Senior Executive Assistant - Part-Time/Remote Support
Resume:
DONNA M. BONTEMPO
*** ********* ****, **********, ** 07054
Email: ********@*****.***
A competent and personable Sr. Executive Assistant, I bring to the table integrity, experience, skill and well-rounded support to all areas from interns to the high-level executive. Challenges and opportunities to learn and grow energize me and I thrive on being an integral part of what makes an executive efficient, effective and successful. I am seeking a part time-virtual position. BUSINESS EXPERIENCE:
11/2018-Present Summit Financial, LLC
Parsippany, NJ (Remote since 2020)
Administrative Assistant (Part time)
Communication with prospective and active clients
Provide a tailored experience to onboard clients
Prepare various aspects of Insurance policies
Manage multiple-ever changing calendars
Diagnose and research issues that resolve customer concerns and anticipate future issues-aptitude for conflict resolution Prepare updated Year-to-Date reports for individual clients’ accounts Created on-line filing system-now used throughout the organization 06/17-2018 St. Peter’s Haven
Clifton, NJ
Volunteer-Various office duties
Organized and managed various fund-raising opportunities, including 2017 Tricky Tray, Back Pack event, holiday community gift giving 02/05-03/17 UBS Financial Services
Weehawken, New Jersey
08/11-03/17 Executive Assistant to Co-Head of Wealth Management Americas-Operations and Wealth Management Americas Chief Operating Officer
-Proven ability to balance multiple assignments, meet strict deadlines and work cooperatively in a high-performance team atmosphere
-Proven ability to take initiative, work independently and in an environment dealing with sensitive and confidential information on a daily basis
-Manage 5 complex calendars
-Manage, delegate, prioritize, anticipate and address the short and long term Needs of the department co-heads for the smooth operation of the department
-During managers' absence, use initiative and judgment to see that matters requiring attention are referred to the delegated authority
-Process multiple expense reports
-Creating monthly Service Anniversary letters for WMA Head
-Plan various events (on-site and off-site) which include quarterly Service Anniversary breakfasts, meals for meetings, annual WMA Promotion Event
-Planned agendas for team meetings
-Order equipment and supplies
-Coordinate detailed travel arrangements (domestic and international) including obtaining VISAs, multi-destination travel, arrange hotels, airport transfers, etc., ensuring cost containment measures; prepare itineraries
-Tracking vacation/away time for 15 people
09/09-07/11 Administrative Assistant, Asset Servicing Dept.
-Gathering items that will be communicated to the field, including Communication forms & examples, keep updated log
-Processing monthly reports such as current Head Count, Overtime, Organizational charts
-Approving all supply order requisitions
-Responsible for cost cutting initiatives within the department
-Tracking and gathering all error reports
-Working with the Contract Sourcing team to insure we have all current contracts, current year forecasts and current status of contract renewals
-Attend all Management and Service meetings; preparing the agendas and minutes and track issue follow-ups
-Maintain log and updates of all current projects and legal items within the Department
02/05-09/09 Administrative Assistant, Managed Accounts Billing, RMA Operations & Client Reporting Departments
-Manage outlook calendars including daily and monthly meeting calendars, monthly night calendars, vacation calendars, Staff meeting agendas and minutes
-Committee member that created the new Administrative Assistant Manual for Operations & Services Division
-Track compliance requirements
-Travel arrangements
-Manage all HR processes including New Hire Requisitions, Offer Term Sheets, OU Identification and Cost Center updates
-Maintained monthly Organization charts, Headcount stats, Requisition Reports, Call Tree and Disaster Recovery lists
10/00-06/03 Bontempo Family Chiropractic
Fredericksburg, VA
Self-employed - Doctor of Chiropractic
01/00-09/00 Sitting for National Boards examinations for Chiropractic license EDUCATION:
1/95-12/99 LIFE UNIVERSITY
Marietta, Georgia
Doctor of Chiropractic Degree
3/97 Excelsior College
Bachelor of Science Degree
QUALIFICATIONS:
Typing 80+ WPM
Proficient in Microsoft Office Suite (Excel, Power Point, Word, Outlook including Email and Calendar)
Constant Contact
Concur
REFERENCES: Furnished upon request
PERSONAL
ACTIVITIES: InvestWrite Judge-SIFMA Foundation's National Essay Competition; Volunteer-NJ Food Bank and Annual Campaigns; St. Peter’s Haven Shelter; Susan J. Komen Breast Cancer Grant Committee (North Jersey Chapter)
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