Elizabeth Kennedy
**** **** ******, ***********, ******** 20781 240-***-**** . (240) 435-
3785* ************@*****.***
Executive Assistant professional with extensive experience
in the financial services and legal industries
CORE COMPETENCIES
. Billing and accounts . Client survey preparations . Mass mailings
payable
. Revenue reporting . Proficient in Microsoft Office . Meeting preparation
. Engagement letter applications . Phone correspondence
(Word, Excel,
preparations PowerPoint, . Internet applications
Outlook)
. Partner management . File maintenance and . Client support
organization
. Analytic report . Tax return and filing
processing preparations
EDUCATION: American Business Institute, Brooklyn, NY
1983-1984 Executive Secretary Certification, May, 1984
1979-1981 Samuel J. Tilden High School,
Brooklyn, NY
High School Diploma, June 1981
EXPERIENCE
2005- 2010 Grant Thornton, LLP, New York, NY
Executive Assistant, July, 2005 - June, 2010
Provided daily secretarial and administrative support to 4
tax and audit partners of the firm
. Responsible for the processing of revenue and accounts
payable reports
. Responsible for pulling reports on a daily basis using the
firms technological databases
. Maintained files and tax filings for all four partners in
an efficient manner
. Effectively prepared tax filings and engagement letters for
current clients
. Developed transmittal letters to the IRS along with highly
organized forms and returns
. Prepared client surveys distributed year end
. Acted as key secretary in the training and development of
newly hired executive assistants
. Processed billing requests on a daily basis including bill
development and process applications
. Maintained all calendars and travel arrangements for all 4
partners including the processing of expenses
and generating expenses reports
. Coordinated on and off-site meetings and conference calls
including meeting preparation with prospective
and current clients of the firm
2002-2003 Morgan Stanley, New York, NY
Executive Assistant, May, 2002 - November 2003
. Supported all employees including traders, partners,
directors and assistants
. Responsible for preparing engagement letters to prospective
clients
. Responsible for all phone organization including the
answering, message taking and follow up of calls to
staff
. Maintained files and Microsoft Outlook for all partners
including clients meetings, lunch and dinner
reservations and other internal external events
. Prepared conference rooms for meetings with prospects as
well as internal meetings
1998-2001 Metropolitan Museum of Art, New York, NY
Mailhandler, June, 1988 - October, 2001
. Responsible for packing and receiving of museum merchandise
. Managed the museums Retek System for inputting inventory
and merchandise
. Effectively and efficiently managed all mail and
merchandise including highly organized sorting duties
1988-1997 Benjamin G. Sprecher, Esq., Brooklyn, NY
Legal Secretary May, 1988 - June, 1997
. High level of typing work, specifically legal documents and
dictation
. Responsible for the filing and maintenance of court papers
and client files
. Responsible for adjourning court dates
. Responsible for preparing meeting rooms and events with
current and prospective clients
1984-1988 Harris Trust Co. of New York, New York, NY
Executive Secretary, June, 1984 - December, 1988
. High level of typing work, specifically engagement letters
and invoices
. Solely supported two vice presidents of the firm and
maintained all client files for each
. Maintained all calendar events, meetings, firm events and
internal and external communications on behalf
of the vice presidents I supported
. Responsible for organizing and preparing mail distributions
. Responsible for preparing meeting rooms and events with
current and prospective clients
SKILLS:
Over 20 years experience in the field, Excellent communications skills,
experienced at supporting several people and teams at once, efficiently
manage time, work well under pressure, responsible and reliable
Experienced in processing files and all aspects of data management, trained
in Stafftrak, CMS, electronic SQM (service quality management) databases
and other reporting databases
.