Margaret Jeffrey

Lawrenceville, GA ***** 770-***-**** ac863h@r.postjobfree.com www.linkedin.com/in/margaret-jeffrey

Executive Assistant

15+ years success establishing governance of fast-paced and high-growth environments

Guided systemically significant clients, cross-functional lines of business, product development and service management teams in the design, redesign, and launch of complex business administration and support. Adept at developing and implementing administrative systems that produce smooth operation of office. Solid facilitator, problem solver, and administrator able to forge strong relationships across multiple organizational levels.

Highlights of Expertise

Executive Support Management

Complex/Confidential Administration

Company Point of Contact

Departmental Liaison

Process Redesign/Change Oversight

Proficient in Microsoft Office and Salesforce

Working Knowledge of Peoplesoft

Calendar and Travel Management

Operations Manual Design

Team Building

Career Experience

The Bank of New York Mellon Trust Company, N.A., Atlanta, Georgia

Linked customer, product and revenue partnerships, fostered new client relationships, enhanced product delivery and improved service management.

RELATIONSHIP SPECIALIST CORPORATE TRUST BUSINESS DEVELOPMENT (2011 to 2019)

Held shared responsibility for new and retentive client onboarding resulting in successful up-selling of services and downstream referrals.

Collaborated with team to increase annual revenues by 7%; analyzed existing fees by identifying areas to turn investments into earned profit.

Offered resolution for complex and sensitive service-related concerns; improved interdepartmental team relationships, corporate efficiency, customer satisfaction and new clientele engagement.

Optimized team commitment through mentorship training and coaching; developed FAQs to guide new and current specialists in product/service expertise.

Co-coordinated strategies and effective resource development to increase interactions between customers and relationship managers; supported implementation of Salesforce CRM.

The Bank of New York Mellon Trust Company, N.A., Atlanta, Georgia

Performed a wide range of multifaceted administrative and clerical support, completing projects and special events for world leader in investments management and partnership.

ADMINISTRATIVE ASSISTANT (2004 to 2011)

Directed communication for 24-member office team, liaising departmental memorandums, providing record-keeping services and maintaining confidentiality.

Designed and implemented first-ever employee handbook, promoting professional development, personnel training and morale among office staff.

Trusted resource, researching, planning and executing special projects; aided Managing Director with relocation of office; onboarded new line of business as a result of merger.

Managed calendar and travel arrangements for two Managing Directors; submitted and reconciled expense reports.

Tracked capital expenditures by monitoring office budgets and creating reports; held responsibility for managing inventory.

Additional Experience

Legal Assistant (2000 to 2004) R. Jeffrey Field & Associates, Scottsdale, Georgia

Education & Credentials

Education

Georgia State University, Atlanta, Georgia

Affiliations

Georgia Women in Public Finance

Women’s Initiative Network

Past Board Member Gwinnett Soccer Association

Awards and Recognition

Above and Beyond Award

W.O.W (Winning Our Way) – Driving Excellence, Driving Customer Satisfaction, Client Focus