Lillian Orlando, *** Harbor Road, SI, NY ***** 917-***-**** email: acexi7@r.postjobfree.com
Professional Summary:
• Highly organized and detail-oriented Administrative Assistant with more than 10 years experience supplying
thorough, organized administrative support to Managers, Vice Presidents and Treasury Departments.
• 8+ years of experience within the financial industry from her position with Industrial Bank of Japan.
• Responsible for the monthly review from ICA reports of the investment portfolio which entailed mortgage
reconciliations, mortgage maturities, investment portfolio analysis report, mortgage distributions, and from the
trans ledger selected the sales, purchases and maturities on a monthly basis submitted the reports to the Vice
President & Controller.
• Compared the investment bank statements to the state deposits spreadsheet for accuracy and submitted the
statements for scanning to image right. Processed and scanned the incoming deposits directly to the bank for
both the premium billing department as well as for treasury.
• Coordinated calendars, scheduled meetings, typed itineraries, letters, memos and e-mails for the vice president
as well as for the departmental senior accountants.
• Acted as the point contact for scheduling small events, searching for the appropriate place and space to host
business luncheons and dinners accordingly. Also was responsible for the layout and set up for bigger events
assisting the events planner. Also helped with the ping name labels of the attendees, and coordinated handouts
for these events. Kept all invoices and receipts of all expenses entailed
• Responsible for receptionist relief for lunch hour and on half days while she was out on vacation or sick.
Performed other office tasks as assigned by management.
• Deftly handles multiple assignments and competing priorities
• Strong written and verbal communication skills, ability to provide reporting and communicate with senior level
managers
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook
• Available immediately
Professional Experience:
Magna Carta Companies (Public Service Insurance Company) 09/1996 - 11/2013
Administrative Assistant/Secretary-Vice President & Controller/Accounting & Treasury Department
• Responsible for the monthly review from ICA reports of the investment portfolio which entailed mortgage
reconciliations, mortgage maturities, investment portfolio analysis report, mortgage distributions, and from the
trans ledger selected the sales, purchases and maturities on a monthly basis submitted the reports to the Vice
President & Controller.
• Coordinated calendars, scheduled meetings, typed itineraries, letters, memos and e-mails for the vice president
as well as for the departmental senior accountants.
• Acted as the point contact for scheduling small events, searching for the appropriate place and space to host
business luncheons and dinners accordingly. Also was responsible for the layout and set up for bigger events
assisting the events planner. Also helped with t ping name labels of the attendees, and coordinated handouts
for these events. Kept all invoices and receipts of all expenses entailed.
• Assisted the Tax Manager Senior Accountants with NAIC research via web and reviewed instructions sent from
NAIC to ensure the appropriate filing procedures via state for the quarterly closings and annual statement
mailings.
• Assisted the treasury department researching abandon properties, voided checks in the pay pilot system,
submitted letters to the clients informing them of the amounts due them. Typed the check requisitions and
submitted them for approval to senior management.
• During audits researched image right for invoices and copies of proof of payment upon the request from the
auditors.
• Compared the investment bank statements to the state deposits spreadsheet for accuracy and submitted the
statements for scanning to image right. Processed and scanned the incoming deposits directly to the bank for
both the premium billing department as well as for treasury.
• Responsible for receptionist relief for lunch hour and on half days while she was out on vacation or sick.
Performed other office tasks as assigned by management.
The Industrial Bank of Japan, Limited 1988-1996
Executive Secretary-Deputy General Manager Business Development/Credit Examination Department
• Conducted research regarding credit ratings of companies via Standard & Poors, Moody’s Investors, Bloomberg
and Lotus on Line.
• Responsible for making all initial contacts with potential business prospects for the introduction of our bank and
services.
• Scheduled appointments for the Deputy General Manager and other accompanying officers of the bank with the
potential client for the purpose of acquiring new business acquisitions.
• In addition, made all the travel arrangements which included, airline ticketing, hotel accommodations, limousine
service from the airport to the destination. Prepared proposals and contracts for potential clients.
• Typed all call reports, correspondence, itineraries, expense reports, etc. Performed all other duties assigned by
senior management.
Education:
International Career Institute
Major: Administrative Assistant/Office Support
New York City Community College
Major: Liberal Arts