Executive Assistant Administrative
Resume:
MARY VALERY KELLY
East Norriton, PA
*************@*****.***
www.linkedin.com/in/valery-kelly-219bry
Administrative professional with over Twenty-Three years of’ experience providing comprehensive support for C-Suite and VP level executives and their management teams in the Investment Management, Construction and Real Estate industry. Proven record of exceeding expectations and adept at developing and maintaining administrative and procedural processes, consistently improving efficiency, and achieving organizational objectives.
CORE COMPETENCIES
INVESTMENT MANAGEMENT
ENTITY MANAGEMENT
CALENDAR MANAGEMENT
CLIENT SERVICE/REPORTING
COMMUNICATION
SALESFORCE CRM/REPORTING
MARKET RESEARCH
MICROSOFT OFFICE
RECORDS MANAGEMENT
PROJECT MANAGEMENT
CREDENTIALING
VENDOR RELATIONS
PROFESSIONAL EXPERIENCE
FRESENIUS KIDNEY CARE – Plymouth Meeting, PA 2019 – Present
Operations Support Specialist Administrative Assistant
Supported three Directors of Operations for over thirty dialysis clinics in the Central PA, West Pittsburgh, and Western MD/PA areas.
Collects, compiles, and analyzes information as required by managers. Assists in departmental reporting requirements tasked by Regional Vice President
Executes administrative assignments of a complex and confidential nature relieving management of administrative work and business details as necessary
Pays and tracks invoicing using BasWare/R2P/SAP software tools
Organizes travel arrangements and completes expense reports using Concur software tools
Prepares memos, job postings, correspondence, agendas, Joint Venture minutes
Interfaces with various levels of management across organizations and with external customers
Coordinates senior team calendars and appointments
Assists with direct supervisor emergent tasking/projects
CENTERSQUARE INVESTMENT MANAGEMENT LLC – Plymouth Meeting, PA 2003 - 2018
Executive Administrative Assistant
Worked directly with the Investment Management, Operations, Acquisitions, Finance, Accounting and Legal departments. Maintained critical databases and files. Created presentations and documents using MS Word, Excel, and PowerPoint. Prepared and coordinated meetings for C-Suite executives, clients, and potential investors. Maintained and organized records for management filing, retrieved, destroyed, and archived time sensitive documents. Managed and trained other administrative staff and supervised day-to-day operations for the office.
Reviewed initial RFPs, detailing accuracy and completeness for final submission. Set up database, retrieval, and maintenance of the awarded agreements
Coordinated ongoing timely negotiation correspondence
Confirmed pre-qualification requirements for potential investors through MSBC Securities
Researched information on Foundations, Companies, Utilities, and Hospitals to get perspective client’s interest in investing in our Fund products. Delivered comprehensive findings to Investor Relations team.
Logged Private Placement Memorandum’s (PPMs) and Subscription documents sent for fund investments per compliance regulations
Kept private and public client distribution lists current
Sent to investment management clients the following documents: Quarterly Reports, Financial Statements, Capital Calls, Cash Distributions, K-1s, and Yearly Compliance documents through the company’s eFront portal reporting system
Coordinated annual investor and committee meetings, reserved hotel accommodations, assisted marketing team with agenda creation, fund report compilation and on-site meeting support
Collated meeting materials and set-up conference rooms for client/prospect meetings throughout the year
Supported Operations Team by daily monitoring and reporting all international stock trade inaccuracies
PREVIOUS PROFESSIONAL EXPERIENCE
Philadelphia D & M, Executive Assistant/Office Manager, Plymouth Meeting, PA
Balanced Capital, LLC, Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PA
Capital Solutions, Inc., Executive Assistant/Office Manager/Assistant Controller, Blue Bell, PA
Preferred Real Estate Investments, Inc., Executive Assistant/Office Manager/Assistant Controller,
Conshohocken, PA
EDUCATION
Associate in Fine Arts, Montgomery County Community College
Polley Associates - Completed Pennsylvania Real Estate Practice & Fundamentals courses
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