Beate B. Geness

** ******** *****, ******, ** ***31 - adirft@r.postjobfree.com - 908-***-****

Experience

Atrium Staffing (Temporary Staffing), January 2020 - May 2020 OceanFirst Bank - Executive Assistant to EVP & Chief Risk Officer; EVP & Chief Retail Banking Officer; EVP & Chief Information Officer Coordinate and manage calendars and meetings via Outlook, Microsoft Teams or BlueJeans Prepare invoices and expenses using Concur

Monitor credit approval policy - tracking personnel wire transfer and credit approval limits and posting to intranet site Maintain database of company-wide insurance policies working with outside insurance company to ensure all property and auto insurance policies are up-to-date

Maintain database of all bank policies on intranet site Social media reporting - collect feedback from Google, Twitter, Facebook, Glassdoor and Indeed charting the bank’s social media status

Attending meetings, taking minutes and posting to Teams site Kinetix Trading Solutions (Temporary Assignment), July 2019 - January 2020 Office Manager/Executive Assistant to CEO & Owner

Manage complex and dynamic calendar

Plan and coordinate extensive international travel Answer phones -- taking clear, concise messages

Maintain supply database -- ordering supplies as necessary Coordinate with building staff to ensure office cleanliness and comfort Prepare and/or approve expense reports

Assist with on-boarding process -- schedule background checks and drug screenings, upload results into HR database Coordinate H1B visa status with outside attorney

Maintain and track equipment inventory

J & J Staffing Resources (Temporary Staffing), March 2019 – June 2019 Princeton University, Administrative Assistant to the Vice President and Secretary – March 2019 through June 2019 Managed complex and dynamic calendar

Fielded telephone calls – answered calls, taking clear, concise messages Prepared correspondence and electronic materials

Represented the office to Board of Trustees and President’s cabinet as well as outside professional organizations and individuals Assisted with logistics for Trustee meetings and Commencement SNI Companies (Temporary Staffing) - July 2018 – January 2019 Continuum Dynamics, Inc., Executive Assistant to President -- July 2018 – January 2019 Administrative support including: typing, filing, photocopying, schedule appointments and meetings Reviewed and prepared proposals for submission

Reviewed contracts for deliverables and due dates

Prepared purchase orders and placed orders

Maintained control of company and President’s personal vehicles -- insurance, repairs and use Arranged personal and business travel

Prepared and submitted patent applications

Logged and maintained Quality Assurance correspondence, reports and documentation Reconciled monthly American Express account

Reviewed and maintained President’s personal home, boat, auto and umbrella insurance policies Caxton Alternative Management (CAM Capital) – January 2014 - March 2018 Executive Assistant to Chief Operations Officer/Chief Financial Officer (Princeton, NJ); Chief Investment Officer (New York) Accessible 24/7 to ensure prompt response to time-sensitive matters Traveled between Princeton, NJ and New York offices to support both executives Planned, coordinated, scheduled and prepared executives for meetings Coordinated logistics and scheduled Board Meetings Emailed investor correspondence – monthly and quarterly statements, W-9s and K-1s Maintained investor demographic log

Tracked and logged company-wide vacation and sick day schedule Approved and processed invoices for payment

Updated and maintained monthly file of wire transfers Coordinated extensive personal and business travel for executives Prepared expense reports

Assisted personal accounting with weekly/monthly bank reconciliation J & J Staffing Resources (Temporary Staffing), February 2011 – November 2013 Educational Testing Service; Proofreader -- March 2012 – November 2013 Educational Testing Service; Executive Assistant to AVP, Corporate Project Management Office -- June 2011 to January 2012 NIKSUN, Inc.; Executive Assistant to Chairman/Owner & Assist Human Resources Department -- February 2011 - May 2011 Reviewed test items for content and accuracy; approved correct/corrected items for publication Recorded and reported all errors on pen and paper tests as well as computer-based tests Tracked items which were sent to test developers or formatters for correction Coordinated and scheduled meetings for the Leadership Team Attended staff meetings, recorded minutes and posted to SharePoint site Arranged candidate interviews and coordinated logistics for new hires Planned, coordinated and scheduled team building events Reported expenses and monthly American Express reconciliation The Brodsky Organization, September 2008 - May 2010 Executive/Personal Assistant to Chairman/Owner

Accessible 24/7 via BlackBerry to ensure prompt response to time-sensitive matters Coordinated extensive domestic and international travel via private and/or commercial transportation Liaised with attorneys on various tenant and personal issues including: evictions, legal actions and trusts Answered and/or redirected incoming calls, took accurate messages and responded to emails/inquiries Assisted with coordination of various external Board of Director’s meetings, charity and fund-raising events Managed household staff at three households (NY, East Hampton and Paris) as well as vacation home (Palm Beach) Coordinated annual golf outings and family vacations for the Chairman Processed personal and business expenses

Lehman Brothers, May 2005 - July 2008

Executive Assistant to Chief Risk Officer (Management Committee Member) Assisted in the preparation of presentations to Executive Committee, Board of Directors, Rating Agencies and clients Coordinated extensive domestic and international travel Processed business travel expenses and reconciled monthly American Express bills Accessible 24/7 via BlackBerry to ensure quick response to critical issues Compiled reports for weekly Risk Meeting for Executive Committee Members Planned/coordinated special events including dinner parties and charity events Coordinated household staff at dual residences (New York and Southampton) Charles Schwab & Co., Inc.,April 2002 - May 2005

Executive Assistant to Chief Information Officer

Coordinated extensive calendar with constant changes Prepared business expense reports and tracked reimbursements Created and maintained organizational charts

Answered/responded to incoming calls, messages and inquiries Prepared reports and presentation for weekly Executive Committee meetings Acted as Human Resources liaison during sale of Schwab Capital Markets Planned/coordinated various department-wide social functions Julien J. Studley, August 2001 - April 2002

Executive Assistant to Executive Managing Director Maintained tenant information database

Planned and coordinated client space visits

Created marketing materials for retail space being represented Coordinated travel arrangements, processed expense reports/reimbursement and scheduled personal appointments Morgan Stanley Dean Witter, April 1991 - August 2001 Administrative Assistant to Managing Director

Managed multiple priorities such as travel itineraries, changes to schedules and T&Es Created and maintained email groups

Maintained and updated intranet site

Coordinated vendor interviews

Coordinated interdepartmental product presentations Planned and coordinated department-wide presentations Maintained database of 250+ offsite programmers

Tracked hire dates, assignments and projects for offsite programmers Tracked time entry

Verified monthly billing for each consultant

Researched client firm financial histories

Prepared debt charts, assisted in answering request for proposals Acted as liaison between group and clients, other departments and divisions Skills

Word, Excel, PowerPoint, Outlook and Internet

Concur, SharePoint, Datafaction, PeopleSoft

Education

Katharine Gibbs School, Melville, NY

Certificate in Secretarial Studies

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