Customer Service Executive Assistant

ANNA D. CHAVELS

***A Heritage Hills 914-***-****

Somers, NY 10589 Email: ********@***.***

PROFILE

Over fifteen years of experience as an Executive Assistant in a Fortune

***, ********** *** *inancial services setting, using diverse talents and

skills to serve as a right-hand confidant to senior executives.

COMPETENCIES

. Strategic Planning

. Problem Solving/Troubleshooting

. Project Management

. Cross-Functional Communication

. Crisis Management

. Technology/Office Set-Ups

. Streamlining/Re-

Engineering . Performance Management/Tracking

. Executive

Presentations

. Lean & Efficient

Operations

EDUCATION

CORNELL SCHOOL OF INDUSTRIAL & LABOR RELATIONS

Master Certificate in HUMAN RESOURCES

FORDHAM UNIVERSITY

Master of Science in EDUCATION

MERCY COLLEGE

Bachelor of Arts in PSYCHOLOGY

COMPUTER SKILLS

Microsoft Windows; Microsoft Word, Excel, PowerPoint and

Outlook; Internet

WORK EXPERIENCE

MORGAN STANLEY, SMITH BARNEY, Purchase, NY 2006 - 2014

EXECUTIVE ASSISTANT to MANAGING DIRECTOR/BUSINESS UNIT ADMINISTRATOR

. Performed multiple administrative support functions

including travel arrangements, calendar management, meeting

planning and social events, office space planning, and expense

reports.

. Oversaw special projects requiring cross-functional

team facilitation.

. Established project goals, milestones and due dates

using real-time project tracking to keep all participants focused

and on-target with project objectives.

. Coordinated six districts requiring ongoing

interface with district leaders to facilitate projects and creation

of performance reports.

. Handled the procurement and allocation of

Blackberries, desktops, laptops, and office supplies.

. Worked with senior executives to streamline and re-

engineer workflows and processes.

. Assumed ownership and accountability for multiple

job duties, allowing the executive to focus on strategic planning.

. Assisted the Managing Director with the preparation

of presentations for conferences and meetings.

. Serve as primary liaison to internal and external

customers to provide one-stop service solutions.

TISHMAN SPEYER, Jersey City, NJ 2005 - 2006

EXECUTIVE ASSISTANT to MANAGING DIRECTOR

. Performed multiple administrative support functions.

ANNA D. CHAVELS Page 2

Resum (Continued)

WORK EXPERIENCE: (Continued)

EXECUTIVE ASSISTANT to MANAGING DIRECTOR (Continued)

. Planned and organized meetings, conferences and

special events.

. Key catalyst in automation initiatives including

document control management.

JPMORGAN PARTNERS, New York, NY 1998 - 2005

SENIOR EXECUTIVE ASSISTANT to MANAGING DIRECTOR

. Provided support to key executives and functional

areas including finance, accounting, operations, and technology, as

well as fifteen Investment Accountants.

. Served as primary interface to multiple limited

partners to facilitate problem resolution.

. Facilitated task force initiatives focusing on

streamlining and re-engineering workflows, improving data

collection and reporting, enhanced internal controls, problem

identification, and corrective actions.

. Planned and organized events for up to 150

participants.

. Functioned as a "go to" person to plan and execute

special projects, requiring team facilitation, project tracking,

status reports, and continuous follow-up.

NEW YORK ECONOMIC DEVELOPMENT CORPORATION, Office of the Mayor, 1995 -

1997

New York, NY

SENIOR EXECUTIVE ASSISTANT to the MAYOR'S CHIEF OF STAFF Advisor

. Interacted with key decision makers and advisors to

coordinate special projects, reports and presentations.

. Interfaced with media contacts including

distribution of press releases and marketing packets.

. Selected to support key project initiatives

including the Mayor's Hospital Privatization Plan.

. Led multiple project activities including planning,

resource allocation, goal setting, due dates, performance tracking,

and team facilitation.

. Managed high level correspondence with a focus on

confidentiality.

GKN SECURITIES, New York, NY 1994 - 1995

TRAINING & DEVELOPMENT COORDINATOR

. Worked with senior level managers and creative team

to develop and implement new hiring sales training program for

investment and brokerage firms.

. Performed needs assessment and conducted interviews

to identify training requirements, job responsibilities and

functions of various personnel.

. Produced multi-media training tools, including

manuals and PowerPoint presentations.

. Conducted training on motivation, policies and

procedures, corporate culture, customer service, products, and

sales techniques.

. Partnered with manager to present sessions for

Series 7 and 63 certifications.

AWARDS

Superstar 2003, JPMorgan Chase, New York

References available upon request

Contact this candidate