Executive Assistant Administrative

Kim Stelzen

Supplier Notes:

**+ years of experience as an Executive Assistant and provided support to VP and Directors.

10+ years of experience in the Banking Industry.

* ***** ** ********** ** an Insurance Company.

Experienced in providing high-level administrative support to Vice Presidents in managing calendars, travel arrangements, and events.

Expertise in supporting Managing Directors and teams in International Depositary Receipts.

Experienced in managing International Travel, Conference Planning and Executive Communications.

Detail-oriented in performing confidential support by composing routine correspondence.

Experienced in travel and expense processing via Concur and procurement through Ariba, ensuring seamless operational support.

Experienced in assisting with high-profile client interactions and Corporate Communications.

Proficient in processing high-volume Data Entry, Tracking Meeting Outcomes, Investor Participation, and client feedback into internal CRM and tracking systems.

Proficient with Microsoft Office 365, SharePoint, SAP, Ariba, and Concur.

Local candidate.

Excellent communication and interpersonal skills.

Summary:

Polished and detail-oriented Administrative Assistant with deep experience in high-pressure environments including investment banking, insurance, and pharmaceuticals.

Recognized for fast, accurate execution, high-volume scheduling, and strong client and stakeholder communication.

Adept at supporting Sales, Research, and Executive teams with agility and professionalism. Proven ability to shift priorities seamlessly and support internal and external events, investor-facing meetings and complex logistics.

Skills:

Executive Admin. Support

Budget and Invoice Processing

SharePoint and Database Mgt.

Communication and Correspondence

Calendar and Mtg. Coordination

Office Mgt. and Operations

SAP and Ariba Procurement

Multi-Tasking and Prioritization

Travel and Exp. Mgt

Event Planning

Logistics

Vendor and Client Relations

Microsoft Office 365

Concur Expense Reporting

Technical Troubleshooting

Problem-Solving

Team Collaboration

Education:

AA, Liberal Arts - Luther College

Professional Experience:

New York Life Insurance Company, New York, NY 1/2020 - 2/2025

Senior Administrative Assistant

Provided high-level administrative support to Vice Presidents and their team within the Capital Markets and Hedge Funds division, supporting functions across Research, Banking and Sales.

Acted as liaison between internal teams and external institutional investors, ensuring timely communication and meeting coordination for capital markets-related activities.

Managed fast-paced Outlook calendars, scheduled investor-facing meetings and organized logistics for Zoom-based research briefings and trading updates.

Oversaw travel and expense processing via Concur and procurement through Ariba, ensuring seamless operational support.

Facilitated onboarding for new employees, ensuring smooth transitions.

Executed high-volume data entry of investment transactions, meeting records and investor engagement metrics into internal systems with a focus on speed and accuracy to support capital markets operations.

Created presentations by collaborating on design from start to finish, working on team structure and content, enhancing presentations for both internal and external meetings to be more unified and concise, enabling the movement of selected slides, both added and deleted and incorporating pictures and graphs into slides. All things are done by using skills of PowerPoint.

Created scratches and edited the slides as per the upper management instructions with the help of PowerPoint.

Sunset Strategic Brands, Trumbull, CT 6/2018 - 6/2019

Executive Assistant (Independent Contractor)

Provided administrative support to the President and CEO

Managed calendars, travel arrangements,0 and events.

Organized bi-annual off-site meetings, handling planning and vendor coordination.

Oversaw marketing budgets and processed invoices using Ariba.

Novartis Pharmaceuticals (via Consulting Assignment), East Hanover, NJ 2/2018 - 5/2018

Administrative Assistant IV

Provided executive support for the Global Oncology PR Team.

Coordinated complex travel and schedules, processed expenses, and facilitated video conferences.

Ensured confidentiality in managing sensitive information.

PFIZER Inc. (via Consulting Assignment), New York, NY 8/2017 - 10/2017

Administrative Assistant III

Supported the VP of Global Sterile Injectables.

Assisted in high-profile client interactions and corporate communications.

Managed multi-calendar schedules and expense reports.

Merrill Lynch/Bank of America (via Consulting Assignment), Bryant Park, NY

1/2017 - 3/2017

Executive Assistant

C-Suite support assisted the Executive Vice Chairperson of Merrill Lynch's Investment Banking division.

Performed confidential support by composing routine correspondence.

Interacted with clients and oversaw sensitive client information.

Merrill Lynch/Bank of America (via Consulting Assignment), Jersey City, NJ

5/2009 - 12/2016

Executive Assistant

Provided executive-level administrative support to the Vice Executive Chairperson and Managing Directors within the Investment Banking and Managed Solutions Group, focusing on hedge funds, equities, and structured products.

Oversaw budgets, processed expenses and facilitated internal operations.

Processed high-volume data entry, tracking meeting outcomes, investor participation, and client feedback into internal CRM and tracking systems.

The Bank of New York Mellon, New York, NY 6/2006 - 2/2009

Senior Executive Assistant

Supported Managing Directors and teams in International Depositary Receipts.

Managed international travel, conference planning and executive communications.

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