Executive & Personal Assistant / Office Manager

Milagros Morales

Mobile: 347-***-****

Email: ****************@*****.***

PROFESSIONAL SKILLS

Legal Research • Strategic Planning & Execution • Microsoft Office Suite Administrative Support • Filing & Legal Documentation • Records Management • Team Building & Leadership • Complex Problem Solving • Project Management • Effective Communication • Bilingual

EXPERIENCE:

Citigroup, New York, NY 11/21 – 01/23

Administrative Assistant – ICG Legal Markets & Securities Services – Long Term Consultant

Supported internal Managing Director and legal Advisory team with day-to-day calendar arrangement and updating for smooth business operations team meetings.

Assisted the leadership team, arranged international and domestic travel, preparing expense reports, scheduling internal and external meetings and video conferences, Managed attendance for legal team.

Played a significant part in tracking escalation for legal matters and assigned escalation assignments on spreadsheets to the team.

Synchronized in setting up meetings through Zoom scheduler; tracked for updated opinions on Aosphere team projects.

Facilitated manager organizing and setting up all development programs; monitored MAC Dashboard and inspected Input.

Liaised with internal and external clients in response to a high volume of inquiries relating to trading documentation assisting attorneys.

Monitored billing spreadsheet tracking and updating invoices and requested matter numbers for processing matters.

Tracked status of outstanding agreements and constituent documents in team’s documentation database.

Secured documents for signature via DocuSign and forward email to Managing Director and Advisory team with fully executed documents.

Deutsche Bank, AG, New York, NY 01/06 – 06/21

Senior Administrative Assistant - Investment Bank – Markets

Supported internal Managing Director and Vice President’s within the legal department.

Assisted the leadership team, and arranged international and domestic travel, preparing expense reports, scheduling internal and external meetings and video conferences.

Managed team attendance for both the Markets Fixed Income and Equities teams.

Assisted a large team of Derivative Documentation Attorneys/Negotiators in New York and Jacksonville, Florida, with the preparation of trading documentation including ISDA Master Agreements, Futures and Options Agreements and others. This included drafting, mailing and securing signatures from internal and external clients.

Assisted Birmingham Negotiator’s team creating matter numbers for database and uploading documents, execution of documents e-signing process on DocuSign.

Tracked status of outstanding agreements and constituent documents in team’s global documentation database.

Liaised with internal and external clients (traders, marketers, collateral groups, and attorneys) in response to a high volume of inquiries relating to trading documentation.

Managed and updated global markets archive database.

Supervised and assigned documentation projects to Cristo Rey High School summer interns.

Government Audit Reporting

Researched and pulled ISDA’s and Amendment’s for Department of Justice as well for KMP Audit Repo, and Bilateral ISDA DF Documentation provide a standard set of amendments to facilitate updating of existing swap relationship documentation for Dodd-Frank compliance purposes and other standard industry documentations.

Accumulated agreements for Government Sponsored Entity into DeXtR Database for the business due to an audit point.

Implemented the VMCSA Negotiations agreements for the ISDA Variation Margin Credit Support Annex (CSA) into the DeXtR Database and extracted agreements.

CFTC – The Commodity Futures Trading Commission assisted in various ISDA’s; Amendment Agreements and obtaining valid standard agreements.

Key Projects

01/17 – 06/21

Responsible for MRA, GMRA, agreements and amendments for execution by the assigned Credit Risk Officer (s) and Business Managers

Maintained and Initiated PIMCO accounts were up to date in Paragon, assisted in obtaining signature for agreements execution.

Interacted and communicated with outside counsel and assisted in executing agreements.

Updated all new and existing agreements and amendments into Paragon after full execution or changes.

Researched Agreements and Amendments in Paragon System.

Assisted in releasing and updating Netting Flags in Paragon

Created matter numbers and Edited Counterparty Contracts in Paragon system.

Responsible for the processing of Hedge Fund deals and Futures and Options Agreements.

Followed-up with external clients while obtaining all supporting documentation for agreements.

Processed all ISDA Master Agreements for accuracy as well as scanning into Paragon system.

Assisted manager in organizing special events within department organization.

Assisted Breast Cancer Group with organizing events and communicating with potential speakers.

EDUCATION:

JERSEY CITY UNIVERSITY, Jersey City, NJ

Bachelors in business science administration (Degree: BSA) in process

TECHNICAL CAREER INSTITUTES, INC. New York, NY

Computerized Office Technology (Degree: AAS)

Brooklyn Adult Learning Center

Computerized Office Technology (Certified)

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