Executive Assistant Real Estate

LESLIE B. MORALES

New York / New Jersey Metropolitan Area 551-***-**** adyf2i@r.postjobfree.com linkedin.com/in/lesliebmorales Executive and Personal

Administrator

Highly motivated and results-focused administrative operations professional providing competent and detail-oriented support and project management to C-level executives. Adept at maintaining the highest confidentiality and discretion in handling sensitive materials concerning executives and the organization. Capable of skillfully managing multiple calendars with various constraints, arranging complex travel logistics, and organizing meetings and personal and professional events by exercising discretion and judgment as to priorities and effective use of time. Dynamic verbal and written communicator with outstanding organizational and interpersonal skills. Talent for building and maintaining positive and cooperative working relationships with coworkers, vendors, executive teams, and board members.

COLLABORATIVE TOOLS: MS Suite, Concur (Expense and Travel), InTapp (Time entry platform), iManage, Mimecast (Cloud base email management for MS Exchange and MS 365), KoFax (Power PDF program), CompareDocs, DocuSign, Jabber (Integrates internal computer, office phone, and voicemail), Zoom, MS Teams, Interaction (CRM), VCM, Engagement, ProSystem Practice Management, and ShairPoint.

AREAS OF EXPERTISE

● Calendar Management ● Confidential Correspondence ● Meeting and Event Coordination

● Financial Accounting ● Project Management ● International Travel Planning

● Relationship Building ● Data Entry and Reporting ● Technical Systems Management

● Board Member Engagement ● Collaborative Team Player ● Conflict and Problem Resolution PROFESSIONAL EXPERIENCE

DDK & Company, LLP. NYC, April 2023 - Present

Executive Assistant to Managing Partner

Schedule, organize, coordinate meetings, and interview appointments for Lead Managing Director of a highly Successful Certified Public Accounting Firm (CPA). Heavy calendar management, process expenses, facilitate client meetings, and domestic and international travel. Collaborate with staff accountants with the execution and submittal of government forms (POAs) on behalf of managing account manager.

Key Accomplishments:

● Compile and submit corporate expenses, collaborate with finance to ensure accurate time entry and adhere to company business expense policies.

● Heavy calendar management (domestic/international) with High-Profile clients.

● Function as point of contact for personal home purchase. Assisted with mortgage contract signing and liaised with real estate attorney to process final paperwork.

● Collaborate with internal staff to confirm meetings, generate/submit POAs, and company registrations as needed.

● Direct client contact to troubleshoot tax related matters and invoices inquiries.

● Collaborate with IT as needed on behalf of Managing Partner (access to company Networks, Printers, Remote access, and ancillary) as needed.

KPMG, NJ, June 2018 – October 2022

Executive Administrator to Vice Chair, Human Resources Oversee administrative projects and priorities in operational support of the Vice Chair (VC) of Human Resources. Effectively manage calendars requiring extensive interaction with both Office of the Chair and external executives and teams. Arrange local, national, and international travel itineraries, and manage related expenses and reimbursements. Schedule, organize, and coordinate meetings, events, training sessions, interview appointments, conferences, and activities for various leadership team members. Provide full scope of personal assistant services including booking appointments, travel and vacations, holiday planning, and vetting and arranging home maintenance companies.

Key Accomplishments:

● Acted as corporate event planner and project manager, orchestrating numerous meetings, events, and conferences with a high level of attendees.

● Collaborated with IT to facilitate frequent video conferencing during COVID-19 pandemic, ensuring business meetings continued despite work from home orders.

● Consistently exhibited communication skills and commitment to superior service, driving im0provements in working relationships with internal and external partners. LESLIE B. MORALES

● Managed and tracked expenses, collaborated with finance to ensure spending adheres to company business expense policies.

● Performed ad hoc projects, including researching land appraisers, real estate lawyers’, contractors, real estate for second and vacation homes.

● Function as point of contact for personal home maintenance providers, updated and maintained accurate and descriptive contact list of services provided and frequency.

McCourt LP, New York, NY, August 2016 – April 2018 Family Office Executive Assistant

Delivered top-tier administrative and personal support to the President of investment firm focusing on real estate, finance, sports, and technology services. Reported directly to the Head of Operations and Administration. Arranged complex calendars and budgets, screened incoming calls and correspondence, booked global travel. Coordinated all aspects of the budget and financial management, including invoicing, payment processing, and contracting, and aligned various personal matters to ensure integration with the business schedule.

Key Accomplishments:

● Coordinated and confirmed travel, visa applications, and hotel arrangements for family’s Horse Groom and Horse Trainer traveling abroad on behalf of the family-owned equestrian facility.

● Served as liaison between Human Resource Manager and housekeepers for various properties, providing weekly timesheets to maintain accurate payroll processing and benefit changes, and accurately reconcile family expenses.

● Attended weekly property management calls and provided updated minutes to all service providers, maintained an ongoing project list of all repairs, renovations, installations, and landscaping for properties.

● Developed, implemented, and maintained electronic file system for confidential legal matters, contracts, and records.

● Managed relations with outside vendors to execute service contracts, obtain estimates, COI, and generate Standard Service Agreements.

● Negotiated contract for with an international band to perform at a family event in the US, arranged for visa applications, air, ground, lodging, and negotiated daily per diem expense allowance.

● Filed, submitted, and compiled sponsorship business letters for visa applications and secured via Chinese consulate. Davis & Gilbert, LLP, New York, NY, October 2011 – August 2016 Executive Assistant to Partner & Co-Chair

Managed and maintained daily administrative and personal support for Co-Chair of the Corporate Practice Group and Of Counsel at a full-service law firm with over 100 attorneys. Heavy calendar management, travel, expenses, financial reporting, maintained and updated client email lists, meeting facilitation, and answered high-volume phones. Collaborated with the accounting department to compile, generate, and submit business and pro bono expenses for processing and input and released attorney time via Carpe Diem. Key Accomplishments:

● Served as backup assistant for Corporate Partner as well as two attorneys specializing in Trust and Estate Planning.

● Prepared Co-Chair for pitch meetings by conducting independent research and requesting latest company market news from the firm's librarian.

● Reviewed weekly A/R report and followed up on outstanding balances, providing more information to facilitate payments.

● Generated engagement letters for new business, following up on execution and requesting new client billing numbers via the company's internal New Business Intake portal.

● Reviewed and revised monthly invoices, correcting time entries through request for additional information, examining for grammatical errors, and opening new matters/sub-matters.

● Liaised with Marketing on coordination of annual M&A holiday dinner party, providing final guest list, sending invitation, managing RSVPs, and serving as point of contact for car service dispatcher at event.

● Managed personal family calendar, assisted with family trips by arranging all aspects of travel, and coordinated all logistics of family gatherings and special events.

Teliris, Inc., New York, NY, July 2008 – October 2011 Executive Assistant to CEO & CTO

Proactively provided daily strategic operations and personal assistance for the CEO of telecommunications and videoconferencing services company. Prepared extensive domestic and international business and personal travel for CEO via private or commercial air charter, hotel, dining reservations, and ground transport. Managed expenses, video conferences, ordered lunch, arranged meetings with outside vendors and agencies and coordinated dinners, cruises, and holiday parties. Ensured adherence to relevant internal policies and procedures and identified needs for enhancement or development of additional policies. LESLIE B. MORALES

Key Accomplishments:

● Partnered with the Marketing department on presentation production and distribution for trade shows and client demonstrations in coordination with NYC, CT, and UK offices, reserving Virtual Live (VL) rooms and confirming back-end coverage, collaborative tools, and participation from company portal.

● Collaborated closely with the HR Manager, made arrangements for all new hire employee ID appointments, computers, and laptops, and coordinated employee office placement.

● Liaised with Captain of CEO’s 65ft Uniesse M.Y to order replacement parts and arrange for maintenance and repair, reserving and confirming mooring, slips, and face dock reservations for successful annual New England family yacht trips.

● Ordered and restocked office supplies, scheduled copy machine maintenance, and worked closely with building management to facilitate monthly office cleaning and redecorating. Additional Experience

Executive Assistant to Partner and Managing Director (Consultant), Rhone Group, LLC, 2007 - 2008 Executive Assistant to Chief Operating Officer, Jennison Associates, LLC, 2006 - 2007 Executive Assistant to CEO of BrokerTec, Global Head of ICAP Futures and Senior Management Team, North America, 2004 - 2006 Administrative Assistant to Mid Cap Growth and Small Cap Blend Teams, Lord Abbett & Company LLC, 2000 - 2004

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