills
- Executive support
- Administrative support
- Office management
- Strong problem solver
- Schedule & calendar planning
- Office administration
- Meticulous attention to detail
- Information confidentiality
Timeline
Executive Assistant
Bank of America
09.2019 - Current
Operations Associate
Morgan Stanley
01.2015 - 09.2019
Receptionist
Smith Barney/Morgan Stanley
04.2007 - 01.2015
Associate of Arts - English
College of Staten Island
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