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Click here or scroll down to respond to this candidateCandidate's Name
Street Address M St NE, apt 1242 1 PHONE NUMBER AVAILABLEWashington DC, Street Address EMAIL AVAILABLECore CompetenciesTested Financial Executive Administrative Assistant with C-Level Support experienceHer most recent experience was at Wells Fargo, supporting multiple directors in the Technology departmentCoordinated heavy travel, processed heavy expenses, managed executive calendars, drafted meeting and email correspondence and booked conference rooms for meetingsOther experiences includes coordinating internal and external conferences and team meetings, and assisting with onboarding new hires and other ad-hoc projectsSoftware skills include Microsoft Office Suite, Concur, Ariba, Adobe, and Google SuiteExperienceJob Candidate Washington, District of ColumbiaActively Seeking New OpportunitiesMarch 2023 presentWells Fargo RemoteExecutive AssistantMarch 2021 March 2023Coordinated and managed domestic & international travel, prepared itineraries and processed their expensesManaged heavy calendars and travel on behalf of 2 Managing Directors and 4 Vice Presidents, and served as a liaison between our Executive/ Administrative team and potential clients and business partnersRecorded meeting minutes for our weekly internal team-building meetingsCoordinated and managed meeting logistics and conferencesDrafted, proofread and edited financial spreadsheets, event flyers, memos and letters for administrationComposed, modified and reviewed PowerPoint presentations for future seminars and conferenceScreened and processed applications, and scheduled interviews with applicantsPrepared background biographies of potential business partners, and briefed this information to the Managing Directors prior to their appointmentSupported new associate on-boardingOrdered and maintained inventory of office suppliesJP Morgan Chase (via Robert Half International) New York, New YorkSenior Administrative Assistant (Temp)August 2019 November 2019Provided executive and administrative support to the Technology, Northeast & Real Estate teams in Corporate Client Banking& Specialized /Industries (CCBSI) with office procedures:Coordinate and manage heavy domestic air travel, hotel and car arrangements, and provide personal assistance as needed perbusiness tripPrepared travel itineraries per business trip, and managed frequent changes on short noticePrepare and process domestic travel-, client- and internal employee-related expense reports via ConcurCoordinate with Concurs CWT Service Center and our internal Business Operations team to reconcile expense charges andcorporate card accountsCoordinate new internal and external client-meetings and conference calls, and help resolve their time-conflictsCoordinate 1-on-1 and team meeting, and reserved corresponding conference roomsCoordinate with candidates and internal assistants to schedule in-person interviews with our bankers, and hosted them upontheir arrival into our floorCoordinate with CCBSI On & Off Boarding team and facility management with new hire on-boardingCoordinate special Ad-Hoc projects on behalf of my banker (i.e. holiday charity donations, entertainment ticket purchasesfor clients, etc.)Assist in visitor registration by generating guest passes for internal visitors from other JPM offices and job candidatesMorgan Stanley, Bayview Asser Management and Others [a staffing agency] \ New York, New YorkSenior Executive Administrative AssistantOctober 2016 May 2019Assisted executives in Firm Risk Management with office procedures:Coordinated and managed heavy calendars for future conferences, team meetings and appointment sessionsCoordinate weekly and monthly team conference calls and telepresence video conference calls, and resolved their timeconflictsCoordinated with other assistants to reconcile meeting-conflicts on behalf of our managing directors & executive directorsBooked larger conference meetings and corresponding conference rooms on behalf of the Cybersecurity InformationGovernance Committee (CIGC)Liaised with HR in coordinating interviews on behalf of vice presidents, executive directors and managing directorsAssisted in visitor registration by generating guest passes for external partners and job applicantsProvided executive and administrative support to 3 Managing Directors, and their teams:Provided heavy phone coverage for the company CEO, and my Senior Managing DirectorPrepared extensive international/ domestic travel-related, client related and employee-related expense reportsCoordinated, processed and reconciled expense reports for the Asset-Backed Security Portfolio Management (ABS PM) team, Commercial Mortgage-Backed Securities (CMBS) Analysis team, Residential Mortgage-Backed Securities (RMBS) BondAnalysis team, and the Agency Analysis teamPrepared and distributed meeting materials (e.g. spreadsheets, bound-booklets and PowerPoint presentation) for weekly team meetingsCoordinated and arranged internal meetings on behalf of 2 Managing Directors and Investment RelationsCoordinated with other assistants to schedule interviews on behalf of the Managing Directors at the New York officePrepared conference room and made catering arrangements for a variety of meetings and eventsHosted external clients, job candidates and VIP guests (e.g. investors and brokers) for internal meetings with ManagingDirectorsMaintained conference room after every meeting, and maintained inventory for the New York officeAssisted HR with new hire onboardingProvided executive and administrative support to C-Level executives with office procedures:Managed meeting logistics and prepared conference rooms for Council Board Meetings, as well as the CEO's office for VIP-lunch meetingsProcessed all inbound physical mail, invoices and other documents from the CFO and ControllerCirculated confidential financial documents (e.g. signed checks) to be signed and notarized by the CFO, COO and the CEOReceived written requests from clients to have their demographic information changed on pension applications prior to CFO approval and notarizationAssisted administration with office procedures, and managed their calendar for upcoming appointments, seminars and eventsServed as an appointment liaison for residential tenants, and consequently managed heavy calendaring on behalf ourcompanys facility maintenance teamCollaborated with the facility maintenance team, building superintendent & property managers to resolve complexappointment issues on behalf of our tenantsTechnical SkillsMicrosoft Office Suite (Word, Excel, Outlook, PowerPoint, etc.)ConcurAdobe AcrobatGoogle Suite (Google Doc & Google Slides etc.)AribaEducation & TrainingStony Brook University May 2008B.A. Political Science |
