KRISTINE VALENTE
Lynnfield,MA
Summary
Detail-oriented professional promotes exceptional interpersonal skills, with a proven ability to build and maintain successful relationships with clients, colleagues, and vendors. Skilled in scheduling, calendar management, and meeting coordination. Demonstrated success in leveraging strong organizational and communication skills to support the achievement of high-level objectives.
Overview
32
32
years of professional experience
Work History
Executive Assistant/Office Manager
The Progeria Research Foundation
12.2017 - Current
- Exhibits strong organizational skills to manage multiple projects simultaneously.
- Responsible for posting open positions, research and review candidate's resumes, conduct initial interviews, schedule qualified candidates in person interview and following up communication with hiring manager and potential candidate.
- Coordinate and conduct new employees onboarding procedures, reviewing and explaining all necessary documents, work with IT for office set up, desktop and laptop, remote workstation, virtual technology.
- Coordinate executive calendar by scheduling meetings with appropriate parties and confirming availability.
- Liaison between IT support and staff, troubleshooting technological issues, scheduling software updates, hardware and software purchases as needed.
- Utilize excellent communication skills to liaise between internal departments, external partners and clients.
- Leverage advanced computer software skills including Microsoft Office Suite to complete assigned tasks efficiently.
- Efficiently manage incoming and outgoing calls while exercising discretion when handling sensitive information.
- Actively collaborate with senior leadership to develop efficient office processes and procedures.
- Create purchase orders for office supplies using cost effective methods.
- Assist with event planning by researching and hiring vendors for specific events.
- Assist with the development and implementation of executive policies
- Manage office staff by recruiting, preparing orientations and training employees.
Office Manager
O'Brien & McKenney Contractor, LLC
02.2014 - 12.2017
- Prepared and tracked all contractor and customer bids.
- Responsible for employee screening and staffing.
- Responsible for administration of employee benefit packages, health/401K plans.
- Liaison for employees and payroll company.
- Calendar management for partners.
Investment Assistant
The Advisory Group
07.2010 - 01.2014
- Prepared financial proposals for potential and existing investment clients
- Prepared clients quarterly financial reports
- Coordinated retirement packets for 401K clients
- Made necessary changes for client's individual investment objectives and executed trades
- Worked with clients to understand investment strategy, developed action plans and executed trades
Investement Administrator
Bank Of Boston
08.1996 - 03.2002
- Conducted investment research of industry and market trends, company products, financial picture and individual stock/bond holdings and performance.
- Personally managed client portfolios with a market value of one million dollars or less and met with Private Banking clients to review account performance.
- Provided both proactive and reactive service to clients, anticipating their needs and responding to their inquiries on a timely basis.
- Monitored all assigned accounts according Bank of Boston policy and procedures.
- Prepared special reports and computer analysis of research results for Investment Advisors.
- Resolved client account transaction issues and recommended action/changes to ensure accurate adjustments were made.
- Executed buy/sell investment orders while ensuring accurate timelines and compliance requirements were met for each security and account.
- Reviewed and maintained approved lists and files of securities, bonds and money markets.
Reconcilement and Control Accountant
Bank Of Boston
11.1991 - 08.1996
- Monitored daily operations desks for Money Markets, Fed Funds/Wires and Repurchase Agreements.
- Responsible for Treasury Operations quarterly/year end financial reporting.
Education
Bachelor of Science (B.S.) in Business Administration - Finance -
Salem State University
Salem, MASkills
- Expense Reporting
- Administrative Support
- Invoice Processing
- Scheduling
- Technical Support
- Office Management
- Executive Support
- Office Administration
- Calendar Management
- Interpersonal Skills
- Multitasking Abilities
- Relationship Building
- Attention to Detail
- Vendor Management
- Meeting Planning
- Confidentiality Maintenance
References
References available upon request
Timeline
Executive Assistant/Office Manager
The Progeria Research Foundation
12.2017 - Current
Office Manager
O'Brien & McKenney Contractor, LLC
02.2014 - 12.2017
Investment Assistant
The Advisory Group
07.2010 - 01.2014
Investement Administrator
Bank Of Boston
08.1996 - 03.2002
Reconcilement and Control Accountant
Bank Of Boston
11.1991 - 08.1996
Bachelor of Science (B.S.) in Business Administration - Finance -
Salem State University
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