Administrative Assistant Executive
Resume:
LEONARD J. DAVIS
Dorchester, MA 02125
******@***.***
SUMMARY OF
QUALIFICATIONS
o Extremely professional positive attitude and strong work ethic.
o Strong verbal and written communication skills and interpersonal skills
o Dedicated and focused able to work independently with little or no supervision.
o Ability to grow positive relationships with clients and colleagues at all organizational levels.
o Typing 70+ wpm, MS Word, MS Excel, MS PowerPoint, MS Office, Outlook, Oracle, Mark view,
Internet, Principia Pro, Fact set, Data Stream, Nelsons, Bloomberg, Lipper, Saratoga, Simfund, First Call Research
Direct, WordPerfect, Paradox, Macintosh, DOS, Wang OIS/VS Systems, Dictaphone, able to work a 40 Line
Switchboard.
PROFESSIONAL
EXPERIENCE
3/2011- 7/2013 State Street Global Advisors
Executive Assistant
I supported three Senior Vice President, and their respective teams (Emerging Markets, Research and
AEDM), maintaining calendars, expense reports, travel arrangements which included Visa's and Passports. I
coordinated monthly team meetings by Video/Audio conferencing regions included: Japan, Australia, Europe,
Singapore, Hong Kong, Canada and the US. I also maintained a separate calendar for one on one meetings,
which were either weekly meetings or monthly with direct reports.
12/2004 – 12/2011 Atlantic Trust Private Wealth Management, Boston, MA
Administrative Assistant
I provide direct support for three Managing Directors and their respective teams, Wealth Strategies, Fiduciary Services and Client Service
team. My responsibilities include handling multiple calendars, coordinating travel arrangements,
implementing mass mailings, processing expenses, and performing other administrative duties, such as filing,
greeting clients and copying. I assist the Managing Directors with their outside Board activities, such as
Mass Continuing Legal Education and Boston Estate Planning Council.
1/2000 – 12/2003 Evergreen Investments, Boston, MA
Executive Assistant for COO 6/2000 – 12/2003
I provided direct support to the Chief Operations Officer, which involved frequent interaction with Senior
Executives. I maintained schedules, appointments, meetings, travel and hotel arrangements. I drafted
business correspondence, PowerPoint presentations, and special reports. I also served as a back up to the
President and CEO. I Coordinated logistics of high-level conferences, management meetings, conference
calls and special events. I Attended the Evergreen Board Meetings in Charlotte, NC to assure that the board
members were properly serviced. I handled the preparation and dissemination of all Massachusetts Bay
Transportation Authority (MBTA) passes for the entire company. Helped train new executive assistants on
basic software programs, ordering supplies and daily correspondence.
Evergreen Investments, Boston, MA
Executive Assistant for Fund Administration, 01/2000 – 6/2000
I provided support to the Senior Vice President of Fund Administration. I was responsible for one
Administrative assistant who reported directly to me. I maintained all employee attendance records, time
cards for over 40 personnel. I created and maintained lotus notes fund database. I prepared daily
correspondence, reports and prospectuses, travel arrangements, calendar entries, conference calls.
3/1995 – 12/2000 Wellington Management Company, LLP, Boston, MA
Administrative Assistant, Client Marketing Department
I handled administrative duties for one client marketing manager and three assistant managers. I prepared
and edited numerous documents for upper level client delivery, (quarterly stat sheets, and client marketing
presentation generic). Updated and maintained a graphics file for all client presentations. I conducted
research projects using the first call Nelson, Internet and Simfund on new business prospects. Basic
responsibilities include preparing group calendars, coordinating meetings, memos, mail, filing, and phone
coverage, subscriptions and travel arrangements. I compiled detailed briefing packets for prospective client
meetings. I coordinated mass client mailings maintained prospect information files for new business
purposes. I coordinated weekly in-house broker meetings of 70 or more attendees.
6/1991 – 3/1995 Massachusetts Corp for Educational Telecommunications, Cambridge, MA
Administrative Assistant/Project Assistant, 11/1992 – 3/1995
I handled administrative duties for the Project Director for the Learning Community Collaborative Project. I
prepared and edited numerous documents using both WordPerfect and Paradox. I helped to coordinate
training workshops for the TLC Project. I handled mass material mailings and ordered supplies, books and
other materials for the Human Genome Program. I handled all of the administrative duties for the One Voice
Project.
Clerical Assistant/Receptionist 6/1991 – 11/1992
I picked up and directed all incoming phone calls on Nor star switchboard. I maintained control of all office
supplies. I prepared and edited numerous documents using WordPerfect. I prepared forms using and IBM
Selectric typewriter. Opened and distributed incoming mail and posted outgoing mail. I called couriers when
needed. I helped to train new personnel on the Nor star phone system. I scheduled all meetings held in the
conference room and prepared nametags using Microsoft Word for all major meetings. I assisted the Director
of Human Resources in maintaining files of all resumes received, which were log in on the Paradox software.
5/1990 – 5/1991 Franklin Park Zoo, Dorchester, MA
Visitor Services
I received cash, made change, cashed checks, and issued receipts and tickets to customers for admission to
the Franklin Park Zoo. Recorded amounts received, prepared balance sheets, and processed daily activity
reports. I typed mailing lists, educational correspondence, and other company documentation on
WordPerfect. I made simple revisions and additions on DOS. Also gave guided tours around the park for
small school groups.
11/1988 – 11/1989 Support Systems, Inc. Dallas, TX
Legal Secretary
I prepared legal correspondence, such as litigation reports and complaints, and made revisions and additions
when necessary on Wang Word Processor. I reviewed law journals and other legal publications to identify
court decisions pertinent to pending cases and submitted articles to company officials.
7/1983 – 8/1988 United States Army, Boston, MA
Administrative Assistant/Postal Clerk
I prepared reports, military business correspondence, application forms and other documentation. I filed
records and reports, posted updated information into personnel financial records, and sorted and distributed
mail, which had to be acquired from Iwakuni Marine Base. I made revisions and additions to military
documents on Wang OIS system. Sorted incoming mail for distribution and dispatched outgoing mail.
Opened envelopes by hand or machine and stamped the date and time of receipt on incoming mail. I sorted
mail according to type and destination, such as returned letters, adjustments, bills, orders, and payments, also
re-addressed undeliverable mail bearing incomplete or incorrect address.
EDUCATION Hyde Park High School, Hyde Park, MA 1983
BSA Classes (Eight hours to Understanding the Investment Lingo) (1995)
BSA Classes (Foundations of Investments) (1995)
Contact this candidate