Administrative Assistant Office Manager

Erica C. Gaffey

********@*****.*** 908-***-**** Spring House, PA

Strategic and innovative professional with strong experience providing project management, office management, client support, back-office support and marketing directives. Strong attention to detail and abilities to execute programs and initiatives. After taking time to raise my children, looking for an opportunity to be part of an exciting organization and opportunity. WORK EXPERIENCE

Persimmon Capital Management Blue Bell, PA

Client Associate/ Office Manager February 2017-July 2020

• Provided administration and project management for client accounts.

• Worked directly with all key service providers to produce client reports

• Participated in multiple working groups to resolve or enhance processes and procedures

• Responsible for operations and HR functions.

Merrill Lynch, Pierce, Fenner & Smith Inc Bala Cynwyd, PA Client Associate August 2015- September 2016

• Provide financial services support to ultra-high net worth clients

• Worked directly with multiple investment advisor teams ‘within the organization

• Provided UHNW (high net worth clients) with both professional and personal support.

• Responsible for internal team conforming with compliance policies and standards of the Firm APG LLC. / Financial Services Hillsborough, NJ

Office Manager May 2010 - June 2014

• Responsibilities included marketing, office management and business development.

• Client support throughout investment implementation and financial model execution.

• Creating process documentation and implementing best practice standards based on FINRA audit initiatives.

• Arrange financial education speaking opportunities for the organization. Stay at Home Mom August 2005 – May 2010

Took time from my professional career to focus on raising my three children (youngest graduated high school in 2021). While raising my children I was able to work either part time or full time in roles that enabled be to be there for my kids when needed while working in support roles. IDT Corporation / Newark, NJ

VP Engineering & Operations June 1997 -August 2005

• Managed all Network Implementations Domestic & Abroad.

• Oversight team of 15 Operational Staff monitoring network 24/7.

• Created Change Control Procedures manual to clearly define Scope, Objectives & Deliverables of Network changes.

EDUCATION

Wilkes University

Wilkes-Barre, PA

Bachelor of Arts in Business with a minor in Russian History SKILLS

● Microsoft Excel, Microsoft Word, Microsoft Power Point

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