Maritza Pelaez
Executive Assistant And Business Services
Miami
Summary
Professional administrative expert prepared to excel in executive support roles. Skilled in managing calendars, organizing meetings, and ensuring seamless office operations. Reliable team player with focus on achieving results and adapting to dynamic work environments. Proficient in communication, problem-solving, and maintaining confidentiality.
Overview
22
22
years of professional experience
2
2
Languages
Work History
Executive Administrative Assistant
HSBC Private Banking
01.2014 - Current
- Executive Assistant to Four Managing Directors under Global Private Banking, acting as their gatekeeper and coordinating all aspects of his daily business affairs. Additional responsibilities include limited administrative and business support to their sales teams
- Day-to-day administrative tasks including calendar management, corporate travel, business expenses, accounts payable, vendor management and general office duties
- Handle approvals as delegate manager for Region Head on multiple platforms (accounts payable, procurement, travel, gifts & entertainment, cross border, building security, etc.)
- Act as HR Proxy conducting HR administrative transactions and facilitating the on-boarding of new hires, ensuring access to all business systems
- Providing support for special projects, communicating project updates and building strong relationships with stakeholders
- Coordinating building management activities in relation to maintenance, moves, vendors, visitors, parking, among others
- Managing logistics of employee meetings and events, calculating budgets and adhering to the bank's guidelines
- Support Executive Committee when visiting the Miami office and coordinating meetings with local teams
Executive Assistant /Assistant Project Coordinator
Barclays
04.2011 - 01.2014
- Provided administrative support to the Global Head of Strategy and the US Strategy Team
- Completed a variety of administrative and support duties, often of a confidential nature, including researching information and data, maintaining department records and preparing project presentations and reports to assist senior staff.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Executive Assistant to Private Banking CFO (Temporary Assignment)
Hsbc Private Banking
02.2010 - 10.2010
- Provided administrative support to Private Banking CFO and the Finance team members.
- Compiled data for monthly reports and presentations for Senior Management Board Meetings.
- Assisted in the preparation of presentations, meeting minutes, org charts and monthly reports.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Executive Assistant to Global CEO
Media Planning Group
01.2008 - 04.2009
- Served as Executive Assistant to the Global CEO organizing professional and personal affairs
- Efficiently managed a wide range of administrative tasks, including scheduling meetings, generating correspondence, and maintaining files for optimal organization.
- Arranged extensive international travel, prepared and reconciled travel expenses
- Handled highly confidential correspondence, monitored email and responded or redirected on behalf of CEO
- Acted as liaison among Regional and Country Managers coordinating special projects, meetings and events
- Smoothly supported team activities to efficiently accomplish project milestones.
Executive Assistant
PCFG Advisory Inc.
02.2005 - 01.2008
- Provided administrative and operational support to the CEO and two Managing Directors in a family office
- Prepared subscription agreements for new investments and executed wire transfers instructions for initial investment capital contributions and capital calls.
- Strong follow up with Banks, Fund Managers, Administrators, General Partners and Lawyers on investments transactions
- Worked closely with offshore finance office and external auditors providing financial data for the preparation of the company's financial statement and year end audit
- Prepared month-end accounting reports and overseeing all administrative matters such setting up vendor accounts, renewing vendor's contracts, and putting in place all office processes
Client Service Officer
Citibank, N.A.
08.2003 - 02.2005
- Interfaced with clients and referred new business to appropriate sales specialist.
- Managed client transactions including new account openings, account maintenance, compiled client information, reported suspicious account activity, prepared transactions and activity reports for compliance purposes.
- Resolved complaints and problems and followed through promptly to provide client satisfaction.
- Supported Operations Manager with the approval of routine financial service transactions.
Education
Associate of Applied Science - Business Administration - Management And Marketing
The College of Westchester
White Plains 05.2001 -
Skills
Information Security Practices
Service Excellence
Event Planning Expertise
Travel Planning Expertise
Facility Oversight
Financial Budgeting Support
Proficient in Problem Resolution
Skilled in Utilizing MS Office Tools
Service Excellence Mindset
Project Coordination
Creative Problem-Solving
Effective Interpersonal Communication
Strategic Decision-Making
Timeline
Executive Administrative Assistant
HSBC Private Banking
01.2014 - Current
Executive Assistant /Assistant Project Coordinator
Barclays
04.2011 - 01.2014
Executive Assistant to Private Banking CFO (Temporary Assignment)
Hsbc Private Banking
02.2010 - 10.2010
Executive Assistant to Global CEO
Media Planning Group
01.2008 - 04.2009
Executive Assistant
PCFG Advisory Inc.
02.2005 - 01.2008
Client Service Officer
Citibank, N.A.
08.2003 - 02.2005
Associate of Applied Science - Business Administration - Management And Marketing
The College of Westchester
05.2001 -
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