Josephine Sofia

Braintree, MA *****

adzolu@r.postjobfree.com

www.linkedin.com/in/josephine-sofia-327a98a9/

781-***-****

Diligent, analytical administrative professional with extensive experience supporting financial, engineering and architectural fields. Outstanding commitment to providing exceptional customer service. Highly organized with strong attention to detail and proven abilities to effectively manage multiple tasks in a fast-paced environment. Areas of expertise: client relationship management, calendar management, event coordination, travel arrangement, billing and collections, inventory management, new hire orientation, benefit liaison Work Experience

Chief Relationship Manager

South Shore Retirement Services

March 2023 to August 2023

Job Description:

• Provided administrative assistance to financial advisors.

• Scheduled and coordinated client seminar dinners and events.

• Client receptionist for meetings and phone calls, acting as a company representative.

• Set client and advisor appointments through calendar management.

• Maintain and ordered office supply inventories.

• Recorded notes from client conversations on Hubspot and CRM systems.

• Assisted operations team with necessary adhoc tasks. Chief Relationship Assistant

Asset Strategy - Natick, MA

May 2022 to March 2023

Job Description:

• Generated investment performance reports for advisors.

• Organized and set up appointments, manage meeting logistics.

• Provided administrative support for financial consultants.

• Monitored client accounts, both Institutional and Private.

• Prepared and distributed client reports.

• Managed client calls.

• Processed and tracked new client and investment forms.

• Created documents in MS Word, Excel, and PowerPoint.

• Managed investment products Factsheets for research department.

• Assisted in vendor relationship management with Fidelity, Schwab, and Envestnet Manage and maintain. the CRM System, Redtail.

• Monitored and replenished office supplies.

• Monitored expenses and oversaw the day to day details of the office. Executive Assistant

South Shore Elder Services - Braintree, MA

October 2021 to March 2022

Job Description:

• Provided administrative assistance to the Chief Executive Officer, Chief Program Officer and Chief Strategy Officer.

• Scheduled appointments: maintained calendar of meetings and conferences, mailed agenda notices for committee meetings and the Board of Directors and Advisory Council in addition to attending monthly committee meetings to take notes and transcribe minutes.

• Tracked sponsorship and donations to agency; including maintaining organized files of event. sponsors, invoicing, and donation letters.

• Researched data as needed for CEO, Chief Program Officer and Chief Strategy Officer.

• Provide coordination, content and production of Annual Report, Legislative Report, Mass Home Care, marketing and outreach.

• Initiate Zoom/WebEx meetings as needed.

Executive Assistant to the CFO and COO

Brookline Bancorp, Inc - Boston, MA

January 2015 to December 2021

Job Description:

• Responsible for conserving executive’s time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.

• Produced information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.

• Instrumental to the development and continuous maintenance of the Home, Finance, HR and underwriting web pages of The Compass website.

• Maintained the front and backend of The Compass website.

• Maintained executive’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.

• Welcomed guests and customers by greeting them in person or on the telephone; answered or directed inquiries.

• Coordinated, collected, and distributed Board of Directors materials as appropriate.

• Coordinated interviews, meetings, lunches, and special event as necessary.

• Prepared reports by collecting and analyzing information for Board Meetings.

• Provided and updated agenda, related documents, and meeting minutes for Quarterly Risk Operations team.

• Maintained professional and technical knowledge by attending educational workshops; reviewed professional publications; establishing personal networks; participated in professional societies.

• Ordered office supplies for the Executive floor and Finance department.

• Contributed to team effort by accomplishing related results as needed. Project Administrator

AKF Group LLC - Boston, MA

January 2010 to December 2014

Job Description:

• Provided administrative support to staff of 45+ HVAC, Plumbing, Fire Protection, Electrical Engineering Teams and MA Code Groups.

• Arranged travel and accommodations for firm partners and engineers.

• Coordinated in house lunch and learns with clients as well holiday parties, professional development events, golf tournaments, charity events, and firm meetings.

• Utilized Outlook, scheduled staff for annual reviews and scheduled client meets and luncheons.

• Prepared Qualifications Packages to market firm services during the bidding process.

• Submitted all partner expenses, followed up on overdue client bills, and assisted engineers with timesheet submission and PTO processing.

• Generated accounts receivable reports for each engineer and worked individuals with them to collect past due income.

• Prepared all reports for monthly accounts receivable meetings attended by all partners and followed up as directed.

• Prepared meeting minutes, correspondence, documents, proposals, book specs, and shop drawings. Principal Technological Support Representative

ByAllAccounts - Woburn, MA

January 2008 to December 2010

Job Description:

• Provided software technical support and managing relationships with all customer accounts.

• Performed intake, documentation, and monitoring of product issues and inquiries submitted by users via phone, email, or website.

• Analyzed, recreated, and conducted troubleshooting of document application and data issues.

• Managed issues associated with both internal and external customer inquiries and communicated interim status and final resolution of issues to users.

• Developed and maintained expertise in ByAllAccounts products and support platforms. Electronic Trading Specialist (LyNX)

Linedata Services - Boston, MA

January 2007 to December 2008

Job Description:

• Responsible for the deployment of LongView LyNX for trading clients including coordination with network vendors and brokers.

• Worked with clients to set up their FIX Connections specific to their electronic trading requirements.

• Performed support services via phone and email in a fast paced, demanding environment. Application Support Analyst

Bisys Corporation - Boston, MA

January 2004 to December 2006

Job Description:

• Provided reliable, high-quality support to ender users for Fund Accounting, Eagle product, and other Hedge Applications.

• Provided support via OneStop helpdesk application and/or telephone to fund accounting staff in a thorough and timely manner.

• Independently resolved production issues by reviewing data set-up, access control limitations, and sequence of executed steps.

Help Desk Coordinator

Eagle Investment Systems - Newton, MA

January 2001 to December 2004

Job Description:

• Provided customer-focused and efficient solutions for application-related issues and software inquiries.

• Created and operated the STAR Help Desk resulting in 24-7 support for production critical incidents to ensure that emergencies are properly routed, responded to, and resolved.

• Received and logged production support requests via Eagle Gateway, email, and phone. Senior Advisor Representative

State Street Bank & Trust - Quincy, MA

January 1997 to December 2001

Job Description:

• Interacted with and responded to investment managers, traders, clients in a timely manner.

• Processed trade instructions and monitored trade settlements for accurate timely settlement. Education

Associate Degree Business administration

Bay State College - Boston, MA

Skills

• Leadership

• Adobe Acrobat X

• Bloomberg

• Accounting

• Microsoft Outlook

• MS Office Suite

• Microsoft Word

• Microsoft Excel

• Redtail CRM System

• SmartOffice CRM System

• Platforms for Various Vendors (Wealthscape and Schwab)

• HubSpot Systems

• Various Insurance Platforms (Athene, Security Benefits and Nationwide) Certifications and Licenses

Certified Notary Public

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