Administrative Assistant Customer Service

DIANE J. COSTELLO

C: 203-***-**** *************@*****.*** www.linkedin.com/in/dianejcostello

High performer, with a solid reputation Administrative and Personal Assistant with a Bachelor’s in Communications/English and experience in finance (including Investor Relations), marketing, and non-profit environments. Engaging, with exceptional communication skills, as demonstrated by strong interpersonal and influencing skills. Knowledge of office management best practices and especially capable of handling high-volume tasks with extraordinary accuracy. Technologically savvy with constant upgrading of skills to keep current. Proven ability to work well with company management, customers, and vendors under challenging conditions. Skillfully handles multiple priorities, customer relationships, and event management—a conscientious, resourceful team player who goes the extra mile.

CORE SKILLS

Communication, Teamwork, Problem-Solving, Digital Literacy / Connect: The ability to connect with others, understand their needs, and draw them into an idea or vision.

TECHNICAL SKILLS

Microsoft 365; Word/ Excel/ PowerPoint / Teams, Outlook / KYC – Know Your Client / CDA-IR Manager / Concur / Zoom / Bloomberg Terminal / AI

PROFESSIONAL EXPERIENCE

CONTRACT ASSIGNMENTS – Executive/Administrative Assistant/Receptionist/Receptionist 2023 TO PRESENT

● Capital Dynamics – Stamford, CT - 07/2023 – 09/2024

Heavy Calendar, Answered Phones, Scheduled and coordinated domestic/international travel arrangements

● Taking classes in AI, Word, Excel, and PowerPoint

● Board of Education – City of New York - 4/2023 to 6/2023

Conduct telephone interviews and review written submissions from each parent who needed help and was

running for election for the Board

● RXR, Administrative Assistant Real Estate - 3/3023 to 4/2023

Answered phones, assigned conferenced rooms, and kept a calendar for eight people who interviewed

all-day

● Capital Dynamics – Stamford, CT – 4/2020 – 2/2023

Maintain calendar for the principal answered very busy phones, receptionist

GARBARINI & SCHER, P.C., NY 2018 to 2020

Receptionist

● Answered multi-line phone and directed calls / Greeted and directed guests

Scheduled court appearances on the court calendar / Maintained front desk

Demonstrated ability to work well with company management, customers, and vendors under stressful conditions

Maintained utmost discretion when dealing with sensitive topics

Interacted with clients by phone, e-mails, or in person to provide information and direction to desired staff members

FREE LANCE

Managed schedule for renovation and sale of two houses. 2016 to 2018

SHL ADVISORS/ANSERA CAPITAL PARTNERS, NY 2012 to 2016

Executive and Personal Assistant to the CEO – Multi-Business Divisions

Scheduled and coordinated domestic/international travel arrangements including ground, air, hotel, dining, and entertainment ensuring no conflicts occurred.

Self-starter can hit the ground running

Managed road show reservations for CFO traveling with clients; Organized special company events

Prioritized, organized, and scheduled multiple calendar events, including meetings and conference calls.

Handled aspects of foreign visa applications (China, Russia, and the Middle East)

Completed US Customs and Border Protection applications for the re-entry program

Diane J. Costello Page 2

CONTRACT ASSIGNMENTS – Administrative Assistant/Receptionist 2006 to 2012

● TD Bank, CT ● Streetmarc Advertising & Marketing, CT

● Patriot National Bank, CT ● Silver Hill Hospital, CT

● JP Morgan, CT ● Pitney Bowes Inc., CT

BANK OF NEW YORK, CT 2002 to 2005

Administrative Assistant

Handled phones, calendars, and travel arrangements for multiple managers

Completed and distributed monthly marketing reports to bankers to provide records of lost and new business; Coordinated schedules and travel arrangements for the Director and two bankers

Planned and organized monthly events such as guest speakers, philanthropic engagements, and meetings

CITIGROUP, CT/NY 1990 to 2002

Private Bank - Administrative Assistant (2000 – 2002) CT

Assisted with relationships for high net-worth investors (over $10 million) by handling correspondence, drafts, memos, and emails. Kept business, customer, and financial records current and accurate to stay on top of changing information and avoid lost data.

Arranged travel arrangements for the Managing Director and six of the bankers

Processed detailed expense reports using Concur

Managed supply inventory, and conference room booking and set up video conferences for meetings

Managed hiring process for all staff

Investor Relations - Administrative Assistant (1992 – 2000) NY

Interfaced extensively with the brokerage industry and institutional investors, providing information in response to inquiries

Utilized strong interpersonal and communication skills to answer questions, alleviate concerns, and build rapport, leading to excellent customer relationships

Directed and managed large volumes of calls on the institutional investor line

Administrative Assistant member in the Travelers-Citicorp merger in 1998

Managed road show reservations for Vice Presidents traveling with Analyst

Developed statistical and financial reports, using Excel, for senior management, including CFO

Managed several databases (Act, Onyx). Retrieved research, news runs, and financial documents from Bloomberg

Maintained Investor Relations files and records so Senior Vice Presidents had competitors information

Managed summer interns, and wrote reports on performance to management and schools

Corporate Bank - Administrative Assistant (1990 – 1992) CT

Planned and organized special events, coordinating efforts with all stakeholders, including State Representatives. Events included the Special Olympics and March of Dimes. Managed onsite booths.

Worked with Real Estate and Mortgage area helping with loan applications and providing information to potential mortgage applicants

Collaborated with ease with the team and others. Complemented on ability to multi-task.

ADDITIONAL EXPERIENCE

Event Planner and Coordinator for a non-profit Advertising Agency; Teacher of pre-kindergarteners; Golf Coach for Challenged People in Motion; Volunteer at the Jewish Community Center

EDUCATION: UNIVERSITY OF CONNECTICUT:

Bachelor of General Studies Degree, Communications/English

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