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Administrative Assistant Customer Service

Location:
New York, New York, 10025, United States
Posted:
March 07, 2011

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GAY MAMULA

*** **** ***** ******, ***. *F ? New York, NY 10025 ? (212) ***-**** ?

abhrps@r.postjobfree.com

Summary of Qualifications

. Professional Administrative Assistant with over ten years of experience

working with Senior Executives of multi-billion dollar Investment

Management firms.

. Ability to provide tailored, professional customer service to high-net-

worth individual and corporate clients

. Adept at managing senior executive schedules and travel itineraries using

Outlook, Excel and PeopleSoft

. Strong use of Powerpoint for editing and preparing custom client

portfolio presentations

. Preparation of expense reports for teams of executives using Excel and

PeopleSoft

. Valuable experience using financial management software such as Check-

Free APL, Business Objects and SalesLogix

Professional Experience

ADMINISTRATIVE ASSISTANT

January 2007 - Present

Leafstone Staffing, The Bachrach Group, Temporary Alternatives, Leslie

Silver and Associates

New York, NY

Executive Assistant Temp Assignments

. Performed various administrative duties for the following companies that

allow me to utilize my computer and administrative skills (Bank of New

York/Mellon, First Manhattan Company, New York Life, etc)

. Provided administrative support to CFO, Sales and Marketing departments

and founders of large-scale corporations.

. Managed office correspondence, expenses and financial spreadsheets using

Microsoft Office

ADMINISTRATIVE ASSISTANT

October 2005 - December 2006

Victory Capital Management, New York, NY

. Provided administrative support to billion-dollar investment management

team

. Worked with client portfolios using financial management software

. Responsible for recording and distributing minutes of investment meetings

ADMINISTRATIVE ASSISTANT

January 1998 - September 2005

GEO Capital LLC, New York, NY

. Worked with CIO and VP of multi-billion-dollar investment firm

. Prepared client and consultant questionnaires to evaluate stock

satisfaction

. Coordinated meetings, conference calls, itineraries and schedules

PORTFOLIO ADMINISTRATOR

August 1996 - December 1997

Furgueson Capital Management, New York, NY

. Responsible for management of forty client accounts, including updating

and reconciling accounts and providing information to them in person and

via email

. Processed client requests including purchase and sale of stock and

account deposits and withdrawals

. Verified that trade orders corresponded to corporate requests

. Billed clients for portfolio manager's advisory services

Education and Training

COMMUNITY IMPACT AT COLUMBIA UNIVERSITY, New York, NY

2010 - Present

CareerNET Course - Advanced Microsoft Office

GRACE INSTITUTE, New York, NY

2008 - 2009

Intermediate Microsoft Office Training - Word, Excel and Powerpoint

FORDHAM UNIVERSITY, New York, NY



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