Customer Service Administrative Assistant

Katherine Barreto

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

Nanuet, NY 10954

Mobile: 917-***-****

**************@*****.***

Objective: My experience has encompassed a high degree in management of personnel skills, project development as

well as strategic planning and organizational skills. I am always interested in a new challenge. I have an excellent

reputation for hard work, consistent service, dedication and a pleasant attitude. I am equally comfortable working

independently or as part of a team and am highly motivated to provide an excellent project, job and/or service on time. I

have extensive experience with the needs of diverse clients’, I'm very flexible, reliable and open to any new experiences

that the job requires.

Specialties: Finance Industry w/ all general office, organizational skills; typing skills,

Computer literacy: Microsoft Word/ Excel/Power Point/Outlook, Sales Force, Internet Research Savvy, Photo shop,

accurate and detailed oriented, strong written and communication skills.

•Fluent in Spanish

Education:

SUNY Purchase College - Purchase, NY 10577 - 2009 Bachelor’s Degree (Liberal Arts/Communication)

SUNY Rockland Community College - Suffern, NY 10901 – 2005 Associates Degree

Experience:

Executive Support Asst./Site Facility Coordinator to 8 Senior VP's - IT Group Insurance

Prudential Group Financial - April 2013 – March 2014 Roseland, NJ

• Maintained principal calendar, email and other communications including opening, routing, prioritizing incoming

mail, email and other correspondence for principals, drafted responses for supervisor review of routine

correspondence. Screen calls and responds to routine and non-routine calls, initiating conference calls. Scheduled

large and or complex meetings with key customers/high level executives made domestic and international travel

arrangements Prepare general and travel expense vouchers.

• Operated PC using advanced software applications, may design complex spreadsheets, import/export data

between software applications, or create presentations using graphics, diagrams and charts. Compile and provide basic

analysis of information. Receive general instructions and direction and refers unusual problems to superior. Perform

considerable coordination and follow-through.

• Clarified company policy and procedures and verbally communicate sensitive information to senior

management, or external contacts. Perform other administrative duties and special projects as assigned (e.g. supplies,

business continuation, record retention, Document management, attendance and special projects, etc.) Maintain

contacts with customer's leaders and analyze requirements and service quality and sort out any relevant issues.

Prepare all personnel documentation perform orientation of new employees, prepare reports for employee payroll and

timecard. Assist employees in check-ins, training and management of associate employees and documents all future

requirements. Maintain knowledge on current staffing pattern and foresee future staff requirement to facilitate timely

recruitment. Provide an interface with potential candidates and clients to provide an update on order status. Monitor and

update database information related to employee assignments and existing openings.

Sports Loan Analyst Director / Executive Personal Assistant to Sr. Portfolio Managing Partner

Pro Player Funding Inc. Hedge Fund - January 2011 – April 2013 New York, NY

•Managing heavy calendars while interacting with an internal executive partner (Celebrity Based)/assistants as well as

business sports managers, sports agents and teams; coordinating a variety of complex executive meetings with sports

players.

•All in office duties, prioritizing and managing multiple projects simultaneously while following through on issues in a

timely manner.

•Reviewing and summarizing miscellaneous reports and documents (preparation on presentations, loan documents and

outgoing mail as necessary).

•Dealing with security issues during meetings and preparing documentation of department’s minutes of meeting.

•Arranging travel schedule and reservations for an executive partner and members as needed.

•Managing efficiently hotel and travel arrangements, dealing personally with NBA/NFL players and sports agents.

•Sports lending and completing all other tasks as per the Finance Director’s request.

•Excellent calendaring management skills including the coordination of complex executive meetings.

•Managing schedules to ensure the executive arrives on time to meetings and events.

•Scheduling duties including booking events, making travel arrangements (hotel, flight/car) managing daily meetings

with other staff, keeping track of an executive's electronic calendar/diary with current meeting times and detailing of the

events, attending meetings in place of an executive as his representative in some situations.

•Documenting preparation and participating in projects, this includes creating documents, spreadsheets or

presentations, project management skills, coordinating projects with a team.

•Directing the project and/or assigned duties to other staff members on the project.

•Creating reports and keeping updates on the progress of the project.

•Planning events such as parties or family events, personal family involvement, outside ventures/investments

Executive Administrative Assistant – Professional Development/Enterprise Data Team IT Support

Morgan Stanley Smith Barney/Morgan Stanley - January 2009 – January 2011 Purchase, NY / NY, NY

•Supported and served information and communicated to 6 Senior VPs - Financial Advisors and team for the

Professional Development Group.

•Supported 3 Exec. Directors in the Enterprise Data Support.

•Planned scheduled meetings/appointments; organized/maintained paper and electronic files/expense reports,

managed projects, conducted research, and disseminated information by using the telephone, mail services, websites

and e-mail.

•Handled domestic travel/international travel and guest arrangements, created spreadsheets, composed

correspondence, managed databases, created presentations, reports, and documented using desktop software.

•Negotiated with vendors, maintained and examined leased equipment, purchased supplies, managed areas such as

stockrooms or corporate libraries, and retrieved data from various sources, computer efficient, keyboarding and

answered the telephone with multiple switchboards up to 7-9 lines.

•Experienced in arranging conference calls/rooms domestic/international and reviewed incoming memos, submissions,

reports, prepared agendas, made arrangements for meetings of committees and executive boards.

Project Manager/Administrative Assistant

JTSA - January 2005 – January 2009 (4 years 1 month) New York, NY

•Set up meetings, travel preparation and catering, ran meetings, maintained a switchboard of 4-10 multiple lines, writing

and distributed meeting minutes/ran errands for management and determined resources required.

•Coordinated incoming/outgoing packages, interviewed candidates, met and greeted all parents, Rabbi’s and outside

public as well as performed excellent customer service, vetted vendors and assigned tasks / multi-tasked, created a

plan and executed a plan/adjusted the plan as necessary. Communicated incoming/outgoing calls, messaged well-

detailed and explained orientation.

•Prepared status reports and scheduled conferences/presented necessary materials to upper management.

Planned all aspects of the project and developed the project while being creative. Reviewed all projects and corrected

all errors as well as completed the project and stayed in budget.

REFERENCES AVAILABLE UPON REQUEST

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