Lori Murphy
Summary
To secure a position as a Senior Executive Assistant - Resourceful, organized, proactive Senior Executive Assistant with an established reputation for providing efficient, comprehensive administrative support to chief-level executives while displaying professionalism, discretion, and a high regard for confidentiality. Strengths include effective verbal and written communication; attention to detail; efficient time-management skills; sharp negotiation skills focused on cost savings; analytical and problem-solving skills with efficient follow-through; successful in project management; project leadership and ability to perform independently with minimal direction; training junior staff and onboarding of new hires; events coordinator. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
37
37
years of professional experience
Work History
Licensed Real Estate Associate
Coldwell Banker American Homes
10.2015 - Current
- Marketing properties, coordination of contracts, forms and disclosures statements required by the State
- Arranging site inspections, building permits for improvements, communicating with mortgage lenders and providing detailed progress reports regularly
- Knowledge of neighborhood sales, home values and bank process in order to assist the Ready, Willing and Able buyer in locating a lender and obtaining financing, negotiations, balancing the offers and counteroffers
- Project Manager of the successful sale until the move is complete.
Senior Executive Assistant to the Chief Legal Officer
Voya Financial, Inc.
02.2007 - 05.2015
- Served as Chief Legal Officers right hand, assumed responsibility and ownership of all day-to-day activities including office operations, complex and ever-changing calendaring involving top level, internal and external senior executives
- Interfaced on behalf of the CLO the day-to-day communication from the legal team consisting of 2,700 attorneys and their staff which covered the Americas
- Interacted with senior level officers, managers and the Board of Directors on a daily basis
- Assisted Corporate Secretary in preparing Board meeting document packages for Board members, Corporate Officers and attending Executives
- Supported all Board meetings in person providing any immediate support needed including coordinating presentations for each group to ensure a smooth transition in and out of board room
- Coordinated Board dinners, transportation and hotel accommodations
- Organized and coordinated intricate domestic and international travel which included obtaining and maintaining travel documents for various countries, along with hotels and ground transportation
- Prepared and tracked expense reports which included calculating foreign currency exchange rates
- Coordination of team dinners and outings
- Scheduled interviews for potential candidates
- Conducted interviews for executive/administrative assistant candidates
- Liaison between corporate services, security and technology teams
- Maintained confidentiality of all projects and sensitive materials.
- Managed travel itineraries and logistics for accommodations for over 150 employees.
- Created regular reports and updated internal databases.
- Optimized time management practices with the creation of comprehensive itineraries for executive travel plans both domestically and internationally.
Legal Assistant
Herman Katz, Cangemi & Clyne, LLP
05.2005 - 02.2007
- Responsible for the daily operations of the office which included payroll and benefits for the employees
- Created and implemented tracking systems for the Court Calendar, Consent to Change Attorney forms and Settlement Tracking
- Back-office functions included billing, accounts receivable, and accounts payable
- Legal Assistant duties included calendaring and preparing paperwork to place tax certiorari cases on the calendar
- Once the cases were settled, it was my responsibility to coordinate all paperwork necessary to complete the settlement and ensure tax refunds/saving were received by the client
- Purchased Index, Request for Judicial Intervention and Note of Issues Forms
- Heavy client contact which included phone, correspondence, and reviewing files for information necessary to negotiate case
- Checked tentative and final assessment rolls
- Served Municipalities with Complaints on Real Property Assessments as well as Notice of Protests and Petitions
- Prepared and served Stipulations of Settlements and Court Orders.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Conducted background investigations on defendant.
Executive Director
Long Island Women's Agenda (LIWA)
05.2005 - 07.2006
- As the Executive Director I was responsible for conducting the organization's daily business and coordinating special events
- The position reports to the President of the LIWA Board as well as daily communication with various LIWA Board members.
- Created promotional materials and provided insightful information to social media, websites and print media to educate public.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Led successful fundraising campaigns, securing critical resources for program development and expansion.
Director of Operations/Executive Assistant to CEO
Vineyard Wine Club/Galluccio Family Winery
02.2004 - 03.2005
- Created startup company The Vineyard Wine Club
- Company markets and sells wine to companies, home consumers, charities and events utilizing a unique wine tasting approach
- As Director of Operations (reporting to CEO), I was responsible for training and management of more than 20 wine sales consultants
- Responsible for hiring, training and mentoring staff, as well as balancing and assigning resources
- Developed and managed large corporate accounts including JetBlue, NY Islanders, NY Dragons, CT Sound Tigers and Aramark to market and sell product
- Expertise in contract negotiations.
- Defined, implemented, and revised operational policies and guidelines.
Executive Assistant/Database Administrator/Temp Co-Ordinator - Equity Research, Natural Resources, Corporate Events & Investment Banking
Credit Suisse First Boston
07.1987 - 12.2001
- Administrative duties included: organizing all travel arrangements and submitting expenses for business travel
- Prepared written correspondence
- Handled the Department Manager's needs when his assistant was out of the office
- In addition to the daily duties of an executive assistant, some of the other aspects of the job entailed the following: Created and maintained departmental database for headcount reconciliation
- Placed temp orders and maintained spreadsheet of monthly temp usage
- Approved out-of-policy travel requests
- Compiled and verified all timesheets
- Worked closely with the Human Resources Department
- Prepared, coordinated and tracked personnel forms for the Equity Research Department, specifically hiring authorizations, transfer requests, termination forms and vacation accrual
- Disbursed departmental pay stubs in a timely fashion.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Coordinated cross-functional teams, resulting in seamless project execution and enhanced outcomes.
- Organized spaces, materials and catering support for internal and client-focused meetings.
Education
Completed New York State Real Estate Training Course - Real Estate
Long Island School of Real Estate
Levittown12.2015
Skills
- Proposal Writing
- Customer Relationship Management (CRM)
- Team Cooperation
- Strong Communication and Interpersonal Skills
- Calendar Management
- Record and File Management
- Event Coordination
- Time Management
- MS Office
- Friendly and Helpful
Affiliations
- National Association of Realtors (NAR), 12/01/15, Present
- New York State Association of Realtors (NYSAR), 12/01/15, Present
- Long Island Board of Realtors (LIBOR), 12/01/15, Present
Acknowledgements
Circle of Honor Award for work above and beyond during an IPO, 05/01/13
Awards
- Century 21 Quality Service Award, 2016
- Century 21 Pinnacle Sapphire Award, 2017
- Century 21 Ruby & Quality Service Awards, 2018
- Century 21 Grand Sapphire & Quality Service Awards, 2019
- Grand Ruby & Pinnacle Quality Service Awards, 2020
- Grand Ruby & Pinnacle Quality Service Awards, 2021
- Grand Ruby & Pinnacle Quality Service Awards, 2022
References
Personal and business submitted upon request.
Timeline
Licensed Real Estate Associate
Coldwell Banker American Homes
10.2015 - Current
Senior Executive Assistant to the Chief Legal Officer
Voya Financial, Inc.
02.2007 - 05.2015
Legal Assistant
Herman Katz, Cangemi & Clyne, LLP
05.2005 - 02.2007
Executive Director
Long Island Women's Agenda (LIWA)
05.2005 - 07.2006
Director of Operations/Executive Assistant to CEO
Vineyard Wine Club/Galluccio Family Winery
02.2004 - 03.2005
Executive Assistant/Database Administrator/Temp Co-Ordinator - Equity Research, Natural Resources, Corporate Events & Investment Banking
Credit Suisse First Boston
07.1987 - 12.2001
Completed New York State Real Estate Training Course - Real Estate
Long Island School of Real Estate