Executive Assistant

Joanna Harris PESDip

**********@*****.*** 075**-******

Highly motivated and experienced Executive Assistant with a background including: Equity Research, Operations and Facilities within financial services supporting at International Managing Director level; architects and chartered surveyors.

Projects

2004: Project managed the Infrastructure Mentoring Programme of approximately 400 mentors/mentees. Facilitated training workshops, managed confidential mentor/mentee databases, assisted HR with matching, managed the website and chaired steering committee

2001: Researched free online SWIFT publications and products and communicated information globally to firm subscribers. Project resulted in savings for the firm of $55,000 p/annum

2000: Conducted research into Firmwide travel and expense policies, creating and publishing the first cohesive Firmwide T&E policy

1999: Designed and managed department and project Sharepoint sites and web teams in Operations, acted as webmaster for approximately seven sites

1998: Supported the Economic Monetary Union Project team with general administration, website updates and logistics

Morgan Stanley (September 1995 – Present)

EXECUTIVE ASSISTANT: RESEARCH (from June 2014)

Providing a comprehensive administration service to Analysts and Associates within Equity Research, including client relationship management.

Managing priority client relationships

Planning and implementing global marketing travel for analysts

Creation of Notes in Methode, proofreading and creating charts

Managing all travel arrangements, ground transport and expense claims in line with Firm policy

Assisting Corporate Access in preparation and marketing of client events i.e. annual TMT Conferece and the Testing, Inspection & Assurance conference

Tracking industry results for covered stocks and competitors and maintaining spreadsheet

Logging analyst/client interactions and ad-hoc information requests via GPSCT in line with MiFID

Providing comprehensive support services to Executives: extensive diary management, presentations, reporting, correspondence and ad-hoc research

Maintenance of the Research Admin website

Training of new administrative staff

EXECUTIVE ASSISTANT: CORPORATE SERVICES (from Jan 2005)

Providing full support to the International Head of Corporate Services: extensive diary management, presentations, reporting and correspondence

Managing complex international travel

Preparing quarterly transparency reports

Responsible for the yearly UK Career Academy programme: interviewing, mentoring and supervising interns within Corporate Services

Co-ordinating visiting executives’ itineraries

On-boarding new employees: desk logistics, IT accounts and telecommunications

Managing space planning, floor plan updates and personnel moves

Providing DSE assessments in line with Health & Safety compliance

Creation of department website, co-ordinating global communications team writing and publishing the quarterly newsletter and creating a client facing bi-yearly newsletter

EXECUTIVE ASSISTANT: OPERATIONS (from July 1996)

TEAM ASSISTANT: FACILITIES (from Sept 1995)

PREVIOUS EXPERIENCE

Takenaka (UK) Ltd (Sept 1992 – April 1995)

Architects

PA to the Head of Design & Business Development Director

Richard Brudenell (Oct 1990 – April 1992)

Chartered Surveyors

PA to Company Partner

Amstrad plc (Feb 1990 – Sept 1990)

IT

Export Department Secretary – Temporary role

Hallam Ramsay & Co Ltd (Nov 1988 – Nov 1989)

Shipping Agents

Secretary to Managing Director

Sept 1987 – Oct 1988

Various temporary roles

PROFESSIONAL QUALIFICATIONS

Project Skills for the PA & Administration Personnel (2013)

The Open University – Certificate in Business (2010-2011)

The Open University - Certificate in Social Science (2005-2006)

The London Chamber of Commerce & Industry’s Private & Executive Secretary’s Diploma (1994-1995)

O-Level & GCSE Qualifications (including Maths and English)

IT SKILLS

Microsoft Office 2007/2010 (Word, Excel, PowerPoint) Visio, Sharepoint 2007, Concur

Outlook mail and calendar

Research specific in-house tools: GPS, Methode, Salesforce

INTERESTS

I am a Chevalier of the Confrarie des Tastevins de Clos de Vougeot in Burgundy, France. I am a qualified dancer in Ballroom & Latin; also an Advanced Open Water Scuba Diver; play badminton and tennis and am a keen swimmer.

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