Priscilla Velez
Executive Administrative Assistant
Old Bridge, NJ 08857
************@*****.***
Authorized to work in the US for any employer
Work Experience
Administrative Assistant
RED BANK PENSION SERVICES, INC.
January 2017 to Present
• Manage database ensuring safety and security of documentation and confidential filings.
• Oversee and manage all travel planning.
• Prepare, email and knowledge of government filings and documentation such as IRS Forms 5500, 8955-SSA and 1099’s
• Organize and arrange meetings and manage business calendars
• Address incoming calls, emails and inquiries from clients relating to their specific plans.
• Interact and assist on internal projects and operations.
• Assist existing clients in meeting deadlines pertaining to government forms.
• Draft internal and external correspondences including valuation reports, Top-Heavy and participant statements.
• Coordinate processing of loans with Plan Administrators
• Enter and distribute cash receipts on excel to inform Managing Partners of cash flow. Administrative Assistant
ALL-TECH, Inc.
January 2015 to October 2016
• Handled and directed all incoming calls and inquiries from clients and vendors to appropriate parties.
• Generated contracts, processed expense reports; generated letters/spreadsheets, managed filing.
• Managed and updated calendar for the CEO and partners.
• Entered all scheduling for field employees and subcontractors into Excel worksheet and import spreadsheet into internal Dreyfus program.
• Coordinated work order resources, documentation, packages, and track work order progress.
• Followed up on purchase orders and all issues to ensure accurate site deliveries.
• Organized and tracked all onsite daily activities.
• Entered all invoices into AP for payment and entered service tickets into FileMaker Pro for assessment.
• Maintained and updated all internal sensitive data. Legal Administrative Assistant/Receptionist
KREINDLER & KREINDLER, LLP
May 2005 to December 2011
· Provided administrative services in order to ensure efficiency and effectiveness within the NY office.
· Created highly effective organizational and filing systems, including quick and thorough indexing, filing and offsite storage, resulting in easy access to critical information and streamlined office functioning.
· Coordinated and set up high-level conference calls, board and management meetings and special events.
· Set up and organized travel arrangements for managing partners.
· Updated and maintained calendars for managing partners.
· Answered voluminous telephone calls and inquiries from outside vendors and clients.
· Wrote correspondence upon attorney requests.
· Proofed and edited legal documents to ensure accuracy and consistency Executive Assistant/Receptionist
BARNES & NOBLE CORPORATE, Inc.
July 2004 to May 2005
· Provided support with meetings including scheduling appointments, reserving conference rooms and travel arrangements.
· Handled high volume of calls on a multi-lined switch board.
· Resolved discrepancies and handled customer care inquiries.
· Screened and referred calls for CEO.
· Served as first line of client contact.
· Provided support, coaching and feedback for reception relief coverage Legal Administrative Assistant/Receptionist
BOIES, SCHILLER & FLEXNER, LLP
November 2001 to June 2004
• Opened firm and served as first line of client contact.
• Provided support with typing up correspondence, filing, faxing, copying and mailing of invoices and correspondences.
• Assisted with maintaining internal database information.
• Ordered office supplies, tracked inventory and remained within budgetary guidelines.
• Prepared purchase orders, reports, memorandums, and other written communication for firm concerning office services administration.
• Performed general office management functions and handled high voluminous calls from main switch board
Education
High school diploma
High School of Telecommunications
Skills
• Microsoft (Word, Excel, PowerPoint and Outlook) and Word Perfect Familiar with various programs: Pro Law, Westlaw, Dreyfus, FileMaker Pro, Lexis Nexis and Relius
A highly organized and detailed oriented professional with over 10 years experience providing thorough and skillful administrative support to senior executives and managing partners.
Strong attention to detail
Ability to prioritize and complete multiple tasks and follow through to achieve project goals
• Calendar Management
• Event Planning
• Office Management
• Research
• Legal drafting
• Legal research
• Personal assistant experience
• Adobe Acrobat
• Transcription