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Executive Assistant Customer Service

Location:
Bronx County, New York, United States
Salary:
$60,000
Posted:
January 22, 2018

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Deborah R. Doyle

*** **** **** #***, *****, NY **475 - Phone 718-***-**** Cell 212-***-**** Email: ac34yh@r.postjobfree.com

Professional Profile

Administrative Professional with outstanding detail oriented, dedicated administrative professional, and offering senior administrative support. Demonstrated coordinating office management assistance, pays close attention to detail, the ability to learn new systems quickly, excellent judgment, and a team player. Additional skills include flexibility to adapt to ever-changing priorities and ability to conduct matters of confidentiality with the utmost discretion.

Education: College of New Rochelle, 9/12–9/15 BA in Liberal Arts, Magna Cum Laude

Professional Experiences

Northwestern Mutual, 8/15-5/16

Cannataro Park Avenue Financial Division New York, NY- Investment Operations Specialist

Client servicing for New Accounts, including KYC, ACAT, 401K, 529 accounts

Daily in force serving, Fed wires, contributions, distributions, journals and check request

Assisted Director of Investment with executions and client correspondence

Freelance Contract Assignments, 4/15-6/15

Swiss Post Solutions Staff Agency, New York, NY

Credit Suisse Investment Banking Department - Executive Administrative Assistance

Provided administrative assistance to six IBD Managing Directors and their teams

Arranged all transportation international/domestic, ground, air, and lodging

Prepared internal travel documentations and created travel itineraries

Overseen personal and professional calendar maintenance for IBD Managing Directors

Processed T & E reports and invoices for payment

Freelance Contract Assignments, 6/14-4/15

Credit Suisse Equity Research Group - Executive Administrative Assistance

Provided administrative assistance for two Senior Managing Directors and their teams

Coordinated appointments, calendar maintenance, meetings, domestic/international travel arrangements, road shows, conferences, conference calls internal/external, media appearance, speaking engagements, special events, and dining engagements

Assisted in compiling equity research reports, binders, brochures and meeting materials

Process T & E reports through Concur system, auditing, and converted foreign currency

Submitted pre-approval documentation for public appearances, order supplies, secured conference rooms for internal meeting, and arranged for group conference calls, updated voicemail, and client email for research distribution list

Updated analyst client’s activities log for sales meeting

Freelance Contract Assignments, 4/14- 6/14

Adecco Temp Staffing Agency, New York, NY

Credit Suisse Group Internal Audit IB -Executive Administrative Assistance

Executive assistance for ten executives in Auditing Team with daily administration procedures

Knowledge of Internal Systems: Audit Management System –AMS, Team Mate, Event View, CS Plus and Concur Travel Services System

Freelance Contract Assignments, 11/13- 12/13

Credit Suisse Investment Banking West Euro Sales -Executive Administrative Assistance

Assisted in travel arrangements –domestic/international, hotel, air, train and ground transportation,

Processed T & E reports and invoices for payment

Arranged corporate meetings - breakfasts, lunches and dinners for Euro West Team

Screened/directed telephone called, and respond to request for research projects

Oppenheimer & Co Inc., New York, NY, 5/97-1/12

Client Service Associate/Operation Assistant, 5/03-1/12

Assisted a team of four Managing Directors with daily administrative and trading tasks, provided assistants by prioritizing, researching, and resolving client’s inquiries

Opened new accounts, In-depth knowledge of Know Your Client (KYC), corrected trades, balanced average price, and reviewed client accounts daily

Prepared written and electronic correspondences; Maintain phones, calendar, travel and client’s meeting arrangements, and organized a yearly special event.

Handled special projects as the broker reviews, and compliance issues, customer review, and assisted in monitor employee related accounts.

Supervising and instructing associates with data entry of checks, wires request, deposited checks, stocks certificates, new accounts entries, and orders verbally or in Order Management System

Corrected documents –reviewed, covered, and processed error reports

Equity Trader, 5/97-5/03

Agency trader executed retail trades for 72 branches offices on all exchanges, verbally or in the trading systems, and assisted traders in executed proprietary for the firms

Liaison between Trading Desk and Back office to resolved and diagnosed trade errors for all of the 72 branches

Researched and resolved brokers complaints on trades, balanced error and average price accounts

TECHNICAL SKILLS

Computer: Microsoft Office -Word, Excel, PowerPoint, Outlook Calendar, highly Internet/Social Media savvy

Manipulating Data, Numbers Skills, Analytical Skills, Learning Skills, and Travel Services Possess Excellent research, and verbal/written communication skills, interpersonal, communication, and multi-tasking skills

Caregiver to the elderly and developmentally disabled

Former Professional Licenses: Series 7, 63 & 55

Former Public Relations Chairperson for Virgin Islands Freshwater Association

Former Youth Coordinator for Virgin Islands Freshwater Association

Responsible for planning, leading, and implementing activities and experiences for children, which included responsible for the general safety, teaching crafts skills, story telling, and the fashion show coordinator. Also, responsible for USVI Annual cultural day and picnic which entails, buy and obtaining costumes, preparing children for the parade, children costume changes, dances, and all children’s games.

Recipient of 2015 and 2016 Girl Scouts of America troops #1275, Co-op City Chapter, Bronx, NY 10475 Volunteer award. Assistant the troop leaders in activities for this troop. Smithsonian Institution-NMAI New York, NY-10/12 – Present

Volunteer for the EDU Dept. - Performs basic customer service duties including: answering, screening, routing, and recording all phone calls. Receives clients and escorts them to executive offices, rooms or various parts of the museum. Assists visitors to tour guides for Native American tours, handling objects and the museum collections. Handles general requests for information, delicate situations, such as – visitor requests, special needs and complaints, while maintaining a professional demeanor at all times.



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