Executive Assistant Data Entry
Resume:
TRACI L. TOOMBS
Charlotte, NC 28215
******@*****.***
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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