THERESA V. JOSEPH
Brooklyn
Summary
Skilled and dedicated Executive Assistant with more than ten years experience coordinating, planning and supporting daily operational and administrative functions. Excellent communication skills, problem resolution abilities and a high-level of confidentiality. Ability to learn / adapt quickly and to work on own initiative or as part of a team.
Professional with proven experience supporting high-level executives. Skilled in managing schedules, coordinating meetings, and handling confidential information. Strong focus on team collaboration and achieving results. Reliable and adaptable, with expertise in communication, organization, and multitasking.
Overview
30
30
years of professional experience
Work History
Executive Administrative Assistant to Department Head, MD of CIB Investor Service Pension
JP Morgan Chase
01.2006 - Current
- Provide administrative support for Managing Director and the entire pension team.
- Expense Management - process, review, and approve invoices and expense reports.
- Perform routine tasks for weekly staff meeting communications/dial-ins/room set up; weekly reports collection/distribution; resiliency call tree, and org chart.
- Heavy calendar management making sure there are no conflicts double booking with meetings
- Highly proficient in general office procedures (e.g., filing, correspondence, arranging meetings).
- Superior oral and written communication skills - able to generate high quality emails and messages to individuals at all levels of the organization; proactive and polished manner.
Executive Administrative Assistant to Department Head, MD of Treasury Services
JP Morgan Chase
01.2008 - 01.2010
- Assisted Department Head, Managing Director and his direct reports with day to day operations
- Scheduled and coordinated heavy calendar, both internal and external meetings.
- Arranged travel and prepared expense reports.
- Answered screened and re-routed phone calls, meet and greeted clients.
Executive Administrative Assistant to Executive Directors, Investment Banking Group
JP Morgan Chase
01.2006 - 01.2008
- Handled heavy calendar, including coordinating meetings both internal and external
- Scheduled heavy travel arrangements both domestic and international
- Answered, screened and directed telephone calls; met and greeted clients
- Prepared expense reports in compliance with company policy
- Updated client contact reports in the JPM database on a weekly basis
Executive Administrative Assistant – Mergers and Acquisition Department
Rothschild Inc.
01.2001 - 01.2006
- Provided day-to-day support coverage for two Directors, Vice President, Associates and Analysts.
- Coordinated client meetings; maintained corporate calendars; processed travel and expense reports.
- Provided back-up support for Vice Chairman Assistant while she was away.
Executive Administrative Assistant to Managing Director
Thomas Weisel Partners
01.1999 - 01.2001
- Provided daily administrative coverage to Managing Director of Healthcare Investment Banking.
- Processed travel and expense reports; filed medical claims; and purchased office supplies.
- Answered, screened, routed and responded to incoming calls, messages and inquiries.
Executive Administrative Assistant to Co-Head of Investment Banking
ING Barings LLC
01.1996 - 01.1999
- Scheduled staff meetings, client conferences and events for onsite and offsite venues.
- Coordinated travel itineraries and processed business expense report.
- Managed Genomics Conference in NY, October 1999 (i.e. produced invitation letters to presenting companies, organized pre-conference dinner and coordinated speaker schedule).
Education
Associate Degree - Human Services
University of Phoenix
01.2010
Diploma - Computer Operations
SCS Business College
01.1988
Associates Degree - Secretarial Studies
St. Georges Secretarial College
01.1983
Skills
- Proficient in Microsoft Word
- Advanced Excel proficiency
- Email management
- Lotus Notes proficiency
- Presentation design
- TEEMS proficiency
- European Union regulatory compliance
Timeline
Executive Administrative Assistant to Department Head, MD of Treasury Services
JP Morgan Chase
01.2008 - 01.2010
Executive Administrative Assistant to Department Head, MD of CIB Investor Service Pension
JP Morgan Chase
01.2006 - Current
Executive Administrative Assistant to Executive Directors, Investment Banking Group
JP Morgan Chase
01.2006 - 01.2008
Executive Administrative Assistant – Mergers and Acquisition Department
Rothschild Inc.
01.2001 - 01.2006
Executive Administrative Assistant to Managing Director
Thomas Weisel Partners
01.1999 - 01.2001
Executive Administrative Assistant to Co-Head of Investment Banking
ING Barings LLC
01.1996 - 01.1999
Diploma - Computer Operations
SCS Business College
Associates Degree - Secretarial Studies
St. Georges Secretarial College
Associate Degree - Human Services
University of Phoenix
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