Natalya Schwartz

-Handle confidential and sensitive information with discretion and tact.

-Collaborate on special projects to improve overall business operations within the organization efficiently.

-Manage executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.

-Maintain confidentiality with sensitive documents, ensuring proper storage and distribution as needed.

-Process travel expenses and reimbursements for executive team and senior management group.

-Streamline executive communication by managing emails, phone calls, and scheduling appointments.

-Organize and coordinate conferences and monthly meetings.

-Provide comprehensive support to legal and compliance teams, facilitating the dissemination of restricted lists and assisting in the management of Non-Disclosure Agreements (NDAs).

-Working with Concur and submitting expenses for reimbursement for the legal team.

-Created wire transfers.

-Put together extensive PDF packets for investment transfers.

-Worked on investment side collecting/reviewing wires. and depositing checks for large sums of money.

-Tracked all funded deals.

-Sent large batches of DocuSign to investors and saved/tracked all signed copies.

-Worked/emailed directly with investors and answering any questions they have.

-Worked on reviewing large batches of stock certificates to be saved.

-Worked on investment side up keeping excel workbooks for all deals to be transferred.

-Assisted with handling confidential paperwork.

-Assisted with enrolling new members to the investing program.

-Maintained various information databases/schedules.

-Calendar management and scheduling for two

operations department directors.

-Set up off-site conferences for managers and greater operations team.

-Assisted with event coordination.

-Assisted with light travel booking.

-Worked with Concur and submitting expenses for reimbursement.

-Assisted department directors with personal matters.

-Welcomed and greeted all visitors with a positive and helpful attitude, seated and announced guests as needed.

-Answering, forwarding, and screening phone calls.

-Managed daily lunch orders and office groceries for the office.

-Ordered and maintained office supplies.

-Reserved conference rooms upon request.

-Heavily assisted with accounts payable.

-Coded, booked, and reported IT bills.

-Made and sent out checks and wires for IT bills.

-Booked office bills.

-Reconciled multiple credit cards.

-Performed ad-hoc administrative duties.

-Collected, sorted, distributed, and prepared mail and courier deliveries.

-Responsible for general office tidiness including kitchens, conference rooms and common areas.

-Assisted with office events (birthday, holidays, and outings).

-Handled parking requests for internal employees and visitors.

-Provided full administrative support to a busy team.

-Reviewed client accounts and activity, flagged and escalated any issues.

-Maintained client records.

-Assisted with completing client documentation.

-Scanned records, and updated client files.

-Performed all clerical duties including printing, binding, and preparing meeting collateral.