Candidate Information Name Available: Register for Free Title Executive Assistant Administrative Target Location US-PA-East Norriton Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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Candidate's Name
East Norriton, PAPHONE NUMBER AVAILABLEEMAIL AVAILABLELINKEDIN LINK AVAILABLEAdministrative professional with over Twenty-Three years of experience providing comprehensive support for C-Suite and VP level executives and their management teams in the Investment Management, Construction and Real Estate industry. Proven record of exceeding expectations and adept at developing and maintaining administrative and procedural processes, consistently improving efficiency, and achieving organizational objectives.CORE COMPETENCIESINVESTMENT MANAGEMENTENTITY MANAGEMENTCALENDAR MANAGEMENTCLIENT SERVICE/REPORTINGCOMMUNICATIONSALESFORCE CRM/REPORTINGMARKET RESEARCHMICROSOFT OFFICERECORDS MANAGEMENTPROJECT MANAGEMENTCREDENTIALINGVENDOR RELATIONSPROFESSIONAL EXPERIENCEFRESENIUS KIDNEY CARE  Plymouth Meeting, PA 2019  PresentOperations Support Specialist Administrative AssistantSupported three Directors of Operations for over thirty dialysis clinics in the Central PA, West Pittsburgh, and Western MD/PA areas.Collects, compiles, and analyzes information as required by managers. Assists in departmental reporting requirements tasked by Regional Vice PresidentExecutes administrative assignments of a complex and confidential nature relieving management of administrative work and business details as necessaryPays and tracks invoicing using BasWare/R2P/SAP software toolsOrganizes travel arrangements and completes expense reports using Concur software toolsPrepares memos, job postings, correspondence, agendas, Joint Venture minutesInterfaces with various levels of management across organizations and with external customersCoordinates senior team calendars and appointmentsAssists with direct supervisor emergent tasking/projectsCENTERSQUARE INVESTMENT MANAGEMENT LLC  Plymouth Meeting, PA 2003 - 2018Executive Administrative AssistantWorked directly with the Investment Management, Operations, Acquisitions, Finance, Accounting and Legal departments. Maintained critical databases and files. Created presentations and documents using MS Word, Excel, and PowerPoint. Prepared and coordinated meetings for C-Suite executives, clients, and potential investors. Maintained and organized records for management filing, retrieved, destroyed, and archived time sensitive documents. Managed and trained other administrative staff and supervised day-to-day operations for the office.Reviewed initial RFPs, detailing accuracy and completeness for final submission. Set up database, retrieval, and maintenance of the awarded agreementsCoordinated ongoing timely negotiation correspondenceConfirmed pre-qualification requirements for potential investors through MSBC SecuritiesResearched information on Foundations, Companies, Utilities, and Hospitals to get perspective clients interest in investing in our Fund products. Delivered comprehensive findings to Investor Relations team.Logged Private Placement Memorandums (PPMs) and Subscription documents sent for fund investments per compliance regulationsKept private and public client distribution lists currentSent to investment management clients the following documents: Quarterly Reports, Financial Statements, Capital Calls, Cash Distributions, K-1s, and Yearly Compliance documents through the companys eFront portal reporting systemCoordinated annual investor and committee meetings, reserved hotel accommodations, assisted marketing team with agenda creation, fund report compilation and on-site meeting supportCollated meeting materials and set-up conference rooms for client/prospect meetings throughout the yearSupported Operations Team by daily monitoring and reporting all international stock trade inaccuraciesPREVIOUS PROFESSIONAL EXPERIENCEPhiladelphia D & M, Executive Assistant/Office Manager, Plymouth Meeting, PABalanced Capital, LLC, Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PACapital Solutions, Inc., Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PAPreferred Real Estate Investments, Inc., Executive Assistant/Office Manager/Assistant Controller,Conshohocken, PAEDUCATIONAssociate in Fine Arts, Montgomery County Community CollegePolley Associates - Completed Pennsylvania Real Estate Practice & Fundamentals courses