Administrative Assistant Executive

RACHEL R. SCHOFIELD 845-***-**** (H)

** **** *****, ******, ** 10512 917-***-**** (C) *********@*****.***

EXPERIENCE:

**/** - **** *********** **** INSURANCE COMPANY White Plains, NY

Executive Assistant to President & CEO and Executive Vice President & CFO

• Schedule and maintain heavy calendars as well as heavy phones.

• Ensured all meeting support is planned and executed i.e. conference calls, webinars, meetings etc.

• Create and assemble Board books as well as attend meetings in NYC (constant interaction with Board members).

• Manage assistants in the executive area; order and maintain office supplies; T&Es and invoices.

• Read and act upon emails; handle confidential correspondence and presentations.

• Handle complex travel arrangements; manage numerous professional and charitable organizations.

SWISS RE AMERICA HOLDING CORPORATION Armonk, NY

02/06 – 08/13

Executive Assistant to Global Head of Business Development

• Served as administrative liaison to internal and external clients.

• Prepared timely and accurate correspondence/memorandum; developed and produced reports/presentations.

• Scheduled and maintained heavy daily calendar.

• Arranged meetings/conference calls/tele-presence and ensured all meeting support was planned and executed.

• Handled confidential information; meeting minutes; maintained office supplies; read and acted upon emails.

• Managed complex domestic and international travel including car service as well as prepared itineraries and T&Es.

• Organized department events, on- and off-site group meetings/conferences.

• Ensured compliance with all contract/PO/invoice processes.

• Administered projects such as budgetary analysis utilizing Excel spreadsheets.

• Discretely carried out personal responsibilities.

SWISS RE LIFE & HEALTH, INC. Armonk, NY

Administrative Assistant to Admin Re CFO Traditional Life Chief Accounting Officer Finance & Accounting

• Coordinated/edited/blocked-out quarterly earnings reports, Audit STAT Financials, Highlights, as well as Board

presentations and Audit Committee materials.

• Extensive diary/calendar management, travel arrangements and T&Es.

• Efficiently managed in-house overtime meal process.

• Developed an inventory of various work papers (final deliverables, reference materials, etc).

• Effectively communicated with various State organizations via telephone or mail to obtain necessary information.

• Prepared agendas and supporting meeting materials as well as typed and distributed final meeting minutes.

• Followed-up on assigned tasks; performed all admin functions including ordering and maintaining office supplies.

TEMPORARY ASSIGNMENTS Stamford, CT / New York, NY

10/04 – 02/06

• 09/05-02/06 - UBS Investment Bank EA to Global Head of Private Equity Funds Group

• 05/05-09/05 - Morgan Stanley EA to Vice ChaIrman(s); Warburg Pincus EA to Exec. Managing Director(s)

• 10/04-01/05 - International Fund Services (Hedge Fund) EA to the CFO

BNP PARIBAS New York, NY

06/99 – 09/04

Executive Assistant to Head and Sector Head of Leverage Finance Group

• Acted as liaison between executives and their companies and interacted with premium investors and colleagues.

• Used Bloomberg to prepare comparable and basic financial analysis of potential investment opportunities, completed

SEC filings, analyst reports and internet research.

• Discretely carried out personal and professional responsibilities; comprehensive diary/calendar organization.

• Composed/edited/proofed correspondence and PowerPoint presentations.

• Handled heavy travel arrangements and extensive T&Es; managed special projects.

TEMPORARY ASSIGNMENT New York, NY

07/98 – 04/99

Aon Risk Services Eastern Regional Coordinator Financial Services

• Supervised 30 administrative assistants along the East Coast region, was responsible for recruiting, new hire on-

boarding process, liaised with corporate HR to troubleshoot and assist with employee benefits and payroll issues.

• Maintained all office billing and invoices

03/95 – 07/98 CIBC OPPENHEIMER (CIBC WORLD MARKETS) New York, NY

Executive Assistant to Telecommunication and Israeli Company Analyst (Managing Director)

• Compiled industry research on daily and weekly basis for the team.

• Coordinated logistics for and attended Telecommunication and Israeli conferences/trade shows.

• Responsible for preparing comparable and basic financial analysis of potential investment opportunities using

Bloomberg, SEC filings, analyst reports and internet research.

• Tracked and maintained calendars of portfolio company events/earnings announcements.

• Prepared in-depth informational binders as first stage of investment process involving new deals.

• Performed all administrative functions including travel management, meeting scheduling, and T&Es.

1994 – 1995 BROWN BROTHERS HARRIMAN New York, NY Administrative Assistant to General Analyst

1992 – 1994 SMITH BARNEY (Morgan Stanley) New York, NY Administrative Assistant to Medical Analyst

1989 – 1992 PRUDENTIAL REINSURANCE (Everest Re Group) New York, NY Staff Assistant

SKILLS: Advanced Word, PowerPoint, Excel, Outlook, Access, Quicken, QuickBooks, Lotus Notes, Bloomberg, Budget, Fast

Long Hand, Analysis, Event Planning, HR Recruiting and Administration. Working knowledge of Business Objects,

Oracle, Photoshop and Recordkeeping

EDUCATION: GRACE DODGE VOCATIONAL HIGH SCHOOL – Bronx, NY (1984-1988)

Contact this candidate