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Account Executive Personal Assistant

Location:
Brooklyn, NY, 11232
Salary:
110000
Posted:
March 21, 2024

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Resume:

Margaret Diepenbrock

Brooklyn, NY *****

Experience

Assistant Account Executive + Personal Assistant at CRM / NKSFB LLC - Tribeca NYC June 2022 - Present

● As a part of a busy, yet tight knit wealth management firm, I focused on reconciling bank accounts, balancing accounts, wires, creating spreadsheets, and communicating with clients through email and phone. I set up utilities, phone bills, healthcare, auto expenses, etc. for high net worth clients.

● Navigated learning many new tools and skills in a challenging environment. I wear many hats, but stay on top of deadlines and monthly duties making sure our dozen or so clients are streamlined so we can stay on top of the well oiled machine of account management.

Household Manager for Private Family - Upper East Side NYC Jan 2022 - June 2022

● Maintained a busy calendar, housekeepers, and appointments. Stocked household items, organized closets and storage, unpacked a household of furniture and belongings shipped overseas.

● Grocery shopped and meal prepped. Cooked nightly dinners for a family of four.

● Oversaw music, math, and sports activities for children.

● Researched recipes with varying cooking styles and techniques, varying cultures, and dietary restrictions, focusing on international cuisine and culture.

Private Nanny - Brooklyn, NY May 2019 - Dec 2021

● Tended and cared for two young children aged infant to 4 years old. I contributed to a loving and stable environment alongside two busy parents, before and during the pandemic. Striving for balance and structure while exploring creativity and independence.

● Focusing on child development and communication skills, nurturing growth milestones and staying positive and mindful about my actions and their impact on the environment I helped create for the two children. I collaborated with both parents on their parenting styles to communicate cohesively.

Education

University of North Carolina Asheville + North Carolina State University - Raleigh, NC Aug 2014 - May 2017 - Mass Communication / Journalism

Skills

● Highly Adaptable

● Clear and Concise Communication

● Financial literacy with Datafaction software / Microsoft + Mac Office software

● Consistent and Reliable

Volunteer / Interests

● LGBTQ Center of Raleigh NC 2017-2019

● Biking, Film, Inclusivity, Mental Health, Accounting, History, Journalism, Writing.



Contact this candidate