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Executive Assistant Financial Services

Location:
Manhattan, NY, 10007
Posted:
December 19, 2023

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Resume:

Sylvia Levin

*** ******* ******, *** ***** Brooklyn, NY 11209 Phone: 347-***-**** Email: ad13bp@r.postjobfree.com Apollo, New York, New York 07/23-present

Executive Assistant

• Manage teams concur travel and expenses

• Spearhead domestic and international travel/calendar management; attaching zoom and teams meeting link as needed

• Implement trade floor/investment floor deals into deal cloud to keep a log of client meetings and compliance regulation

• Intensive knowledge of excel and PowerPoint serving support creating reports as needed Capgemini, New York, New York 07/22-5/23

Senior Executive Assistant to the Financial Services Global Chief Executive Officer

• Administrator for international and domestic calendar alignment meetings; operating under various time zones

• Processed expenses via concur for international and domestic travel

• Conducted PowerPoint presentations and oversaw slides created by our intern for company summits and ryder cup meetings

• Traveled to Chicago, Vietnam, and Singapore to oversee events and to provide administrative support for the team

• Partnered with the chief of staff in scheduling meetings with key stakeholders, updating org charts, distribution lists and developing quarterly travel for the CEO

• Planned, prepared, and scheduled off-sites events, staff meetings, team lunches, galas and in house events

• Scheduled in-house meetings, town hall assembly meetings, sponsorship, and summit meetings

• Orchestrated international and domestic client meetings with Chubb, Hartford, Morgan Stanley, and Barclays

• Coordinator for international events; executed visa documents, passports, flights, hotels, rail, and taxi reservations

• Connected with the international and domestic executive assistants to schedule meetings and events

• Organized holiday events, team building, and board meetings

• Entered purchase orders for payment submissions

Medidata, New York, NY 01/22-07/22

Executive Assistant to the Chief Financial Officer

• Supported the chief financial officer with all administrative needs

• Worked in both EST and GMT +1 (Germany) time zones

• Monthly travel and hotel booking coordinator from Germany to New York

• Juggled Google Suite for scheduling meetings, creating documents, edit spreadsheets, while also utilizing Microsoft 365

• Seamless and prompt expense entry via concur

• Proprietor of the calendar, scheduled and prioritized meetings

• Flag, checked and followed up on emails to ensure calendar accuracy

• Orchestrated team lunches (105 employees), excursions and event planning

• Integrated and created monthly team power point presentations

• Connected with human resource to update new hire spreadsheets, collect encore awards, and organize people update website Barclays Investment Bank, Cards & Payment Division, New York, NY 04/19-01/21 Executive Assistant to the Cards & Payments CEO (Chief Executive Officer) and Chief Financial Officer

• Gatekeeper for the chief executive officer and managing director, point of contact for cards and payment division in New York, Barclays Bank Delaware, and London

• Proactively set up meetings and resources while working in GMT and EST time zones (London and New York)

• Entered expenses in Concur along with booking all domestic and international travel requests, rail, air, hotel, and ground

• Access to the managing directors’ email; flagged or replied on his behalf when necessary

• Privy to chief executive officers calendar as back up to meeting and calendar organizer

• Responsible for daily schedule management; prepared necessary background meeting materials, printed documents delivered and placed in the conference room ahead of meetings, emailed documents to the team before the meeting commenced

• Routinely worked with London to discuss meetings and discussed required follow ups for each client meeting

• Monitored line manager’s emails, flagged anything urgent as well as responded on his behalf if necessary

• Conducted weekly calendar spreadsheets meetings to review with direct reports of upcoming meetings that required preps

• Worked with Human Resources for new hire onboarding processes

Contract roles from 07/18– 3/19

PwC (Price Water House Coopers), New York, NY 02/15-3/18 Executive Assistant to the Deputy General Counsel

• Gatekeeper to the litigation deputy counsel

• Used google suite for all calendar communication, creating and distributions documents

• Created detailed itineraries and obtained all the necessary visas and other travel documentation as needed

• Entered all eight (8) direct reports time and expenses, as well as processed all expenses and reimbursements

• Maintained continuing education legal education database to ensure the attorneys were compliant in each state law practiced

• Prepared board meetings documents/packets, sent board meetings calendar invites followed up with reminders

• Event planner for off-site and in-house events, planned dinner event menu, seating place cards at the restaurants, ordered gifts for all attorneys, and added guests to the security list Jacob K. Javits Convention Center, New York, NY 02/06-10/14 Executive Assistant to Vice President of Sales and Marketing & CEO

• Prepared and submitted travel and expense reports, reconciled American Express statements

• Composed all business and personal correspondence including memos, letters, and email blasts

• Worked with show managers with updating and generating license agreements

• Maintained daily venue reports, pre and post shows license agreements

• Worked with the design team in creating the logo for Javits Center

• Walked through our convention center to show space to vendors and show managers

• Collaborated with attorneys and union companies in allocating conference rooms for their meetings

• Point of contact for show managers

Expertise:

Fluent in Spanish Microsoft Office Suite Google Suite Outlook Office Concur SAP Workday Salesforce Box Amex GBT DocuSign Dealcloud Star Compliance Oracle JD Edwards Net suite CRM Zoom Microsoft teams WebEx Slack NATE Event Planning Strategy MAC Diligent Gatekeeper Mentor Train new employees Pivot Strategy Office Management Manage Executive Assistants



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