Executive Assistant Financial Services

Arielle Xavier

***************@*****.*** / 347-***-****

Summary

Experienced Executive Assistant skilled in managing C-suite and ExCo management calendars, schedules and projects within the financial services industry. Proficient in adaptable approach to solving financial problems and maintaining smooth operation in high pressure environments. Superior work ethic, results driven with a track record of improving efficiency with a clear understanding of overall business practices and risk. Advanced expertise in multiple softwares, confidential communication ensuring seamless operations and strategic support and planning.

Experience

BNP Paribas - Contract Executive Assistant to Global CEO of FIC Institutional Investors 07/2023 - 01/2024 - NY, New York

Prepared a weekly report for senior management (highlights macro environment and Sector achievements)

Compiled news runs in advance of banker meetings, coordinated printing of presentations and e-signatory approvals

Lead coordination of Senior Management visits to NY, organized group events (scheduled and managed agenda, catering and all materials and decks)

Processed and tracked expense reports, system access requests, facilities, operational requests & IT Tickets

Heavy multi-time zone calendar management, team schedule management of internal and external meetings and materials

Credit Suisse Securities - Executive Assistant to COO & Head of Renewables & Sustainable Energy Technologies 10/2019 - 12/2022 - NY, New York

Extensive gatekeeping and calendar management – maintaining Banker's schedules; managing conference/external hosted meetings/event planning and conferences

Arranged domestic, international, and multi-destination travel, including flights, hotels and cars in accordance with IB CM&A policy

Expense reporting, reimbursements, and monthly reconciliations of Amex

Generated CRM research reports, client call logs, and contact reports of department held meetings, allocation spreadsheets using proprietary tools, Spider and Salesforce

Ensured COO, Group Head completed supervisory risk and compliance checklists by designated deadline for budget preparation

Federal Reserve Bank Of New York - Contract Executive Assistant to Head of Supervision Group and COO 01/2019 - 07/2019 - NY, New York

Managed a heavy calendar which entailed planning and providing oversight for Supervision-sponsored town halls, conferences, and prioritizing group recurring FRB internal/external international events

Reserved travel vouchers and ensured timely preparation, coding, and processing of expense reports and client budget allocations

Handled data entry coding in various supervision databases and maintained spreadsheets, tracked informational tables, charts, and presentations

Handled various administrative logistics for Examination teams that were at on-site locations, including registrations, obtaining security clearance, and ID badges

NATIXIS - Executive Assistant to Head of Client Management, Commodities & Economic Research 04/2016 - 11/2017 - NY, New York

Maintained database of confidential employees, client and prospect files

Updated contacts, reports, presentations, and org charts

Planned and collaborated company town hall and off-site team building events

Fielded internal and external requests for Global Finance, Executive Committee, and Client Management Board meeting agendas & quarterly reports

UBS - Contract Executive Assistant to Debt Capital 07/2015 - 04/2016 - NY, New York

Handled client inquiries, heavy calendars and scheduled meeting, appointments and monitored email inboxes for administrative requests

Morgan Stanley - Contract Executive Assistant to Investment Banking

09/2014 - 05/2015 - NY, New York

Managed day-to-day operations of the CFO's office in Investment Banking, prepared tables, presentations and expense report allocations for eReq authorizations with job numbers

BlackRock - Executive Administrative Assistant to Head of Advisory and Portfolio Management 07/2010 - 06/2014 - NY, New York

Prioritized and coordinated numerous internal and external meetings, interfacing daily with Executive Board members and their assistants

Submitted legal disclosures of client NDA agreements to ensure appropriate deal coding prior to client submission and deadline filings

Coordinated contract reviews and negotiations on behalf of the Advisory team and analyzed legal coding to interface with business contract terms with both internal and external legal counsel and risk management

Skills

MS Office 365

Adobe Professional

Office Administration

Financial management

Executive management

Client relationship management

Gatekeeping

Calendar Management

Concur

Salesforce

SharePoint

Project Management

Client servicing

Pipeline metric reports

Data Entry

Strategic Planning

Vendor Management

Workday

Skype for Business

Slack

MS Teams

Zoom

Bloomberg

Education

St. John's University

Associates of Applied Science

Languages

French - Native/Bilingual

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