Executive Assistant Team Member

Mary Daly

*** **** *** ******, *** **A New York, NY 10024 ********@*****.*** 212-***-****

Reliable and productive executive assistant with 20+ years of comprehensive experience.

Detail oriented and highly organized with great prioritizing and multitasking skills.

Observant, analytical and focused in identifying and resolving problems.

Disciplined, accountable and committed to producing quality work in a timely manner.

Articulate communicator with diplomatic, courteous telephone etiquette.

Easily develop and maintain effective relations with clients and coworkers.

WORK EXPERIENCE

Morgan Stanley, New York, NY February – Present 2024

Executive Assistant to Head of FSG Americas

Maintain complex and detailed calendars

Screen incoming calls and determine the level of priority, while using caution in dispensing information

Manage the coordination and logistics of both internal and external meetings

Arrange and coordinate complicated domestic and international travel

Organize all aspects of internal and external events, including catering and transportation

Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines

Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access

Produce high quality emails and messages to individuals at all levels of the organization

Maintain department documents, including current organizational charts and Executive Bio’s

Handle regular activities without prompting, and advise in advance with issues or delays

Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Citigroup, New York, NY September 2023 – February 2024

Senior Executive Assistant to Senior Director in COOs office

Coordinated all aspects of executive level appointments, meetings, receptions and conference calls

Assisted with creation/modification of presentations, spreadsheets, and other various documents

Coordinated travel arrangements; prepared and distributed schedules/agendas for travel

Prepared, reconciled, and tracked expense reports through Travel and Entertainment Expense system

Performed complex administrative, transactional, operational, or customer support tasks

Reviewed and process exception travel and expenses for senior management.

Provided subject matter expertise and interpretation of administrative procedures to less experienced staff

R3 LLC, New York, NY November 2019 – September 2023

Executive Assistant, Paralegal to General Counsel, Co-Executive Assistant to the CEO

Coordinated and scheduled internal and external meetings, conference calls, and video conference meetings, utilized Outlook and Zoom on behalf of supported professionals

Prioritized Outlook calendar items on behalf of professionals, informed them of meeting changes and kept them on schedule throughout the day; Scheduled meetings and conference rooms as necessary

Worked closely with CEOs office for board document presentations and other communications

Organized and maintained filing legal documents and maintained electronic filing system

Ensured all compliance policies and procedures were followed

Maintained daily legal log for tracking of various team projects

Coordinated all aspects of domestic and international travel (air, ground, and lodging); managed payment and maintained real time tracking of meeting and itinerary changes

Maintained current passports and necessary visas

Composed detailed itineraries for travel and key meetings, printed boarding passes and checked in professionals for their flights; Tracked flights to ensure they were on time and not cancelled

Organized and created cash and AMEX expense reports using expense system, Concur

Maintained current passports and necessary visas

Alvarez & Marsal, New York, NY May 2018 – November 2019

Executive Assistant to Head of Asset Management Group and 4 Managing Directors

Supported internal and external managers and clients

Responded and followed-up on client requests

Maintained complex and extremely detailed calendars; prioritized meeting requests and related planning

Coordinated a high volume of domestic and international travel arrangements and processed expense reports

On-boarded new hires, processed new employees, transfers and termination

Bayview Asset Management LLC, New York, NY June 2016 – March 2018

Executive Assistant to 2 Managing Directors and Senior Management Staff

Established appointment priorities, rescheduled events and/or invitees when necessary

Created spreadsheets and visual presentations for projects

Anticipated needs and set priorities to manage changing environments

Arranged and coordinated domestic and international travel reservations

Assisted HR with new hire onboarding

Citi Global Markets, New York, NY February 2015 – February 2016

Executive Assistant to 5 Managing Directors

Managed dynamic, active calendars, scheduled meetings and coordinated with senior leadership on participation in internal and external meetings

Assisted with creation/modification of presentations, spreadsheets and other various documents

Compiled, reconciled, and tracked expense reports

PricewaterhouseCoopers LLP, New York, NY February 2007 – February 2015

Executive Assistant to 8 Partners

Supported numerous Partners in various areas including TS, M&A and IM

Demonstrated excellent communication skills through written and oral interactions

Maintained complex and extremely detailed calendars and prioritized meeting requests and related logistics

Ensured engagement team members met firm compliance requirements

Monitored days outstanding of invoices to help my team proactively address collection challenges

Training – was part of a team that completed training on internal billing and expense system software

Coordinated a high volume of domestic and international travel arrangements

Worked with Finance champion on supporting the team and ensured Billing and Collection goals were met

Aided Partners with engagement management; reporting and monitoring engagement economics

Worked with Finance team using the various in-house databases and with regards to large unbilled balances

SOFTWARE

MS Office; Word, Excel, and Power Point, Concur, Visio, MS Teams, Slack and CRM software.

EDUCATION/CERTIFICATIONS

Teachers Training Diploma - Information Technology; Paralegal Certificate, CLS by Barbri; Notary Public

Food Handler Certificate

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