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Administrative Assistant Executive

Location:
New York, NY
Posted:
May 10, 2023

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Resume:

DORA M. GENCO

** **** ******

Staten Island, NY *0308

917-***-****

*********@*****.***

PROFESSIONAL EXPERIENCE

CREDIT SUISSE SECURITIES (US) LLC November 2004-February 2023

New York, NY

March 2011 – February 2023

Executive Assistant and Financial Crime Compliance (FCC) Business Administration

Responsible for all day-to-day administrative operations for FCC department, Managing Director, Americas Head of FCC, Deputy Head of AML/Client ID, FCC staff, and international officers of FCC. Back up administration for Compliance department and several senior officers

Schedule/manage calendars for senior officers in FCC (domestic and international), arrange all travel arrangements for FCC, prepare and obtain COVID documents, passports and international work visas for business travel, process and manage expenses and Amex corporate cards for majority of FCC staff

Review, process and manage budgets for FCC and AML Groups; create and process legal and service bills for FCC cost center and compliance division

Assist in preparation of Audits from several regulatory agencies, prepare presentations

Access Control Manager (ACM) for IT for Compliance department, which includes employee on-boarding, IT access and issues, requests and approvals for IT programs, SharePoint management and requests to systems in the CS network

Supervised administrative support staff in compliance and staff in GC Academy (which includes college and high school students)

Schedule and prepare all FCC meetings, conferences, training, presentations, and seminars for employees

Department real estate. Managed physical seating allocation, moves, phone assignments, voicemail, etc. for FCC Group

April 2006 – March 2011

Executive Assistant to Managing Director, Global Head of Compliance and Team

Responsible for all day-to-day administrative operations for Managing Director, Global Head of Compliance

Scheduled/managed calendar, maintained all travel arrangements, schedule conferences (internal and external, included SIFMA, and personal speaking engagements), prepared all expenses for MD

Reviewed and approved all expenses, vacations, legal bills on behalf MD for Cost Center and department

Supervised support staff in compliance reporting into the Global Head

November 2004 – April 2006

Executive Assistant

Supported Anti Money Laundering (AML) and Desk and Branch Review Groups

Reported to 2 Directors, 5 Vice Presidents and 8 Assistant Vice Presidents, back up to MD, Global Head of Compliance

Assisted in preparing Suspicious Activity Reports (SARs) and maintaining SAR Database

Performed Fin-Cen Investigations, and internal financial investigations for the AML group

Performed and maintained all financials for both groups including Travel, Expenses and Cost Center Budget

TISCH FINANCIAL MANAGEMENT GROUP October 2003-November 2004

New York, NY

Executive Assistant

Responsible for all day-to-day administrative operations for Tisch Family Financial Management (Family owned businesses included Loews Hotels, NY Giants, Bulova Watch)

Reported to the CFO of the Tisch family and four senior financial consultants.

Assisted in preparing all financials for the Tisch family and the CFO of the group, i.e. taxes, estate/tax planning, brokerage trades, banking, travel, and household financials.

Prepped, copied and notarized all tax returns, trusts, wills, POA's and any other legal documentation for the Tisch family and their organizations.

Ordered, monitored and processed office supplies and billing for department.

GOLDMAN SACHS & CO. October 1994-October 2003

New York, NY

Executive Assistant

Responsible for all day-to-day administrative operations in the Tax department.

Reported to six Senior Vice Presidents and Financial Planner to CEO/Chairman. Back-up executive assistant to Managing Director of department.

Prepared all presentations, legal and administrative documents with Estate/Tax Planning Groups to all Managing Directors and Private Wealth Management groups.

Help prep/copy/notarize tax returns, trusts, wills, and POA's for all GS Managing Directors.

Assisted in process of answering Tax Notices.

Processed quarterly estimated tax payments, extensions and yearly tax returns for Partners/Managing Directors.

Handled all mass tax/estate planning/stock initiative mailings to Managing Directors and Retirees.

Monitored and processed legal bills for Managing Directors and department.

CALVIN KLEIN COSMETICS COMPANY April 1992-September 1994

New York, NY

Administrative Assistant

Worked with CFO and Marketing Controller on day-to-day financial and administrative operations.

Assisted in preparing and maintaining monthly and annual budgets for Sales force and New York Office departments.

Monitored and processed Advertising, Marketing and Creative expenditures.

Balanced monthly budgets.

Monitored monthly sales volume, prepared and analyzed budget vs. actual sa1es reports for Sales force.

Prepared and maintained financial quarterly presentations, currency and historical databases.

WUNDERMAN WORLDWIDE ADVERTISING June 1987-April 1992

Division of Young and Rubicam

New York, NY

Media Account Executive/Planner

Responsibilities included analysis of various media vehicles for quarterly advertising campaigns.

Negotiated space rates for print and broadcast selections on assigned accounts.

Monitored and analyzed performance of print and broadcast selections.

Coordinated and projected media budgets.

Managed production of print and broadcast advertisements on assigned accounts.

Presented media plans and executed on approval.

Accounts: Time-Warner Magazine Group, Sport Illustrated, SI Exercise Video Collection, Columbia House CD and Tape Club, and Disney Music.

Account Coordinator/Administrative Assistant

Worked with upper management on day to day responsibilities and administrative projects.

Prepared New Business and daily presentations.

Coordinated and participated in the production of print and broadcast advertisements.

Involved with Client on approval of artwork, copy, and mechanicals for next steps.

Accounts: American Express, Army ROTC, AT&T, IBM, Kodak, General Foods and Time-Warner Magazine Group.

CLYDE DUNEIER, INC. September 1986-May 1987

New York, NY

Administrative Assistant

Responsibilities included all administrative functions including daily correspondence, invoices and promotions.

Prepared jewelry/gems for production and outgoing orders.

Coordinated events for the Juvenile Diabetes Foundation and Trade shows.

SKILLS: Microsoft Outlook, Word, Excel, PowerPoint, Microsoft Internet Explorer

EDUCATION: College of Staten Island (CUNY), 1986

Major: Business Administration/Marketing

Bachelor of Science Degree

REFERENCES WILL BE FURNISHED UPON REQUEST



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