LESLEY E. MEINER

• Serve as the Administrative Manager for the firm administrative team, Receptionist and Facilities.
• Streamlined processes for Administrative Staff, developed and streamlined workflow, and built processes.
• Responsible for hiring and onboarding administrative staff and providing a build-out of workflow for the team.
• Effectively paired assistants to Portfolio Managers to ensure the best match for each team.
• Heavily involved in the review process for the administrative team, receptionist and facilities personnel.
• Effectively managed conflict resolution both on a client service and administrative level.
• Rigorous calendar management and complex travel arrangements for executives across varying time zones.
• Prepared detailed itineraries for multi-leg/multi time zone trips along with complex expense processing.
• Streamlined personal charity donations and gifting procedures for C-Suite.
• Trained, developed, mentored and played an integral part for new systems for the administrative team.
• Managed personal calendar/travel and services of household staff, drivers etc.
• Streamlined office management which includes vendor relations, budgeting, office procedures and protocols.
• Heavy monthly and quarterly consultant reporting.
• Onboarding new four to five new accounts for Clients and Investors monthly.
• Preparing audit reports for clients, client accountants and consultants.
• Assisted in creating presentation booklets for the team and other departments.
• Prepared and disburse monthly pipeline mailings for our Municipal team.
• Responsible for the upkeep of our CRM database (Salesforce).
• Prepared meeting notices to prepare the team of upcoming meetings.
• Prepared fact sheets with ratings, and portfolio information using V-Lookups.
• Served as the liaison for client requests.
• Laised between client services and other departments on ad-hoc requests.
• Ran portfolio and financial reports from Portia systems.
• Prepared pro-forma data for clients and consultants.
• Proofread and publish quarterly letters for quarterly distributions.

Career break - childcare

• Prepared complex travel arrangements across multiple time zones.
• Effectively manages robust calendar for the Partners.
• Initiated stock gift transfers and valued gifts for Executives personal accounts.
• Executed wires, journals, money links and transfers into and out of Executives personal accounts.
• Onboarded new accounts.
• Mass mailings, fax and email blasts for Client Services team.
• Communicated daily with Clients, Trustees, Accountants, and Lawyers on the servicing of accounts.
• Interacted daily with custodians.
• Ran reports from Advent Axys system by request from Clients or direct reports.
• Sold treasuries and securities as needed to cover any deficiency in Clients’ account using Moxy system.
• Updated presentation booklets, printed, bound, and ensured proper delivery for meetings.
• Responsible for end-of-year gifting and tax requests made by Clients.
• Ensured Clients took their minimum distribution each year.
• Attended meetings and participated in conference calls with senior management teams.
• Managed a group of Administrative Assistant as well as Facilities and Reception.
• Coordinated, trained, and conducted preliminary interviews for the Administrative Staff.

• Directly supported the firms’ Partners with travel arrangements and expense reporting.
• Intense personal and business calendar management.
• Detailed itineraries and expense reporting.
• Entered and allocated trades in Bloomberg, Morcom Prime and Goldman 360.
• Followed up and reconciled trade breaks with prime brokers and counter parties.
• Set up counter parties for trading, as well as daily reconciliation of trades with Prime Brokers.
• Prepared due diligence questionnaires and marketing requests for prospective clients.
• Prepared monthly reports using Excel and answered questions regarding the fund.
• Bound and ensured that there were always marketing presentations on hand for meetings.
• Liaised with building and outside vendors regarding office maintenance.
• Ordered supplies, pantry items and ensured the smooth running of the office.
• Organized and coordinated with upper management on office parties and events.
• Attended to all matters of IT, 401K benefits and ensured that the office ran smoothly.
• Notary Public and first point of contact on all matters for the office.
• Prepared transition portfolios for our traders to rebalance new Clients’ portfolio.
• Maintained several databases accurately.
• Prepared what-if analysis for brokers and processed new accounts.