Katy Lora
The Bronx
Summary
Motivated professional with several years of experience offering office support in industry. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills.
Detail-oriented administrative professional with expertise in calendar management, travel coordination, and confidentiality maintenance. Proven ability to enhance executive productivity through streamlined logistics and effective communication.
Overview
19
19
years of professional experience
Work History
Administrative Assistant
RBC Capital Markets
New York
11.2025 - Current
- Coordinated complex travel arrangements, including itineraries, accommodations, and transportation across multiple time zones.
- Managed scheduling for multiple executives, prioritizing appointments to enhance productivity and ensure efficient time management.
- Organized and executed logistics for internal and external meetings, including venue selection, catering, and material preparation.
- Processed expense reports and reimbursements, ensuring compliance with company policies and prompt submissions.
- Maintained confidentiality on sensitive matters, demonstrating professionalism in handling personal and business information.
Executive Assistant to head of Global Wealth Product and Executive Team
Macquarie Asset Management
New York
02.2024 - 11.2024
- Provide ongoing leverage to the business by managing day to day calendar, activities to the Global head and for the team.
- Heavy complex calendar management across multiple time-zones (UK, AUS, Europe, Asia, etc).
- Coordinate extensive international travel arrangements, including flights, accommodations and ground transportation.
- Plan and manage internal and external meetings as needed (conference room booking, catering, restaurant reservations).
- Process expense reports and reimbursement processes, ensuring adherence to company policies and procedures.
- Plan and coordinate ad hoc projects as needed.
- Maintain complete confidentiality on all sensitive business and personal matters with tact and professionalism.
- Managed complex travel itineraries, ensuring timely bookings and seamless transitions between international and domestic engagements.
- Tracked and processed expenses for the executive team, ensuring compliance with company policies and timely reimbursements.
- Executed comprehensive onboarding for new staff members, including training coordination and resource allocation.
- Maintained a proactive approach to calendar management, prioritizing appointments to optimize executive productivity.
- Provided administrative support for special projects, assisting in research, documentation, and reporting as needed.
Executive Assistant to Client Service Group Regional Department Head and Executive Team
Macquarie Asset Management
New York
02.2022 - 02.2024
- Heavy complex calendar management across multiple time-zones, arranging domestic and international travel, and expense reporting for the team.
- Coordinated onsite/offsite client meetings across multiple funds and teams, ensuring seamless coordination including printing of meeting materials, conference room bookings and catering.
- Worked in partnership closely cross-functionally to plan and implement roadshow strategies.
- Managed a comprehensive onboarding process for new hires, enhancing role-specific training.
- Developed and maintained core relationships with internal and external stakeholders.
- Coordinated in-office and off-site event planning, including food set up and travel arrangements for the team.
Executive Assistant to Head Partner
Erwin & Marcus, P.C.
New York
07.2021 - 01.2022
- Assisted head partner with inbox management and correspondence to ensure timely responses.
- Calendar management, client onboarding, client communication, time/expense entry, and vendor relationships.
- Corresponded with clients regarding execution of engagement letters, estate planning drafts, and scheduling appointments.
- Liaised with staff accountant to assist in billing coding, processing, client expense entry, and bank deposits.
Executive Assistant to Chief Financial Officer and Senior Finance team
FlightSafety International, Inc
Queens
10.2011 - 07.2021
- Supported CFO from October 2011 to July 2019, and interim CFO from July 2019 to June 2020.
- Oversaw daily office operations while providing support for CFO, interim CFO, Treasurer, and Senior Finance Team.
- Managed high-level communications with senior company executives, staff, clients, and vendors.
- Ensured interim CFO and Treasurer were apprised on critical project deadlines and provided updates on employee involvement.
- Heavy complex calendar management, arranging domestic and international travel, and expense reporting.
- Monitored high traffic internal inboxes, prioritizing requests, supplied solutions, and delegated communication to team.
- Managed company's Auto, Workers Comp, Property and General Liability insurance policies from renewals to implementation including issuance of certificates of insurance.
- Worked with the Company's independent auditors to provide requested schedules and information needed as part of its quarterly reviews and annual audit.
- Received and processed daily customer payments via remote bank deposits.
Executive Assistant/Finance Associate
Pzena Investment Management, Inc
New York
09.2006 - 08.2011
- Managed CFO's calendar; handled travel arrangements, meeting coordination, phone calls and office reception.
- Liaised directly with members of the Company's Board of Directors to arrange meetings and provide administrative support as needed.
- Responsible for the preparation of the quarterly earnings information binders, copies of which were used by the Company's Chief.
- Worked with the Company's independent auditors to provide requested schedules and information needed as part of its quarterly reviews and annual audit.
- Organized internal events, including the annual Finance Department offsite, quarterly mock earnings calls, and weekly departmental meetings.
- Responsible for the review, coding and processing of all vendor invoices, as well as ongoing vendor maintenance. Ensured that authorizations for purchases complied with Company policies and procedures.
- Implemented Concur, a web-based expense management tool that linked directly with American Express to streamline the expense reporting process.
- Implemented eMercury's Message Pad as a means of recording, storing, and prioritizing phone messages electronically through Microsoft Outlook. This software was subsequently adopted by other of the Company's executive assistants to improve their efficiency.
- Responsible for the annual distribution of the Company's audited financial statements and IRS Forms K-1 to its nearly 70 internal and external partners.
- Assisted the Chief Financial Officer with personal banking, including account maintenance and reconciliation, general record keeping, estimated tax payments, corporate card activity and personal expenses.
Education
Associate of Arts - Human Services
BMCC
New York, NY 01.2026 - 12.2025
Skills
- Microsoft Office Suite
- Concur
- Coupa
- Adobe
- Acrobat/Nitro Pro
- Salesforce
- DocuSign
- SharePoint
- Zoom/Skype
- Webex/Teams
- Roadshow coordination
- Office Administration
- Inbox Management
- Fluent in Spanish
- Customer service
- Calendar management
- Travel coordination
- Meeting planning
- Expense reporting
- Team collaboration
- Confidentiality maintenance
- Communication skills
- Filing and data archiving
- Office supply management
- Senior leadership support
- Travel arrangements
- Resourceful
- Documentation and control
Timeline
Associate of Arts - Human Services
BMCC
01.2026 - 12.2025
Administrative Assistant
RBC Capital Markets
11.2025 - Current
Executive Assistant to head of Global Wealth Product and Executive Team
Macquarie Asset Management
02.2024 - 11.2024
Executive Assistant to Client Service Group Regional Department Head and Executive Team
Macquarie Asset Management
02.2022 - 02.2024
Executive Assistant to Head Partner
Erwin & Marcus, P.C.
07.2021 - 01.2022
Executive Assistant to Chief Financial Officer and Senior Finance team
FlightSafety International, Inc
10.2011 - 07.2021
Executive Assistant/Finance Associate
Pzena Investment Management, Inc
09.2006 - 08.2011