Katrina Young
Sagamore Beach,MA
Summary
Dynamic Executive Assistant with extensive expertise in the investment financial sector, proficient in managing intricate travel logistics and elevating communication across departments. Recognized for exceptional attention to detail and unwavering professionalism, I excel in strategic planning and enhancing client engagement. With a proven ability to streamline operations and cultivate strong partnerships, I am dedicated to driving success and efficiency in any organization.Executive Assistant with extensive experience in the investment financial sector, adept at coordinating intricate travel logistics and enhancing interdepartmental communication. Demonstrates exceptional attention to detail and professionalism, with a strong focus on strategic planning and client engagement. Proven track record of optimizing operational efficiency and building robust partnerships.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Executive Assistant
Walter Scott - BNY Mellon Investments
08.2022 - Current
- Effectively manage and balance complex calendars and schedule multiple complex meetings.
- Preparing research meeting materials for Client Managers and acting as a liaison between external clients to ensure proper and efficient communication for quarter meetings and calls.
- Consulting with Executives weekly to provide updates and coordinate actionable tasks.
- Creating detailed travel itineraries and proactively setting the teams' travel plans.
- Efficiently setting up Microsoft Team meetings and circulating relative performance data and materials before each meeting.
- Maintaining high levels of integrity and discretion in handling confidential information.
Executive Assistant to Department Chair & CAO
Beth Israel Deaconess Medical Center
06.2021 - 08.2022
- Effectively manage and balance complex calendars and schedule multiple complex meetings.
- Work closely with the doctors' offices and the leadership team to ensure proper and efficient communication between the President and the medical department.
- Efficiently and effectively recorded minutes of meetings for the biweekly Clinical meetings.
- Preparing correspondence and documents, and letters on behalf of the Department Chair and leadership team, including editing, proofreading, and other information preparation.
- Responding to general inquiries and forwarding inquiries to various departments as appropriate and in coordination with the Harvard Medical Faculty and Senior Staff.
- Efficiently set up Microsoft Team and Zoom meetings and circulated materials.
- Maintaining high levels of integrity and discretion in handling confidential information.
Business Support Lead II
Bank of America
01.2019 - 12.2019
- Managed the marketing team's complex and frequently changing travel arrangements (domestic and international) and coordinated the pre-planning of trips.
- Responded to general inquiries and forwarded inquiries to various departments as appropriate and in coordination with the Marketing group.
- Worked closely with the satellite team to ensure proper and efficient communication between all departments.
- Consistently and pro-actively communicating daily with remote team members via phone and email between meetings, coordinating meetings.
- Setting up video conferencing meetings and initiating proper connection of bridge lines and telepresence.
- Arranged meetings, booked facilities/equipment, and multiple telepresence in different time zones.
Executive Assistant
Bain Capital Equity Partners
01.2001 - 01.2019
- Managed Equity Partner’s complex and frequently changing travel arrangements (domestic and international) and coordinated pre-planning of trips.
- Arranged travel plans, itineraries, and agendas.
- Processed monthly expense reports reflecting supporting documents and budget code indexes.
- Composed and prepared correspondence, including presentations, that are sometimes confidential.
- Coordinated board meetings, including the distribution of board documents and ensuring follow-through on any action items.
- Work closely with the senior leadership team to ensure proper and efficient communication between all departments.
- Consistently and proactively communicating daily with team members via phone and email between meetings.
- Develop relationships with sponsors and clients; establishing, maintaining, and fostering healthy and efficient client relationships.
- In liaison to the team, acted as 'gatekeeper' for all random calls.
- Planned and coordinated off-site events, including Quarterly meetings, annual volunteer recognition events, corporate luncheons, and staff meetings.
- Prepared and managed the budget for each event and ensured that each event stayed within budget.
- Developed healthy relationships with local hotels and venues, restaurant/catering companies.
Education
Bachelor of Science - Business Management
Bay State College
Boston05.2013
Skills
- Microsoft Suite
- Workday
- Salesforce
- Meeting facilitation
- Client communication
- Confidential information handling
- Expense reporting
- Microsoft Office
- Calendar management
- Concur
- AdobeEditor
- Google Drive
- Travel coordination
- Attention to detail
- Professionalism
- Problem solving
- Strategic planning
Certification
- Project Management Institute: Working with Difficult People
- Powerless to Powerful: Taking Control
- Fred Kofman: Managing Conflict
- Project Management Institute: Performing Under Pressure
- Developing Your EQ: Emotional Intelligence and why it’s important
Awards
- Awarded The Presidential Award of Excellence - Bay State College
- Dedication of Service Award - Bain Capital
Timeline
Executive Assistant
Walter Scott - BNY Mellon Investments
08.2022 - Current
Executive Assistant to Department Chair & CAO
Beth Israel Deaconess Medical Center
06.2021 - 08.2022
Business Support Lead II
Bank of America
01.2019 - 12.2019
Executive Assistant
Bain Capital Equity Partners
01.2001 - 01.2019
Bachelor of Science - Business Management
Bay State College
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