Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monika Kort

Poughkeepsie,NY

Summary

Accomplished executive office professional with 20 years of experience in various administrative roles. Demonstrates strong communication and organizational skills, ensuring confidentiality and professionalism in all tasks. Proven ability to manage complex schedules and support executive leadership effectively.

Overview

23
23
years of professional experience

Work History

Office Specialist, L1

Vassar College
Poughkeepsie, New York
02.2023 - Current
  • Provides administrative and operational support to the Senior Leadership Gift Officer and her team for document preparation, meetings, and calls.
  • Maintains CRM database for effective tracking and reporting.
  • Supports the execution of small and large departmental events by running reports, creating invitation lists, setting up mail merges, tracking responses, following up with attendees and communicating the collected information to the appropriate event collaborators.
  • Meeting scheduling for Leadership Gifts Department.
  • Liaison between the Advancement Department and the President's office.

Purchasing Clerical Assistant

Ethan Allen/Central Hudson Gas & Electric
Poughkeepsie, NY
04.2021 - 01.2023
  • Processing purchase order confirmation and expedite requests
  • Responding to vendor inquiries
  • Maintenance of purchase order files and database
  • Weekly term purchase order releases
  • Storeroom/Warehouse yearly inventory

Operations Associate, New Accounts

National Securities Corporation
Poughkeepsie, NY
12.2014 - 04.2020
  • Establishment and maintenance of customer accounts
  • Processing account transfers and deliveries
  • Process and delivery of regulatory account reports to registered representatives
  • Email and telephone support to Operations Department

Executive Legal Assistant

Gilman Ciocia, Inc.
Poughkeepsie, NY
02.2003 - 12.2014
  • Administrative support to Vice President and General Counsel
  • Assistance with the preparation and editing of employment agreements, motions, pleadings, affidavits, lease agreements and general correspondence
  • Calendar and meeting scheduling
  • Board of Director Meeting Minutes transcription
  • Corporate filings and annual proxy meeting coordination
  • Legal file maintenance

Education

Series 99 Operations Professional License -

FINRA
09-2018

Web Administration Certification, Spring 1999 -

Dutchess Community College
Poughkeepsie, NY

Skills

  • Microsoft Office and Google Docs
  • Calendar management
  • CRM database management
  • Event planning
  • Interpersonal communication skills
  • Typing proficiency: 90 WPM

Timeline

Office Specialist, L1

Vassar College
02.2023 - Current

Purchasing Clerical Assistant

Ethan Allen/Central Hudson Gas & Electric
04.2021 - 01.2023

Operations Associate, New Accounts

National Securities Corporation
12.2014 - 04.2020

Executive Legal Assistant

Gilman Ciocia, Inc.
02.2003 - 12.2014

Series 99 Operations Professional License -

FINRA

Web Administration Certification, Spring 1999 -

Dutchess Community College
Monika Kort