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C: PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEHigh performer, with a solid reputation Administrative and Personal Assistant with a Bachelors in Communications/English and experience in finance (including Investor relations), marketing, and non-profit environments. Engaging, with exceptional communication skills, as demonstrated by strong interpersonal and influencing skills. Knowledge of office management best practices and especially capable of handling high-volume tasks with extraordinary accuracy. Technologically savvy with constant upgrading of skills to keep current. Proven ability to work well with company management, customers, and vendors under challenging conditions. Skillfully handles multiple priorities, customer relationships, and event managementa conscientious, resourceful team player who goes the extra mile. TECHNICAL SKILLSMicrosoft 365; Outlook / KYC Know Your Client / CDA-IR Manager / Concur / Zoom / AITaking Ongoing Classes in Microsoft 365PROFESSIONAL EXPERIENCECONTRACT ASSIGNMENTS Executive/Administrative Assistant/Receptionist/Receptionist 2023 TO PRESENT Capital Dynamics Stamford, CT - 07/2023 09/2024Heavy Calendar, Answered Phones, Scheduled and coordinated domestic/international travel arrangements Taking classes in AI, Word, Excel, and PowerPoint Board of Education City of New York - 4/2023 to 6/2023Conduct telephone interviews and review written submissions from each parent who needed help and wasrunning for election for the Board RXR, Administrative Assistant Real Estate - 3/3023 to 4/2023Answered phones, assigned conferenced rooms, and kept a calendar for eight people who interviewed allDay Capital Dynamics Stamford, CT 4/2020 2/2023Calendar work answered very busy phones, acted as a ReceptionistGARBARINI & SCHER, P.C., NY 2018 to 2020Receptionist Answered multi-line phone and directed calls / Greeted and directed guestsScheduled all court appearances on the court calendar / Maintained front deskDemonstrated ability to work well with company management, customers, and vendors under stressful conditions Maintained utmost discretion when dealing with sensitive topicsInteracted with clients professionally by phone, e-mails, or in person to provide information and direction to desired staff membersFREE LANCEManaged the schedule for the renovation and sale of two houses. 2016 to 2018SHL ADVISORS/ANSERA CAPITAL PARTNERS, NY 2012 to 2016Executive and Personal Assistant to the CEO Multi-Business DivisionsScheduled and coordinated domestic/international travel arrangements including ground, air, hotel, dining, and entertainment ensuring no conflicts occurred.Self-starter, I can hit the ground runningManaged road show reservations for CFO traveling with clients; Organized special company eventsPrioritized, organized, and scheduled multiple calendar events, including meetings and conference calls.Handled all aspects of foreign visa applications (China, Russia, and the Middle East)Completed US Customs and Border Protection applications for CEO and his family for the re-entry programCandidate's Name Page 2CONTRACT ASSIGNMENTS Administrative Assistant/Receptionist 2006 to 2012 TD Bank, CT Streetmarc Advertising & Marketing, CT Patriot National Bank, CT Silver Hill Hospital, CT JP Morgan, CT Pitney Bowes Inc., CTBANK OF NEW YORK, CT 2002 to 2005Administrative AssistantHandled phones, calendars, and travel arrangements for multiple managersCompleted and distributed monthly marketing reports to all bankers to provide records of lost and new business; Coordinated schedules and travel arrangements for the Director and two bankersSuccessfully planned and organized monthly events such as guest speakers, philanthropic engagements, and meetingsCITIGROUP, CT/NY 1990 to 2002Private Bank - Administrative Assistant (2000 2002) CTAssisted with relationships for high net-worth investors (over $10 million) by handling correspondence, drafts, memos, and emails. Kept business, customer, and financial records current and accurate to stay on top of changing information and avoid lost data.Arranged travel arrangements for the Managing Director and six of the bankersProcessed detailed expense reports using ConcurManaged supply inventory, and conference room booking and set up video conferences for meetingsManaged hiring process for all staffInvestor Relations - Administrative Assistant (1992 2000) NYInterfaced extensively with the brokerage industry and institutional investors, providing information in response to inquiriesUtilized strong interpersonal and communication skills to answer questions, alleviate concerns, and build rapport, leading to excellent customer relationshipDirected and managed large volumes of calls on the institutional investor lineAdministrative Assistant member in the Travelers-Citicorp merger in 1998Managed road show reservations for Vice Presidents traveling with AnalystDeveloped statistical and financial reports, using Excel, for senior management, including CFOManaged several databases (Act, Onyx). Retrieved research, news runs, and financial documents from BloombergMaintained Investor Relations files and records so Senior Vice Presidents had competitors informationManaged summer interns, and wrote reports on performance to management and schoolsCorporate Bank - Administrative Assistant (1990 1992) CTPlanned and organized special events, coordinating efforts with all stakeholders, including State Representatives. Events included the Special Olympics and March of Dimes. Managed onsite booths.Worked with Real Estate and Mortgage area helping with loan applications and providing information to potential mortgage applicantsCollaborates with ease with the team and others. Complemented on ability to multi-task.ADDITIONAL EXPERIENCEEvent Planner and Coordinator for a non-profit Advertising Agency; Teacher of pre-kindergarteners; Golf Coach for Challenged People in Motion; Volunteer at the Jewish Community CenterEDUCATION: UNIVERSITY OF CONNECTICUT:Bachelor of General Studies Degree, Communications/English |