Sophia Ciccarelli
Salem
Summary
Detail-oriented Administrative and Executive Assistant with experience supporting senior executives and client-facing teams within the wealth management industry. Skilled in executive support, client communications, project coordination, event planning, and presentation preparation. Recognized for exceptional organization, discretion, and the ability to manage multiple priorities in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Administrative & Executive Assistant
Ballentine Partners
06.2024 - Current
- Provide executive and administrative support to senior leadership and client-facing wealth management professionals.
- Coordinate calendars, meetings, travel arrangements, and scheduling across multiple teams.
- Prepare client presentation materials, meeting books, reports, and correspondence.
- Coordinate client meetings, events, and special projects while maintaining exceptional service standards.
- Manage confidential client information and support daily office operations.
Area Manager
Amazon Warehouse
Wilmington, MA
06.2023 - 06.2024
- Utilized route planning software and real-time tracking systems to monitor delivery progress.
- Analyzed key metrics and developed solutions to reduce operational deficiencies and risk.
- Prepared daily and monthly reports identifying operational trends and opportunities.
- Led delivery drivers, warehouse staff, and administrative personnel.
- Provided coaching, feedback, and professional development support.
Manager
Bravo by the Sea
Manchester-by-the-Sea, MA
04.2019 - 08.2021
- Scheduled staff and oversaw daily operations.
- Managed inventory and food safety compliance.
- Developed employee policies and procedures.
- Implemented POS systems and trained new employees.
- Maintained high standards of customer service and guest satisfaction.
Education
Hospitality and Tourism Management
University of Massachusetts Amherst, Isenberg School of Management
Amherst, MA05.2023
Skills
- Office administration
- Maintaining schedules and calendars
- Proofreading
- Brand stewardship
- Event planning and coordination
- Project planning
- Time management
- Relationship building
Leadership
Amazon Warehouse, Wilmington, MA - Employee Engagement Owner for Driver Events
Ballentine Partners - Holiday Party Planning Committee
Timeline
Administrative & Executive Assistant
Ballentine Partners
06.2024 - Current
Area Manager
Amazon Warehouse
06.2023 - 06.2024
Manager
Bravo by the Sea
04.2019 - 08.2021
Hospitality and Tourism Management
University of Massachusetts Amherst, Isenberg School of Management