• Address: New York, NY 10008 (map)
• Date Posted: 11/04/09

Executive Administrative Assistant


Areas of Expertise

l Client Service Management
l Complaint Handling & Resolution
l Teambuilding & Training
l Client Satisfaction Enhancement
l Organized Client Database
l Compiling Marketing Lists

l Event Planning
l Fluent in Spanish
l Proficient in Microsoft Office Systems
Professional Experience
pRIVATE CLIENT GROUP, LLC– New York, NY
Financial Services Firm
Executive Administrative Assistant 5/2008-8/ 2009
Served as Administrative Assistant for three senior founding partners and managing partner of financial-services firm with five nationwide locations
Responsibilities:
l Branched off MassMutual Financial firm and assisted in the start up of a private independent firm in May 2008.
l Reviewed all applications for accuracy and errors prior to submitting to new business.
l Demonstrated capacity to provide comprehensive support for executive-level staff including scheduling meetings, coordinating travel, and effectively managing all essential tasks.
l Coordinated and hosted successful client seminars, creating invitations and promotional materials, booking venues, and selecting guest speakers.
l Co-developed comprehensive, 160-page training manual that enabled faster ramp-up for newly hired Producers and support staff.
l Entrusted to manage office in the supervisor’s absence. Provided timely, courteous and knowledgeable response to information requests; screened and transferred calls.
l Managed invoicing and billing processes for certain client and alliance “thank you” marketing gifts.
l Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages
l Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives.
l Maintained and scheduled productive client and potential alliance meetings through shared calendars
l Developed presentations and scheduled all Senior Partner and Managing Partner meetings and travel
l Assisted in gathering and researching all requested information for corporate financial audit.
l Created mailings for current clients with most recent account and/or policy values, arranges meetings for policy audits.
l Created program to be implemented for compiling direct mailings to potential alliances. Started process of having Senior Partners state accredited for alliance seminars

Massmutual FINANCIAL – New York, NY
Financial Services Firm
Marketing Director/Executive Sales Assistant, 10/2007 to 5/2008
Executive Sales Assistant to General Agent and Vice President of Sales. Took on role of New Business Assistant.


Responsibilities:
l Managed pending business book, updated all statues of business in the mill and prospective business.
l Contacted prospective clients and arranged meetings with General Agent and Vice President of Sales, shadowed on meetings with new clients and alliances.
l Attended CPA round tables, represented the firm and built relationships with CPAs.
l Co-writer in Charitable Giving article for a charity event.
l Coordinated Golf Outing, created invitations and coordinated all promotional marketing items.
l Trained on new business procedures, processed all applications directly through MassMutual Empower software, ordered all medical requirements for applications.

ADVANTAGE PAYROLL CO. – Hicksville, NY
Payroll Services
02/2006-08/2007

Executive Marketing Assistant to VP of Sales/ Client Relationship Manager, 6/2006-8/2007
Marketing Intern, 2/2006-6/2006
Hired after internship completion, assisting in marketing and sales. Developed client relationship manager position by visiting clients and alliances.
Responsibilities:
l Compiled direct mailing list of over 400 businesses in area for Business Development Representatives.
l Designed event postcards such as Annual CPA Appreciation Day and announcement of new website.
l Co-developed CPA program, designed logo, held quarterly CPA accredited trainings, designed all invitations and created feedback form
l Created concept of a client anniversary postcard to be mailed out.
l Scheduled minimum of ten meetings with clients and CPA alliances on a weekly basis to discuss payroll accounts, satisfaction of services and any updates in services.
l Created client/alliance satisfaction and status reports to be reviewed by executive management. Reports then used to review Customer Service Rep
l Shadowed on sales appointments, handled and processed all new business paperwork through PACE software
l Managed all sales leads and current client and alliances through Salesforce software, updated all information on a daily basis.
l Able to retain unsatisfied clients by identifying issues and concerns and strategizing on improvements
Technology
Software:
MS Office (Word, Access, Excel, PowerPoint), Illustrations Design, PACE, Empower
Web/Multimedia:
Salesforce, Image Silo,
Education
Berkeley College – White Plains, NY Life, Health & Accident Licensed
Associates In Applied Sciences, 6/2006 State of New York
- Major: Marketing Communication - Anti Money Laundering course
- Long Term Care Program

References on Request