Axel O. Figueroaa

917-***-****

ac0ul4@r.postjobfree.com

Summary

Seasoned executive assistant who enjoys a fast-paced, challenging environment. Highly organized, clear communicator, self-starter, and motivated to deliver quality. Demonstrates a positive, can-do attitude and proactively thinks ahead to anticipate needs, risks, and contingencies. Able to multi-task, prioritize efforts, and work both independently and as a team.

Professional

Experience

Muriel Siebert & Co., Inc. New York, NY

Executive Assistant & Office Manager 1998 – 4/4/17

Executive Assistant Responsibilities:

Executive assistant to the Firm’s CFO, COO. Also assist the executive assistant who support, the CEO.

Create and prepare memorandums, letters, reports, and other documents as requested. Documents prepared meet or exceed expectations as rework is rarely required.

Assist in the preparation of annual board presentations delivered by the CFO and the publication of the Firm’s financial statements.

Process and screen incoming mail, ensuring mail is organized according to priority and relevance.

Manage the CFO’s schedule, calendar, and contact list in real-time via Microsoft Outlook.

Set-up internal and external meetings and conference calls in a timely manner and coordinate web casts.

Arrange the venue, room, agenda, schedule, and other logistics for the Firm’s annual shareholder meeting.

Plan the location, food and drink menus, and timing of the Firm’s annual holiday party in New York City.

Create and manage travel reservations and itineraries.

Answer and carefully screen phone calls and take messages. Make photocopies and faxes.

Set-up and manage file systems that are organized and easy to use.

Assist and manage special projects and requests as needed.

Office Manager Responsibilities:

Office manager for Muriel Siebert & Co., Inc.’s corporate headquarters in Manhattan.

In charge of recording and tracking attendance, vacations, and personal days off for all personnel across all office and branch locations.

Maintain and replenish office supply inventory for the corporate office and all branches, ensuring supplies are ordered in a timely manner.

Responsible for office equipment, ensuring copiers, fax machines, and shredders are operable.

Act as the liaison between the office and the building management.

Planned and coordinated all logistics associated with moving personnel to the Jersey City office, ensuring employees could begin work immediately at a new location.

Planned and coordinated office painting and re-carpeting efforts without disrupting business operations.

Assist the Chief Technology Officer on all IT issues related to the day to day work of the company computer systems

Muriel Siebert & Co., Inc. New York, NY

Manager and Supervisor, July 1996 – 1998

Processing and Quote Departments

Managed a team of 2 employees responsible for processing incoming and outgoing ACATs, IRA distributions, and checks and stock certificates received in the mail.

Also provided leadership to a team of 3 client-facing employees responsible for providing customers quotes over the phone.

Responsible for MarketPhone operations, a telephone service offering clients the ability to call and obtain automated account information such as balances, transactions, and holdings and place trades.

Provided annual employee performance reviews and was responsible for interviewing and hiring employees for both departments.

Trained team members of existing and new processes and procedures. Also trained employees in the use of the Firm’s processing systems.

Achieved increased processing efficiency by delegating more and more responsibility to team members as their knowledge increased.

Increased processing efficiency resulted in significantly relieving customer service representatives from handling calls specific to ACATs, IRA distributions, and quotes. As a result, customer service was able to increase their call volume and reduce hold time before calls were answered, providing better service to clients.

Originally hired as a Processing Clerk and was promoted to Manager and Supervisor of the Processing Department within 6 months.

Datek Securities Brooklyn, NY

Processing Clerk September 1995 – July 1996

Responsible for processing all incoming and outgoing ACATs, ensuring accounts were transferred accurately and in a timely manner.

Processed check deposits received in the mail, ensuring the correct amount was credited to customer accounts.

Processed new accounts opened and all associated paperwork requirements according to Firm and regulatory requirements.

Travelled to the Depository Trust Corporation (DTC) on a daily basis to deliver stock certificates.

Demonstrated ability to process a high volume of transactions despite limited time and resources.

Electric Energy Company San Juan, Puerto Rico

Executive Assistant 1992 - 1995

Executive assistant to the Company’s Director of Human Resources who was appointed by the Governor of Puerto Rico.

Helped to organize and plan key meetings held between the Director and various labor union leaders.

Arranged all logistics required for recurring meetings between the Director, the Governor of Puerto Rico, and Senators.

Prepared memorandums, letters, presentations, and other documents as requested.

Answered phone calls, took messages, made copies, and assisted in managing the Director’s calendar.

Education

University of Puerto Rico Cayey, Puerto Rico

2 Years CollegeBachelor of Arts in Communications,

Minor in Marketing

French Culinary Institute New York, NY

Grand Diploma in Culinary Arts

Technical

Skills

Microsoft Word, Excel, PowerPoint, Outlook, Visio, and Access.

Fidelity Brokerage Services Incorporated (FBSI), a mainframe back-office clearance and settlement system.

National Financial System’s Wealthscape, a distributed trade processing platform for full-service financial representatives.

Languages &

Citizenship

Fluent in English and Spanish. U.S. citizen.

Contact this candidate