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Administrative Assistant Project Manager

Boston, Massachusetts, United States
May 30, 2018

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Charlestown, MA ***** 617-***-**** www.linkedin/in/julie-e-mueller SENIOR EXECUTIVE ADMINISTRATIVE ASSISTANT

Resourceful Senior Executive Administrative Assistant with 8+ years of experience in providing direct administrative support to Managing Director and other top executives. Dedicated to efficiently assisting with day-to-day activities and special projects. Work well under pressure while successfully addressing competing demands.

Consistently display professionalism, flexibility, and a solid work ethic. Apply interpersonal communication skills that influence positive change. Enthusiastic attitude, methodical problem-solving approach and a commitment to client service.

Proficient in Microsoft Suite (Outlook, PageMaker, Excel, Word), Adobe InDesign, Adobe Dreamweaver, SharePoint, and WebEx.


BNY MELLON WEALTH MANAGEMENT, Boston, MA 2008 - 2016 Senior Executive Administrative Assistant to Managing Director Provided high-level administrative and personal support for Managing Director. Served as an adviser ensuring executive was informed, organized, and prepared to meet business objectives. Maintained confidentiality and exercised discretion while handling corporate information and documents. Responsibilities included:

Acted as the primary point-of-contact, promptly responding to various inquiries and resolving issues

- Managed an extremely active calendar of meetings, appointments, and conference calls

- Arranged complex travel itineraries, planned logistics, and coordinated meeting materials

- Processed/tracked expense reports and maintained a spreadsheet for department budgets

- Composed and proofed critical internal and external emails, letters, and other correspondences

Collaborated on high-priority management presentations and various strategic projects

- Created complex PowerPoint presentations adhering to corporate marketing branding guidelines

- Applied advanced graphic design skills to create impactful presentations

- Conducted research, collected and organized data, and prepared management reports

- Project manager for BNY Mellon Wealth Management Employee Engagement initiatives

Planned and managed all aspects of internal/external meetings, conferences, and special events

- Selected venues, controlled contract approvals, planned menus and managed meeting space logistics

- Assisted with agenda, speakers, materials, invitations, attendance and hotel room blocks

- Coordinated audio-visual equipment requirements with on-site technology support Continued...

Julie E. Mueller Page 2

(Professional Experience continued


MAN NUMERIC INVESTORS, Cambridge, MA 2006 - 2008

Senior Marketing Specialist/Project Manager

Provided comprehensive administrative support to the Director of Marketing

Created presentations consisting of complex graphics at a firm, product and client level

Updated firm marketing and product materials; reviewed with portfolio managers and performance analysts to ensure accuracy

Led production of client conference presentations containing 500+ PowerPoint slides; maintained a consistency of theme while collaborating with 14 investment/sales professionals

Completed time-sensitive request for proposals (RFPs); expedited RFP process by constructing an extensive catalog of standardized responses containing firm information, portfolio characteristics, and performance

Reviewed marketing materials and RFPs with Chief Compliance Officer to ensure compliance with SEC and GIPS reporting standards

Completed quarter-end and annual due diligence client questionnaires; evaluated and updated firm/product information on 25+ third-party and consultant databases

Researched, collected data and delivered internal monthly/quarterly statistical reports and performance evaluation analyses of firm products utilizing FactSet Performance Analytics EDUCATION

Bachelor of Science (B.S.), Marketing

BOSTON COLLEGE – Wallace E. Carroll Graduate School of Management AWARDS & HONORS

BNY Mellon Wealth Management Global Spotlight Award – 2010 Honored for unique, “above and beyond,” contribution to the WM Mentoring Program.

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