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Customer Service Manager

Location:
Media, PA, 19063
Posted:
August 15, 2010

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Resume:

Marina Schlotzhauer

Bilingual Executive Assistant

Profile: Eight years of office administration experience including the

Financial Industry, supporting C - level executives in the Fortune 100

environment. Extremely organized and proactive individual driven to exceed

performance expectations. Ability to achieve cross-divisional collaboration

to complete projects in a timely manner. Excellent proposal and

presentation skills. Outstanding customer service skills.

Areas of expertise

V Senior Executive secretarial support

V Preparing agendas and taking minutes

V Office management

V Project management

V Billing and Payroll administration

V Staff training and supervision

V Business Process Development & Improvement

V Microsoft office suite (Expert knowledge)

V Bilingual Spanish (Native fluency)

V Regulatory Compliance (SEC 1940's Act)

V Data research, analysis and reporting

V Policy development

Professional highlights

Ventras Capital Advisors LLC, Philadelphia, PA 2010 - 2010

Office Manager/ Assistant to the CEO

Provide day-to-day support to the CEO, CCO and their team of Directors at a

start up Financial firm. Responsibilities included:

V Managing calendars, screening calls, making travel arrangements and

processing T&Es.

V Managing vendors, processing payments, ordering supplies and recording

expenses, keeping inventory and ordering supplies.

V Serving as liaison between parent company and Ventras concerning

accounting and HR issues.

V Employee time keeping, making travel arrangements and processing expense

reports and coordinated hiring process.

V Developing and managing regulatory compliance calendar action items and

procedures, significantly improving record retention and bringing the

firm up to speed in SEC compliance.

V Performing surveillance activities related to OFAC, personal trading,

random email checks, and AML and collaborated on testing efforts, as a

result no violations or deficiencies were found.

V Composing and reviewing marketing materials and other internal and

external presentations for accuracy, compliance and content.

V Preparing meeting agendas and material for Board of Directors and

Compliance Committee Meetings.

V Taking meeting minutes and following up on action items with board

members.

V Updating Company Policy and Compliance Manuals based on board

meetings.

V Coordinating quarterly and annual employee training sessions.

V Collaborating in the quarterly CMBS reporting efforts by gathering

data and updating information.

Lernean LLC, Translations, Philadelphia, PA 2007 - 2009

Partner/Operations manager

Started up Translations Company growing it to a pool of 153 clients, and

supervised operations from home office.

V Project managed translations, acted as vendor administrator and ensured

translation quality.

V Managed the billing and payroll processes and kept office supply

inventory.

V Developed all company policies and procedures for an efficient and lean

office operation.

V Created all RFPs, responsible for pricing, terms, project scope and

budgetary requirements.

V Acted as vendor administrator, negotiating contracts and keeping

appropriate databases.

V Created company's operational standards manual, client user manuals, and

drafted all contracts.

V Supervised and trained 2 remote employees in the delivery of specific

services.

V Coordinated and co-supervised the creation of marketing material,

brochures, website, etc.

Goldman Sachs, Jersey City, NJ 2003-2006

Compliance Analyst/ Assistant

Supported senior level executives in very demanding capacities constantly

excelling and surpassing any expectations.

Worked within the regulatory compliance department providing support to the

CCO and her team of Managing Directors.

V Provided Secretarial support to a group of 9 people. Responsibilities

included T&E reporting, travel arrangements, complex in and out of town

conference coordination, calendar management files organization,

presentations assistance, and financial reporting.

V Increased legal files uploading and retrieval capabilities of by 200% by

training 5 employees on how to make better use of available software.

Resulting in savings of more than $500,000 dollars for the company.

V Audited work performed by other Analysts and Associates to ensure

completeness of files and compliance with firm policies. Successfully

closing more than 2000 cases.

V Trained temporary workers on company procedures and software used to

process NYSE required exams.

V Scheduled high volume of certifications requests for different Series

exams and classes required to comply with NYSE and SEC trading policies.

This process required a lot of follow up and allowed no room for errors

due to the sensitivity of the information.

V Maintained several databases containing highly confidential information.

American Standard and Forest Labs 2002-2003

Executive Administrative Assistant

Provided secretarial support to senior executives and their teams in the

fortune 500 environment

V Travel arrangements, T&E reporting, served as primary point of contact

between executives and clients, (including, government contacts, external

clients and internal departments).

V Arranged for conference calls, car pick-ups and caterings for events.

V Prepared presentations to support meetings and collaborated in special

projects.

V Managed paper and electronic filing creation and retrieval, and financial

reporting.

Professional Memberships

V Public Notary (for the state of Pennsylvania)

V Association of Professional Office Managers

V ATA American Translators Association

Clearance Level

V Confidential (Currently inactive)

Education

I.C.E.C. Buenos Aires, Argentina.

Associate Degree in Applied Science,

Architectural Drafting and Design

(GPA 3.8). Graduated in 1997.



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