Administrative Assistant Executive
Resume:
BARBARA FITZGERALD
****************@***.***
KPMG LLP July 2014- Present
Administrative Assistant for Tax Team
Provide administrative support to partners and practice management teams.
Performs calculations for expense reports and reconciles bank statements
Compose and edit letters, memos, invoices, meeting minutes, and other documents.
Perform research using internal and external resources.
Assists with and monitors CPE compliance and CPA licensing
Onboarding new employees and clearing employees/visitors with security.
Temporary Assignments September 2011- July 2014
Excel Partners
General Electric Company (11 months)
Analyst/Executive Assistant Global Growth Operations HQ
Calendaring for worldwide team.
Extensive travel domestic and International, International travel visa applications and follow up, global access applications.
Thomson Reuters Accelus screening for know your investor.
Bill payment on Oracle and I-procurement, process credit card bills, expense reports.
Maintain documents libraries and distribution lists, eDts reports, SAM monthly reports.
Onboarding new employees.
Advantage/Mergis Group
Bridgewater Associates, LP
Executive Assistant for Finance Manager, Revenue
Provide the Management team with filing, copying, and any other miscellaneous tasks as they arise extensive calendaring, conference room scheduling, food requests, and presentation preparation for in-house meetings with external parties. Coordinating Department social events.
Executive Assistant Facilities
Special project identifying each jack id with each employee desk locations to sync up with facesweb.
Executive Assistant Counterparty & Client Relations
Tracking ISDA Amendment for document specialist.
Filing, scanning.
Add Hoc project for the department as needed.
Michael Page
Royal Bank of Scotland (RBS)
Executive Assistant for Manager in HR
Coordinating interviews.
Scheduling security during layoffs.
Add hoc as needed.
MORGAN STANLEY SMITH BARNEY Purchase, NY February 2010 - August 2011
Administrative Assistant
Provided administrative assistance for Marketing Executive Director and his team.
Provided excellent telephone coverage including ability to manage priorities, handle urgent calls with professionalism and good judgment.
Arrange large group meetings with team and outside vendors.
Maintained executive calendars, schedule/reschedule meetings.
Maintained executive confidential files.
Prepared letters and presentations independently.
Navigated firm interface with various departments on behalf of executives to collect information, respond to requests, obtain service, etc.
Miscellaneous support including, but not limited to preparation of copies, ordering of supplies and maintaining supplies drawer, handling faxes, maintaining orderly, fully-functioning work area for executives and their staff
S/A/C CAPITAL ADVISORS, L.P. Stamford, CT August 2009 – February 2010
Senior Executive Administrative Assistant
Executive Administrative support to Senior Managing Director, Economist, and his seven member team of Portfolio Managers and one Trader.
Maintained calendars, emails, meetings, venues, appointments, and acted as a liaison with internal and external contacts.
Answered telephones, client questions, or redirected them to the appropriate party.
Prepared documents and PowerPoint presentations.
Set up conference calls with CFO’s.
Set up earnings calls.
Prepares personalized travel itineraries.
Track expenses for T&E reports. Performs calculations for expense reports and reconciles bank statements, credit card statements.
Personal tasks as assigned, gate keeper for team. Organize lunch/dinner meetings in CT and NYC.
UBS Stamford, CT July 2006 - May 2008
Senior Executive Administrative Assistant
Provided extensive confidential administrative and clerical support to the Managing Director, Chief Risk Officer and Global Executive Board Members.
Maintained calendars, emails, scheduled trainings, courses, meetings, venues, appointments, and acted as a liaison with internal and external contacts.
Answered telephones, client questions, or redirected them to the appropriate party.
Prepared documents and PowerPoint presentations.
Researched old/new documents for discrepancies.
Created, proofread, and edited agendas, meeting documentation and excel reports for FED, FINRA, CRO and GEB meetings for domestic and international contacts.
Handled internal and external correspondence.
Made all domestic and international travel arrangements.
Prepared travel expense reports for reimbursement.
Performed administrative functions such as filing, copying, faxing, mail distribution, ordering supplies, and equipment maintenance.
Assisted with ad hoc projects, as needed.
Personal tasks as assigned.
Compliance Administrative Assistant
Provided administrative support to Executive Director Head of Regulatory Group Americas, Compliance Risk Assessment and Logistics Compliance.
Inputted Compliance Risk Assessment reviews into Access database.
Monitored and followed up on outstanding issues.
Researched clients and companies for “Know Your Customer (KYC)” compliance.
Circulated reminders of issues from issue log and Access database.
Provided support in Registrations, review new employee files to check for accuracy/completeness and file.
Reviewed new employees on Global Registration System.
Review customer files for KYC compliance, review and verify all information provided.
Input BlueSheet into Lexidia. Reviewed employee trading accounts, sent letters when in violation.
Maintained calendars for various executives and their respective groups.
Responsible for conference/video set up.
Filed and pulled confidential files for registrations group and ad hoc projects. Completed travel arrangements and expense reports on Concur.
Assistant to the Head of Fixed Income
Managed extensive telephone activity and responded to the clients needs.
Scheduled travel arrangements; maintained daily calendar, scheduled all meetings and conference calls (internal &external), orchestrated off-site meetings (consciousness of various time zones
Opened new accounts, inputted trades, researched and resolved all trade related issues, maintained spreadsheets on new deals, mailed literature to clients and completed various projects.
EDUCATION
University of Bridgeport, 2001
BA, Elective Studies with a minor in Business.
Norwalk Community Technical College, 1996
Associate in Science / Legal Assistant
SKILLS
MS Office Suite, Word, Excel, PowerPoint, Access, Outlook, Bloomberg, Research on West Law, Turret phone, AS400, Telex, Internet Explorer/web-based research tools Experience in Data Entry/Management, Rainmaker, Doc’s Open, Legal key and MacPac, Documentum, Optima Invoicing, Lexidia, Concur Expense Reporting and EZ Travel, Travel domestic and International, Visa processing, Thomson Reuters Accelus,.
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