Administrative Assistant Manager

SHIRLEY DAVIS

*** **** ***** ******, ********* *P New York, New York 10039 212-***-**** **********@*******.***

Areas of Expertise

Client Relations - Financial Services Management - Staff Training - Travel Arrangements - Business Itineraries - Reporting - Cost / Expense Reductions - Executive / IT Support - Scheduling - Project Management

Technical Skills

MS Office (Word, Excel, PowerPoint, Outlook, Access), Lotus Notes, WebEx, SharePoint, Concur and Portia

PROFESSIONAL EXPERIENCE

Imperial Credit Corporation

Jersey City, NJ 07302

Administrative Assistant to Senior Vice President

(2/1/2012 – present) – Contract assignment

Some of the Administrative duties are:

• Calendar scheduling and maintenance.

• Travel arrangements.

• Processing of all incoming invoices and purchase orders.

• Preparing expense reports, meeting agendas and itineraries.

• General office duties (filing, answering phones and ordering supplies).

• Preparing excel presentations and payroll sheets.

Travel Guard Worldwide, Inc.

(Chartis International)

Jersey City, NJ 07302

Administrative Assistant

To: General Counsel and Director of Administration

(7/18/2011 – 01/13/12) Contract assignment

As Administrative Assistant to the General Counsel and Director of Administration, there were several administrative functions that I was responsible for, such as:

• Extensive calendar coordination between managers, for their various domestic and international offices.

• Prepared presentation materials for meetings, conferences and promotional events.

• Maintained and updated all internal contact lists.

• Coordinated travel arrangements both domestic and international.

• Processed expense reports, and purchase orders.

• Handled incoming calls for several managers.

• Worked on special projects, which required extensive internet research.

I-STORM, Jersey City, New Jersey 07306

Executive Administrative Assistant to the Executive Director (12/2009 – 6/30/2010)

Returned for four months (12/2010 - 3/2011)

As Executive Administrative Assistant to the Executive Director, I was responsible for running the office’s day to day functions. In this capacity I also, worked closely with managers from the partnering organizations to ensure that all projects were on schedule. Some of my other duties included:

• Provided direct support to the Executive Director.

• Maintained all client records and database projects for off site managers.

• Provided direction and support to partnering organizations as required.

• Assist with tracking all personnel timesheets and job site reports.

• Maintained all confidential client files.

• Managed the work schedules for all personnel working off site.

• Composed all corporate correspondence as needed.

STATE STREET INVESTMENT MANAGEMENT SERVICES, New York, New York 2008-2009

LAZARD ASSET MANAGEMENT, New York, New York 1995-2008

Manager (2008-2009)

Main responsibility at State Street was to assist in the transition of Lazard’s client reporting operations to State Streets platform.

• Managed the support staff to ensure that the transition between companies had minimal impact on client service.

• Coordinated with IT specialists in the creation of new procedures and systems for the transition.

• Assisted in the design and launch of a comprehensive training program between State Street & Lazard’s support staff.

Manager (1997-2008)

As manager of Lazard’s Client Reporting Group support staff, we were responsible for the collection and processing of client financial reports.

Responsible for client requests for customized financial reports, which were posted via, website. Team was also instrumental in the improvement of the overall client reporting process.

Developed and trained support staff.

• Introduced policies to the group which help to cut down on distribution cost.

• Improved reporting performance by working with the IT team on system upgrades (encompassing multi-level testing efforts), eliminating errors, which aided the team with operational standards /procedures/policies.

• Required to maintain and secure all clients reporting data for compliance purposes.

• Generated internal ad hoc reports for Managers and Directors on request.

Administrative Assistant (1987 – 1997)

Provided assistance, and support to 4 mutual fund management specialists, in the area of; order placement, client / staff relations and communications. Handled all client service requests ranging from wiring personal funds to the re-investment of mutual fund assets. Reconciled orders, administered trade postings, and allocated funds.

• Ensured top level of client service and communications, serving as liaison between clients and portfolio managers.

• Managed logistic travel for managers with clients outside of the country.

• Also performed secretarial duties for Managing Director, including travel arrangements, expense reports, and maintaining the department’s meeting calendar.

• Kept records of client requests and/or complaints for compliance.

• Handled all office correspondence.

• Assisted managers with trade orders.

Prior to 1987, worked at Bankers Trust in the Comptroller’s office. (Compliance)

Queens College

Flushing, New York

BA degree in Liberal Arts

Currently a volunteer at:

The American Cancer Society

The Bowery Mission

Habitat for Humanity

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