BARBARA J. JORDAN
Stamford, CT 06901
Cell: 201-***-****
***********@*****.***
Seasoned and skillful Executive Assistant with in-depth experience in the coordination, planning
and support of daily operational and administrative functions. Demonstrated capacity
to provide comprehensive support for global senior management, with a specific focus
in the financial industry.
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Citigroup, NA
Senior Executive Assistant to Chief Operating Officer - Citi Shared Services, Global
Operations & Technology
March 2009 to present
• Support COO in all administrative and project-oriented initiatives. CSS is Citi’s umbrella
organization for corporate center shared services. Products include Employee Services,
Financial and Risk Reporting Operations, Procure to Pay Utility, Procurement Services,
Reconciliations, Anti-Money Laundering Monitoring, General Services, CSS Information
Solutions and the Right Placement Office
Executive Assistant to General Counsel - Citi Global Wealth Management and Consumer
Banking and Credit Cards
November 2006 to March 2009
• Provide high-level administrative support and collaborate with General Counsel to oversee all
administrative and project support efforts
• Arrange domestic and international travel itineraries, schedule client meetings, seminars,
town hall meetings and video conference calls
• Manage invoicing and billing and prepare correspondence and travel expense reports
• Facilitate effective internal communication through interaction with General Counsel’s Chief
of Staff and direct reports
• Maintain extensive database of confidential legal documents
Alliance Bernstein Investments
Executive Assistant to Chairman
November 2001 to July 2006
• Managed global calendar and prepared travel arrangements -- both personal and professional
- for trips, meetings, and family vacations
• Scheduled and organized international client meetings and conferences requiring director
communication with senior financial executives
• Fielded a high volume of telephone calls and data requests daily from institutional, retail and
private client professionals
• Prepared and finalized financial presentations and other business materials on tight deadline
for executive meetings, speeches and conferences
• Organized and maintained professional and personal confidential records
• Planned numerous annual off-site events for the division (approximately 175 people) such as
mid-year conferences and annual holiday parties
ING Furman Selz Investments
Executive Assistant to the President
September 2000 to November 2001
• Managed business and personal calendars and complex travel itineraries, with heavy
emphasis on high level client interaction
• Scheduled and coordinated meetings and conferences, prepared meeting agendas, reports
and presentation materials
• Maintained confidential personnel files
• Drafted and edited correspondence
• Coordinated recruiting and training of administrative support
Swiss Re America
Executive Assistant and Administrative Manager
November 1998 to September 2000
• Assisted the Senior Vice President of Risk and Reinsurance
• Supervised administrative support personnel for the property and casualty underwriting
divisions
• Scheduled meetings and prepared agendas, reports and presentation materials
• Maintained professional/personal and confidential personnel files; scheduled travel and
supervised department projects
• Administered department training and conducted performance evaluations, salary reviews
and recruited for administrative support staff
Sax Macy Fromm & Co., P.C.
Office Manager
January 1998 to November 1998
• Hired, trained, and supervised a 12-member support staff
• Coordinated the support needs of 75 professional staff members
• Managed the firm’s facilities, equipment and technology enhancements
• Served as a liasion between staff and management
• Created an executive secretary team through the reorganization of the typing pool
• Supervised the conversion of the client tax returns database, inputting over 3,000 entries
UAM Retirement Plan Services, Inc.
Executive Assistant to the President
June 1995 to January 1998
• Executed the coordination of special projects, board meetings and extensive travel
scheduling, with a heavy emphasis on high-level client interaction
• Held responsibility for general office and human resources administration
• Managed employee benefit plans, corporate travel arrangements and accounts payable
• Maintained CEO’s intense professional and personal calendar including philanthropic and
charitable efforts
• Coordinated two office relocations within a six month period
Education
Briarcliff College, Associate's Degree in English, 1970