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Executive Assistant Lotus Notes

Location:
Bronx, NY
Posted:
August 24, 2024

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Resume:

PROFESSIONAL EXPERIENCE

RUSSELL TOBIN (BLACKROCK)

Executive Assistant

June 2019-July 2019

Re-coding newly acquired accounts to BlackRock configuration

Assigning the accounts to fund managers as per BlackRock instructions

Creating a spreadheet to trak and follow changes

KFORCE (Madison Square Garden and 1199SEIU)

Executive Assistant

September 2018-May 2019

Supporting the SVP Security (Executive) and SVP Threat Intelligence

Heavy calendar management

Meeting preparation and scheduling large teams across various departments

Expense reports and travel using CONCUR

Executive Car scheduling

Maintaining a tracking spreadsheet of security incidents at all MSG venues

Creating spreadsheets as a means to track the flow of the new Business Continuity meetings

TALENTWAVE (Pricewaterhouse Coopers)

Executive Assistant NYM Tax Division New York, NY

August 2017-January 2018

Support the NYM Tax Team and Director and The People Team (HR)

Expense Reports, travel (domestic and international)

Maintain extensive calendars for the Tax team and the HR Team

Meeting preparation and planning of large Team events (Christmas party, dinners etc..)

Excel spreadsheet preparations utilizing pivot tables and V-LookUp

Implemented a weekly EXCEL training module

COMPUNELL (Morgan Stanley)

Executive Assistant

July 2017-July 2017

Direct support for Carla Harris-Vice President of Global Supported

Extensive calendar management and scheduling

Expense reports using the CONCUR system

Travel arrangements international and domestic

Updating biography and preparing meeting packages

SOUTH PATH SYSTEMS (Time Warner Cable)

Executive Assistant Security Operations, New York, NY

May 2016-July 2016

Produce quarterly access reports for the security department

Created a working spreadsheet to manage contingent workers access.

Created spreadsheets with compiled information of certificates, drug screens and background checks for contingent workers and companies.

Grant access and create IDs for employees to TWC buildings and floors within the Tri-State area

ALLIED METAL SPINNING CORP

Senior Executive Assistant, Bronx, NY

July 2015-Feburary 2016

Utilize QuickBooks to handle all office invoices and input orders, maintaining accurate records of all data

Track shipments, following up with vendors and clients to ensure accuracy and delivery

Coordinated and facilitated office events, working closely with outside vendors and contractors

Resolved administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions

Maintained supplies inventory by checking stock to determine inventory level, anticipating needed supplies, placing and expediting orders for supplies and verifying receipt of supplies

Designed and implemented office policies by establishing standards and procedures, measuring results against standards, and making necessary adjustments

WALL STREET SERVICES STAFFING (Morgan Stanley, BNP Paribas, Deutsche Bank)

Senior Executive Assistant, New York, NY

January 2009 – December 2013

Supported 4 Managing Directors within IT Risk and Security Morgan Stanley Brooklyn location)

Travel and expense reports using CONCUR

Heavy calendar management and meeting preparations

Supported the traders on the trading desk (DB and Paribas)

Event planning, dinner reservations and occasional personal assistant duties

AMPERE CAPITAL

Senior Executive Assistant / Office Manager, New York, NY

October 2007 – October 2008

Liaised with facilities management to ensure the proper functioning of the office

Assisted with the management of fiscal duties pertaining to department budget

Independently reviewed and managed all Accounts Receivable and Accounts Payable

Prepared and coordinated travel-related paperwork

Provided fiscal reports and prepared departmental expenditures and reconciliation reports

Assisted in coordinating and facilitating office networking events and luncheons, working closely with outside vendors and contractors

Resolved administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions

RX CAPITAL, LP

Senior Executive Assistant / Office Manager, New York, NY

January 2007 – October 2008

Maintained office services by organizing office operations and procedures, controlling correspondence, creating a new streamlined filing system, reviewing and approving supply requisitions, and monitoring clerical functions

Completed T&E for CEO and Analysts (using CONCUR)

Provided reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records

Maintained office efficiency by planning and implementing office systems and equipment procurement

Served as first point of contact, greeting customers upon entering the establishment and answering and questions or concerns they had

BARCLAY INVESTMENTS, INC.

Executive Assistant / Office Manager, New York, NY

June 2002 – September 2005

Kept management informed by reviewing and analyzing special reports, summarizing information, and identifying trends

Maintained office staff by assisting in the recruiting, selecting, orienting, and training of employees

Processed financing applications for customers looking to invest in the company product

Coordinated the weekly and monthly schedules for service appointments

Tracked and monitored trades from booking to settlement and cash reconciliations

Processed payroll monthly utilizing ADP and working with company tax associates

Liaised with Compliance to maintain proper accordance between NASD and Traders

EDUCATION

New York State GED 1982

Virginia State University, 1988

PROFESSIONAL DEVELOPMENT

SOFTWARE & COMPUTER SKILLS Microsoft Office Suite (Word, PowerPoint, Excel, Outlook); CONCUR; Quickbooks; ADP; PCPW, Vanderbilt

CORE COMPETENCIES Interpersonal Communication; Confidentiality; Presentation Development & Delivery; Written & Verbal Communication; Cultural Diversity & Sensitivity; Organizational Management; Process Improvement; Customer Service; Team Building; Budget Management; Research & Development; Administrative Support



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