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Executive Administrative Partner for Global Finance Leaders

Location:
Napa, CA
Posted:
May 18, 2026

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Resume:

JERLIN HERNANDEZ

707-***-**** • ***************@*******.***

Professional Summary

Skilled assistant with extensive experience supporting senior executives in leading global financial institutions. Recognized for managing complex international schedules, safeguarding sensitive financial and corporate information. Adept at anticipating needs, and building strong relationships across departments to ensure smooth executive operations in fast-paced environments.

Skills

●Microsoft Office Suite, SharePoint, Outlook, Concur

Professional Experience

BlackRock – San Francisco, CA

Administrative Business Partner – BGM ETF Index Investments Engine

02/2025 – 06/2025 - (Contract)

●Provided high-level administrative support to the Global Head of Index Equity Investment, ensuring seamless daily operations.

●Managed complex, high-volume global calendar across multiple time zones, optimizing executive availability and meeting priorities.

●Coordinated domestic and international travel logistics, achieving efficiency and cost-effectiveness.

●Planned and executed organizational events including town halls, and team activities.

●Processed monthly expense reports in Concur

●Completed ad hoc requests promptly, demonstrating flexibility and responsiveness.

Citi – San Francisco, CA

Administrative Assistant – Personal Wealth Management

01/2024 – 08/2024

●Supported three Senior Vice Presidents, managing schedules, correspondence, and daily operations to maximize productivity.

●Handled confidential client and financial information with discretion.

●Created and maintained spreadsheets, reports, and materials for client and strategy meetings.

●Coordinated onboarding processes, ensuring smooth system access for new hires.

●Planned client events and internal team functions to strengthen relationships.

Wells Fargo Bank – San Francisco, CA

Executive Assistant – Corporate Risk

04/2019 – 08/2023

●Partnered with the Senior Vice President and leadership team to manage strategic priorities, calendars, and travel arrangements.

●Supported executive recruiting efforts, scheduling interviews and managing candidate communication.

●Oversaw onboarding and offboarding, ensuring seamless transitions for staff.

●Coordinated special projects and events, including offsites, guest speakers, and volunteer programs.

●Maintained compliance and accuracy in expense reporting and administrative processes.

Senior Administrative Assistant – Corporate Strategy

10/2015 – 04/2019

●Supported three Senior Vice Presidents, coordinating global meeting schedules and managing executive travel.

●Prepared agendas, expense reports, and invoices with precision.

●Maintained building access processes and security protocols.

●Provided backup coverage for other assistants, ensuring continuous workflow.

Senior Administrative Assistant – Corporate Benefits

09/2013 – 10/2015

●Managed calendars, travel, and expense reporting for senior leaders in Benefits division.

●Coordinated wellness initiatives including flu clinics and biometric screenings.

●Prepared meeting agendas and presentation materials for cross-functional teams.

Bank of America – San Francisco, CA & New York, NY

Executive Assistant – Global Commercial Banking

08/2008 – 07/2012

●Supported Senior Vice President and direct reports, managing high-volume scheduling, correspondence, and travel arrangements.

●Maintained confidentiality of sensitive financial and personnel data.

●Processed invoices, expense reports, and budgets with strict compliance to policy.

Executive Assistant – US Trust Merger Team

01/2007 – 05/2008

●Supported four senior executives during the US Trust merger, managing calendars, communications, and SharePoint documentation.

●Oversaw travel and seating assignments for merger-related teams.

Administrative Assistant – Multiple Departments

10/1992 – 01/2007

●Provided administrative support to executives across various banking divisions, including scheduling, expense management, and event coordination.

●Assisted with business continuity planning and coordinated corporate fundraising initiatives.

Education

●Heald Business College, Associate’s Degree



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