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Executive Assistant

New York, NY
June 29, 2016

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Marvia Blake

**** ***** ******, ****** ****** NJ 07076 917-***-****


SIB Portfolio Advisors New York, NY 3/98 - Present

Executive Assistant to Vice President

Provide administrative support to Vice President and several Analysts at international financial services company

Assist with proofing and editing monthly and quarterly reports

Assemble, bound and distribute monthly and quarterly reports

Research data on current market trends in the Industry

Prepare and distribute daily market report

Create and edit MS Excel spreadsheets and PowerPoint presentations

Process invoices for accounts payable

Document and create procedure manuals of office procedures

Monitor US equity holdings ensuring guideline compliance

Order and maintain office equipment and supplies

Research financial data on Bloomberg Terminal

Administer vacation and attendance records for the team

Monitor and process subscription accounts

Participate in special projects as appropriate

Assist with creation/modification of reporting materials, presentations, spreadsheets and various other documents to executive management

Coordinate with building representatives to maintain office facilities

Prepare entertainment and travel expense reports on a timely basis

Solve routine administrative problems with little or no supervision

Maintain files

Insight Communications New York, NY 1/89 - 2/98

Executive Assistant / Receptionist

Provided administrative support to Senior Executives of cable company

Managed executive team’s calendar;

Prepared conference room for meetings;

Met and greeted clients and visitors;

Researched growth & new markets in the industry;

Processed expense & annual reports;

Coordinated with cleaning & maintenance crew in facilities upkeep


Baruch College New York, NY 2000

Certificate in Finance and Investment Principles

Relevant Coursework:

Principles of Finance, Corporate Finance & Valuation, Equity Markets & Portfolio Theory I & II, Personal Investment I


Microsoft Word, Excel, PowerPoint, Bloomberg, Outlook, Lotus Freelance

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