Executive Assistant Administrative

Shari Braunstein

Montclair, New Jersey *****

Mobile: 732-***-**** / Email: **********@*****.*** / LinkedIn: http://linkedin.com/in/shari-braunstein-160160b SUMMARY

A detail-oriented, organized and results-driven Executive Administrative Assistant with 15+ years of experience in the Finance Industry. Eager to provide direct support and develop close business relationships with management, business leaders, and executive teams in order to complete projects accurately and within assigned deadlines.

• Calendar Management

• Employee On-Boarding

• Reception

• Domestic/International Travel Arrangements

• Processing Passports/Visas

• Processing Expenses

• Call Volume Management

• Coordinate Videoconference calls /meetings

WORK EXPERIENCE

Macquarie, New York, New York November 2024- February 2025 Executive Assistant, Contract-Temp

• Provided Administrative support to ten Executives, ensuring seamless daily operations.

• Coordinated complex domestic and international travel, including flights, accommodations, and ground transportation.

• Managed and processed expense reports efficiently, adhering to company policies and deadlines.

• Oversaw detailed calendar management for Managing Directors, prioritizing meetings and engagements to optimize productivity. Jefferies, New York, New York May 2024-July 2024

Executive Assistant-Contract-Temp

• Provided Administrative support to ten bankers (including two Managing Directors, two Senior Vice Presidents, three Vice Presidents and two associates).

• Processed expenses in a timely manner, coordinated complex travel arrangements and global accommodations including air, train, hotel, and ground logistics.

• Provided complex calendar management for Managing Directors.

• Handled phone management, screening calls and voicemails for urgency. Prudential, Newark, New Jersey September 2023-December 2023 Executive Assistant-Contract-Temp

• Provided Administrative support to 3 Senior Managing Principals.

• Processed expenses, coordinated complex travel arrangements and global accommodations for all teams including air, train, hotel, and ground logistics.

• Oversaw complex calendar management for Senior Managing Principals.

• Facilitated new hire onboarding using ISAMS and Prudential internal systems. PGIM Investments, Newark, NJ November 2017 - April 2023 Executive Assistant to EVP, Head of Marketing and Board Governance March 2019 – April 2023 Executive Assistant to VP, Product and Development March 2019 – April 2023 Executive/Personal Assistant to EVP, Global Head of National Accounts November 2017 – March 2019

• Supported Three Senior Level Executives in the C-Suite. Provided administrative coverage to other Executive Assistants, the President of PGIM Investments and management team.

• Managed extensive and complicated global calendars, including meeting arrangements, coordination with other internal and external Assistants, agenda preparation, and logistics across multiple time zones.

• Handled phone management, screening calls and voicemails for urgency.

• Coordinated and booked all global travel arrangements, including air, train, hotel, and ground logistics.

• Processed and managed daily expense reports.

• Reviewed and prepared daily agendas to ensure executive readiness.

• Assisted the executive’s management team with calendar coordination and communication.

• Managed document preparation and consolidation for the executive.

• Managed guest services, security, and parking arrangements.

• Served as Records Retention and BCP Coordinator, ensuring policy compliance. McKinsey & Company, Summit, NJ July 2017 – October 2017 Executive Assistant

• Provided Administrative support to various Executive Assistants for overflow work.

• Processed expenses, coordinated complex travel arrangements and global accommodations for all teams including air, train, hotel, and ground logistics.

• Provided complex calendar management for Senior Managing Principals.

• Assisted Human Resources with filing.

Standard Chartered Bank, New York, NY February 2013-October 2016 Administrative Assistant

• Provided support to the dealing room trading floor across: Corporate, Fixed Income, Investor, FX sales desks and ALM Desk as well as trading floor and affiliated units (greater than 60 individuals).

• Managed 8 complex and frequently modified calendars for primary professionals.

• Coordinated and booked all global travel arrangements, including air, train, hotel, and ground logistics for all teams.

• Daily expense report processing and management support for all teams utilizing PeopleSoft.

• Managed calls for the Global Head of Sales for the Americas, including organization, facilitation and arrangement of conference calls and logistics for leadership team.

• Provided onboarding arrangements for new hires including systems access.

• Managed guest services, security, and parking arrangements. UBS, New York, NY March 2012 - August 2012

RoadShow Coordinator

• Provided administrative support to the Equities Desk on the Trading Floor, 10 people.

• Coordinated and booked all global travel arrangements, including air, train, hotel, and ground logistics.

• Coordinated daily roadshows for Analysts who were traveling in from overseas.

• Processed and managed daily expense reports.

Barclays Capital, New York, NY July 2009 - August 2010 Administrative Assistant

• Provided administrative support to 1 Senior Managing Director, 3 Managing Directors, 6 Directors and 15 direct reports within the Securitized Products Sales department.

• Managed very complicated and fluid calendars for several senior professionals.

• Coordinated team travel arrangements including air, train, hotel and ground logistics.

• Processed and maintained T&E reports for the team using the SAP system.

• Answered and directed calls for the Senior Managing Director and arranged conference calls for the entire team

• Reserved and set-up conference rooms and facilities. EDUCATION Paralegal Certificate-ABA Approved Program May Brookdale Community College, Associate in Applied Science in Paralegal Studies; Dean’s List

COMPUTER SKILLS

MS Office: Word, Excel, PowerPoint, Outlook, Lotus Notes, PeopleSoft, Great Plains, LexisNexis, Fourth Shift, CheckPoint, Concur, Adobe Acrobat Professional, SAP, OneView, Radar, Event Portal, Carlson Wagonlit Travel( CWT)

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