East Bank, Headquarters, New York, NYJune 2013 – present
Senior Commercial Banking Assistant
Reporting directly to the Head of Business Banking, led a team of two assistants. Responsible for multiple executive calendars, contacts and correspondence, and meeting preparation and coordination.
- Prepared reports and presentations for executive meetings, including Board Meetings.
- Identified the necessary enhancements to the electronic document management system. Contributed in the requirements and performed acceptance testing of the new system for executive assistants, as needed.
- Improved conference room booking with the tracking of conference rooms in Outlook.
- Supervised and provided direction and guidance to two less experienced team members.
Financial Trading Inc, New York, NYMay 2011 – March 2013
Executive Assistant (Trading Department)
Provided general administrative and operational support to Equity, Options. and Futures Trading Managers at this fast-growing firm. Handled travel and entertainment expense submission claim process for Trading personnel. Wrote, proof-read and edited manuscripts and presentations. Advanced use of Microsoft Word, PowerPoint, Excel, and Access. Achievements:
- Identified proactively and escalated operational and control deficiencies.
- Enhanced internal communication introducing a sign-off procedure for minutes of meetings.
- Compliance assistance: Worked closely with Compliance officer on the implementation of legal and trading regulations.
Retirement Investments Inc., New York, NYOctober 2008 – April 2011
Offered administrative support to this mid-size investment company. Responsible for expediting client enquiries, managing calendar, planning meetings, making travel arrangements and keeping track of customer requests. Wrote. Proofread and edited correspondence and presentations.
- Increased availability of detailed client records and reduced office supply use with the introduction of document scanning into the database.
- Improved visibility of expenses via the implementation of an expense reporting system in Excel and generation of monthly expense reports.