Robin Velazquez
Chicago,IL
Summary
Disciplined Senior Executive Assistant providing quality administrative assistance to senior executives, board members, shareholders, middle management and administrative staff. Handles calendar management, letter writing, file maintenance and travel arrangements. Superb listening and communication skills with handling confidential material at the highest level. Over 14 years of experience working for JP Morgan Chase.
Overview
12
12
years of professional experience
Work History
Sr. Executive Assistant |Merchant Services Support/Payments
JP Morgan Chase & Co
Chicago, IL
04.2016 - Current
- Organized executive presentations, reports, and correspondence for internal and external stakeholders.
- Composed confidential communications on behalf of senior executives in response to inquiries from staff members or external contacts.
- Coordinated travel arrangements including flights, hotels, transportation, visas, and itineraries.
- Developed and maintained filing systems, databases, records management systems, and other office resources.
- Prepared agendas for meetings in consultation with the executive team to ensure all necessary materials were available prior to each meeting.
- Transcribed minutes of meetings accurately using technology such as Microsoft Word or Google Docs.
- Assisted with event planning by coordinating catering services, reserving venues, ordering supplies.
- Monitored budgets related to projects assigned by senior executives while also providing feedback on ways to reduce costs where possible.
- Managed multiple projects simultaneously while ensuring deadlines were met without compromising quality standards.
Executive Assistant | Investment Management
JP Morgan Chase & Co
Chicago, IL
03.2015 - 04.2016
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Developed effective filing systems for easy retrieval of information when needed.
- Monitored incoming emails and responded accordingly in a timely manner.
- Assisted in organizing conferences, seminars and other events as directed by the executives.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
Executive Assistant | Global Real Assets
JP Morgan Chase & Co
San Francisco, CA
06.2014 - 03.2015
- Managed entire process of creating presentation books for client meetings while gathering pertinent information from various GRA resources
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
- Assisted in developing policies and procedures pertaining to office administration matters.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Managed all aspects of catering needs for special events hosted by the organization.
Executive Administrative Assistant | Midwest Mortgage Advisory
JP Morgan Chase & Co
Chicago, IL
06.2013 - 06.2014
- Assisted team members with their deals by entering loan applications, reviewing financial documentation or other assignments as needed
- Helped bankers and Mortgage Advisory team with KYC data collection and with status tracking.
- Provided secretarial support to the executive staff including composing correspondence, memos, presentations, reports and other documents as requested.
- Developed online databases for tracking customer contacts and sales leads.
- Created PowerPoint presentations used for diverse business needs.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Obtained signatures for financial documents and internal and external invoices.
- Took detailed notes in meetings and disseminated information afterward.
- Compiled meeting agendas and supportive materials ahead of meetings.
Research Associate | Cash Vault Services
JP Morgan Chase & Co
Columbus, OH
12.2011 - 06.2013
- Worked in partnership with Vault Analysts, Research Analysts, and Client Representatives regarding missing cash shipments and cash discrepancies
- Developed and implemented research protocols for clinical trials.
- Managed multiple projects simultaneously while meeting tight deadlines.
- Actively participated in weekly meetings with the research team to discuss progress towards project goals.
- Provided guidance on best practices for data collection and analysis.
Education
Bachelor of Business Administration, Marketing -
The University of Toledo
06.2010
Skills
- Excellent interpersonal abilities
- Meticulous attention to detail
- Expense Reporting
- Scheduling
- Meeting planning
- Business Administration
- Executive Support
- Travel Arrangements
- Business Writing
- Excel spreadsheets
- Social media knowledge
- Calendar Management
- Spreadsheet tracking
- Task Delegation
Affiliations
- Treasurer of Sage- Administrative Professionals Resource Group
Timeline
Sr. Executive Assistant |Merchant Services Support/Payments
JP Morgan Chase & Co
04.2016 - Current
Executive Assistant | Investment Management
JP Morgan Chase & Co
03.2015 - 04.2016
Executive Assistant | Global Real Assets
JP Morgan Chase & Co
06.2014 - 03.2015
Executive Administrative Assistant | Midwest Mortgage Advisory
JP Morgan Chase & Co
06.2013 - 06.2014
Research Associate | Cash Vault Services
JP Morgan Chase & Co
12.2011 - 06.2013
Bachelor of Business Administration, Marketing -
The University of Toledo
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