- Reading
- Fundraising Events
- Yoga
- I enjoy cooking for friends and family gatherings
- DIY and Home Improvement
- Gym Workouts
- Volunteering
- Adventure Travel
- Golfing
- Gardening
Michele R. Smith
Whitman,MA
Summary
Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
20
20
years of professional experience
Work History
Executive Assistant
Cambridge Trust, A Division of Eastern Bank
07.2024 - Current
- Provide high-level support to the Head of Wealth Management and Chief Investment Officer, as well as provide administrative support for the Trust Administration and Investment teams
- Create and manage quarterly Trust Committee meetings with our Board of Directors and take minutes
- On-board and off-board staff
- Schedule conference/video calls and conference rooms
- Track and manage expense reimbursement
- Coordinate all onsite, off-site, and virtual meetings, client events, and outings for the department
- Space allocation for our Department
- Run monthly and quarterly reports using Salesforce and SEI
- Maintain and distribute department contact lists and floor plan
- Maintain and distribute sporting event tickets
- Maintain staff headshots and biographies
- Work closely with Operations department and Marketing to order stationary, client & staff give aways with new logo
Executive Assistant/ Office Manager
Cambridge Trust
07.2017 - 07.2024
- Provide high-level support to the Head of Wealth Management and Chief Investment Officer, as well as provide administrative support for the Trust Administration and Investment teams
- Manage Boston office and act as a liaison with Property Management Company and facilities
- Coordinate, attend and complete the minutes for our quarterly Trust Committee meetings with our Board of Directors
- On-board and off-board all Wealth Management staff using Logic Manager
- Schedule conference/video calls and conference rooms
- Manage and track all time out of the office for Wealth Management using ADP
- Process travel expenses and reimbursement
- Maintain staff headshots and biographies working closely with Marketing
- Coordinate all onsite, off-site, and virtual meetings, client events, and outings for the department
- Space allocation for new hires
- Run monthly and quarterly reports using Salesforce and SEI
- Maintain and distribute department contact lists and floor plan
- Maintain and distributing sporting event tickets
- Manage an office assistant
- Work closely with IT, Marketing, and facilities Departments
- Coordinated an Office Move after our Merger with Eastern Bank
- Worked closely with Facilities regarding space and the overall move including secure client files
- Worked closely with Mail Services on forwarding mail
- Worked closely with Eastern Bank’s IT department to make sure the staff had all the drives and applications they need
Executive Assistant
Pabian & Russell, LLC
03.2016 - 04.2017
- Supported the managing partner, back up support for two partners, two senior lawyers and staff
- Heavy calendar management for the managing partner
- Managed and coordinate client calls
- Acted as a liaison between partners, clients, and firm members
- Tracked client information using Smartsheets
- Entered time for managing partner using TABS
- Prepared legal correspondences for managing partners
- Witnessed signing of legal documents
- Organized and coordinated external events including menu selection, invites and RSVP tracking
Sr. Administrative Assistant/Training Coordinator, Training Department
BNY Mellon Financial Corporation
06.2005 - 12.2015
- Supported Chief Learning Officer and trainers in multiple locations
- Coordinated and maintained all meetings for multi-country/time zones for multiple senior executives, including negotiating meeting space, taking minutes, completing facilities orders and planning dinners/entertainment within tight timeframes; this included the coordination of 40 meetings over 3 weeks for a new mandated Executive leadership program
- Booked training rooms for all US based BNY Mellon University (BKU) Facilitators and send out regional BKU Communications
- Travel Arranger
- Organized and coordinated move of my department another floor
- Documented BNY Mellon conference and training rooms globally
- Associate Project coordinator for the new eLearning system
- Heavy calendar management, scheduling meetings and conference calls
- Coordinated internal and external events
- Project resource on various larger scale, high impact and profile projects
- Complete expense reports for CLO and staff
- Travel arrangements for CLO and staff
- Tracking team out of office/vacation time
- Work closely with CLO on ad hoc projects
- Onboarding of new hires
- Recipient of the WM Global Spotlight Award (2013)
- Recipient of three WM Local Spotlight Awards (2013)
- Recipient of a WM Employee Engagement Award (2014)
Portfolio Administrator
BNY Mellon Financial Corporation
09.2007 - 09.2012
- Supported a Senior Director and two Senior Portfolio Managers in the portfolio administration of individual trust and investment management accounts
- Back up support for two Senior Portfolio Managers, Assistant Portfolio Manager and two Investment Specialists
- Interacted with clients and support department on all aspects of client relationships
- Relationship Management Support, trust document review, trade execution and realignment, the initiation of client disbursements, and presented to the Trust Advisory Committee (TAC)
- Trained and supervised new Investment Specialists and Portfolio Administrators
- Coordinated the transfer of all archived documents from Beacon Fiduciary Advisors/Bank of New York Trust Co to BNY Mellon archive system
- Wrote Correspondence, coordinated monthly and quarterly mailings, updated client information
- Created client presentations
- Processed client request for transfer of funds, trades, paid client bills, opened and closed accounts
Education
BA - Psychology
Framingham State College
Framingham, MA12.1997
Skills
- Microsoft Office
- Salesforce
- Zoom
- Concur
- Dilligent
- ADP
- Kofax
- Adobe Acrobat DC
- Logic Manager
- SEI
- SharePoint
- Executive support
- Strong problem solver
Organizationsandcommunity
- VFW Auxiliary, 02/01/17, Present, Member of Eastern Banks Military Veterans and Veteran Families
- Quincy Women’s Softball team, 01/01/10, 01/01/16, Coach
- Housing Families, 01/01/12, 01/01/15, Volunteer Activities, Organize backpack drives, Toys for Tots, Winter Wonderland event
- Bac Cove Humanitarian Services, 01/01/12, 01/01/15
- Friends of the Whitman VFW, 01/01/19, Present, Coordinate Charitable Events for Veterans in Need, Brocton VA Hospital, Whitman Veterans Service Agent, local Food Banks
- CFA Exam, 06/01/14, 06/01/16, Proctored
- BNY Mellon Women’s Initiative Network (WIN), 01/01/12, 12/01/15, Member
Affiliations
- VFW Auxiliary
- Americal Legon Auxilliary
- Member of Eastern Banks Military Veterans and Veterans Family
- Frieds of the Whitman VFW
- Bay Cove Humanitarian Services
- Housing Families
Interests
Timeline
Executive Assistant
Cambridge Trust, A Division of Eastern Bank
07.2024 - Current
Executive Assistant/ Office Manager
Cambridge Trust
07.2017 - 07.2024
Executive Assistant
Pabian & Russell, LLC
03.2016 - 04.2017
Portfolio Administrator
BNY Mellon Financial Corporation
09.2007 - 09.2012
Sr. Administrative Assistant/Training Coordinator, Training Department
BNY Mellon Financial Corporation
06.2005 - 12.2015
BA - Psychology
Framingham State College
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