Executive Assistant Manager
Resume:
Suzanne Maglione Sidler ***************@*******.***
I am skillful and dedicated with extensive experience in the coordination, planning, and running of daily operational and administrative management functions. I have a demonstrated capacity to provide comprehensive support for executive level Financial Advisors and staff, including: scheduling meetings, coordinating travel and effective managing of all essential trade and client related tasks. Proven track record of accurately completing research, reporting, information management efforts within budget requirements. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and help to achieve client portfolio objectives. Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages. Extremely proficient in Microsoft Office, including Word, Excel, Publisher, Outlook, Power point, Tableau, Lawson, Concur,XM Travel, Microsoft Windows® operating systems, RedTail, OnBoard, Investigo, LaserApp and QuickBooks. 2017-Present – Federal Reserve Bank of New York New York, NY Executive Assistant – Supervision Group
Provide confidential and expert administrative support to vice president, including support of any committee or project team on which they sit. Prepare correspondence and reply to telephone and written inquiries Maintain strict confidentiality with sensitive information. Ability to provide/coordinate IT support on behalf of and for the executive Detail-oriented and organized in tracking deadlines and deliverables. Coordinate large business functions and team travel arrangements using concur booking tools, processing of travel through Expense management programs such as Lawson and XM. Manage information through c-scape, use of SharePoint sites, tableau reports, time management systems, attendance tracking, and with the ability to work with quickly and efficiently with very limited supervision. 2015-2017 Spartan Capital Securities New York, NY
Executive Assistant/Operations
Assist brokers in all aspects of the management of their business; Processing new accounts, trade tickets, money movement, correspondence, trade executions. Prepare reports and reconcile broker commissions, make travel arrangements, interact with high net worth individuals.
2009--2015 Lilli Financial Services/H.Beck Montvale, NJ Executive Assistant/Operations
Completed a wide variety of administrative functions in a small boutique investment firm, supporting all aspects of retail sales and portfolio management and information-management processes. 2004--2007 Clayton Dunning & Company New York, NY
Executive Assistant/Operations
Worked in the Operations Department and as a consultant/Executive Assistant liaison between the Financial Advisors and their clients. Responsibilities included postings and account management for the individual clients of assigned Financial Advisors. Additionally, all aspects of back office operations in respect to a retail force, including margin and options transaction handling, are well within my accomplished experience and licensing. Performed a variety of key investor-relations functions, addressing inquiries of current and potential clients, communicating with the Compliance Department regarding NASD requirement issues and maintaining investor databases. 2001 2002 Stone Harbor Financial Services, Inc. Freehold, NJ Operations Manager
Served as Director of Operations for Stone Harbor Financial Services LLC, a Freehold, NJ based full service boutique investment banking firm catering to high net worth clients. Directed all administrative support efforts. Conducted in-depth business- development research and compiled results for review by financial team. Developed presentations and scheduled all executive- level meetings and travel. Prepared bi-weekly time, expense, and travel reports. Managed invoicing and billing processes. Successfully oversaw license renewal for all financial service representatives. Maintained all client books and trade records. Played key role in design of inter-office intranet, collaborating with Web developers to identify and define essential components of site functionality. Significantly reduced time required to prepare and distribute quarterly financial reports by spearheading implementation of electronic reporting procedures. 1999 2000 Paulson Investment Company New York, NY
Operations Manager
Oversaw a wide variety of administrative functions, supporting all aspects of retail sales and portfolio management and information- management processes. Compiled and analyzed data from monthly reports to prepare Financial Advisor presentations to high net worth clients. Developed internal correspondence that facilitated effective communication and transfer of information to corporate headquarters.
Suzanne Maglione Sidler ***************@*******.*** 646-***-****
1997 1999 Schneider Securities, Inc. New York, NY
Operations Manager
Operations Manager for the New York office of Schneider Securities, Inc. Responsibilities included administrating all CRD registrations for registered representatives throughout the 50 states and within the New York office. Additional responsibilities included managing the company health plan and providing backup management within the compliance department. Managed accounts payable, receivable, and payroll. Oversaw branch administrative budget. Prepared expense reports and credit card/bank reconciliations. Purchased all hardware and software, performed application upgrades, and trained staff in use of office computer resources.
1989 1997 Investors Associates, Inc. New York, NY
Operations Manager
Director of Operations for the Midtown New York office of Investors Associates. Oversaw the daily brokerage operations of 80 Financial Consultants with a staff of 7. Directed all administrative support efforts for a multi-million dollar annual sales office in Midtown, New York. Managed accounts payable, receivable, and payroll. Oversaw branch administrative budget. Prepared expense reports and credit card/bank reconciliations. Handled all preparation and advance work on various IPO’s and Private Placements concerning the administrative and regulatory requirements as needed. 1988-1990 St. John’s University Flushing, NY
Series 7 License
Series 63 License
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