Executive Assistant / Office Manager
Resume:
Lisa Ann Labozzetta
Coram, NY **727
**************@*****.***
Summary of Qualifications:
Dedicated and focused executive assistant with over ten years of office and financial experience
Excellent time management skills, motivated, strong sense of urgency, reliable, fast learner and able to adapt to various personalities and priorities
Detailed oriented, can take direction or work autonomously, have good working and professional relationships with co-workers and other departments
Strong eye for accuracy and uncovering discrepancies
Maintain strict level of confidentiality and discretion, exceptional communication skills, and problem resolution abilities
Series 99 Licensed
Administrative Experience:
December 2015-August 2020 Worden Capital Management – Melville, NY Executive Assistant
Key point person to mangers and head of operations, supports numerous representatives simultaneously managing all aspects of daily operations
Monitoring and maintaining customer accounts to ensure compliance with accuracy
Resolving customer inquiries, issues, requests and documentation preparation
Sending out daily reports to representatives as well as clients
Answering multi-line phone system, filing, faxing and scanning documents Sales/Administrative Experience:
June 2010-October 2015 Rockwell Global Capital LLC. - Syosset, NY Executive Assistant / Office Manager
Managed processes of opening new accounts and leading clients through the on-boarding process
Maintained daily reports which includes trade and check blotters
Created monthly customized sales reports to track broker activity and commissions
Proactively reviewed daily trading activities to assist with finding solutions to discrepancies
Monitored accounts for Reg T, margin calls, pending sellout, free riding & day trading and escalated issues with clearing firm
Utilized strong eye for accuracy and uncovering cash discrepancies, and resolved issues
Helped to facilitate incoming and outgoing ACATS/DTC and wires June 2008-June 2010 First Midwest Securities - Farmingdale, NY Executive Assistant / Office Manager
Supported sales team of 15-25 senior representatives in busy finance office and utilized exceptional skills in client relationship management
Provided profit and losses, monthly statements, and 1099's
Opened/terminated accounts, journals, trade corrections and account transfers
Assisted clients with accounts and maintained up-to-date client records February 2006-June 2008 Newbridge Securities - Farmingdale, NY Executive Assistant / Office Manager
Performed general administrative duties including but not limited to answering phone, filing, preparing correspondence, preparing fed-ex packages and scheduling pick-ups, ordering supplies and greeting clients
Coordinated with senior brokers to send packages to clients and composed trade confirmations
Ensured that all incoming account documents was correct Education:
Queens College Queens, New York
Bachelor of Science in Sociology
Nassau Community College Uniondale, New York
Associates in Arts and Science
Computer Skills:
MS Word, Excel, Outlook, background in different financial clearing platforms
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