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Executive Assistant Administrative

Howell Township, New Jersey, United States
November 08, 2018

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Beate B. Geness

** ******** *****, ******, ** ***31 - - 908-***-****


SNI Companies (Temporary Staffing) - July 2018 - Present

Continuum Dynamics, Inc., Executive Assistant to President -- July 2018 - Present

Administrative support including: typing, filing, photocopying, schedule appointments and meetings

Review and prepare proposals for submission

Review contracts for deliverables and due dates

Prepare purchase orders and place orders

Maintain control of company and President’s personal vehicles -- insurance, repairs and use

Arrange personal and business travel

Prepare and submit patent applications

Log and maintain Quality Assurance correspondence, reports and documentation

Reconcile monthly American Express account

Review and maintain President’s personal home, boat, auto and umbrella insurance policies

Caxton Alternative Management (CAM Capital) – January 2014 - March 2018

Executive Assistant to Chief Operations Officer/Chief Financial Officer (Princeton, NJ); Chief Investment Officer (New York)

Accessible 24/7 to ensure prompt response to time-sensitive matters

Traveled between Princeton, NJ and New York offices to support both executives

Planned, coordinated, scheduled and prepared executives for meetings

Coordinated logistics and scheduled Board Meetings

Emailed investor correspondence – monthly and quarterly statements, W-9s and K-1s

Maintained investor demographic log

Tracked and logged company-wide vacation and sick day schedule

Approved and processed invoices for payment

Updated and maintained monthly file of wire transfers

Coordinated extensive personal and business travel for executives

Prepared expense reports

Assisted personal accounting with weekly/monthly bank reconciliation

J & J Staffing Resources (Temporary Staffing), February 2011 – November 2013

Educational Testing Service; Proofreader -- March 2012 – November 2013

Educational Testing Service; Executive Assistant to AVP, Corporate Project Management Office -- June 2011 to January 2012

NIKSUN, Inc.; Executive Assistant to Chairman/Owner & Assist Human Resources Department -- February 2011 - May 2011

Reviewed test items for content and accuracy; approved correct/corrected items for publication

Recorded and reported all errors on pen and paper tests as well as computer-based tests

Tracked items which were sent to test developers or formatters for correction

Coordinated and scheduled meetings for the Leadership Team

Attended staff meetings, recorded minutes and posted to SharePoint site

Arranged candidate interviews and coordinated logistics for new hires

Planned, coordinated and scheduled team building events

Reported expenses and monthly American Express reconciliation

The Brodsky Organization, September 2008 - May 2010

Executive/Personal Assistant to Chairman/Owner

Accessible 24/7 via BlackBerry to ensure prompt response to time-sensitive matters

Coordinated extensive domestic and international travel via private and/or commercial transportation

Liaised with attorneys on various tenant and personal issues including: evictions, legal actions and trusts

Answered and/or redirected incoming calls, took accurate messages and responded to emails/inquiries

Assisted with coordination of various external Board of Director’s meetings, charity and fund-raising events

Managed household staff at three households (NY, East Hampton and Paris) as well as vacation home (Palm Beach)

Coordinated annual golf outings and family vacations for the Chairman

Processed personal and business expenses

Lehman Brothers, May 2005 - July 2008

Executive Assistant to Chief Risk Officer (Management Committee Member)

Assisted in the preparation of presentations to Executive Committee, Board of Directors, Rating Agencies and clients

Coordinated extensive domestic and international travel

Processed business travel expenses and reconciled monthly American Express bills

Accessible 24/7 via BlackBerry to ensure quick response to critical issues

Compiled reports for weekly Risk Meeting for Executive Committee Members

Planned/coordinated special events including dinner parties and charity events

Coordinated household staff at dual residences (New York and Southampton)

Charles Schwab & Co., Inc., April 2002 - May 2005

Executive Assistant to Chief Information Officer

Coordinated extensive calendar with constant changes

Prepared business expense reports and tracked reimbursements

Created and maintained organizational charts

Answered/responded to incoming calls, messages and inquiries

Prepared reports and presentation for weekly Executive Committee meetings

Acted as Human Resources liaison during sale of Schwab Capital Markets

Planned/coordinated various department-wide social functions

Julien J. Studley, August 2001 - April 2002

Executive Assistant to Executive Managing Director

Maintained tenant information database

Planned and coordinated client space visits

Created marketing materials for retail space being represented

Coordinated travel arrangements, processed expense reports/reimbursement and scheduled personal appointments

Morgan Stanley Dean Witter, April 1991 - August 2001

Administrative Assistant to Managing Director

Managed multiple priorities such as travel itineraries, changes to schedules and T&Es

Created and maintained email groups

Maintained and updated intranet site

Coordinated vendor interviews

Coordinated interdepartmental product presentations

Planned and coordinated department-wide presentations

Maintained database of 250+ offsite programmers

Tracked hire dates, assignments and projects for offsite programmers

Tracked time entry

Verified monthly billing for each consultant

Researched client firm financial histories

Prepared debt charts, assisted in answering request for proposals

Acted as liaison between group and clients, other departments and divisions


Word, Excel, PowerPoint, Outlook and Internet


Katharine Gibbs School, Melville, NY

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