KELLY A. O’BRIEN

Howell Township, NJ ***** 201-***-**** adxw32@r.postjobfree.com

May 1, 2023

Dear Hiring Manager,

It is my pleasure to introduce myself and submit my resume for your consideration. Your position aligns well with my background and immediate career goals.

As an experienced office administrator with over 20 years of combined experience, I bring a wealth of financial and judicial/legal operations knowledge with expertise in case management, customer service, compliance, and managing staff-engaged operations. Additionally, I can manage daily clerical tasks, train cross-functional teams, and implement change to optimize day-to-day office operations.

My career has progressed with increasing responsibilities due to my consistency, reliability, adaptability, and demonstrative leadership skills. Please consider the following selected achievements and qualifications that I bring to this role

•Technology Savvy

•Detailed-Oriented, Organization

•Written/Verbal Communication

•Problem Solving

In addition to my administrative experience, I served as the Vice President of Convertible Securities Trading Middle Office at Citibank, managing staff and overseeing the operational needs of a robust sales and trading force.

You will find more details about my career history, select accomplishments, and proficiencies within the enclosed resume. I welcome the opportunity to discuss how your team will benefit from my skills and abilities. You can reach me at 201-***-**** or adxw32@r.postjobfree.com.

Thank you for your time and consideration.

Sincerely,

Kelly O’Brien

Kelly O’Brien

KELLY A. O’BRIEN

Howell Township, NJ 07731 201-***-**** adxw32@r.postjobfree.com

EXECUTIVE ADMINISTRATIVE ASSISTANT

Reliable and detail-oriented office administrator with extensive experience supporting C-level executives and high-volume business operations. Highly organized with proven ability to manage complex and highly technical projects, coordinate complex workflows and balance competing priorities in fast-paced, client-facing environments. Recognized as an influential team member and authoritative team leader with a natural talent for building rapport.

•Knowledgeable in maintaining efficient office operations, frequently overseeing administrative activities, including billing, records maintenance, calendar management, project monitoring, and customer service.

•Manages end-to-end client relationships, liaising between internal stakeholders, customers, and external partners to facilitate communications, maintain positive customer experiences, and ensure seamless operations.

•Frequently authors new policies, procedures, and change initiatives, delivering training to drive buy-in and adoption, increase overall efficiencies, and ensure the best possible outcomes in service delivery and daily operations.

CORE EXPERTISE

Administrative Operations Operational Streamlining Policies and Procedures Calendar Management Meeting Planning Communications Budgeting/Expense Control Customer Service Financial Operations Internal Audits Database Management Documentation and Reporting Project Management Team Leadership Staff Training Confidentiality Compliance

Professional Experience

Administrative Office of the Courts/Superior Court of New Jersey (Mar 2010 – Mar 2023

Executive Administrative Assistant – Confidential (Mar 2010 – Mar 2023)

•Led day-to-day administrative operations while engaging internal stakeholders to coordinate the Director’s official calendar, oversee case management for employees on legal hold, manage accounting functions, and carry out specialized projects.

•Trained all assistant supervisors on an efficient process for handling monthly reports, implementing a new rotational task schedule for team members to ensure the required data for reporting was completed each month.

•Successfully transitioned from on-site to a remote work environment within 72 hours of the 2020 pandemic shutdown, partnering with the IT team to adapt critical job functions for off-site retrieval and completion.

Court Service Officer 1/Assistant Supervisor Law Division (Nov 2016 – Oct 2020)

•Ensured positive customer experiences for all visitors and stakeholders of the Law Division, providing case information and explaining complex judiciary policies and procedures to attorneys or Pro Se litigants.

Court Service Officer 1/Assistant Supervisor Law Division (Nov 2016 – Oct 2020) (con't)

•Crafted streamlined procedures to simplify administrative tasks and optimize case processing and management functions.

•Served as the SME for ACMS and eCourts, assigning processing projects, uploading court documents, and training staff.

Judiciary Clerk /Chancery Clerk for the Honorable Patricia Del Bueno Cleary Ret. (Sep 2014 – Nov 2016)

•Delivered exceptional customer service to all attorneys, Pro Se litigants, and the general public while verifying information, explaining judiciary policies/procedures, and referring individuals to the appropriate personnel resource.

•Owned the official motion calendar for the Chancellor’s office, trained staff, managed all relevant official court documents in the eCourts system, and reviewed all Law Division documents before filing or dissemination.

Assignment Judge’s Secretary to the Hon. Lawrence M. Lawson – Retired Superior Court of the State of New Jersey

CITIGROUP – New York, NY (Oct 1989-Nov 2001)

Vice President of Convertible Securities Middle Office CitiGroup – New York, NY

• Developed and implemented standardized policy for registering Rule 144a securities with SEC working with CEO'S and CFO's regarding shelf registration with the Securities and Exchange Commission.

•Authored comprehensive Middle Office Operations compliance and training manual adopted as standard for the division.

•Led the management team providing operations processing insight critical to development of web-based Convertible Securities

•Lead point on development of automated ticketing system for Convertible Securtities Trading .

• Prepared and presented annual internal audits on alternating years for Convertible Middle Office

• Managed staff engaged in branch office customer service including case management, balance, and settlement for Convertible Securities Trading.

•Facilitated securities registry, between SEC, CFO, and corporate legal counsel. Supported 15 Executive including VPs, Directors, Managing Directors, and one Principal to identify and remedy issues with Middle Office Operations.

•Developed and disseminated periodic status and departmental performance reporting in full compliance with SEC requirements.

•Reconciled daily P&L reporting and trades issues with traders, broker, and back-office staff. Corrected and executed trades rejected for errors through error account.

•Team management regarding hiring, training, evaluating, and disciplining staff.

•Case Managed Institutional Customers Accounts e.g., Putnam, Bank of America, and Fidelity.

•Responsible for opening accounts and resolving issues with dividend, principle, commission, and interest.

•Processed trades on DTC, NYSE, NASDAQ, Euroclear CEDL, Siovam, and FX exchanges

• Processed Federal Funds wire transfers of monies.

•Case management including researching and resolving issues with customer and broker accounts, coordinating efforts with customers to identify and reconcile discrepancies with trades, common and preferred stocks, municipal and corporate bonds, principal, interest, and treasury futures and monitored transfer status between customers’ and brokers’ accounts.

Education And Credentials

•Associate Degree in Legal Studies/Paralegal - Kaplan University

•NASD License Series 7 & 63(1991-2001)

Professional Development

Mediation Training for Small Claims and Landlord Tennent, eCourts Case Management Training, Emerging Leaders Training, Graphic Design

Technical Skills

Microsoft Office (Word, Access, Excel, PowerPoint, and Outlook), eCourts, CourtSmart,

Executive Correspondence Action Tracking Service (eCATs), Automated Case Management

System (ACMS), LexisNexis West Law, NASD, Reuters, EDGAR On-Line

Scheduling.,Microsoft TEAMS, Zoom

REFERANCES

William Ellsworth III

CEO / CIO

Admiral Capital Management

32 Field Point Rd

Greenwich CT 06830

T: 203-***-****

Email Address: adxw32@r.postjobfree.com

Honorable Dennis O’Brien (Ret.) no relation

Co-Chair, Alternative Dispute Resolution of Counsel

T: 732-***-****

Email Address: adxw32@r.postjobfree.com

Francine Zaccone

Court Service Officer/ Assistant Supervisor – Civil Division

Superior Court of the State of New Jersey – Monmouth County

71 Monument Street

Freehold, New Jersey 07728

T: 908-***-****

Email Address: adxw32@r.postjobfree.com

Sandra Williams

Supervisor/Team Leader Civil Law Division

Superior Court of the State of New Jersey – Monmouth County

71 Monument Street

Freehold, New Jersey 07728

T: 908-***-****

Email Address: adxw32@r.postjobfree.com

Vanetta English

Agent with New York Life

Jamaica, New York 11430

T: 646-***-****

Email Address: adxw32@r.postjobfree.com

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