Executive Assistant for Financial Institutions

Professional Summary

Resourceful Executive Assistant with extensive experience supporting senior leaders in financial institutions. Skilled in managing calendars, coordinating travel, processing expenses, and facilitating office operations. Proficient in Microsoft Office, Concur, Salesforce, and other business tools. Ready to deliver exceptional support and operational excellence in financial environments.

Education

Master of Divinity (in progress), Regent University (Online), 2027

Bachelor of Arts, Cum Laude, Biblical Studies & Theology, Alliance University, 2023

Skills

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), SharePoint, Adobe Acrobat, Canva, Google Docs, Dropbox, Zoom, Slack, Teams, Oracle iExpense, Concur, P2P, American Express Business Travel, Forsch, Workday, Salesforce CRM

Work Experience

Beacon Hill Staffing, New York, NY

Temporary Short and Long Term Administrative/Executive Assistant (Sept 2022 – March 2026)

Temp Executive Assistant at Blackstone BXCI – CLO & Research Group (Mar 2025 – Feb 2026)

Scheduled all calendars and meeting request for multiple professionals in a timely matter with attention to detail across time zones.

Coordinated weekly internal IC meetings, and client meetings: virtual and in-person covering all meeting logistics.

Arranged all annual roadshow conference travel logistics – domestic and international and handled all corporate expenses in a timely manner according to company standards for all events.

Compiled all client and institutional investor meetings in Salesforce.

Handled all professionals supported information with utmost confidentiality and discretion.

Temp Administrative Assistant at Evercore Group – RESO Department (July 2024 – Sept 2024)

•Generated purchase orders for approved companywide purchases – Amazon, Staples, Frontline Graphics, Spiral Binding in Workday. Issued receipt and packing slip once delivered.

•Reviewed invoices for payment.

•Approved office supply orders. Ordered business cards, various sites weekly pantry orders.

•Executed credit card reconciliation in Workday.

•Processed expense reports and allocated expense budgets across various departments and states.

Temp Administrative Assistant at Evercore Group - FSG Advisory Department (Nov 2023 – July 2024)

•Interacted with various Managing Directors; maintained executives’ calendars, scheduled all meetings and conference calls, responded to emails, meeting requests, resolved meeting conflicts, and prioritized requests for the Financial Sponsors Group.

•Arranged all aspects of domestic travel, updated executive profiles, managed approvals for any conferences, flights, hotels and ground transportation using Concur.

•Reconciled Amex corporate credit card statements - prepared and submitted all expense reports in a timely matter based on strict corporate policy, requested approvals for conferences and travel, hotel accommodations using Workday.

•Sent internal daily summary of all internal, and client meetings pending, and scheduled for team preparation.

Temp Executive Assistant to CFO - Technology Crossover Ventures (TCV) (May 2023 – Oct 2023)

•Served as Executive and Personal Assistant to the CFO with high confidentiality.

•Heavy executive calendar management for CFO, Finance team, and Investor teams as needed.

•Completed expense reports for CFO and Finance team in Concur.

•Managed communication channels for all Luxembourg and United States based contracts.

•Coordinated Domestic and International travel logistics and itineraries using Frosch travel.

Temp Executive Assistant to the CEO - Screenvision Media (Feb 2023 – May 2023)

•Managed Executive’s calendar, scheduled board meetings, assisted with annual and quarterly conferences.

•Coordinated domestic and international travel arrangements, processing expense reports using Concur.

•Assisted with ad hoc projects and creating decks via PowerPoint for Board meetings.

Temp Administrative Assistant at Blackstone Infrastructure & Real Estate Depts. (Sept 2022 – Feb 2023)

Scheduled all calendars and meeting request for multiple professionals in a timely matter with attention to detail across time zones.

Handled all professionals supported information with utmost confidentiality and discretion.

Lite reception duties

Alliance University (Formerly Nyack College), New York, NY - Sept 2021 – June 2022

Program Assistant – College to Career Services

•Coordinated all logistics for workshops, job placements, and internships.

•Cultivated relationships with faculty and students in all departments.

•Maintained Simplicity database for all current students, alumni, and potential employers.

Stuyvesant Heights Christian Church, Brooklyn, NY - July 2021 – Dec 2021

Daycare Administrative Assistant

•Tracked all staff attendance, teachers continuing education, and medical requirements.

•Managed all DOH regulations and codes for site inspections.

•Kept abreast of all state and local licensing regulation requirements in Article 47

•Arranged parent teacher conferences and staff meetings.

•Collected and recorded weekly daycare tuition payments.

•Compiled data from DOH and DOE to ensure updated daily safety procedure standards for COVID-19 vaccine and immunization mandates.

TJX Companies, LLC – HomeGoods, New York, NY - Nov 2020 – June 2021

Part-time Merchandise Assistant

•Provided exceptional customer service and cashier support to build customer loyalty.

•Assisted coordinators with merchandise floor display.

Noors Staffing Temporary Agency, New York, NY - Jan 2020 – Feb 2020

Marketing Project Administrative Assistant

•Duplicated and formatted corrupted PowerPoint decks. Ended due to pandemic.

Saks Fifth Avenue, New York, NY - July 2019 – Nov 2019

Merchandise Locator

•Tracked merchandise on the sales floor and shipped to other SFA stores worldwide.

Entrepreneur and Independent Contractor Positions, Various Locations - Mar 2017 – June 2019

Licensed Insurance Agent – CalChoice Financial, Chino Hills, CA/NY/GA

•Networked and built client base in Georgia and NYC

•Taught financial literacy to potential clients one-on-one.

•Sold life insurance, annuities, and land banking real estate investments.

Licensed Real Estate Salesperson – Keller Williams Realty Landmark II, Rego Park, NY

•Worked as part-time agent concentrating on residential sales in Brooklyn, NY

•Learned contracts, forms, terms, rules and regulations, and technology programs related to real estate business.

Founder and Owner – Fashion Style Essentials, Brooklyn, NY

•Owned all production of founding and opening brick and mortar retail business.

•Handled all merchandising, marketing, and sale logistics.

Merrill Corporation, (Toppan Merrill) New York, NY - Mar 2012 – Feb 2017

MCS East Coast Sales Team Administrative Assistant

•Provided administrative support to five C-suite senior executives.

•Developed and edited sales presentations, monthly reports. Maintained complex calendars and meeting requests.

•Coordinated high volume of domestic and international travel booking, ground transportation, hotel accommodations with detailed itineraries. Processed all expenses reports using Concur, and team procurement vendor invoices using Oracle.

•Organized onboarding processes for new hires; collaborated with Human Resources and Information Technology department.

•Trained assistants across Sales department in travel expenses, invoice processing, Salesforce input and maintenance, and onboarding new team members.

Buck Consultants, LLC (Xerox Company), New York, NY - Mar 2009 – Sept 2011

Senior Administrative Assistant to Managing Director, Executive Compensation Department

(Mar 2010 – Sept 2011)

•Maintained Managing Director’s calendar using Outlook.

•Handled all roadshow and travel logistics for senior-level executives: flight, hotel, ground transportation arrangements for internal and client events within the U.S.

•Executed monthly travel expenses for senior-level executives using Concur.

•Coordinated and expedited monthly client billing and invoices for the department.

•Researched companies proxy statements for potential new executive compensation clients.

•Updated company survey data for various compensation clients via PowerPoint

Temporary Administrative Assistant – Managing Director of Retirement Department (Nov 2009 – Mar 2010)

•Handled basic office functions, copier maintenance, faxing, and special projects.

•Assisted with client correspondence, spreadsheet, and forms reception coverage (floater coverage).

Temporary Executive Assistant to Senior Vice President of Research and Publication (March 2009)

•Compiled and published Buck Consultants “Daily Digest” internal research newsletter in Microsoft SharePoint.

•Managed internet/intranet postings detailing health and benefit articles using Microsoft Office Programs.

•Coordinated live meeting conferences: ordered supplies, lunch, and IT equipment for internal training classes.

Citigroup Citi Cards Division, New York, NY- Aug 2005 – Sept 2008

Executive Assistant to Chief Administrative Officer

•Heavy email and calendar management; scheduled all internal and external meetings for executive via Outlook.

•Arranged all domestic and international travel arrangements, hotel bookings, and ground transportation.

•Planned all logistics for roadshows and business events, executive luncheons, and client dinners.

•Prepared and tracked monthly expenses: diners club bills and personal flexible spending accounts.

•Maintained proficiency in Citi software systems: P2P, Citi Travel and Expense, Concur, and PeopleSoft

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