Ariel Lerner

E-mail: adxwk8@r.postjobfree.com

[C] 954-***-****

Portland, OR 97206

Work Experience

**/** – 5/23 Sortis Portland, OR

Investor Relations Administrator

• Reported to Controller, worked with Investor Relations and Accounting teams

• Provided mid-level administrative and client support for multiple investment funds

• Back-end operations of investor relations: investor onboarding, checking credentials for new clients via TransactAPI, and general phone & email support

• Investor transaction management, including facilitating add-on investments, processing redemptions & registration changes, and managing all related systems (Juniper Square CRM and others), as well as ledger management

• Provided one-on-one customer support to existing and potential investors via direct phone line, and both individual & shared department email inboxes. Relayed current & accurate messaging relating to their investments, and provided investor account statements

• Document management via PandaDocs, OneHub Workspace, and DocuSign

• Assisted with regulatory practices by generating weekly reports to DTCC & AI BPO, in addition to monthly custodian reporting

• Tax document assistance and support (K1s, 1099s, etc.)

• Hotel reservations & travel arrangements for partners of firm and visiting clients

• Ad-hoc assignments as needed, such as proofreading weekly newsletter, helping with time-sensitive mailings, and creating thank you gift bags for investors 7/08 - 9/22 Spritzer, Kaufman LLP New York, NY

Office Manager

• Supported entire firm, including partners

• Front desk reception: sole responsibility for multiple phone lines and greeting guests

• Implemented systems of organization as well as procedural standards

• Acted as administrator of XCM Solutions to streamline workflow status for the firm

• Trained, supervised, and delegated tasks to part-time scan clerks

• Collated and prepared client and government copies of tax returns using ProSystems FX Tax Software

• Document management, including scanning with the use of SurePrep Tax Software, and archival records of thousands of physical files

• Created and distributed hundreds of 1099 forms each year using Yearli Desktop

• Maintained relationships with clients, outside vendors, and facilities/maintenance staff

• Sent confidential correspondence with the use of ShareFile

• Entered timesheets and prepared reports for billing with TimeSlips, sent invoices

• Helped prepare quarterly financial statements for high net worth clientele

• Coordinated shipments via USPS, FedEx, UPS, and courier services

• Responsible for petty cash and bank deposits

4/07 - 4/08 Kaye Scholer LLP (now Arnold & Porter LLP) New York, NY 10/07 - 4/08: Administrative Assistant to the Professional Development & Training Department

● Provided administrative support to the Director of the Professional Development & Training Department

● Created evaluation forms and sign-in sheets for Continuing Legal Education (CLE) programs, and distributed those forms both internally and to participating outer offices; sent CLE tapes and materials to outer offices

● Maintained onsite program files and created archives for offsite storage

● Prepared CLE tapes and materials to lend to attorneys wishing to obtain credit for past programs

● Collected signatures from program attendees and filed CLE certificates and relevant correspondence in individual attorney files, organized records of departmental invoices

● Confirmed that conference rooms were prepared for programs according to department’s request with the proper technical specifications, materials, and refreshments 4/07-10/07: Administrative Assistant to the Administration Department

● Supported the Director of Administration, the Human Resources Department, and the Director of Facilities

● Created, maintained, and archived various confidential HR and personnel files

● Employment verifications and reference checks, prepared and sent applicant responses

● Ordered get well, condolence, and baby gifts for employees and arranged prize for monthly support staff drawing

● Published the Kayebullgram, the firm’s bi-weekly Intranet newsletter

● Created and presented employee anniversary packets, ordered and distributed anniversary recognition gifts

● Reserved conference rooms for meetings and receptions, arranged for refreshments and flowers

● Sent final checks to termed employees

● Assisted with travel, hotel, and car service reservations 5/05 – 11/06 Universal McCann Worldwide, Inc. New York, NY Administrative Assistant

● Provided administrative support to approximately 50 people

● Familiarized employees with company policies and practices

● Scheduled domestic travel

● Ordered and issued office supplies

● Provided coverage for main reception desk

● Reserved conference rooms and arranged for refreshments during meetings

● Researched and booked travel arrangements

● Prepared and submitted employee expense reports, distributed reimbursement checks 8/04 – 5/05 Millennium USA, LLC New York, NY

Administrative Assistant

● Scheduled appointments and ran various personal errands for the President of the firm

● Front desk reception, including sole responsibility for multiple phone lines

● Distributed incoming mail, prepared outgoing mail and packages

● Handled vendor relations, courier and messenger services, and ordering office supplies

● Filed and archived various records and invoices

● Maintained petty cash

1/02 – 8/04 A.K.M. Integrity, Inc. (now Integrity ACLM, Inc.) New York, NY Office Administrator

● Reported directly to three principles of firm

● Front desk reception - managed phones, greeted & saw to the needs of guests

● Responsible for all AP/AR including bookkeeping, payroll (CompuPay and Ceridian), banking, bank reconciliation, and commission reports. Prepared and sent invoices

● Maintained specialized Access Database of 10,000 resumes

● Office correspondence

● Vendor relations, ordered and distributed office supplies

● Listed job descriptions online

Internship

01/19-5/19 National Association for Media Literacy Education New York, NY Research Assistant

● Provided research assistance to several scholars and the Executive Director of NAMLE as they assessed data gathered from a 2018 survey of NAMLE members. This data was written into "A SNAPSHOT: THE STATE OF MEDIA LITERACY EDUCATION IN THE US," which was presented at the NAMLE 2019 Conference in Washington, D.C. Education

Brooklyn College Brooklyn, NY

M.S. in Media Studies with Media Literacy Concentration Baruch College New York, NY

B.A. in Journalism with Creative Writing Specialization

Contact this candidate