LISA M. STELZER
New York,NY
Summary
Highly skilled executive assistant using quick thinking, sound judgment, technical abilities, and superior decision-making to support executives in medical and academic settings. Has a reputation for achieving notable successes and effective results in optimizing the workplace, staff, and operations. Independently resolves problems and manages daily activities to relieve executives of day-to-day tasks, stresses, and operational issues. Identifies and implements processes and procedures that substantially improve productivity, accuracy, and efficiency.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Executive Assistant for LICR Fund Investment Team
LUDWIG INSTITUTE FOR CANCER RESEARCH
New York, NY
03.2023 - Current
- Assist in distributing preparatory materials and assembling and distributing quarterly reporting materials to the Board of Directors and Investment Committee
- Prepare draft legal documents for fund investments, including subscription documents, redemption forms, and identification documents per AML/KYC requirements
- Maintain proprietary research database; collect, classify, and organize investment manager communications and data
- Manage quarterly and yearly manager data sheets and reports
Senior Executive Assistant to Chairman of the Psychiatry Department
NYU GROSSMAN SCHOOL OF MEDICINE
New York, NY
01.2022 - 02.2023
- Answered phones, processed messages for the Chair, set up meet and greets, and communicated professionally and tactfully with persons inside and outside the organization
- Managed, coordinated, and set up daily and long-term calendars, large, complex meetings, conferences, programs, patient and business appointments, travel logistics, itineraries, seminars, and lectures for the Chair and faculty
- I researched, compiled, analyzed, composed, proofed, and finalized data in reports, presentations, correspondence, agendas, minutes, memos, emails, and voice recordings
- I also obtained approvals and signatures
- Maintained confidentiality and discreetly interacted with school and community officials on the Chair's behalf
- Evaluated pressing issues and made recommendations for the best solutions
- Processed expense reimbursements, verified purchasing transactions, and managed event costs
Administrative Manager/Executive Administrative Assistant
WARTBURG SKILLED NURSING FACILITY
Mount Vernon, NY
03.2021 - 01.2022
- Handled calendar management, meeting scheduling, correspondence, supply ordering, conference room organization, and event planning
- I assisted with more extensive projects requiring cross-functional coordination with all stakeholders
- I used multitasking to contribute to a lean and efficient staff
External Relations and Events Manager to Chair of Mechanical Engineering Department
COLUMBIA UNIVERSITY, THE FU FOUNDATION SCHOOL OF ENGINEERING AND APPLIED SCIENCE
New York, NY
04.2016 - 11.2019
- Managed scheduling and calendar, coordinated faculty and staff meetings, and reviewed, responded to, and distributed correspondence
- I functioned as department website content coordinator and collaborated with the dean's office and other departments and divisions on website design; I also worked on the website with internal stakeholders, including PIs, the Systems Administrator, and the Student Affairs Manager
- I orchestrated PR campaigns for the department, colloquia, seminars, guest speakers, special events, site visits, etc
- I promoted the department's research and academic accomplishments to increase visibility across peer institutions, government, and industry
- I also conducted outreach activities, such as the department newsletter
- I performed financial duties involving procurement and accounts payable
- I initiated, processed, and reconciled financial transactions, including invoices, expense reports, vendor registration, and domestic and global travel for visiting scientists and CU personnel
- I also audited department transactions for accuracy and compliance
Executive Assistant to Vice-Chair of Trauma Surgery & Director of Surgery Administration
STAMFORD HOSPITAL
Stamford, CT
05.2014 - 04.2016
- I assisted with calendar management, scheduling activities, conferences, and all travel requirements; ordered departmental supplies; and coordinated bulk mailings via FEDEX and certified mail
- Entered monthly CME activities of physicians attending trauma conferences, orthopedic trauma conferences, and Annual Trauma Symposium into the Midas application
- Assisted with the annual Trauma Safety & Injury Prevention Fair and six Trauma Program Improvement Committee meetings yearly
Education
Bachelor of Arts (BA) - Sociology and Psychology
HUNTER COLLEGE (CUNY)
New York, NYSkills
- Tamale RMS Asset Management
- Office Operations
- Process Improvements
- Resources Management
- Cross-Functional Collaboration
- Credentialing
- Technology Application
- Compliance
- Database Management
- Performance Tracking
- Website Design
- Financial Control
- Scheduling
- Travel Arrangements
- Reporting
- Medical Recordkeeping
- Change Management
- Event Planning
- Publicity
- EMR eClinical Works
- Midas Seeker
- Vistar
- MediTech
- SigmaCare
- CPT/ICD-10 Coding
- Google Suite
- Quartzy
- ASANA
- PeopleSoft
- ARC Finance Management
- Concur Reimbursement
- Adobe Acrobat
- MAC
- WebEx
- Zoom
- Microsoft Office
- SharePoint
- OnBase
- EPIC Medical Record Software
- Social media
Certification
New York State Notary Public
Timeline
Executive Assistant for LICR Fund Investment Team
LUDWIG INSTITUTE FOR CANCER RESEARCH
03.2023 - Current
Senior Executive Assistant to Chairman of the Psychiatry Department
NYU GROSSMAN SCHOOL OF MEDICINE
01.2022 - 02.2023
Administrative Manager/Executive Administrative Assistant
WARTBURG SKILLED NURSING FACILITY
03.2021 - 01.2022
External Relations and Events Manager to Chair of Mechanical Engineering Department
COLUMBIA UNIVERSITY, THE FU FOUNDATION SCHOOL OF ENGINEERING AND APPLIED SCIENCE
04.2016 - 11.2019
Executive Assistant to Vice-Chair of Trauma Surgery & Director of Surgery Administration
STAMFORD HOSPITAL
05.2014 - 04.2016
Bachelor of Arts (BA) - Sociology and Psychology
HUNTER COLLEGE (CUNY)