Administrative Assistant Office

Emily Monge

Administrative Assistant, Advisor Solution - Custody Department

Brooklyn, NY

********@*****.*** - 347-***-****

A well-organized Administrative Assistant with established experience, who is capable of taking directions from

multiple supervisors and work independently to meet deadlines. Handles sensitive and confidential information

in

a professional manner; manage priorities and projects simultaneously. Major strengths: proactive, self-

motivated

and team player with positive "can do" attitude and organized; computer and interpersonal skills. Multilingual in

English and Spanish. SKILLS: MS Word, Excel, PowerPoint, Outlook, Lotus Notes, PeopleSoft and Seibel-

CRM.

WORK EXPERIENCE

Administrative Assistant, Advisor Solution - Custody Department

Bank of New York Mellon - New York, NY - April 2010 to June 2014

Perform full range of administrative support for the Managing Director, and general office support for the staff

servicing the Advisor Solutions Department, a division of Wealth Management.

Assist officers with cash disbursement verifications, mailings, and day-to-day responsibilities.

Responsible for calendar gatekeeping, scheduling internal/external meetings, teleconferences, audio visual

conferencing, meet and greet guests and cater meal requests.

Arrange business travels, hotel and car service reservations; prepare T&E Reports, travel reconciliation,

and properly code office invoices for signature approval, prior to submitting to Accounts Payable.

Compile clients’ contact list for e-mail blast mailing, mail merge and office events.

General office duties included tracking employees attendance record, screen and route calls to the

appropriate person; handle faxes, photocopies, scanning, filing, mail distributions, overnight packages, outside

messenger service, monitored office supplies and inventory.

Assist with onboarding logistics in ordering computer hardware and software, coordinate internal moves,

trouble-shoot all office equipment while working closely with IT Support Desk; contact outside vendors for

equipment repairs and Building Management for facility repairs. • Assist officers with cash disbursement

verifications, mailings, and day-to-day responsibilities.

Administrative Assistant, (Permanent)

Trust Income Tax Department - New York, NY - April 2008 to April 2010

Responsibilities

Held accountable for the Remediation of W8/W9 Tax documents for more than 15,000 Trust accounts, once

obtained then scanned, indexed and archived records.

Administrative Assistant (Temp)

Infinity Consulting Solutions - New York, NY - August 2007 to April 2008

Responsible for calendar management, scheduling internal/external meetings, teleconferences, video visual

conferencing, conference room reservations, cater meal requests. Greet, meet and escort guest to meeting

location. Arrange business travels, hotel and car reservations; prepare T&E reports, travel expense

reconciliations, and properly code office related invoices for signature approval, prior to submitting to Accounts

Payable.

Accomplishments

Solely held responsible for coordinating the department's internal move to its new location, and discarding all

office equipment and terminating all leasing contracts with outside vendors.

Skills Used

Microsoft Office Suite, Lotus Notes and Siebel - CRM Application

Portfolio Assistant

Ferguson Capital Management, Inc - New York, NY - January 2007 to June 2007

Provided administrative support to the President/Portfolio Advisor by compiling monthly valuation reports for

account reporting.

• Prepared monthly bills, updated folders by recording all investment transactions.

• Responsible for monitoring cash management and account reconciliations for 90 brokerage accounts;

reviewed holdings and cash balances against monthly statements; served as a liaison between custodian

banks, brokers and clients; entered trade tickets orders, and faxed advices to custodian banks.

• General office duties included filing, mail distribution and served as a backup to the receptionist.

Senior Administrative Assistant

Trust & Investment Advisory Services - February 1998 to December 2006

Perform full range of administrative support for the Managing Director, and general office support for the staff

servicing the Trust & Investment Advisory Services.

• Served as back-up to the Executive Assistant to the Chief Trust Officer of the Wealth Management Sector.

• Responsible for calendar gatekeeping, scheduling internal/external meetings, teleconferences, audio visual

conferencing, meet and greet guests and cater meal requests.

• Arrange business travels, hotel and car service reservations; prepare T&E Reports, travel reconciliation, and

properly code office invoices for signature approval, prior to submitting to Accounts Payable.

• Compile clients' contact list for e-mail blast mailing, mail merge and office events.

• General office duties included tracking employees attendance record, screen and route calls to the

appropriate person; handle faxes, photocopies, scanning, filing, mail distributions, overnight packages, outside

messenger service, monitored office supplies and inventory.

• Assist with onboarding logistics in ordering computer hardware and software, coordinate internal moves,

trouble-shoot all office equipment while working closely with IT Support Desk; contact outside vendors for

equipment repairs and Building Management for facility repairs.

Administrative Assistant

Real Life Associates, Inc - New York, NY - April 1996 to February 1998

Provided administrative support to the President and Insurance Brokers; prepared Managed Care and HMO

illustrations to be utilized for comparison reports and presentations.

• Obtained competitive quotations from various insurance carriers such as, Aetna, Oxford, UnitedHealth

Care, Cigna, Empire BCBS, Travelers, Hartford, Mutual of Omaha, and Chubb.

• Handled all aspects of benefits administration from enrollment to terminations and insurance verifications.

• Administered group health insurance accounts, policy amendments, renewals and reinstatements.

• Provided underwriters with the proper requirements for evaluation and fast approvals.

• Arranged medical exams for life insurance applicants with face amounts of $50,000, and greater.

• Ensured distribution forms were properly executed for mutual funds rollovers.

• Balanced customers' accounts by keeping accurate records of premium payments and adjustments.

EDUCATION

Diploma

James Madison High School

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