Administrative Assistant Manager
Resume:
ANN BOLAND
********@*****.***
7J Fleetwood, NY 10552 914-***-**** [C]
Profile: Eight years successful experience as Office Manager, Book-keeper, Assistant/Associate High Net-worth Individual
Provided crucial office support, book keeping, maintaining legal and personal files Discrete, honest, organized, detail oriented Handled office related operations for high net-worth individual’s foundation, farm, and office Interact daily with accountants, bankers, vendors Familiar with legal documentation such as Certificate of Trust, Wills, Certificate of Incorporation; ADVs, Investment Policy Statements Bank Documentation Team player; self starter Strong computer skills
EXPERIANCE
WIDGEON POINT CHARITABLE FOUNDATION. Armonk, NY - Present
Profile: Office Manager, Book-keeper, Assistant High Net-worth Individual
Strived to be extremely discrete, honest, attending to detail, in charge of all office related operations for foundation, farm, high net-worth family and office
Go-to person for day-to-day book-keeping, financial/investment records, solving/troubleshooting for Widgeon Point Charitable Foundation, Skerryvore Farm and Family
Successfully worked in tandem with staff, family, accountants, lawyers, financial institutions and vendors.
Retaining detailed records regarding bill pay for the foundation, farm, personal affairs
Produced various detailed records and reports of expenses and investments
Kept and maintained bank statements, both legal and private family documents
Instituted, implemented and maintained a virtual filing environment to securely share critical information to benefit managing the Foundation, Farm and Family interests
BEAR STEARNS ASSET MANAGEMENT. New York, NY 2001 – close ’Dec. 08
Nine years successful experience in Financial Securities Industry: Administration, Operations, and Client Service
Provided critical client support, on boarding, maintaining and catering to client’s account needs and requirements Interact daily with in house teams and outside Advisors and Custodians.
Associate, Portfolio Administrator and Client Service
Serve as daily contact for Registered Investment Advisors and Consultants
Process appropriate new account paperwork: Review legal documentation, validate signatory on contracts, confirm ability of accounts to invest
Coordinate client directed events for existing accounts
Ensure applicable restrictions are approved on new accounts and transferred holdings are accepted by Portfolio Manager
Input and maintain restriction list on APL Trading System
Monitor account set up. Supervise accurate and timely readiness of account for investment
Manage inquiries to resolve all uninstructed account activity.
Follow up on accounts that have fallen from reconciliation access at custodian
Interact with in house departments e.g., Portfolio Management Teams, Trade support, Operations, Reconciliation, Accounting, and Data Administration, Compliance, and Legal Departments
Confirm requests from Trade Support if BSAM owns certain holding on APL Trading System
Run various APL reports
Executive Administrative Assistant, Institutional Marketing Department 1999 –2001
Supported eight institutional sales and client service professionals, with heavy domestic and international travel schedules
Coordinated international and domestic travel arrangements, obtaining necessary visas
Maintained data base of client information and coordinated mailings of marketing materials
Maintained calendars, created meeting agendas, answered phones
Completed and submitted travel and expense reports, balanced corporate charge card
CITIBANK, NA GLOBAL MARKETING DEPARTMENT. New York, NY 2/98 – 10/99
Executive Administrative Assistant to VPs, for Credit Cards, Rationalization and Retention
Created PowerPoint Global Marketing presentations
Maintained daily calendars set up meetings, made reservations
Arranged international and domestic conference and video calls
Completed and submitted travel and expense reports, balanced corporate charge card
Coordinated international and domestic travel arrangements, obtaining necessary visas
Monitored daily correspondence
Created memos, letters, faxes. Created and maintained files
FAME FABRICS (Division of Covington Industries) New York, NY 1996 - 1998
Receptionist
Answered a multiple line phone system, directed incoming calls
Monitored inventory and performed data entry tasks
Ordered supplies and maintained supply room
Maintained and created files
Distributed mail and messages
TECHNICAL SKILLS
Quicken Illustrator Photoshop Microsoft Suite, Excel, Word, Powerpoint Lotus Adobe Maya Rendreman Paint
BUSINESS EDUCATION
New York University: New York. NY Certificates in 3D Animation using Alias/Wavefront Maya software, Rendreman and PhotoShop
Burroughs of Manhattan Community College Liberal Arts
New Horizons Computer Learning Center, New York, NY Certificates in PowerPoint, Excel, Microsoft Word
VOLUNTEER
LIVING WORD CHRISTIAN CHURCH. White Plains, NY 2009 – Present
Nine years department head of Graphics, Set design and construction and office assistant
Created flyers, posters, invitations, business cards
Designed and created graphics for events,
Designed and created sets and props transformed entire building into themed areas for Children’s Camp’s, Easter and Christmas Productions
Headed up the construction of stage sets and props
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