Executive Assistant for Global Operations and Events

JOCELYN FERNANDEZ

Brooklyn, NY

Cell 917-***-****

E-Mail: *********@*****.***

Professional Experience

Credit Agricole Investment Bank

Senior Executive Assistant Energy Real Asset 2022-2025

•Managed Head of Energy Real Asset calendar, scheduled meetings in multiple time zones in person, video conference internal and external, and screening phone calls

•Coordinated high volume of travel arrangements and hotel accommodations, and ground transportation domestic and international on Concur and with the travel agency for the Head of ERA and direct reports of Energy Real Asset in America in home office in Paris

•Organized, monitored, met and greeted clients visit domestic and international including the Colombian President in 2022

•Assisted external and internal client’s inquiries, handled confidential information

•Made lunch and dinner reservation for domestic and international clients

•Coordinated and organized senior management meetings, Offsite meetings in New York City and outside New York

•Managed conferences for the Head of ERA and direct reports to attend domestic and international

•Coordinated external and internal events

•Developed a strong relationship with internal/external clients domestic / international and all vendors

•Processed and submitted expenses in a timely manner

•Liaised with IT to resolve any issues for the Head of ERA

•Arranged packages via FedEx to mail documents to clients domestically and international

Bank of New York Mellon 2005 – 2019

Executive Assistant in Corporate Trust

•Provided support to Executive Vice President

•Managed busy calendar, scheduled domestic and international meetings, coordinated Offsite Meetings, set up Town Hall Meetings, set up conference calls in multiple time zones, and set up video conference, screened phone calls,

•Arranged domestic and international travel including flights, hotel accommodations, ground transportation, itineraries and agendas; compiled documents for travel-related meetings

•Created/edited PowerPoint presentation and Excel report, consolidated various reports for daily meetings, prepared printing projects, researched materials on internet

•Prepared and submitted expense reports on Concur

•Responded to external and internal clients' inquiries, managed confidential information

•Maintained office space, on boarding, ordered supplies, tracked department attendance record for the Executive direct reports and Human Resources, processed invoices for payment

•Arranged packages via messenger, FedEx, and UPS

MARTIN FRANCIS INTERNATIONAL 2003-2005

Project Manager

•Researched payments on GPS system for daily confirmation

•Arranged accounts and assigned them to the team to process payments

•Investigated daily open items and new activity utilizing in house system IMMS

•Followed-up and investigated all Foreign and USD exception cases for the FX Retail Investigation Unit via SWIFT

•Prepared spreadsheets to reconcile incoming payments

AMERICAN EXPRESS, NEW YORK, NY 2001-2003

Executive Assistant in Global Product Design and Management

•Provided support to one Vice President and four Managing Directors

•Managed busy calendar, scheduled domestic and international meetings, arranged Offsite Meetings, scheduled conference calls in multiple time zones, screened phone calls

•Arranged domestic and international travel including flights, hotel accommodations, ground transportation, itineraries and agendas; compiled documents for travel-related meetings

•Created/edited PowerPoint presentation, and Excel reports for meetings

•Processed expense reports on People Soft system

•Maintained office space including ordered supplies for the department, tracked department attendance record for Human Resources

•Arranged packages via messenger, FedEx, and UPS

EDUCATION: COLORADO TECHNICAL UNIVERSITY

Bachelor of Science and Business Management

New York University

Business Certificate

QUALIFICATION Strong communication skills, ability to work in a fast environment and

handle multiple assignments, strong team player, self-starter, problems solver, well

organize, proactive and always meet deadlines

Language: English and Spanish

COMPUTER SKILLS: Microsoft Word, Excel, PowerPoint, Outlook, Visio

Concur Travel, Travel & Expenses/People Soft, SharePoint, Intranet,

Internet, and CRM system

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