Executive Assistant Financial Services
Resume:
Stephanie Mullen Drago
Tuckahoe, NY 10707
***************@*****.***
PROFESSIONAL SUMMARY:
Experienced C-Suite Executive Assistant and Administration Professional trained at optimizing proactive productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist blending advanced organizational, technical and business acumen. Always working effectively with cross-functional teams in ensuring operational and service excellence. EXPERIENCE:
Longo Financial Services/LPL Financial
Larchmont, NY
Financial Associate
EA/PA for COO/CEO September 2020 - Present
• Providing high level support in all areas for Longo Financial Services Owner in a pressure packed fast paced environment
• Maintaining complex executive's calendars by scheduling, coordinating, and updating meetings
• Coordinating travel arrangements including domestic and international airfare (both commercial and private), ground transportation, hotel accommodations, and dining reservations
• Booking personal appointments and travel as needed
• Facilitating change over and smooth transition to a new Broker-Dealer
• Reconciling Back-Office issues pertaining to account openings, client profiles or compliance issues
• Assisting with the preparation of various communications such as memoranda and paperwork. Obtaining and handling confidential information. Draft and edit emails/memos for distribution
• When instructed by financial advisor authorized to place trades under his license
• Responsible for administering and verifying money flows in client’s account
• Reviewing existing financial policies and procedures to ensure regulatory compliance
• Updating financial spreadsheets and reports with the latest available data
• Sustaining a high level of integrity and discretion in handling confidential information
• Presiding over e-signing of legal documents in Adobe and DocuSign
• Outstanding collaboration and communication skills with employees/clients
• Tremendous analytical and problem-solving abilities
• Superb organizational and time-management skills
• Making appropriate, informed decisions regarding priorities and available time
• Abilities include completing a high volume of tasks and projects with little or no guidance
• “24/7 Mentality” - available and responsive beyond regular working hours to address urgent matters and last- minute changes from advisor and clients
Neuberger Berman New York, NY
Executive Assistant – Director of Research December 2003 – December 2007
• Supervising Administrative Staff for all the Analysts, signing off on timesheets, and approving department expenses
• Scheduling extensive internal and external meetings along with handling necessary logistics
• Directing travel itineraries and scheduling of potential Portfolio Managers
• Coordinating and arranging of meetings with staff, including daily calendars, reserving conference rooms/ordering catering if required, and setting up conference calls
• Vast knowledge of compliance rules and SEC regulations.
• Organizing records of department trade activities.
• Synchronizing executives’ schedules and executive logistics such as managing the calendar, phone calls, public appearances, travel arrangements, filing, and other scheduling as required
• Handled Outside Management visiting the firm for Portfolio Managers to meet for potential investments
• Contact person for Business Intelligence Advisory that worked closely with the firm regarding Emotional Intelligence
Neuberger Berman New York, NY
Administrative Assistant – Equity Research December 1997 – December 2003
• Assisting four to Six Senior Analysts and their Associates for the Retail, Financial Services and Technology teams.
• Providing intelligent productivity and administrative support to one or more senior-level executives while keeping a high level of confidentiality
• Updating Analyst’s spreadsheets and charts through “Fact-Set”
• Processing and tracking expense reports and reconciling American Express Corporate cards
• Adjusting quarterly earnings calendar
• Comprehensive calendar management for the team
• Overseeing travel itineraries, including flight, hotel, and ground transportation
• Conducting administrative duties including answering phones, opening mail, and filing system, arranging meetings with senior management of various companies PD Electric Tuckahoe, NY
Founder / Owner January 2009 – September 2018
Founder / Owner of a family run electrical contracting business covering all aspects of consumer and industrial needs.
• Strong interpersonal skills
• Proactive approach to problem solving
• Ability to multitask
• Soliciting and securing new revenue opportunities
• Managing vendors and suppliers
• Responsible for all aspects of human resources operations including hiring, payroll, and insurance References furnished upon request
Contact this candidate