Administrative Assistant Real Estate

Margaret M. Conroy (Peggy)

Phone: 484-***-****

Email: ***********@*****.***

Summary

Dedicated, personable and organized Executive Administrative Assistant and Administrative Office Manager

with 20+ years experience working for the managing partners of a private equity (SBIC) and real estate

investment company and a Main Line corporate law firm.

Expertise:

• Advanced knowledge of Microsoft Office Suite 2010 (Outlook, MS Word, Excel and PowerPoint)

• Power User and Administrator using Deal Dynamo™ Private Equity Edition – CRM software that

delivers industry-specific capabilities encompassing deal management, portfolio management,

fundraising, and investor relations management.

• Concur integrated online and mobile business travel and expense management solutions

• Adobe Acrobat X Standard

• SharePoint

• Word Press

• Constant Contact

Employment History

Temporary (Short-Term) Administrative Assistant Roles while completing August 2011 – Present

an Associate’s Degree in Business Administration

• Catholic Health Services - Administrative Assistant to the Executive President (Temp Position)

• VWR International LLC - Administrative Assistant (Temp Position)

• Compass Group - Receptionist (Temp Position)

• PharmacistRecruiters.com - Developed Website and Updated Job Postings utilizing Bullhorn Reach

(Temp Position)

• Lilly Pool and Spa Services - Developed and Updated Website, created adobe acrobat forms and other

admin duties (Temp Position)

Argosy Capital (Argosy Private Equity Argosy Real Estate) September 2000 – June 2011

Administrative Manager and Executive Assistant for a Private Equity Investment Company (SBIC)

Administrative Executive Assistant responsibilities included:

• Worked closely and personally with the managing partners performing all aspects of administrative

duties involving contact and exposure to highly confidential materials and information.

• Prepared correspondence, generated reports and presentations for annual meetings, semi-annual advisory

board meetings and bi-monthly partner meetings. Created forms for updating portfolio investment

progress for partners’ meetings.

• Assisted other managing partners, analysts and principals on private equity fundraising, managing

marketing materials, including confidential private offering memoranda, investor questionnaires,

advisory board and annual meeting presentations and other legal documents required for SBA licensing

for four SBIC funds.

• Assisted the Financial Manager creating complex mail merges in Deal Dynamo, assisting with investor

Distributions and Capital Calls, as well as Quarterly and Yearly Financial Statements to Investors.

Utilizing the company contact database (Deal Dynamo) updated and maintained information for

portfolio companies and investor profiles.

• Proactively responded to questions, concerns and requests for information and resolved routine

questions and information requests from investors, vendors and principals.

• Utilizing Microsoft Outlook, managed the schedules of the managing partner, operating partner, special

advisor and a principal. Scheduled meetings and made extensive travel arrangements utilizing TripIt,

Kayak, Google Maps and similar travel search engines.

• Assumed responsibility for scanning, copying, faxing as well as developing and maintaining the filing

system on the network, in Deal Dynamo and filing cabinets. Assembled legal and corporate closing

binders for Argosy Private Equity, Argosy Capital Group and Argosy Real Estate.

• Organized and kept up-to-date minute books and SBA filings for SBIC funds and all new investments.

• Completed expense reports using Concur, an expense reporting system.

• Accountable for meeting planning and organization as well as special events. Scheduled attendees,

booked conference rooms, created and tallied invitations, arranged and prepared a budget for catering,

prepared presentations, compiled notebooks, meeting materials and handouts.

• Responsible for adding and maintaining new deals, announcements and newsletters to the company

website using Word Press. Instrumental in developing Argosy’s new website, working closely with the

marketing company.

Administrative Office Manager Responsibilities included:

• Liaison between the IT vendor, Ricoh copier vendor, phone system vendor and the employees.

Responsible for purchasing, installation and functionality, effectively setting up new work stations.

Communicated the needs of both the private equity and real estate departments to outside vendors.

• Worked closely with vendors on all aspects of office expansion projects, including but not limited to, the

purchasing of office furniture, copiers and printers, and all computer aided devices (i.e., laptops, board

room meeting screens, etc.) and assisted with office space design and build out of office space.

Reviewed contracts and purchase orders.

• Developed systems and functional instructions on office procedures, including new employee

orientation and welcome packages, network system hierarchy, copiers and scanner functionality and

phone system setup and use.

McCausland, Keen & Buckman December 1989 – August 2000

Senior Legal Assistant for two Partners

Responsibilities as a Legal Assistant for the Securities' Attorney included:

• Word processing and proofing of general securities documents.

• Assisted attorney in preparation of stock certificates, minute books and stock option exercises. Prepared

Forms 3, 4 and 5 filings, Annual Transaction Reports and Broker-Dealer Form D. Assisted with filings

of SEC, NYSE and NASD reporting documents.

• Prepared documents for filings such as Prospectuses, Proxy Statements, Public and Private Offering

Memoranda, Forms S-1, S-3 and S-4 (initial public offering documents) and Public and Private Equity

and Debt Financings.

Responsibilities as a Legal Assistant for the Corporate – Merger and Acquisition Attorney included:

• Word processing, proofing and emailing of general corporate documents.

• Assisted with the preparation of documentation for mergers, acquisitions and dispositions, private

equity, banking and employment, real estate transactions, venture capital, debt and equity financings.

• Prepared, assembled and distributed closing binders, stock certificates and other corporate governance

documents.

General administrative responsibilities included:

• Trained new and existing employees on Microsoft programs.

• Experienced with a Dictaphone.

• Entered Monthly Time Sheets.

• Maintained backup program on server on a daily basis.

• Available for overtime and weekends.

• Assisted real estate, trust and estates attorneys.

• Created and maintained files on network and filing cabinets.

• Attended Closings.

Education:

Delaware County Community College – May 2013 – Completed an Associates of Science Degree in Business

Administration with High Honors.

Full Circle Computing (June – November 2012) - Successfully completed and received Certificates of

Completion for the following courses: Excel 2010 – Intermediate and Advanced (i.e., PivotTables, Charts,

Graphics, Presentations, Importing, Managing and Filtering Data), PowerPoint 2010 - Intermediate and

Advanced and XHTML, Adobe Dreamweaver, Flash, In Design and Project 2010 Introduction.

Contact this candidate