MARY VALERY KELLY
East Norriton, PA
Administrative professional with over fifteen years of’ experience providing comprehensive support for C-Suite and VP level executives and their management teams in the Investment Management, Construction and Real Estate industry. Proven track record of exceeding expectations and adept at developing and maintaining administrative and procedural processes, consistently improving efficiency and achieving organizational objectives.
CENTERSQUARE INVESTMENT MANAGEMENT LLC – Plymouth Meeting, PA 2003 - 2018
Executive Administrative Assistant
Worked directly with the Investment Management, Operations, Acquisitions, Finance, Accounting and Legal departments. Maintained critical databases and files. Created presentations and documents using MS Word, Excel and PowerPoint. Prepared and coordinated meetings for C-Suite executives, clients and potential investors. Maintained and organized records for management filing, retrieved, destroyed and archived time sensitive documents. Managed and trained other administrative staff and supervised day-to-day operations for the office.
Responsible for review of initial RFPs, detailing accuracy and completeness for final submission. Set up database, retrieval and maintenance of the awarded agreements.
Coordinated ongoing timely negotiation correspondence.
Confirmed pre-qualification requirements for potential investors through MSBC Securities.
Researched information on Foundations, Companies, Utilities, and Hospitals to get perspective client’s interest in investing in our Fund products. Delivered comprehensive findings to Investor Relations.
Logged Private Placement Memorandum’s (PPMs) and Subscription documents sent for fund investments per compliance regulations.
Kept private and public client distribution lists current.
Responsible for sending to investment management clients the following documents:
Quarterly Reports, Financial Statements, Capital Calls, Cash Distributions, K-1s, and Yearly Compliance documents through the company’s eFront portal reporting system.
Coordinated annual investor and committee meetings, reserved hotel accommodations, assisted marketing with client name badges, agenda and fund reports.
Collated meeting materials and set-up conference rooms for client/prospect meetings throughout the year.
Monitored daily international stock trades for the Operations Department inaccuracies in trade amounts.
PREVIOUS PROFESSIONAL EXPERIENCE
Philadelphia D & M, Executive Assistant/Office Manager, Plymouth Meeting, PA
Balanced Capital, LLC, Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PA
Capital Solutions, Inc., Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PA
Preferred Real Estate Investments, Inc., Executive Assistant/Office Manager/Assistant Controller,
Associate in Fine Arts, Montgomery County Community College
Polley Associates - Completed Pennsylvania Real Estate Practice & Fundamentals courses