Executive Assistant Customer Service

KATHLEEN CLARKE

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Morgan Stanley, New York, NY February 2010-June, 2017 Executive Assistant-Firm Management/Risk Management

Reported to CRO and Managing Director directs of CRO

Helped Board members when meetings were needed (when they were in town)

Worked closely and effectively with CRO and Managing Directors to keep them well informed of upcoming commitments and responsibilities, appropriately following up

Gathered/printed confidential financial documents, departmental correspondence as needed

Managed international and domestic travel plans, itineraries, and agendas; including expense reporting using Concur

Planned, coordinated, and ensured that calendar schedules are followed and respected. Provided gatekeeper role, creating win-win situations for direct access

Organized quarterly events: On-site/Off-site management meetings, social events, (Townhall using webcast, video conferencing, operator assistant conference call)

Ordered supplies and facility requests

Volunteered in various outside projects (Give back to the community)

Mentor for all assistants in Risk Management

Morgan Stanley, New York, NY May 1999-June, 2009

Executive Assistant-Credit Advisory within Finance, Investment Banking and Global Capital Markets

Reported to two Managing Directors and three Executive Directors – including Head of Credit Advisory Group

Supported Managing Directors/Coverage Officers in all office functions as needed (including coordinating meetings, typing correspondence, creating presentations on PowerPoint/Blue Book for meetings, etc.)

Personal assistance when needed (Family assistance, shopping, etc.)

Obtained industry reports from Moody’s, Standard and Poor’s and Fitch for preparing consolidated market reporting to management

Organized and processed electronic legal billing via tymetrix legal billing tool

Responsible for scheduling and arranging Senior Review Committee Meetings, (including faxing, copying, distributing memos, setting up conference calls, video conferencing, etc.)

Coordinated travel arrangements (both domestic and international using Cliqbook and CSTO)

Prepare and track expense reports on Extensity and Concur – Adhere to all travel polices establish by the Firm

Compiled a global pipeline report based on information submitted by NEW YORK/London/HK/Tokyo on a weekly basis

Prepared the Weekly Agenda for department meetings based on input from industry meetings as well as prepared minutes for meetings

Responsible for compiling a list of the rating advisory assignments that the group has worked on during the year on a semi-annual basis

Established and organized a filing system for Managing Directors/Coverage Officers

Volunteered in various outside projects (Give back to the community)

Participated in mentor program for new assistants, technology committee, and pilot programs Kathleen Clarke

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Nomura Securities International, Inc., New York, NY Executive Assistant-Firm Management May 1997 – January 1999

Reported to the Executive Managing Director – Head of Technology and Facilities as well as provided support to department needs

Set up and maintained all phases of personal needs and real estate/auto insurance for EMD and family

Handled vendor management screening and distributing all calls to appropriate managers

Prepared reports and monthly organizational charts for Executive Committee

Dispatched executive help calls to appropriate personnel

Organized international and domestic travel arrangements

Created departmental correspondence, memos, emails, etc.

Established and managed departmental files for Managing Directors/Coverage Officers The Bridgeford Group, New York, NY

Administrative Assistant, Mergers and Acquisitions-Investment Banking March 1990-May 1997

Reported to Managing Director of Mergers and Acquisitions and various other business Directors

Supervised nine secretaries for time and attendance

Established and hosted office Administrative Committee to ensure solid customer support within the organization

Prepared proposals and presentations, confidentiality agreements, and indication letters

Obtained research material from various companies/databases to incorporate in internal reporting documents

Handled extensive customer service (in person and telephone) with clients on confidential materials

Prepared executive reports, expense reports, travel arrangements, correspondence, and various administrative duties for Directors

Notarized documents for all levels of personnel

Participated committee for relocation of downtown office to midtown office

Created new policies and procedures manual for the company Skill Set: Outlook, Word, Excel, CRM, PowerPoint, Ariba, Adobe Pro, Cliqbook, CSTO, Smart (Invoice system), Concur, Internet Research, Tymetrix, Notary Public, Espace, Video Conference

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