Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expertly assists executive team using exceptional communication and organizational skills.
Overview
10
10
years of professional experience
Work History
Executive Assistant to Firm
TruArc Partners, LP (formerly named Snow Phipps Group)
06.2019 - 06.2023
Executive Support to office, including 6 Partners, 2 Co-Managing Partners, 17 financial professionals, and 3-4 remote operating partners
Program administrator for Concur; implemented Concur as an integrated platform (travel, expensing and invoicing) firm wide in 2019.
Administrator for Company Corporate American Express Accounts ( 2 control accounts, 22 cards)
Administrator for Quickbooks
Assisted with Cybersecurity compliance initiatives alongside outsourced IT firm, as well as onboarding/terminations and other HR related functions
Coordinated company events, ie company happy hours, annual investor meeting, and fundraising meetings
Worked closely with advisory firms to coordinate fundraising calls, meetings
Updated company database and CRM systems
Heavy travel bookings for firm, done directly with vendors, as well as through designated travel agency
Responsible for passport renewals, visa expedition, travel documents and itineraries
Create and submit expense reports for all employees to CFO on a timely basis
Help facilitate execution of legal documents, both electronically, and wet ink, in timely manner
Heavy calendar management in Outlook for firm, managed email inboxes for select senior executives
Light ad hoc personal and familial support for senior management executives
Worked alongside office manager to tend to facilities and building requests or concerns
Executive Assistant to Three Managing Directors, Two Vice Presidents, and One Director
GCA Advisors
01.2018 - 05.2019
Arrange all client meetings, and coordinate heavy travel domestically, and internationally
Assist with all aspects of office maintenance and facilities upkeep
Formulate deadline driven documents, bios, references and other relevant items on demand
Create spreadsheets weekly to track correspondence and stages of all open/closed/current deals
Maintain CRM contact system, by entering all client relationships, and relevant contacts/companies
Allocate and submit expenses through Concur in a timely manner.
Executive Assistant to Head of Global Market Sales, Americas, Co-Head of Securitized Product Sales, and Prop Trading Team
Nomura Securities International
2015 - 2016
Provided C-level and Senior Management administrative support, in addition to managing business needs of Prop trading team
Coordinated frequent business travel to Americas and Headquarters/dual office in Japan
Arranged for successful acquisition of expedited visas, and preparation of all other consular documents and services
Maintained over 15 calendars across several time zones to account for all executive and team meetings
Arranged all aspects of travel, including car service, flights, hotels, conference and event registration, expedition of materials for all domestic and international meetings, as well as processing of all travel expenses in timely manner
Part-time Temp Administrative Support
Career Group/ Glocap
01.2013 - 01.2015
Provided executive and administrative support for several financial services firms ( PE, banking, venture capital etc) via staffing firms , Career Group and Glocap.
Education
Bachelor of Science - Political Science, Pre-Law Program
Florida State University
Tallahassee, FL
Skills
Concur, Quickbooks, Dealcloud, Salesforce Trinet
Advanced MS Office Suite
Google Drive
Team building, Verbal/Written Communication, Task Prioritization, Organization and Time Management, Project Planning, Critical Thinking
Timeline
Executive Assistant to Firm
TruArc Partners, LP (formerly named Snow Phipps Group)
06.2019 - 06.2023
Executive Assistant to Three Managing Directors, Two Vice Presidents, and One Director
GCA Advisors
01.2018 - 05.2019
Part-time Temp Administrative Support
Career Group/ Glocap
01.2013 - 01.2015
Executive Assistant to Head of Global Market Sales, Americas, Co-Head of Securitized Product Sales, and Prop Trading Team
Nomura Securities International
2015 - 2016
Bachelor of Science - Political Science, Pre-Law Program
Florida State University
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