Provide support for the global markets sales team in reimbursement process of expenses in Concur, calendar management, meeting/event planning, travel arrangements, preparing and printing documents, etc
Maintain multiple calendars in Microsoft Outlook – constructing agendas and calendar details as far in advance as possible (including those for high-level visitors), highlighting key events, coordinating meetings, meals, and video/audio conferences
Coordinate and oversee travel plans (both domestic and international (as needed), creating itineraries that involve different time zones, airline and hotel preferences, client contact details, materials needed for meetings, etc
Preparing and organizing important documents including PowerPoint
Work directly with all internal team members / account teams and clients
Coordinate onboarding processes for new employees including request and set up of equipment
Organize and coordinate conferences and monthly meetings
Facilitate training and onboarding for incoming office staff
(CONTRACT)
BODHALA
Executive Assistant /Operations Manager
12.2020 - 04.2022
Coordinated the CEO’s schedule including day-to-day and long-term management of appointments, projects and priorities to ensure timely completion
Executive Assistant
GENERAL ATLANTIC
Organized and maintained calendars for executives and other team members—communicated updates and reminders (prioritized conflicting needs)
Executive Assistant
SEEGER WEISS, LLP
Scheduled meetings and managed complex calendars for Executive Director and Team.
Executive Assistant / Office Manager
AVAIO CAPITAL
04.2018 - 03.2020
Coordinated daily calendars of Partners and CFO
Acted as a point of contact between executives and investors
Provided meeting prep for Partners including agendas, talking points, data specs, and bios
Assisted the Partners with new business development activities by aggressively seeking networking opportunities
Created regular reports and updated internal databases
Booked travel arrangements for Partners using Concur, and would be accessible to update plans while they were traveling
Managed phone calls and emails—responded to emails on their behalf
Coordinated multi-party conference calls across time zones
Facilitated internal communication (e.g., distributed information and scheduled presentations)
Assisted in coordinating the agenda of senior management team meetings and off-sites
Managed office budget, ensure accurate and timely reporting
Managed expenditures for the office, including credit card and gift purchasing
Assisted the Partners and CFO in managing business and personal activities, including calendaring, meeting/event planning, travel logistics and expense management
Maintained the office condition and arrange necessary repairs
Organized office operations and procedures
Managed contract and price negotiations with office vendors, service providers and office lease
Coordinated special projects and managed schedules.
Managed compliance to keep organization operating within legal and regulatory guidelines.
Executive Assistant to CEO
BNY MELLON INVESTMENT MANAGEMENT/DREYFUS
07.2014 - 01.2018
Completed a broad variety of administrative tasks for the CEO both professional and personal including: managed an extremely active calendar of appointments; completed expense reports; composed and prepared correspondence that was sometimes confidential; arranged complex and detailed travel plans (both commercial and private), itineraries, and agendas; and compiled documents for travel-related meetings
Responsible for tracking flight status, communicated delays and arranged alternate options when necessary
Provided a bridge for smooth communication between the CEO’s office and internal departments; demonstrated leadership to maintain credibility, trust and support with senior management staff
Worked closely and effectively to keep him well informed of upcoming commitments and responsibilities, followed up appropriately
Prioritized conflicting needs; handled matters expeditiously, proactively, and followed through on projects to successful completion, often with deadline pressures
Assisted with events at family residence—Planned events that included intimate dinner parties, casual gatherings and large formal affairs
Coordinated with caterers and decorators to meet the CEO’s specifications
Executive Assistant
SOLAR CAPITAL, Ltd
01.2011 - 07.2014
Coordinated complex travel schedules daily—both domestic and international including flights, hotel accommodations, ground transportation and all meeting logistics—prepared detailed itineraries
Prepared expense reimbursements and maintained/reconciled credit card statements
Organized and maintained calendars for executives and other team members—communicated updates and reminders
Prepared and edited correspondence, meeting materials, communications, presentations, binders and other documents for off-site meetings
Provided telephone coverage for team, including routing calls and taking detailed messages
Coordinated and set up high-level conference calls, board and management meetings, lunches, dinners and marketing events for Executives
Provided personal assistance to Vice Presidents – including scheduling, dinners, appointments, filing insurance claims, etc
Tracked invoice payments and expenses
Provided daily administrative support as requested, including filing, faxing, photocopying, sorting mail
Assisted with special projects assigned
Managed sensitive information as it pertained to individual members of the team
Served as a back-up to other assistants and office members
Supervised other clerical staff members by designing work schedules and organizing employee trainings
Executive Assistant
STUDLEY, INC
08.2009 - 01.2011
Provided full administrative support to a team of 8 Executive Level brokers
Managed and maintained Executives’ schedules and maintained their finances
Coordinated and scheduled multi-party conference calls
Made domestic and international travel arrangements and prepared itineraries
Prepared/developed presentation materials for on- and off-site meetings
Monitored email communications to and from clients
Billed and invoiced clients upon project completion
Drafted client communication such as memos and letters to clients
Processed weekly expense reports
Prepared check requisitions for third party vendors and co-brokers
Followed-up with AR/AP to ensure prompt payment
Developed, formatted and maintained databases
Organized and maintained paper and electronic files
Executive Assistant to CEO
BEAU DIETL & ASSOCIATES
07.2007 - 08.2009
Acted as a gatekeeper by answering phones, fielding a high volume of incoming calls, and taking detailed messages
Monitored email communications
Managed a complex calendar by scheduling meetings, conference calls and appointments
Made extensive travel arrangements, both domestic and international and provided itineraries
Managed business contact information
Drafted correspondence and various documents
Organized company events and product launches including press releases
Arranged CEO’s personal tasks—coordinated errands and household duties
Education
Bachelor of Arts - Political Science
University of Florida
Gainesville, Florida
Skills
Microsoft Office Suite: Word, Excel, PowerPoint, Outlook; Teams