Nichole Terra
North Caldwell,NJ
Summary
Accomplished Executive Assistant, with over 20 years of experience reporting to senior-level executives. Dedicated and focused with a strong drive to succeed. Excel at organizing and prioritizing, completing multiple tasks simultaneously in order to achieve project goals. Strategic thinker and ability to anticipate and mitigate issues that may arise.
Overview
29
29
years of professional experience
Work History
Executive Assistant
CREDIT SUISSE
05.2017 - 11.2023
- Successfully managed three senior level executives in Investment Banking on multiple organizational levels with both business and personal calendars to an exceptionally professional degree.
- Detail oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Organized complex domestic and international business and personal travel arrangements which included air and ground transportation. Hotels, meetings and all dining and event reservations. Created detailed itineraries and added all travel information to mangers calendars.
- Collected and submitted all business expenses including proper documentation after insuring accuracy and adherence to company policies in a timely fashion.
- Coordinated internal and external events which included two Silent Auctions for the Equity division which culminated the highest revenue for any previous auction.
- Communicated effectively creating seamless workflows, solving problems to ensure everything runs smoothly.
- Demonstrated high-quality professionalism and competence when presented with demanding scenarios.
- Interviewed and assisted with training of administrative assistants.
- Developed international relationships with my counterparts in order to make international travel assignments work efficiently and seamlessly which added to the prospect of a successful outcome and assisted in facilitating both business and personal requests.
- Entrusted with highly sensitive material containing classified documents which were essential to maintaining the integrity of the firm.
- Maintained organization with strong attention to detail, sense of urgency as well as ability to multitask and prioritize.
Executive Assistant
UBS
04.2013 - 02.2017
- Supported two senior level executives in Wealth Management and Global Equities.
- Excellent calendar management skills, including coordination of complex meetings with internal and external parties.
- Managed frequently changing travel arrangements, including business Visas and coordinate the pre-planning of business travel.
- Processed all travel expenses and reimbursements.
- Coordinated weekly, bi-weekly, and monthly international video conference meetings and calls.
- Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
- Prepared, gathered and proof read briefing materials and agendas for all executive level meetings and upcoming business travel.
- Handled personal projects, events and travel.
Executive Assistant
BANK OF AMERICA MERRILL LYNCH
01.2000 - 03.2013
- Supported several Managing Directors across Equity business platform, including Global Head of Equities, Global Equities Chief Operating Officer, Global Head of Electronic Trading & Execution Services Managed daily calendars, coordinated events, arranged off sites.
- Handled managers emails, maintain confidentiality, proactively respond and coordinate meeting requests Heavy phone coverage for entire support area / provide back up coverage to senior management in Equities.
- Coordinated domestic/international travel arrangements.
- Expensed vendor invoices and Travel & Entertainment reports.
- Input and edited excel graphs for management presentation material.
- Drafted and prepared internal and external correspondence and memos.
- Prepared, processed & executed check payment for various Charitable Contributions for all of Equities.
- Delegated for managers approval process within various internal systems.
- Personal assignments for managers and household.
- Created expense reports, budgets and filing systems.
Administrative Assistant
AMERICON CONSTRUCTION, INC
01.1997 - 01.2000
- Reported directly to president.
- Supported three partners and office manager.
- Maintained business and personal calendar.
- Scheduled meetings and consultations.
- Prepared work orders, processed changes.
- Input all Data into various applications using Timberline Prepared and processed purchase orders with contractual specifications.
- Typed various correspondences.
- Prepared Certificates of Capital Improvement.
- Maintained and recorded all employee time off.
Administrative Assistant
HAWKINS FERETIC DALY & MARONEY
01.1995 - 01.1997
- Supported four partners and the manager.
- Prepared various pleadings, Summons & Complaints, Bills of Particulars, and demands.
- Scheduled extensive client meetings.
- Prepared all billing material, accounts payable/receivable.
- Monitored vacation schedules and time sheets for department.
Education
Diploma -
The Grace Institute
New York, NY2000
Skills
- Microsoft Office: Word, Excel, PowerPoint and Outlook, Concur Solutions, Teams, Zoom
- Excellent Planner and Coordinator
- Accurate and Detailed
- Highly Organized
- Resourceful
- Excellent Communication Skills
- Event Planning and Coordination
- Travel Planning
Timeline
Executive Assistant
CREDIT SUISSE
05.2017 - 11.2023
Executive Assistant
UBS
04.2013 - 02.2017
Executive Assistant
BANK OF AMERICA MERRILL LYNCH
01.2000 - 03.2013
Administrative Assistant
AMERICON CONSTRUCTION, INC
01.1997 - 01.2000
Administrative Assistant
HAWKINS FERETIC DALY & MARONEY
01.1995 - 01.1997
Diploma -
The Grace Institute
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