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Executive Assistant Data Entry

Location:
Charlotte, NC
Posted:
January 26, 2019

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Resume:

TRACI L. TOOMBS

**** ********* **** ****

Charlotte, NC 28215

347-***-****

ac8ay0@r.postjobfree.com

Summary

Experienced EA / AA III, working in the Financial Industry for over 20 years supporting executives of all levels.

Objective

To obtain a position that would allow me to utilize my skills, while allowing me with an opportunity for growth and advancement.

Professional Experience

Bank of America Merrill Lynch Admin. Asst. III

EREO / Admin Asst. III / 2016 - 2018

CFO Group / Admin Asst. III / 2014 -2016

Provided admin support to Executives and their teams. Duties were, but not limited to the following:

-Purchased supplies for the various teams

-Maintained the upkeep of the pantry/break room, as well as ordered supplies, coffee, sugar, creamer, etc.

-On-board new comers, as well as off-board leavers

-Maintained the copy rooms

-SPOC for the hierarchy

-Made travel arrangements, domestic and international

-Processed expense reports for the team

-Reserved conference rooms & scheduled quarterly maintenance for equipment

-Ordered equipment for associates, ie: monitors, headsets, etc.

-Prepared and mailed domestic & international pkgs.

-Scheduled interviews

-Maintained the upkeep of group shared drives (adding & deleting associates)

-Ordered & picked up food for events

-Maintained confidential information

-Kept a professional and respectful relationship with associates of all levels

Bank of America Merrill Lynch Global Markets Operations Support 9.12/7.14

Pitney Bowes Global Markets Operations Support 3.08/9.12

Consultant Global Markets Operations Support 12.06/3.08

· Provided floor management support to approximately 800 people

· Ensured clean and timely processing of all on/off board associates

· Ordered computer applications for all associates

· Managed 6 floors as well as updated floor plans for each in Excel

· Distributed/collected company access cards for new/exiting employees

· Ordering computer supplies as well as office supplies

· Handled highly confidential information and dealt with associates and executives of all levels

· Performed administrative duties as needed

· Organized moves within Global Markets trading floors

· Ensured costs are properly allocated to the correct business unit cost center

· Administered rent allocations to Nelson & Associates quarterly

· On-boarded new hires/transfers as well as off-boarded associates

-ACR - Provided card access to associates and performed quarterly audits

-Maintained a working relationship with the different vendors contracted with the bank

-Worked closely with Line of Business Managers to ensure the business needs were met

· Request Bloomberg and various entitlements via the Global Market Data Administration

Consultant Executive Assistant 11.04/12.06

Monroe College / KPS Special Situations Fund/ Bessemer Trust / Pershing, LLC/ KPMG/ MetLife

Duties included:

· Supported executives in various departments

· Acted as a liaison between candidates and recruiters

· Answered phones, filed, faxed, distributed mail accordingly, ordered supplies and provided other

administrative duties as assigned

· Assisted in the preparation & coordination of memoranda and reports by preparing and editing text and

other required materials

· Data entry of highly sensitive information

· Assisted in the processing and filing of tax papers for trust, foundation and individual accounts

· Prepared client billings

· Handled highly confidential documents

· Heavy calendar scheduling in Lotus Notes

· Made travel arrangements

· Maintained files, faxed, copied, federal express and certified mail

· Prepared and monitored candidate information for hire

· Prepared T&E reports

· Prepared, proofread and edited documents using Microsoft Word, Excel and Power Point as well as

conducting internet research and utilizing online tools

· Scheduled and coordinated meetings/conference calls

EDUCATION

Monroe College: Business Administration 9/06 - Present

Interboro

Institute: Major: Business Management 9/90 – 2/91

American Institute of Banking: Certificate in Banking Procedures 3/90 – 5/90

New York Bilingual Institute: Certificate in Accounting and Bookkeeping 1/89 – 6/89

SKILLS: MS Office: Word, Excel, PowerPoint, Visio, Concur, ARM, Access Mgmt, Dictaphone, Outlook and Internet



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